How to Select Effective Board Portal Software

Board members must be certain they have the most current version of documents, regardless of whether they’re working in the same room with one another or on different continents. A central, shared system is therefore essential for meeting planning and for governing. The best board management software can update documents in real-time, no matter what device or platform that participants are using. This level of security enables board materials to be accessible by all participants and commented upon at any time.

When selecting a portal for your board be sure to look for the following characteristics:

Meeting invites and scheduling tools: You can easily identify meeting dates and times by using simple automated tools. Also, allow attendees to sign up for meetings online and provide reminders.

Agenda Builder Tools Create dynamic, digital agendas for meetings with time limit and person assignments. Some portals even embed reference documents.

Task management: Ensure that all board members have completed their assignments prior to the next meeting with a comprehensive task management system. The best solutions display every task on one central dashboard. Directors can confirm that they have reviewed meeting materials, finalized the budget for a campaign, or taken pictures at an event.

Training & support: Be sure to offer multiple opportunities for technology-challenged board members to receive training. Conduct group training sessions at different times and places. Also, consider reaching out to board members who aren’t tech-savvy to schedule one-on-one Business Deal Management sessions.