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

Board portal reviews are a way to research software solutions in order to determine if they are suitable for your organization. Using a smart checklist, comparing vendor pricing alongside solution offerings, and conducting a free trial is crucial to selecting the best solution for your board meeting management processes.

A board portal should offer 24/7 access. This allows directors and administrators to log-on using devices they own and are familiarized with, like smartphones or tablets. This leads to a better user experience and better management of the meeting.

Another important consideration is how quickly the software can prepare documents to be distributed during a meeting. Gen 3 board portals can provide a set of real-time tools to reduce the time staff spends preparing board books, and increase meeting productivity. This includes allowing directors to instantly approve materials from their mobile device, tablet or computer and automatically creating and connecting minutes after the meeting.

A good quality board portal should also provide a secure environment for the distribution of confidential materials. This can be achieved by using strong passwords as well as a cloud-based storage system that allows unlimited data. It should also have features that allow for the quick and easy creation of board packages, as well as online collaboration support for reviewing and editing material. This saves time and eliminates need for large binders to distribute materials and courier services.

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