How to Get onboard With a Board Portal

About Board Portal

A key function of a portal for boards is to make information accessible at all times and to make it easy for directors to comprehend what they are studying. Find solutions that allow board members to perform their duties or attend meetings from any place they have an internet-connected device. Take note of the devices your directors use for day-to-day activities, and think about how easy it will be to get up and running using those devices.

It’s not enough to simply have the appropriate features. The ease of use will determine whether the portal is actually utilized. Ask potential providers about their onboarding process which includes one-on-1 tech training tailored to the preferences of directors and administrators on boards. Check to see if the provider has an application that can be used without wifi to access board materials.

Having the right tools will help your board perform at its highest level and remain in control of the company and ensures that the best governance practices are adhered to. Board portals are more efficient than email and paper and can be relied upon as an all-in-one source of information. They maintain and enhance the cornerstones of good governance, for example, meeting schedules and attendance, as well as providing a single repository for documents and notes.

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