How to Choose the Best Board Portals

A board portal is a central secure platform for board directors and board administrators to manage meeting materials, communications, and governance processes. It’s also available on desktop and mobile devices which allows members to access and collaborate on documents from anywhere, anytime. By combining these functions into a single digital software platform, it helps organizations increase collaboration and streamline operations.

The most effective board portals are simple to use regardless of your level of technical expertise or familiarity with a system. They feature a https://soulboardroom.com/the-data-room-is-a-valuable-tool-to-protect-company’s-confidential-information/ simple and intuitive interface that provides quick and easy access key features. They have robust analytics dashboards that allow administrators to keep track of the team’s involvement and performance. They assist board directors and committees prepare for meetings and share agenda items, minutes and meeting minutes Create questionnaires and surveys and much more. They also offer quick and simple electronic signatures making approvals simple.

If you’re selecting an online board tool for the first or upgrading to a more advanced solution make sure it provides an array of options for customization that are compatible with your organization’s needs. You should look for a customizable color scheme and logo as well as permissions settings which allow users to access folders, groups, and documents.

Lastly, make sure the portal you choose comes with robust security features to ward off hacking or unauthorized access. Find a multi-tiered secure framework that includes standard security certifications such as SOC2 and HIPAA compliance as well as industry certified and managed 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 servers or backup files.