An online board portal is a program that stores and manages the meeting details for a business or a group. It can be utilized by committee members, board members administrators, members of the committee as well as executive staff. Portal software is typically promoted by the board administrator or secretary however, the CEO, executive director, or chairperson of the board can also be supportive. Everyone who is in a leadership position should be advocates of the new platform to ensure its acceptance and its success by board members.

Whether you are running either a large business or a small non-profit, board meeting management software can help streamline meetings, improve productivity, and improve governance practices. A reliable solution will facilitate communication and collaboration both during and after meetings and allow your board to operate from anywhere, using any device.

Modern board portals are easy to use by everyone, regardless of technical proficiency. They allow you to schedule and share meetings, create agendas and documents, and perform eSignatures/approvals. Board admins can easily monitor the engagement of members, including document views and meeting attendance.

When selecting a service, make sure they offer 24/7/365 customer support that is more than password resets. It should include How-To Videos and FAQs, as well as ongoing remote training and one point of contact. Find out your team’s customer service requirements and select a provider with a track record of high customer satisfaction. In the end, this will make the implementation and adoption process easier for your organization.

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