Download our free board portal transition toolkit. Get ready to use PDF, Word and Excel templates to streamline your board portal migration process.
What is included?
Why use this toolkit?
This set of templates is designed to simplify the board portal change process, ensuring a smooth transition from preparation to implementation. Whether you're looking to switch board portal providers or optimise your transition strategy, these resources will guide you every step of the way.
This toolkit is for organisations looking to change board portal providers and switch smoothly. It is a great tool for company secretaries, governance professionals, IT teams and board administrators to manage the transition.
Common reasons for switching providers include:
Our Board Portal Transition toolkit includes a vendor comparison worksheet, a migration plan template and a risk assessment and mitigation checklist, aiming to save your organisation time and streamline the transition process.
The timeframe can depend on various factors, such as the complexity of migrating your data, training requirements, or internal stakeholder alignment. Our Migration Plan Template helps to streamline this process for a faster transition.
Yes! The Risk Assessment & Mitigation Checklist helps you anticipate potential challenges, ensuring your data, workflows, and compliance remain intact throughout the transition.
Simply download the toolkit, review the templates, and begin planning your board portal switch with confidence. If you'd like to explore our board portal as part of your transition, request a demo of iBabs to see how we can support your board’s needs.
Our Board Portal Transition Toolkit is just the beginning of a successful switch. Hundreds of organisations have already transitioned to iBabs, and our expert team is here to ensure your move is smooth, seamless, and stress-free.
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