White Paper

Replacing the Portal

Every portal has an AI assistant now. Almost nothing has changed.

Summarizing a document is not the same as preparing a person, and a feature added to a filing cabinet is still a filing cabinet. This paper takes the switching question seriously: what a replacement actually involves, what happens to the record a board has built over years, and how to tell a change in kind from a change in packaging.

For organizations with an incumbent board portal.

Built by Leaders from
Deloitte IBM Alvarez & Marsal Northwestern Mutual American Express
GEICO Siemens

What's Inside

Why a shorter document still isn't a prepared member
What happens to years of packets and minutes when a board switches
Five diligence questions to put to any vendor, in writing

One question exposes the difference.

Ask any vendor to show the same packet briefed for two different members. A governance platform produces two different briefings, each cited to its pages. A storage system with a chat window produces the same summary twice.

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