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. The right board portal can save you time, increase efficiency, and improve governance practices.
Examining the level of customer support provided by a company is a key aspect to consider prior to deciding on board software. Search for a company offering 24/7/365 support, training materials, and technical assistance. These resources will aid you to successfully implement and utilize a board portal.
Find a portal for boards with mobile-friendly access and the capability to work offline, even during travel or power outages. This feature will allow administrators and directors to login using the application regardless of where they are or what device they use, allowing them to maximise their productivity.
Verify that the portal provides an encrypted platform. This will secure confidential data and prevent unauthorized access. Check if your software includes an option to permanently purge that will erase all notes, annotations and comments that are no longer relevant which reduces security risk.
Board management software should allow for the simple sharing and uploading of agendas, board documents, and other important meeting material. They should provide the possibility of a „single truth“ for the board’s documents, eliminating the need to send documents back and forth in email threads, which could expose sensitive information. They should also provide digital signatures in order to speed up approval of documents and enhance security.