Board portals are online tools that allow for the scheduling, documentation and governance of meetings between the management team and directors of an organisation. They remove the need for physical books for the board or FedEx deliveries, and they also eliminate the need for endless emails. Instead, they offer an information source which can be accessed from anywhere, any time on any device connected to the internet.
They provide secure remote access for members with features like synchronized calendars agenda management, eSignatures and meeting minutes management. Board members can also use the system to share and edit documents, track action items and make decisions. They can then focus on strategic discussions, not operational meetings. The easier it is to use, the more likely you will be to see your board adopt a portal for your board. It is also important to choose an option that comes with a money-back guarantee.
It can be difficult to select the best provider for your company. Choose a trusted name in the software industry with high ratings and positive reviews from independent review sites. The best companies offer the opportunity to try a demo for free so that you try their software before making purchases.
Identify and leverage the board portal champion on your board to help with the transition. Set up training sessions and then communicate them to all your board members. Consider offering a range of dates and times to ensure that technology-challenged board members can attend. During the initial phase Board portal champions can assist with the technical aspects of using the system, such as creating folders and bookmarks as well as defining personal settings.
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