How to Choose a Board Portal

A portal for boards is a powerful tool to streamline operations, improve communication and collaboration and promote best practice. But, choosing the right one can be a difficult task.

To make the process easier to manage, it’s recommended https://boardabout.com/how-to-choose-the-right-board-portal/ to select a board management software with flexibility in deployment. Some software allows users to collaborate immediately, whereas others require a more thorough implementation process. Regardless, be sure to take into consideration how easy it would be for your team to get used to the system and discover its worth.

Make sure that your Board Portal is secure

Cloud-based software that is secure offers an all-in-one source of truth for documents. All annotations and comments can be edited format on the platform. This reduces security risks by eliminating the need to search through lengthy emails. To safeguard your confidential data make sure you are using features such as SOC2 and HIPAA Compliance, two-factor authenticating and backup of your data.

Make sure that your Board Portal is mobile friendly

A user-friendly, streamlined board management app makes it easy for members to access the portal and collaborate from any device. When meetings are held votes are taken into consideration and approvals made within the platform. Relevant documents are automatically linked with agenda items. After the meeting the click of a button converts agenda items into draft minutes that can then be circulated to the attendees for approval.

A reliable board management software should also support electronic signatures to speed document signing. This feature cuts down on paper use and can be utilized on any form or document in the platform. Choose a service which offers unlimited signatures for no additional cost.