How to Choose a Board Portal

A board portal is an effective tool that can aid in streamlining processes, enhance collaboration and communication and promote best practices. Selecting the right board portal can be a challenge.

To make the process simpler, it’s a good idea to select a board-management software that provides flexible deployment options. Some products allow users to begin working immediately, while others require a longer process of implementation. Consider how easy the system can be used and implement by your team.

Ensure your Board Portal is secure

Secure cloud-based software is a single point of truth for all documents, with all annotations and comments saved on the platform in an editable format. This reduces security risks by removing the need to browse through long email threads. Look for features like SOC2 and HIPAA compliance, two-factor authentication, and data backup to safeguard all sensitive data.

Make sure that your Board Portal is mobile friendly

A simple, user-friendly board management application makes it easy for all members to collaborate and access the portal from any device. During meetings votes and other approvals are processed through the platform, and the relevant documents are automatically https://boardabout.com/recruit-nonprofit-board-members-with-purpose-and-process/ linked to agenda items. A single click after a meeting can turn agenda items into drafts that are then circulated to the members for approval.

A reliable board management software should also permit eSignatures to speed up document signing. This feature decreases the use of paper and can be applied to any form or document that is part of the platform. Look for a provider that offers unlimited signatures with no extra cost.