What is a Board Portal?

Board portals are online tools that aid in the organization, recording and scheduling of meetings between the management team and directors of an organisation. They eliminate the requirement for physical board books, FedEx deliveries and endless email threads, by providing a single source of information that can be accessed at any time and using any device with internet access.

They offer secure remote access for members, with features like synchronized calendars and agenda management. Board members can also use the system to share and edit documents, keep track of action items and take decisions. This lets them focus their time on strategic debates and not on operational meetings. The more user-friendly, efficient and easy to use the board portal is, the more likely your board is to adopt it. It’s also important to choose an option that comes with a money-back assurance.

Selecting the right software provider for your company can be difficult. Find a reliable name in the industry that has high scores and positive reviews from independent review sites for software. The best companies will offer a free trial to allow you to try out their software before you commit to it.

Choose a board portal advocate and ask them to help you with the transition. Plan training sessions and distribute them to all board members. Consider offering a range of dates and times to ensure that technology-challenged board members can attend. During the initial stage, board portal champions are available to assist with technical aspects such as creating folders and Board Portal bookmarks, and setting personal preferences.

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