How to Select Effective Board Portal Software

When they’re working in the same room or across the globe board members must be sure they have the most current version of the documents. A central, shared system is therefore vital for meeting preparation and for governing. The most effective board management software will automatically update the documents, regardless of which device or platform is used by participants. With this degree of security, documents for boards can be accessed BoardMaps Board Portal and commented anytime by a variety of participants, ensuring the right information is readily available to make strategic decisions at any time.

When deciding on a board portal solution, you should look for one that includes the following essential characteristics:

Tools to schedule and invite meetings: Using simple automation tools, you can easily determine the dates and times for your meetings. Also, let attendees sign up for meetings online and send reminders.

Agenda Builder Tools Create dynamic, digital meeting agendas with time limitations and person assignments. Some portals even provide embedded documents of reference.

Task management: Ensure all board members have completed their assignments ahead of your next meeting with a comprehensive task management system. The best way to organize all tasks in one central dashboard. This allows directors to verify that they have completed meeting materials, drafted 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. Hold group training sessions at different times and locations. Also, think about reaching out to board members who are tech-challenged to schedule one-on-one sessions.