What is a Board Portal?

Board portals are web-based tools that allow for the scheduling, documentation and governance of meetings between directors and the management team of an organisation. They eliminate the requirement for physical board books, FedEx deliveries and endless emails by providing a single source of truth, where information can be accessed any time, anywhere from any internet connected device.

They offer secure remote access for members, with features such as synchronized calendars and agenda management. Board members can also edit and share documents, monitor actions and make decisions. They can then concentrate on strategic discussions and not operational meetings. The more convenient, intuitive and easy to use a board portal is, the more likely your board is to adopt it. It is also important to choose one that offers a money back guarantee.

It can be difficult to select the best provider for your company. You should look for a trustworthy company in the field of software that has high ratings and positive feedback from independent review websites. The top providers will provide a free trial to allow users to test their software before you commit to it.

Choose a board portal advocate and let them assist you 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. In the beginning the board portal champions are available to assist with technical aspects like creating bookmarks and folders and defining personal preferences.


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