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How to Get onboard With a Board Portal


About Board Portal

A key function of a board portal is to make information accessible throughout the day and to ensure that it is easy for directors to understand what they are looking at. Look for products that let board members view it complete their work or attend meetings wherever they have an internet-connected device. Think about the devices your directors use for day-to-day tasks, and then consider how easy it is to set up using those devices.

It’s not enough just to have the proper features. The user-friendliness will determine whether the portal is actually used. Ask prospective providers how they handle onboarding for directors and board members with a one-on-one-training program that considers their comfort level with technology. Check if the provider offers an application that is able to be used without wifi to access materials for board members.

Having the right tools can help your board function efficiently and stay in charge of the organization and ensures that best governance practices are followed. In comparison to paper and email, boards portals offer a more efficient way of conducting business and can be relied on as the only source of truth for all information. They help improve and maintain the foundations of good governance like meeting schedules, attendance and a central repository for notes and documents.

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