How to Choose a Board Portal

A board portal is an extremely effective tool that can aid in streamlining processes, enhance collaboration and communication and help implement best practices. Choosing the right board portal can be difficult.

It’s a smart choice to choose a board management system that allows for a variety of deployment options. Certain products let users start working immediately, whereas others require a lengthy installation process. Be sure to think about how easy it will be for your team members to use the system and find its value.

Ensure your Board Portal is secure

Secure cloud-based software is a single point of truth for all documents, with all annotations and comments saved on the platform in an editable format. This reduces security risks by eliminating the need to look through lengthy email threads. To safeguard your confidential data make sure you are using features such as SOC2 and HIPAA Compliance, two-factor authentication, and data backup.

Ensure your Board Portal is mobile-friendly

A streamlined, user-friendly board management application makes it easy for members to log on and collaborate from any device. During meetings the votes and approvals are handled within the platform, and all relevant documents are automatically linked to agenda items. A single click after a meeting transforms agenda items into drafts that are then circulated to be approved.

A reliable board management software should also allow for electronic signatures to speed up document signing. This feature helps reduce paper use and can be used on any form or document available on the platform. Choose a provider who offers unlimited signatures with no additional cost.

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