How to Choose a Board Portal

A portal for boards is an effective tool that could help streamline operations, improve collaboration and communication and assist in implementing best practices. The right choice of a board portal can be a challenge.

It’s a good idea to choose a board management system that has a range of deployment options. Certain software allows users to begin working immediately, while others require a lengthy installation process. Whatever you choose, consider how easy it is going to be https://boardabout.com/how-to-choose-the-right-board-portal/ for your team members to use the system and discover its value.

Ensure your Board Portal is secure

Cloud-based software that is secure offers the only source of truth for documents. All comments and annotations are stored in editable form on the platform. This eliminates the need to search through a myriad of email threads to find the information you need and helps reduce security threats. To safeguard your confidential data be sure to look for features like SOC2 and HIPAA Compliance, two-factor authentication, and data backup.

Check that your Board Portal is mobile-friendly

A streamlined, user-friendly board management application allows members to access the portal and collaborate on any device. During meetings, votes are processed and approvals are made within the platform. Relevant documents are automatically linked to agenda items. A single click after the meeting will turn agenda items into drafts that are then circulated to the members for approval.

A reliable board management software should also allow for electronic signatures to speed document signing. This feature reduces paper use and can be used on any form or document available on the platform. Find a service that allows unlimited signatures at no cost.

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