Selecting a Board Portal Solution

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A board portal is a set of tools that can help your team members focus their efforts on strategic and governance. It also brings stakeholders together on a single platform that is accessible anytime, on desktops and mobile devices.

Board management software permits easy distribution and access to documents. It eliminates the necessity for paper boards and email attachments, which can be easily lost or not accessible in a secure manner. It automatizes processes like creating agendas and gathering action items, so that the team can focus on more important issues like strategy and planning.

Find a vendor who provides a simple user interface which is easy for non-technical staff and boards to quickly learn and adapt. A board portal provider who has a solid reputation for customer service and is well-known a plus. You can learn what other companies think about the vendor by looking through a list with positive reviews and awards.

Look for a portal for board members that’s secure and compliant with industry-accepted standards and regulations, like ISO 27001, GDPR and HIPAA. It should have physically secure data centers, multilayered security and specific access permissions to ensure data is secure and accessible only to authorized users.

The most effective online tools for managing your board make it easier to streamline tasks and increase communication between board members executives, committees, and committee members. The solution lets you focus on strategic discussions, making decisions, and saving resources by reducing paperwork, organizing meetings online, and distributing materials.