Board Portal Transition Toolkit

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?

• Vendor comparison worksheet - evaluate providers side by side
• Migration plan template - map out a smooth transition
  
• Risk assessment and mitigation checklist - identify and reduce risks

Why use this toolkit?

• Streamline your transition – A structured approach to changing board portal providers
• Minimise risks – Ensure no critical data or functionality is lost
• Save time – Ready-to-use templates to guide your migration

Who is this toolkit for?

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.

Why switch board portal providers?

Common reasons for switching providers include:

• High costs and hidden fees
• Poor user experience with the current platform
• Limited security (encryption, compliance with GDPR standards)
• Lack of flexibility for remote and hybrid work
• Poor integration with existing tools (ie: Microsoft 365)

What tools are included?

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.

How long does it take to change board portals?

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.

Does this toolkit help reduce risks?

Yes! The Risk Assessment & Mitigation Checklist helps you anticipate potential challenges, ensuring your data, workflows, and compliance remain intact throughout the transition.

How do I get started?

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.