What is a Board Portal?

Board portals are systems online designed to simplify the process of scheduling, recording and governing meetings among the board members and the management https://livingboardroom.com/ team of an organisation. They make it unnecessary to keep physical books for the board or FedEx delivery, and they also eliminate the necessity for endless email threads. Instead, they provide an information source that can be accessed anytime, anywhere from any internet-connected device.

They provide secure remote access for members with features like synced calendars agenda management, eSignatures and meeting minutes management. Board members are also able to edit and share documents, monitor action items and take decisions. They can then concentrate on strategic discussions and not operational meetings. The easier it is for you to use the more likely you are to see your board adopt a portal for your board. You should also select a provider who offers an unconditional money-back guarantee.

It can be challenging to select the right software for you company. Find a reliable name in the industry that has high ratings and positive reviews from independent software review sites. The best providers will offer a free trial to allow you to test out their software before you commit to it.

Identify and leverage a champion of the portal on your board to assist with the transition. Plan training sessions and distribute them to all your board members. Consider offering a range of dates and times to ensure that technology-challenged board members can attend. In the initial phase the board portal champions could assist with the technical aspects of using the system, such as creating folders and bookmarks and creating personal settings.