Choosing Board Portal Providers

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. A good board portal will help you save time, improve efficiency, and boost governance practices.

The level of support offered by a vendor is an important factor to consider before selecting board software. Find a firm that provides 24/7/365 support, training materials, and technical assistance. These resources will greatly aid in the success of the implementation and ongoing use of a board portal.

Find a Board-Portal that lets you work offline and provides mobile access, even when traveling or in power outages. This feature lets administrators and directors to access the solution from any device or place and maximize their productivity.

Make sure that the portal has security. This will protect confidential information and help prevent unauthorized access. Check if your software includes an option to permanently purge, which will delete all notes, annotations and comments that are no longer needed which reduces security risks.

Board management software should facilitate the easy uploading and sharing of agendas, documents, board documents, and other important meeting materials. They should offer an “single source of truth” for all the board’s documents, removing the need to send documents back and forth via emails that could leave sensitive information exposed. Lastly, they should offer the ability to include digital signatures to speed up the approval process for documents and improve security.

Agenda Management Software Risks