Board Portal Review – What to Look For in a Board Portal

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Board portal review is the process of researching software to ensure that they meet the specific requirements for your organization. A smart checklist, comparing pricing and solution offerings from vendors, as well as a free test, are all important factors in selecting the right solution for managing board meetings.

A key feature to look for in a board portal is anytime, anywhere access. This means that directors and administrators can log-on to the portal using devices they already own and are familiar with, such as smartphones or tablets. This leads to a better user experience and better management of the meeting.

Another important consideration is how quickly the software can prepare documents to be distributed during a meeting. Gen 3 board portals are able to provide a suite of real-time tools that reduce staff time spent preparing board books and increase meeting productivity. This includes enabling directors instantly approve material using their mobile device or tablets, and automatically creating minutes after a meeting.

A good quality board portal should also provide a secure environment for the distribution of confidential materials. This is done by using strong passwords, and a cloud system that allows unlimited data storage. It should also have features that allow for the quick and easy creation of board packages, as well as online collaboration support for reviewing and editing material. This saves time and eliminates need for large binders to distribute materials and courier services.