How to Choose a Board Portal

A portal for boards can be an effective tool to streamline operations, enhance collaboration and communication and assist in implementing best practices. However, selecting the right one can be difficult.

It’s a good idea to choose a board management system that offers flexible deployment options. Some software lets users begin collaboration immediately, whereas others require a lengthy installation process. Think about how simple the system is to use and adopt by your team.

Check that your Board Portal is secure

Secure cloud-based applications provide one point of truth for all documents, with all annotations and comments being stored on the platform in an editable format. This means you don’t have to search through a myriad of email threads to find the information you need and also reduces security threats. To protect your sensitive data be sure to look for features like SOC2 and HIPAA Compliance, two-factor authenticating and backup of your data.

Make sure your Board Portal is mobile-friendly

A simple, user-friendly board management application makes it easy for members to collaborate and access the portal from any device. During meetings voting and approvals are processed through the platform, and the relevant documents are automatically linked to agenda items. After the meeting, a single click turns agenda items into draft minutes that can then be circulated for approval.

eSignatures should be supported by a reliable system for managing boards to speed up the signing process of documents. This feature helps reduce paper usage and can be applied to any document or form in the platform. Select a service that offers unlimited signatures with no additional cost.

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