Features to Look For in Board Portal Software

Many organizations are currently considering software for board portals due to security concerns, the growth in virtual or hybrid meetings, and the adoption of paperless formats for board meetings. But not all tools are created equal and a variety of features can make the difference between a successful implementation and one that’s not as efficient, or even causes unexpected issues.

The primary purpose of a board portal is to provide timely and easy access to the information. Consider how user-friendly different interfaces and tools will be for your board members, taking into account their day-to-day activities on the board. Consider the advantages you could provide mobile directors, such as tablets and offline access or remote approvals.

The majority of secretaries and board members are pressed for time, so it’s imperative that the tools they have at their disposal are easy to use and will save them substantial amounts of time. Look for a board management system with features that eliminate the need for reprinting physically copied, scan or scanned documents. E-Signatures for instance, reduce Root Android the need to sign and re-distribute physical copies of documents. This is in line with sustainability goals, and permits more efficient and secured transmission of sensitive information.

Pricing can be an important aspect in deciding on the best board portal for your organization. Find out about the various editions, and be aware of any additional costs for administrators, committees or trainings. Take into consideration the length of time that the product has been being sold, and whether other organizations in your industry have tested it for stability and durability.