Board portals are web-based tools that help with the planning, documentation and management of meetings between the directors and management of an organisation. They remove the need for physical board books or FedEx deliveries, and also eliminate the necessity for endless email threads. Instead, they provide an all-in-one source of information which can be accessed from anywhere, anytime on any device connected to the internet.
They provide secure remote access to members and include features like the synchronization of calendars, agenda management, eSignatures and meeting minutes management. Board members can also edit and share documents, track actions and make decisions. This allows them to concentrate their time on strategic discussions, rather than operational meetings. The more user-friendly, efficient and easy to use a board portal is, the more likely your board will be to choose it. You should also pick an option that comes with a money-back guarantee.
It can be difficult to select the right software for your company. Look for a trusted name in the market with high ratings and positive reviews on independent software review sites. The best providers will offer no-cost trial versions that allow you to try their software before you commit to it.
Choose a portal advocate for your board and ask them to assist you with the transition. Schedule training sessions and communicate them to all board members. Consider offering a range of dates and times to ensure that technology-challenged board members can attend. In the beginning the board portal champions are available to help with technical issues such as creating bookmarks and folders and defining personal preferences.