Choosing Board Portal Providers

Board portal providers offer a variety of tools designed to streamline the three phases of the meeting process–pre-meeting, during the meeting, and post-meeting. A good board portal will help you save time, improve efficiency, and improve governance practices.

Before deciding on a board software, it is important to evaluate the Board portals benefits level of support offered by a company. Find a provider that offers 24/7/365 support in the form of training materials, training material, and technical assistance. These resources will aid you successfully set up and utilize a board portal.

Look for a board-portal that allows you to work offline and provides mobile access, regardless of traveling or when power is out. This feature lets administrators and directors to access the system via any device or location which allows them to work at their best.

Be sure the portal provides an encrypted and secure platform. This will help protect sensitive information and help keep out unauthorized access. Check if your software includes a feature for permanent purging that erases all notes, annotations and comments that no longer apply to you, thereby reducing security risks.

Board management solutions should allow for uploading and sharing important meeting materials, such as agendas and board documents. They should be able to provide the board with a “single source of truth” for all the board’s documentation, eliminating the necessity of sending documents back and forth in emails that could expose sensitive information. Additionally, they should provide the ability to include digital signatures in order to speed up the approval process of documents and increase security.



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