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How to Choose the Best Board Portal Software for Business

Posted by name on August 28, 2023

The board portal software you choose will impact the performance of your company. Choose a board portal that is simple to use for all board members, and can improve engagement, meetings, and overall productivity.

When you are looking at board management software solutions, consider these key characteristics that will help you select the best vendor for your business:

Centralized access to documents and meeting materials with granular permissions to ensure that only board members have access to private information. Streamlined sharing that reduces the logistical effort to distribute board packets and offers a simple method of uploading and reviewing meeting materials from anywhere on any device.

This tool allows you to sign important documents electronically, including meeting minutes and policy documents. According to McAfee, this feature is crucial to lower the risk of being a victim with cybersecurity-related attacks that cost companies more than $1 trillion each year.

The user interface is simple to use, and has intuitive icons. It is designed for desktops and mobiles. Flexible design allows for customizing, including the option to create customized dashboards as well as bookmark important pages and documents.

Enhanced online collaboration support by allowing the creation of notes on the screen, or sharing ideas in real-time with fellow users. Notes can be shared either publicly or privately, depending on the context of the note or discussion.

Board portals must include an agenda planner that allows administrators to easily send out invitations and reminders, along with a list of upcoming events and the preparation materials. Ask each vendor how they handle last-minute changes to agenda items or document updates.

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