How to Choose the Best Board Portal Software for Business

The software for your board portal that you select will affect how well your business performs. Select a board portal that is user-friendly for all board members and can increase the level of participation, meetings, and overall productivity.

When you are looking at board management software options, you should consider these essential aspects that will help choose the right vendor for your organization:

Centralized access to meeting materials and documents, with granular permissions to ensure only board members can access private information. A streamlined sharing process that reduces the time and effort required to distribute board materials, and provides a convenient method to upload and review meeting materials from anywhere on any device.

An integrated esignature tool that allows the electronic signing of important documents like minutes of meetings as well as policy documents. According to McAfee this feature is essential to lower the risk of being a victim with cyberattacks that cost businesses more than $1 trillion each year.

The user interface is simple to use, and has intuitive icons. It is designed for mobile and desktop computers. Flexible design allows for personalization. Create customized dashboards, bookmark important pages and documents, and create bookmarks.

Online collaboration is enhanced with tools to allow for the creation of notes on the screen, or to share ideas in real time with other users. These can be shared either privately or publicly, in accordance with the context.

Board portals must include the ability to create a meeting calendar that allows administrators to easily send out invitations and reminders, as well as an agenda of upcoming events and preparation materials. Ask each vendor how they handle last-minute changes to agenda items or document updates.

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