How to Choose a Board Portal

A board portal is a powerful tool to streamline your operations, improve collaboration and communication and help implement best practice. However, selecting the right one can be challenging.

To make the process easier it’s best to choose a board management software that has flexible deployment options. Certain products let users begin working immediately, while others require a more thorough implementation. Regardless, be sure to take boardabout.com into consideration how easy it would be for your team members to use the system and discover its worth.

Check that your Board Portal is secure

Cloud-based software that is secure gives a single source of truth for documents. All comments and annotations are stored in an editable form on the platform. This can reduce security risks by eliminating the need to look through long emails. To protect your sensitive information look for features such as SOC2 and HIPAA Compliance, two-factor authentication and backup of data.

Make sure that your Board Portal is mobile-friendly

A user-friendly, streamlined board management app allows members to log on and collaborate from any device. During meetings voting, the votes are processed and approvals are taken within the platform. Relevant documents are automatically linked to agenda items. A single click after the meeting can turn agenda items into drafts that can then be circulated to the members for approval.

A reliable board management software will also allow electronic signatures to speed document signing. This feature can reduce the use of paper and can be used on any form or document available on the platform. Find a service which offers unlimited signatures for no additional cost.

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