4 things to consider when implementing a board portal

You have made the decision to effectuate a board portal, but how do you ensure successful implementation and rapid adoption by board members?

There is more to consider than just choosing the right paperless meeting solution. The right training and services are imperative when implementing a board portal. We spoke to BoardPad’s expert implementation consultants to get their top tips on what to think about when implementing a board portal in your organisation.

1. Access to expert implementation consultants

Purchasing a great product is a good start, but getting the implementation right the first time is imperative for the success of your project. That’s where implementation experts who are the best in business, can be of the most benefit. An experienced implementation consultant will take time to understand your challenges and knows the ins-and-outs of the product, so you can get the execution right from the start.

Be sure you are considering vendors who provide you with access to expert implementation consultants. A good consultant will help you project plan your implementation and provide you with tips, tricks and advice to help your move to paperless easier and faster

2. Unlimited training

Both directors and company secretaries find board portals very intuitive and require minimal training; but how great is it to have training on hand when, for example, a new CoSec joins the organisation or for the onboarding of a new director? Access to unlimited training will help directors and meeting organisers to easily adapt to using new technology. Be sure to look for suppliers who offer unlimited, free training for the life of the product.

Additionally, you also might want a vendor who continues to provide you with training as the product develops. For example, webinar training when new features are added. This can help you to continue to benefit from the updates and features built into the software.


3. Personalising the product

Some board portals offer a range of personalisation features to help you bring the product in line with your company’s security policies, procedures and general user preferences. Before implementing the product, it is a good idea to understand what personalisation features you have access to and which features your organisation may want to use. This way, you can build this into your implementation plan and explain to the relevant teams about how the features will be used.

Your implementation consultant can also assist in this process. Laura Smith, Implementation Manager at BoardPad explains, “A dedicated implementation consultant not only oversees the implementation of the product, but they will be with you throughout the process to address any questions or personal requests you may have during the implementation, to put together a personalised product.

4. Help when you need it

You may or may not work outside of normal office hours, but you sure want to know that support is there whenever you need it. Your directors may be viewing their papers over the weekend, and come up with a burning question or a technical issue outside of normal working hours. It is crucial that director’s questions are answered quickly, to ensure they can focus their time where it is most needed.

As a meeting organiser you want to be sure that your questions can also be answered immediately, should you or your team have an urgent enquiry, any time of the day. So make sure to ask board portal vendors if they offer 24/7 product support.

The success of a board portal’s implementation relies on having the right vendor, offering you the right services to help you get off to a good start and set you up to continue future success.