How to Choose a Board Portal

A portal for boards can be an effective tool to streamline operations, enhance collaboration and communication and assist in implementing best practices. Selecting the right board portal isn’t easy.

It’s a good idea to select a board management system that allows for a variety of deployment options. Some products allow users to begin working immediately, while others require a longer implementation process. Regardless, be sure to think about how easy it will be for your team to get used to the system and find its utility.

Make sure your Board Portal is secure

Secure cloud-based software provides one point of truth for all documents, with all annotations and comments being stored on the platform in an editable format. This means you don’t have to search through a myriad of email threads to find the information you need and helps reduce security risks. Look for features such as SOC2 and HIPAA compliance, two-factor authentication, and backup of data to protect sensitive data.

Make sure that your Board Portal is mobile-friendly

A simple, user-friendly board management application makes it easy for members to collaborate and access the portal on any device. During meetings, votes are processed and approvals are taken within the platform. Relevant documents are automatically linked to agenda items. After the meeting, a single click turns agenda items into draft minutes that can be circulated for approval.

eSignatures must be supported by an efficient 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. Choose a service that provides unlimited signatures for no extra cost.