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How to Maximize the Success of Board Portals

Board portals allow team members to access essential information and complete their duties from any internet-connected device. This level of accessibility allows for smooth communication and a more engaged workforce. Board management software is becoming increasingly essential to good governance, with boards of directors being required to meet more frequently and process more information than ever before. This has required a shift away from manual processes and outdated products to modern robust solutions for board portals that aid in the preparation of board members as well as storing relevant documents and manage meetings-related workflow.

To ensure maximum success for your board portal, you must to devise and implement an extensive training plan. Make a list of each board member and calculate their tech skills (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 that all board members have the tools needed to utilize the portal effectively and efficiently.

Modern board portals also facilitate meeting preparation by facilitating agenda management as well as meeting minutes management. By synchronizing with all board members calendars, board meetings can be automatically scheduled and attendance can be easily recorded. A single click can transform agenda items into draft minutes which are then circulated to be ratified. Board members can continue working between meetings by adding tasks and then completing them within the portal.

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