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How to Choose a Board Portal

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A portal for boards is an effective tool that can aid in streamlining operations, enhance collaboration and communication, and support best practices. But, choosing the right one can be a challenge.

It’s a smart idea to choose a board management system that offers flexible deployment options. Certain products let users start working immediately, whereas others require a more thorough installation process. Think about how easy the system can be used and implement by your team.

Make sure your Board Portal is secure

Secure cloud-based software is one source of truth for all documents, with all annotations and comments stored on the platform in editable format. This means you don’t have to go through lengthy email threads for information and can mitigate security risks. Look for features like SOC2 and HIPAA compliance two-factor authentication, as well as backup of data to protect all your personal information.

Make sure your Board Portal is mobile-friendly

A streamlined, intuitive board management app makes it easy for members to log on and collaborate on any device. During meetings the votes and approvals are handled within the platform, and any relevant documents are automatically linked to agenda items. After the meeting the click of a button converts agenda items into draft minutes that can then be circulated to the attendees for approval.

E-Signatures should be supported by a reliable board management system to speed up the signing process of documents. This feature helps reduce paper usage and can be used on any document or form in the platform. Choose a provider who offers unlimited signatures at no additional cost.

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