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What is a Board Portal?

By 28.9.2023No Comments

Board portals are online platforms designed to simplify the process of scheduling, recording and governing meetings of the board members and the management team of an organization. They eliminate the requirement for physical board books, FedEx deliveries and endless email threads, by providing a single source of truth that can be accessed any time, anywhere on any device connected to the internet.

They provide secure remote access to members with features like the synchronization of calendars, agenda management, eSignatures and meeting minutes management. Board members can also use the system to share and edit documents, track actions items and take decisions. They can then focus on strategic discussions and not operational meetings. The more user-friendly, simple and user-friendly a board portal is the more likely your board is to adopt it. You should also choose an option that comes with a money-back guarantee.

Selecting the right software provider for your company could be a challenge. You should look for a reputable brand in the market with high ratings and positive reviews on independent software review sites. The best companies offer a free demo to let you try their software before making the purchase.

Identify a board portal advocate and ask them to help you through 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 willing to assist with technical aspects like creating bookmarks and folders, and defining personal preferences.