How to Choose a Board Portal

A board portal can be an effective tool to streamline your operations, improve communication and collaboration, and support best practice. However, selecting the right one can be a difficult task.

To make the process more simple to manage, it’s recommended to choose a board management software with different deployment options. Certain software allows users to begin working immediately, while others require a more extensive implementation. Be sure to consider how easy it is going to be for your team members to use the software and evaluate its utility.

Ensure your Board Portal is secure

Secure cloud-based software offers an unifying point of reference for all documents, with all annotations and comments saved on the platform in editable format. This reduces security risks by eliminating the need to search through lengthy emails. Look for features like SOC2 and HIPAA compliance Two-factor authentication, backup of data to protect all your sensitive information.

Make sure that your Board Portal is mobile-friendly

A simple, intuitive board management tool makes it simple for members to collaborate and access the portal on any device. During meetings votes are taken into consideration and approvals are processed within the platform. Relevant documents are automatically linked to agenda items. A single click after the meeting transforms agenda items into drafts that are then circulated to the members for approval.

A good board management software should also allow for eSignatures to speed up document signing. This feature reduces the use of paper and can be applied to any form or document on the platform. Choose a boardabout.com provider who offers unlimited signatures for no extra cost.