How to Choose the Best Board Portal Software for Business

The board portal software you select will have an impact on how your company performs. Be sure to choose a system that is easy to use for everyone in your board and can help to improve engagement meetings, overall efficiency and engagement.

When you are comparing software for managing boards solutions, consider these key characteristics that will help you pick the right software for your business:

Centralized access to documents and meeting materials with granular permissions so that only board members have access to confidential information. Streamlined sharing that reduces the time and effort required to distribute board materials and provides a quick way to upload and review meeting materials from any location on any device.

This tool lets you sign important documents electronically, including minutes of meetings and policies documents. According to McAfee this feature is essential to reduce the risk associated with cybersecurity-related attacks that cost businesses more than $1 trillion every year.

The user interface is easy to navigate, featuring intuitive read more icons. It’s designed to work on mobile and desktop devices. Flexible design allows for customization, with options to create custom dashboards and bookmark important pages and documents.

Collaboration online is now supported with tools that allow users to take notes on their screen or discuss ideas with others in real-time. They can be shared publicly or privately, depending on the context of the note or discussion.

Board portals must include a meeting scheduler that makes it easy for administrators to send invitations and reminders to attendees along with a calendar of meetings coming up and preparation materials. During your demonstrations, you should ask each prospective vendor about their scheduling procedures for meetings and how they handle last-minute changes to agenda items or document changes.

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