How to Choose the Best Board Portal Software for Business

The software for your board portal that you choose will impact how your business performs. Make sure you pick one that is user-friendly for everyone on your board and can assist to improve engagement meeting attendance and overall efficiency.

When you are comparing software for managing boards solutions, consider these key aspects that will help select the best option for your organization:

Centralized access to meeting materials and documents, with restricted access to ensure that only board members can see private information. Sharing that is streamlined to ease the logistics of distribution of board materials and facilitates uploading and examining meeting materials from any device.

This tool lets you sign important documents electronically, such as minutes of meetings and policies documents. This feature is crucial to minimize the chance of cybersecurity attacks that cost businesses over $1 trillion per https://usboardroom.com/effective-permissions-with-virtual-data-room-providers year, according to McAfee.

The user interface is easy to use, with intuitive icons. It’s designed to work on desktop and mobile devices. The flexible design lets for personalization, and includes options to design custom dashboards and bookmark important pages and documents.

Online collaboration is enhanced with tools that permit notes to be created on the screen, or to share ideas in real-time with other users. They can be shared privately or publicly, according to the context.

Board portals should contain a meeting scheduler that makes it simple for admins to send invitations and reminders to attendees, along with a calendar of upcoming meetings and prep materials. During your demos, inquire with every potential vendor about their process for scheduling meetings and how they will deal with last-minute changes to agenda items or document changes.