How to Choose the Best Board Portals
A board portal is a centralized, secure hub for both board directors and board administrators to manage meeting materials, communication and governance processes. It’s also accessible via mobile and desktop devices. Members can access and collaborate on documents at any time, from anywhere. By combining these functions into a single digital software platform, it helps companies improve collaboration and streamline operations.
The most effective board portals allow everyone to set up and run regardless of level of technology or experience with the system. They provide a clear and easy-to-use interface, offering an easy and quick access to the most important features. They include robust analytics dashboards, which let administrators monitor the team’s involvement and performance. They assist committees and board directors prepare for meetings. They can share and approve agenda items, meeting minutes and even create questionnaires. They also facilitate fast and easy eSignatures, making approvals a breeze.
Whether you’re choosing an online board management software for the first time or upgrading to a more advanced solution, ensure that it comes with a variety options for customization that meet the needs of your company. You should look for a logo that can be customized and color scheme along with permission settings that permit exclusive access for users to groups, folders and documents.
Also, ensure that the portal you choose comes with robust security features to ward off hacking or unauthorised access. Find a multi-tiered secure framework that includes standard security certifications such as SOC2 and HIPAA compliance as well as professionally managed and certified data centers. You’ll also want features that allow for permanent purge, which means that deleted notes and annotations, as well as comments and discussions are not recoverable from backup or server files.
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