How to Choose a Board Portal
How to Choose a Board Portal

A board portal can be an effective tool to streamline processes, enhance collaboration and communication, and support best practice. But, choosing the right one can be difficult.

It's a good idea select a board management system that has a range of deployment options. Certain software allows users to start working immediately, whereas others require a lengthy implementation process. Regardless, be sure to consider how easy it will be for your team to implement the software and evaluate its value.

Make sure that your Board Portal is secure

Secure cloud-based applications provide one source of truth for all documents, and all annotations and comments saved on the platform in editable format. This can help reduce security risks by removing the need to search through lengthy emails. To safeguard your confidential data be sure to look for features like SOC2 and HIPAA Compliance, two-factor authentication and data backup.

Make sure your Board Portal is mobile friendly

A simple and user-friendly board management application makes it easy for members to collaborate with each other and access the portal on any device. When meetings are held votes are taken into consideration and approvals are made within the platform. Relevant documents are automatically linked to agenda items. A single click after a meeting can turn agenda items into drafts that can be circulated to the members for approval.

eSignatures should be supported by a reliable system for managing boards to accelerate the signing of documents. This feature helps reduce paper usage and can be applied to any form or document in the platform. Choose a service that provides unlimited signatures at no extra cost.

how to choose board portal

Leave a Reply

Your email address will not be published. Required fields are marked *