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How to Maximize the Success of Board Portals

Board portals allow team members to access vital information and perform their tasks on any mobile device that is web-connected. This accessibility facilitates a seamless communication and enhanced engagement. Board management software is becoming more and more crucial for good governance, as directors’ boards are meeting more frequently and tackling more information. This has forced a shift away from manual processes and old products to modern robust and efficient board portal solutions that facilitate board member preparation as well as storing relevant documents and manage meetings-related workflow.

To ensure maximum success for your board portal, it is essential to devise and implement a comprehensive training strategy. Create a list of every board member and identify 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. The sessions will ensure that all your board members have the tools needed to utilize the portal effectively and efficiently.

Modern board portals facilitate meeting preparations by facilitating the management of agendas and minutes. By synchronizing with all board members calendars, board meetings are automatically scheduled and attendance is easily recorded. A single click converts agenda items into draft minutes which are then circulated to be ratified. Board members can also work between meetings by adding tasks and completing them in the portal.

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