Board Portal Review – What to Look For in a Board Portal

Board portal review involves researching software solutions and ensuring they meet the needs of your organization. To select the best solution to manage your board meetings, you need to use a smart check list, compare vendor pricing with solution offerings, and conduct a free trial.

A board portal should offer 24/7 access. Directors and administrators will be able to log on using devices that they are already familiar with and own, such as smartphones and tablets. This means a more engaging and better managed meeting.

Another important consideration is how quickly the software can prepare documents to be distributed during a meeting. Gen 3 board portals are able to provide a suite of real-time tools that reduce staff time spent preparing board books and increase meeting productivity. This includes the ability for directors to instantly review and approve material on their mobile devices or tablets and automatically create and link minutes after each meeting.

A good board portal will also provide a secure platform for the distribution and storage of confidential information. This is achieved through the use of strong passwords and a cloud-based system that allows for unlimited data storage. It should also be equipped with features that facilitate the creation of board packages. Online collaboration tools for reviewing and modifying material are also recommended next. This saves administrative time and eliminates the need for large binders and courier services to distribute materials.

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