Board Portal Review – What to Look For in a Board Portal

Board portal review involves researching software solutions and ensuring they meet the needs of your organization. To select the best solution to manage your board meetings, you need to use a smart check list, compare vendor pricing with solution offerings, and conduct a free trial.

The ability to access the portal from anywhere at any time is a key feature of a board portal. Directors and administrators will be able to log on using devices that they are already familiar with and own, such as smartphones and tablets. This results in a more engaging experience for the user and a better meeting management.

A board portal’s ability to distribute documents quickly during a session is another important factor. Gen 3 boards portals offer a range of real-time features that can reduce the amount of time staff spends on preparing boardbooks and increase meeting efficiency. This includes enabling directors instantly approve material using their mobile device or tablets, and automatically creating minutes after a meeting.

A board portal of high quality should also provide a safe environment for the distribution confidential materials. This is done by using strong passwords, and a cloud system that allows unlimited data storage. It should also be equipped with features that facilitate the creation of board packages. Online collaboration tools for reviewing and modifying material are also recommended. This saves time and eliminates need for large binders to distribute materials and courier services.

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