How to Choose a Board Portal

A board portal can be an effective tool to streamline operations, improve collaboration and communication and help implement best practice. Finding the right board portal can be a difficult task.

It’s a smart choice to choose a board management software that offers flexible deployment options. Certain products let users begin collaboration immediately, whereas others require a more extensive implementation. Consider how easy the system is to use and implement by your team.

Make sure your Board Portal is secure

Cloud-based software that is secure provides one source of truth for documents. All comments and annotations can be edited form on the platform. This eliminates the need to comb through long email threads for information and helps reduce security risk. Check for features such as SOC2 and HIPAA compliance two-factor authentication, backup of data to protect all your sensitive information.

Make sure your Board Portal is mobile friendly

A simple and intuitive board management tool makes it simple for members to collaborate and access the portal from any device. During meetings votes and other approvals are handled within the platform, and the relevant documents are automatically linked to agenda items. After the meeting just one click can convert agenda items into draft minutes that can then be circulated for approval.

eSignatures must be supported by a reliable system for managing boards to accelerate the signing of documents. This feature can reduce paper use and can be used on any form or document that is available on the platform. Select a company that offers unlimited signatures for no extra cost.

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