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Going Paperless in the board room: Tips for Transitioning to a Board Portal

Is your board still relying on paper-based processes or scattered digital files? Transitioning to a board portal can streamline governance, enhance security, and improve board efficiency—but where do you start? Join us for this insightful webinar as we break down the key steps to successfully moving to board management software.

Learn best practices, avoid common pitfalls, and discover how a well-structured transition can save time and simplify board administration. Whether you're exploring your options or ready to make the shift, this session will provide the guidance you need. 

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21st March 2025

11:00am AEST | 1:00pm NZST

45 minutes

Your Expert Panel

Helen Van Orton
Managing Director—Directorly

Helen van Orton

Helen is a seasoned Board Director, Entrepreneur, and AI expert with extensive boardroom experience, chairing multiple boards, including Answer Services Ltd, and serving on boards including The Co-operative Bank Ltd and Centrix Group Ltd.

As the owner of Directorly, a consulting business that helps boards and executive teams optimise their Boardroom performance, Helen specialises in integrating AI to enhance governance and decision-making. Her leadership in AI began with pioneering digital humans and RPA initiatives in her Exec days at Vodafone, and she continues to be a thought leader in using AI to drive boardroom innovation and operational efficiency.

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Takeaways from the webinar?

Discover the benefits of a board portal and how it enhances security, efficiency, and collaboration. Learn the key steps for a smooth transition, avoid common challenges, and identify essential portal features. Gain strategies for securing board buy-in and successfully implementing a paperless workflow. This session will provide practical guidance to help your board embrace digital transformation with confidence.!
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