Board portal providers offer a variety of tools designed to streamline the three phases of the meeting process–pre-meeting, during the meeting, and post-meeting. Choosing the right one can assist your business in reducing time, improve efficiency and improve governance practices.
Evaluating the level of support provided by a company is an important factor to consider before deciding on board software. Find a provider that offers 24/7/365 support as well as training materials and technical assistance. The availability of these resources will greatly aid in the successful implementation and ongoing use of a portal for boards.
Choose a board portal that allows you to work offline and provides mobile access, even while traveling or in power outages. This feature will enable administrators and directors to log in using the system regardless of where they are or what device they use, allowing them to maximise their productivity.
Make sure the portal is an encrypted and secure platform. This will help you secure private information and ward off unauthorized access. Check if your software includes an option to permanently purge which erases all notes, annotations and comments that are no longer needed, reducing security risks.
Board management software should allow for the simple sharing and uploading of agendas, documents, board documents and other important meeting materials. They should be able to provide an “single source of truth” for all board documentation, eliminating the need to send documents back and forth in email threads, which could leave sensitive information exposed. They should also offer digital signatures in order to speed up document approval and improve security.
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