How to Maximize the Success of Board Portals

Board portals allow team members to access essential information and carry out their duties using any device with a web browser. This level of accessibility facilitates a seamless communication and enhanced engagement. Board management software is becoming more crucial for good governance, as boards of directors meet more frequently and dealing with more information. This has resulted in a shift away of manual processes, old products, and to more modern, robust solutions for portals for boards that manage meeting-related workflow and facilitate the preparation of board members and house important documents.

To ensure maximum success for your board portal, you must to plan for and execute a comprehensive training plan. Create a list of every board member and determine their technical proficiency (tech savvy or average). Using this data, reach out to your technology-challenged board members and schedule individual remote training sessions with your board portal vendor in advance of the board-wide rollout. These sessions will ensure all board members are provided with the tools required to use the portal effectively and efficiently.

Modern board portals simplify meeting preparations by facilitating the management of agendas and minutes. Board meetings can be automatically scheduled by synchronizing the calendars of all members. Attendance can be easily tracked. A single click can transform agenda items into draft minutes, which are then distributed to be ratified. In addition, board members are able to continue their work between meetings by adding tasks and completing them within the portal.