How to Choose an Online Board Portal

An online board portal is the software which houses and manages information on meetings for a corporation or organization. Board members, committees and administrators can use it. Portal software is typically promoted by the board administrator or secretary, but the CEO, executive director, or board chairperson can also be supportive. In ideal circumstances, all those who are in leadership positions should support the new platform to ensure its acceptance and success for board members.

Whether you are running an enterprise of a significant size or a small non-profit organization, software for managing board meetings can streamline meetings, increase productivity and improve governance practices. A robust solution supports collaboration and communication before, during, and after your meetings. It also allows your board to work from anywhere and on any device.

Modern board portals are accessible by anyone, regardless of tech knowledge. They allow you to schedule and share meetings, create agendas and documents, and perform eSignatures/approvals. Board admins can also easily monitor member engagement, including document views and attendance at meetings.

When choosing a provider ensure that they provide 24/7/365 client support that goes beyond password resets to include How-To videos, FAQ, ongoing remote board meeting training and one contact. Select a company that has a proven track record of client satisfaction. This will simplify the adoption and implementation process for your company easier.

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