How to Choose the Best Board Portal Software for Business

The software for your board portal that you select will affect the performance of your company. Make sure you pick one that is easy to use for everyone on your board and will help to increase the level of engagement, participation and productivity, as well as meetings.

Be aware of these essential features when comparing board management solutions. They will aid you in choosing the right vendor for you:

Centralized access to documents and meeting materials with granular access permissions so that only board members have access to confidential information. Sharing that is simplified to ease the logistics of distribution of board materials and facilitates uploading and reviewing meeting materials using any device.

This tool lets you sign important documents electronically, like minutes of meetings and policies documents. This feature is essential to reduce the risk of cyberattacks that cost companies more than $1 trillion annually, according to McAfee.

The user interface is easy to use, with intuitive icons. It’s designed for mobile and desktop computers. A flexible design allows for customization, with options to design custom dashboards and bookmark important documents and pages.

Improved online collaboration support, with tools that permit the creation of notes on the screen, or sharing ideas in real time with fellow users. These notes can be shared in private or public depending on the context.

Board portals should contain an agenda planner that makes it easy for administrators to send invitations and reminders to attendees as well as a list of upcoming meetings and prep materials. During your demonstrations, talk to each prospective vendor about their https://usboardroom.com/effective-permissions-with-virtual-data-room-providers process for scheduling meetings and how they will manage last-minute changes to agenda items or document updates.