How to Choose a Board Portal

A board portal is an effective tool that could aid in streamlining operations, enhance collaboration and communication and promote best practices. However, choosing the right one can be a challenge.

It’s a smart choice to choose a board management software that has a range of deployment options. Some products allow users to begin working immediately, while others require a longer process of implementation. Think about how easy the system can be used and implement by your team.

Ensure your Board Portal is secure

Secure cloud-based software offers an unifying point of reference for all documents, with all annotations and comments being stored on the platform in an editable format. This eliminates the need to search through lengthy email threads to find the information you need and reduces security risks. Check for features such as SOC2 and HIPAA compliance, two-factor authentication, and backup of data to protect your personal information.

Make sure your Board Portal is mobile-friendly

A user-friendly, streamlined board management application makes it easy for members to log on and collaborate on any device. In meetings votes are taken into consideration and approvals are processed within the platform. Relevant documents are automatically linked with agenda items. One click after the meeting turns agenda items into drafts that can be circulated to be approved.

E-Signatures should be supported by a reliable board management system to speed up the signing of documents. This feature cuts down on paper use and can be used on any form or document that is part of the platform. Choose a service that provides unlimited signatures for no extra cost.

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