A board portal is an extremely effective tool that can assist in streamlining operations, improve communication and collaboration and assist in implementing best practices. However, deciding on the best one can be challenging.
It’s a good idea to choose a board management system with a flexible deployment option. Certain software gives users the ability to collaborate immediately, whereas others require a more extensive implementation process. Consider how easy the software is to use view it and implement by your team.
Make sure your Board Portal is secure
Secure cloud-based software is a single point of truth for all documents, and all comments and annotations stored on the platform in editable format. This means you don’t have to comb through long email threads for information and helps reduce security risks. To protect your personal information be sure to look for features like SOC2 and HIPAA Compliance, two-factor authentication and backup of data.
Make sure that your Board Portal is mobile friendly
A simple and user-friendly board management software makes it simple for all members to collaborate and access the portal from any device. When meetings are held voting, the votes are processed and approvals are taken within the platform. Relevant documents are automatically linked to agenda items. After the meeting just one click can convert agenda items into draft minutes that can be circulated to the attendees for approval.
eSignatures need to be backed by a solid board management system to facilitate the signing of documents. This feature helps reduce paper use and can be used on any document or form on the platform. Select a company that offers unlimited signatures at no additional cost.