What is a Board Portal?

Board portals are systems online designed to simplify the process of arranging, documenting and governing meetings of the board members and the management team of an organisation. They make it unnecessary to keep physical books for the board or FedEx delivery, and they also eliminate the need for endless email threads. Instead, they provide one source of information that is accessible anytime, anywhere on any device connected to the internet.

They offer secure remote access for members with features like synchronized calendars agenda management, eSignatures and meeting minutes management. Board members can also edit and share documents, track actions and take decisions. They can then concentrate on strategic discussions and not livingboardroom.com operational meetings. The easier it is for you to use, the more likely you are to have your board adopt a web-based portal for their board. It’s also important to choose a provider that offers a money-back assurance.

Selecting the right software provider for your business could be a challenge. Choose a reputable name in the field with excellent ratings and positive reviews from independent review sites for software. The most reliable providers will offer the opportunity to try a trial for free that allows you to try out their software before you commit to it.

Choose a board portal advocate and use them to help you through 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 champions of the portal for board members can assist with the technical aspects of navigating the portal, such as creating folders and bookmarks, as well as creating personal settings.