How to Choose the Best Board Portal Software for Business

The software for your board portal that you select will affect the performance of your company. Make sure you pick one that is easy to use for everyone on your board and can assist to increase engagement meetings, overall efficiency and engagement.

Take note of these important features when comparing solutions for board management. They can assist you in selecting the best vendor for you:

Centralized access to meeting materials and documents, with strict permissions that ensure only board members can access private information. Sharing that is optimized to cut down on the time and effort of disseminating board documents and makes it easy to upload and reviewing meeting materials using any device.

A fully integrated esignature tool that allows electronic signing of important documents like meeting minutes and policy documents. According to McAfee, this feature is crucial to minimize the risk associated with cybersecurity-related attacks that cost businesses more than $1 trillion each year.

User interface that is easy to use with intuitive icons and a clean layout that can be used on both desktop and mobile devices. A flexible design permits customizing, including the option to create customized dashboards as well as bookmark important documents and pages.

Support for online collaboration enhanced with tools that allow users to take notes on their screen or discuss ideas with others in real-time. They can be shared publicly or privately, based on the context of the note or discussion.

Board portals should contain an event scheduler that makes it easy for administrators to send invitations and reminders to attendees, and also a schedule of upcoming meetings and prep materials. During your demonstrations, you should ask any potential vendor about their process for scheduling meetings and how they handle last-minute changes in agenda items or document updates.

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