Board portal providers offer a variety of tools designed to streamline the three phases of the meeting process–pre-meeting, during the meeting, and post-meeting. Selecting the right one will help your organization save time, improve efficiency, and improve the quality of governance practices.
When choosing the right board software for your needs It is important to look at the level of support provided by a provider. Find a provider that provides 24/7/365 customer support in addition to training materials and technical assistance. Having these resources available will greatly aid in the successful implementation and continued use of a board portal.
Look for a board-portal that allows you to work offline and provides mobile access, regardless of traveling or during power outages. This feature will enable directors and administrators to log-on using the system regardless of location or device, allowing them to maximise their productivity.
Verify that the portal provides an encrypted platform. This will help protect sensitive information and help secure access from unauthorized users. It is also important to determine if the program has a permanent purge function that permanently erases any notes, annotations, or comments that are no longer relevant, mitigating security risks.
Board management solutions should allow for the simple uploading and sharing of agendas, board documents and other meeting materials. They should offer an “single truth” for the board’s documents, removing the need to send them back and forth via email threads that could expose sensitive information. Finally, they should offer the option of incorporating digital signatures in order to speed up the approval process for documents and increase security.