How to Choose a Board Portal

A portal for boards is an effective tool that could aid in streamlining processes, enhance communication and collaboration, and support best practices. Choosing the right board portal can be a challenge.

To make the process easier, it’s a good idea to choose a board management software that has flexibility in deployment. Some products allow users to collaborate quickly, while others require a more extensive implementation process. Think about how simple the system can be used and to be adopted by your team.

Make sure your Board Portal is secure

Cloud-based software that is safe offers an all-in-one source of truth for documents. All comments and annotations can be edited format on the platform. This means you don’t have to search through a myriad of emails to find information and helps reduce security risks. Look for features such as SOC2 and HIPAA compliance two-factor authentication, data backup to safeguard all sensitive data.

Make sure that your Board Portal is mobile friendly

A simple and user-friendly board management tool makes it simple for members to collaborate with each other and access the portal on any device. At meetings votes are taken into consideration and approvals made within the platform. Relevant documents are automatically linked with agenda items. One click after the meeting will turn agenda items into drafts that can then be circulated to be approved.

E-Signatures should be supported by an efficient board management system to facilitate the signing of documents. This feature decreases the use of paper and can be used on any form or document within the platform. Select a company that offers unlimited www.boardabout.com/how-do-nonprofits-fundraise-most-effective-ways/ signatures for no extra cost.

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