How to Choose a Board Portal

A portal for boards can be a powerful tool to streamline processes, enhance communication and collaboration, and support best practice. Choosing the right board portal can be a challenge.

It’s a good idea select a board management system that allows for a variety of deployment options. Some products allow users the ability to collaborate immediately, whereas others require a more extensive implementation process. Whatever you choose, take into consideration how easy it would be for your team to adopt the system and find its worth.

Check that your Board Portal is secure

Secure cloud-based software is one point of truth for all documents, and all annotations and comments stored on the platform in an editable format. This will reduce security risks by removing the need to go through long email threads. Look for features such as SOC2 and HIPAA compliance two-factor authentication, as well as backup of your data to protect all sensitive data.

Make sure that your Board Portal is mobile friendly

A simple, user-friendly board management app makes it easy for members to access the portal and collaborate from any device. In meetings where votes are taken, they are processed boardabout.com and approvals made within the platform. Relevant documents are automatically linked to agenda items. After the meeting one click converts agenda items into draft minutes that can then be circulated to the attendees for approval.

A reliable board management software should also support eSignatures to speed up document signing. This feature cuts down on paper use and can be utilized on any form or document within the platform. Select a company that offers unlimited signatures at no additional cost.

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