The board portal software you choose will impact how your company performs. Select a portal for your board that is easy to navigate for all members of your board, and can improve the quality of meetings, engagement, and overall productivity.
When you are comparing software for managing boards options, you should consider these essential features that will help you select the best vendor for your company:
Centralized access to meeting materials and documents with specific permissions to ensure that only board members have access to private information. The streamlining of sharing reduces the time and effort required to distribute board packets and offers a simple way to upload and view materials for meetings from any device.
An integrated esignature software that allows the electronic signature of important documents like minutes of meetings and documents governing policies. According to McAfee this feature is essential to lower the risk of being a victim with cybersecurity attacks which cost companies more than $1 trillion each year.
The user interface is easy to use, with intuitive icons. It is designed for mobile and desktop devices. A flexible design allows for customization, with options to create custom dashboards and bookmark important pages and documents.
Improved online collaboration support, by allowing the creation of notes on the screen, or to share ideas in real time with other users. They can be shared publically or privately, based on the context of the note or discussion.
Board portals must include a meeting planner that allows administrators to easily distribute invitations and reminders, as well the schedule of events coming up and the preparation materials. During your demos, ask any potential vendor about their meeting scheduling process and how they will handle last-minute changes in agenda items or advancing diversity inclusion document changes.
