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

Board portal review is a process of researching software solutions to make sure they fit the specific requirements your organization needs. 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 means that directors and administrators can log-on to the portal using devices they already own and are familiar with, such as smartphones or tablets. This means a more engaging and better managed meeting.

Another important factor to consider is how quickly the board portal software can get documents ready for distribution 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 enabling directors to instantly approve material from their mobile device or tablet, and automatically creating and linking minutes after the meeting is over.

A board portal of high quality should also provide a safe environment for the distribution confidential materials. 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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