How to Choose a Board Portal

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How to Choose a Board Portal

A portal for boards is a powerful tool to streamline operations, improve communication and collaboration and assist in implementing best practices. Choosing the right board portal can be a challenge.

It’s a smart idea to choose a board management system that offers flexible deployment options. Certain software gives users to collaborate quickly, while others require a longer implementation process. However, you must think about how easy it will be for your team to adopt the software and evaluate its value.

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 saved in editable form on the platform. This means you don’t have to search through lengthy emails to find information and reduces security risks. Look for features like SOC2 and HIPAA compliance, two-factor authentication, and backup of data to protect all your sensitive information.

Make sure your Board Portal is mobile friendly

A simple and intuitive board management software makes it easy for all members to collaborate and access the portal on any device. At meetings votes are taken into consideration and approvals made within the platform. Relevant documents are automatically linked with agenda items. One click after the meeting will turn agenda items into drafts that are then circulated to be approved.

eSignatures should be supported by an efficient board management system to facilitate the signing of documents. This feature can reduce the use of paper and can be applied to any form or document on the platform. Look for a provider which redirected here offers unlimited signatures for no extra cost.

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