How to Choose the Best Board Portal Software for Business

The board portal software that you choose will impact the performance of your business. Make sure you pick one that is simple to use for everyone in your board and can assist in boosting engagement and productivity, as well as meetings.

When you are comparing board management software solutions, take note of these important features that can help you choose the right vendor for your business:

Centralized access to meeting materials and documents, with granular permissions to ensure only board members can see private information. The streamlining of sharing reduces the time and effort required to distribute board packets and offers a simple method to upload and review meeting materials from anywhere on any device.

An integrated esignature software that allows the electronic signature of important documents, including minutes of meetings and documents governing policies. This feature is crucial to reduce the threat of cyber-attacks which cost businesses more than $1 trillion per year according to McAfee.

Simple user interface with easy-to-use icons and a simple layout, designed for mobile and desktop devices. Flexible design allows customization. Create custom dashboards, bookmark important pages and documents, and create bookmarks.

Enhance online collaboration by allowing the creation of notes on the screen, or sharing ideas in real time with fellow users. Notes can be shared either publicly or privately, based on the context of the note or discussion.

Board portals must include the ability to create a meeting calendar that allows administrators to easily distribute invitations and reminders, in addition to a list of upcoming events and the preparation materials. During your demos, ask each potential vendor about their scheduling procedures for meetings and how they will manage last-minute changes to agenda items or document updates.

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