How to Choose the Best Board Portal Software for Business

The board portal software you select will affect the efficiency of your business. Be sure to choose a system that is user-friendly for everyone in your board and can assist to increase engagement and productivity, as well as meetings.

Think about these important aspects when comparing board management solutions. They can aid you in choosing the right vendor for you:

Centralized access to meeting materials and documents with strict permissions that ensure only board members are able to view private information. Sharing that is streamlined to reduce the logistical effort of distributing board packets and facilitates uploading and reviewing meeting materials from any device.

An integrated esignature tool that allows electronic signature of important documents, including minutes of meetings as well as policy documents. This feature is essential to minimize the risk of cyberattacks which cost businesses more than $1 trillion per year according to McAfee.

User interface that is easy to use with intuitive icons and an easy-to-read layout that can be used on both mobile and desktop computers. Flexible design allows for personalization. Create personalized dashboards bookmark important pages and documents, and create bookmarks.

Improved online collaboration support, with tools that permit the creation of notes on the screen, or to share ideas in real time with fellow users. These can be shared either publicly or privately depending on the context.

Board portals should include an event scheduler that makes it easy for administrators to send invitations and reminders to attendees, and also a schedule of scheduled meetings and other preparation materials. Ask each vendor how they handle last-minute changes in agenda items or document changes.

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