Board portals are online tools that allow for the scheduling, documentation and governance of meetings between the directors and management of an organization. They make it unnecessary to keep physical books for board meetings or FedEx delivery, and they also eliminate the need for endless email threads. Instead, they provide one source of information accessible from anywhere, anytime on any device connected to the internet.
They provide secure remote access to members with features like synchronized calendars and agenda management. Board members can also use the system to edit and share documents, keep track of action items and make decisions. They can then concentrate on strategic discussions instead of operational meetings. The more simple it is to use, the more likely you are to see your board adopt a web-based portal for their board. You should also select a provider who offers the option of a money back guarantee.
Picking the right company for your company can be difficult. Choose a reputable name in the field with excellent ratings and positive reviews on independent software review sites. The best providers offer a free demo to let you test their software prior to making the purchase.
Choose a board portal advocate and use them to help you with the transition. Schedule training sessions, and be sure to notify all board members. Consider offering a range of dates and times to ensure that technology-challenged board members can attend. In the initial phase, board portal champions can assist with the technical aspects of navigating the portal, such as creating bookmarks and folders and creating personal settings.
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