Board portals are online tools that allow for the planning, documentation and management of meetings between the management team and directors of an organisation. They eliminate the requirement for physical books for the board or FedEx deliveries, and they also eliminate the need for endless emails. Instead, they offer an all-in-one source of information that is accessible any time, from any internet-connected device.

They offer secure remote access for members, with features such as the ability to synchronize calendars and agenda management. Board members are also able to edit and share documents, monitor action items and make decisions. This lets them focus their time benefits of board portals on strategic discussions instead of operational meetings. The easier it is for you to use, the more likely you are to have your board adopt a portal for your board. You should also choose an option that comes with a money-back guarantee.

It can be challenging to select the best provider for your business. Choose a reputable name in the field with excellent ratings and favorable reviews from independent software review sites. The best companies offer a free demo to let you test their software prior to making a purchase.

Find a board portal advocate and let them assist you transition. Plan training sessions and be sure to inform all board members. Consider offering a range of dates and times to ensure that technology-challenged board members can attend. At the beginning the board portal champions are available to assist with technical aspects such as creating bookmarks and folders, and setting personal preferences.