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

Board portal review involves researching software solutions and ensuring they meet the needs of your organization. A smart checklist, comparing pricing and solution offerings from vendors, as well as a free test, are all important factors in selecting the right solution for managing board meetings.

The ability to access the portal from anywhere at any time is a key feature of a board portal. This allows directors and administrators to log-on using devices they own and are familiarized with, like smartphones or tablets. This means a more engaging and better managed meeting.

Another important factor is the speed at which the software of the board portal can prepare documents for distribution during a conference. 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 enabling directors instantly approve material using their mobile device or tablets, and automatically creating minutes after a meeting.

A good board portal will also provide a secure platform for the distribution and storage of confidential information. This is achieved with the use of strong, encrypted passwords and cloud-based systems that allow for unlimited storage. It should also be equipped with features that facilitate the creation of board packages. Online collaboration tools for reviewing and modifying material are also recommended. This reduces administrative time, and eliminates the use of large binders or courier services for distribution.

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