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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. 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.

The ability to access the portal from anywhere at any time is a key feature of a board portal. Directors and administrators will be able to log on using devices that they are already familiar with and own, such as smartphones and tablets. This leads to a better user experience and better management of the meeting.

A board portal’s ability to distribute documents quickly during a session is another important factor. 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 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 include features that make it easy to create board packages and support online collaboration for reviewing and editing materials. This saves time and eliminates need for large binders to distribute materials and courier services.




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