A portal for boards can be an effective tool to streamline processes, enhance communication and collaboration, and support best practice. The right choice of a board portal can be difficult.
It’s a good idea to select a system for managing boards that offers flexible deployment options. Some software allows users the ability to collaborate quickly, while others require a more extensive implementation process. Consider how easy the system can be used and adopt by your team.
Make sure that your Board Portal is secure
Cloud-based software that is secure provides one source of truth for documents. All annotations and comments can be edited form on the platform. This means you don’t have to search through a myriad of email threads to find the information you need and helps reduce security risks. To safeguard your confidential data be sure to look for features like SOC2 and HIPAA Compliance, two-factor authentication and data backup.
Make sure that your Board Portal is mobile friendly
A streamlined, intuitive board management app allows members to log on and collaborate from any device. During meetings voting and approvals are processed in the platform, and the relevant documents are automatically linked to agenda items. One click after the meeting turns agenda items into drafts that can be circulated to the members for approval.
A good board management program should also allow for electronic signatures to speed up document signing. This feature helps reduce the use of paper and can be applied to any form or document that is available on the platform. Select a company that offers unlimited signatures at no additional cost.
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