Board portal providers offer a variety of tools designed to streamline the three phases of the meeting process–pre-meeting, during the meeting, and post-meeting. Picking the right one can aid your company in saving time, increase efficiency, and improve governance practices.

Before deciding on a board software It is important to determine the level of support provided by a provider. Find a firm that provides 24/7/365 support as well as training materials and technical assistance. These resources will assist you to successfully implement and utilize a board portal.

Find a board-portal that lets you work offline and provides mobile access, even when traveling or in power outages. This feature will enable directors and administrators to log-on using the system regardless of where they are or what device they use which will allow them to maximize their productivity.

Make sure that the portal has a secure platform. This will protect confidential information and stop unauthorized access. Make sure that the program has a permanent purge feature, which will delete all notes, annotations and comments that are no longer needed, reducing security risks.

Board management solutions should allow for the simple uploading and sharing of agendas, documents for meetings as well as other important meeting material. They should offer an “single truth” for board documents, eliminating the need to send documents back and forth using email threads that could expose sensitive information. Finally, they should offer the possibility of including digital signatures in order to speed up the approval process for documents and increase security.

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