Board portals are online platforms created to aid in the process of scheduling, documenting and governing meetings between the board members and the management team of an organization. They make it unnecessary to keep physical books for board meetings or FedEx delivery services, and also eliminate the necessity for endless email threads. Instead, they provide an information board member communication source which can be accessed from anytime, anywhere from any internet-connected device.
They offer secure remote access for members and include features like synchronized calendars agenda management, eSignatures, agenda management and meeting minutes management. Board members can also edit and share documents, record actions and take decisions. This lets them focus their time on strategic debates instead of operational meetings. The more user-friendly, simple and easy to use the board portal is, the more likely your board will be to use it. It is also important to choose a provider who offers an unconditional money-back guarantee.
It can be difficult to select the right software for you company. Look for a trusted name in the field with excellent scores and positive reviews from independent review sites for software. The top companies offer a free demo to let you try their software before making a purchase.
Identify and leverage a board portal champion on your board to assist with the transition. Plan training sessions and ensure that you inform 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 could also help with the technical aspects of using the portal, including creating folders and bookmarks and defining personal settings.