Managing board governance isn’t an easy task. Board members are often spending time in the board book and meeting preparation, and their administrative staff is required to spend long hours arranging meetings, preparing agendas, collecting votes and approving minutes.

A top-rated portal for board members makes the process easier for everyone. Board administration can build the schedule for meetings, which synchronizes with each member’s calendar, and then quickly create agendas. The board portal can also be used for document management and approval. During meetings, the board can easily navigate and browse documents with any electronic device. After the meeting a board member can take minutes and edit them, assign tasks to someone or add them.

During the board meeting, directors are able to examine any of the important reports such as committee reports, fact sheets and financial reports, human resource reports as well as legal reports. When evaluating a portal for directors on the board, make sure it has file-sharing capabilities to share these documents prior to the meeting with the rest of the board.

Board of directors portal providers should provide excellent customer service, in addition to being user-friendly. You can request references from organizations that have successfully implemented solutions. You can also test the customer service system by requesting the speed at which questions are answered and issues are addressed. To ensure the board portal will work well with your current and previous processes, consider creating a board cycle that utilizes your current process as well as your new system in parallel.