How to Select Effective Board Portal Software

Whether they are working together in the same room or across the globe Board members need to be confident that they have the most current version of the documents. That’s why a central, shared system of record is essential to ensure that meetings are prepared and governance processes. The most effective board management software is able to update documents continuously, no matter what OnBoard Software Review device or platform that participants are using. With this level of security, board documents can be reviewed and accessed anytime by a range of participants, ensuring that the right information is always available to make informed decisions at any time.

When choosing a board portal solution, you should look for one with the following key features:

Meeting invites & scheduling tools: You can easily determine the dates and times of meetings with the help of simple automation tools. Also, you can allow attendees to register for meetings online. You can also send reminders.

Agenda Builder Tools Create dynamic, digital agendas for meetings with time limits and individual assignments. Some portals even include embedded documents for reference.

Task management: Make sure that all board members have completed their work ahead of your next meeting with a comprehensive task management system. The most effective solutions will show the tasks assigned to them on a central dashboard, allowing directors to ensure that they’ve reviewed the meeting materials and have finalized the budget for an upcoming campaign or snapped photos at a volunteer event, for example.

Training & support: Be sure to offer multiple opportunities for technology-challenged board members to receive training. Group training sessions can be scheduled at various times and locations. Also, think about reaching out to board members who aren’t tech-savvy to schedule one-on-one sessions.

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