How to Choose the Best Board Portal Software for Business

The board portal software you choose will affect the performance of your business. Be sure to choose a system that is simple to use for everyone in your board and can help to improve engagement, meetings and overall productivity.

When you are looking at board management software solutions, take note of these important features that can help you choose the right vendor for your business:

Centralized access to meeting and document materials with specific permissions, so that only board members have access to private information. A streamlined sharing process that simplifies the process of distribute board materials and provides a convenient way to upload and view meeting materials from any location on any device.

An integrated esignature application that allows for the advancing diversity inclusion electronic signature of important documents like meeting minutes and policy documents. This feature is essential to decrease the risk of cyberattacks which cost businesses more than $1 trillion annually according to McAfee.

The user interface is simple to use, and has intuitive icons. It’s designed for mobile and desktop devices. A flexible design allows for customizing, including the option to design custom dashboards and bookmark important documents and pages.

Online collaboration is made easier with tools that allow users to take notes on their screen or discuss ideas with other users in real-time. These can be shared publicly or privately, based on the context of the note or discussion.

Board portals should include an agenda planner that makes it easy for administrators to send invitations and reminders to attendees, as well as a list of scheduled meetings and other preparation materials. During your demos, ask every potential vendor about their meeting scheduling process and how they deal with last-minute changes to agenda items or document updates.

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