How to Choose the Best Board Portal Software for Business

The board portal software you select will affect the performance of your company. Choose a portal for your board that is easy to navigate for everyone on your board, and can improve engagement, meetings, and overall efficiency.

When you are comparing board management software options, you should consider these essential features that can help you choose the right vendor for your organization:

Centralized access to meeting materials with specific permissions, so that only board members have access to confidential information. Sharing that is automated to ease the logistics of disseminating board documents and permits easy uploading and reviewing meeting materials using any device.

An integrated esignature application that allows the electronic signature of important documents, such as minutes of meetings and policies documents. According to McAfee this feature is crucial to minimize the risk associated with cybersecurity-related attacks that cost companies more than $1 trillion per year.

The user interface is easy to use, and has intuitive icons. It’s designed for mobile and desktop computers. Flexible design allows for customization. Create customized dashboards Bookmark important pages and documents, and make bookmarks.

Support for online collaboration enhanced by tools that allow users to take notes on their screen or communicate ideas with other users in real-time. These can be shared either privately or publicly in accordance with the context.

Board portals must include a meeting planner that allows admins to easily send out invitations and reminders, along with an agenda of upcoming events and materials for preparation. Ask each vendor how they handle last-minute changes to agenda items or document updates.

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