How to Choose a Board Portal

A portal for boards is an effective tool that could aid in streamlining processes, enhance communication and collaboration, and support best practices. Choosing the right board portal can be a challenge.

To make the process easier to manage, it’s recommended to select a board management software that has flexible deployment options. Certain products let users start collaborating immediately, while others require a more thorough process of implementation. Consider how easy the software can be used and be adopted by your team.

Make sure your Board Portal is secure

Secure cloud-based software offers an unifying point of reference for all documents, and all annotations and comments stored on the platform in an editable format. This can help reduce security risks by removing the need to search through long emails. Consider features like SOC2 and HIPAA compliance two-factor authentication, as well as backup of data to protect sensitive data.

Check that your Board Portal is mobile-friendly

A simple, user-friendly board management app makes it easy for members to access the portal and collaborate on any device. During meetings, votes and approvals are handled within the platform, and relevant documents are automatically linked to agenda items. A single click after a meeting turns agenda items into drafts that can then be circulated for approval.

A dependable board management system will also allow electronic signatures that speed up document signing. This feature helps reduce paper use and can be used on any document or form on the platform. Find a service that offers how to choose board portal unlimited signatures with no cost.