How to Choose a Board Portal

A portal for boards is a powerful tool to streamline your operations, improve collaboration and communication and assist in implementing best practices. However, selecting the right one can be a difficult task.

To make the process simpler to manage, it’s recommended to select a board-management software that has flexibility in deployment. Certain software allows users to start working immediately, whereas others require a lengthy installation process. However, you must think about how easy it will be for your team to get used to the system and discover its worth.

Be sure that your Board Portal is www.boardabout.com/recruit-nonprofit-board-members-with-purpose-and-process/ secure

Cloud-based software that is secure gives an all-in-one source of truth for documents. All annotations and comments are stored in editable form on the platform. This means you don’t have to search through a myriad of emails to find information and reduces security risks. To safeguard your confidential data make sure you are using features such as SOC2 and HIPAA Compliance, two-factor authentication, and data backup.

Make sure that your Board Portal is mobile friendly

A simple, user-friendly board management app allows members to access the portal and collaborate on any device. When meetings are held voting, the votes are processed and approvals are processed within the platform. Relevant documents are automatically linked to agenda items. After the meeting one click converts agenda items into draft minutes that can be circulated for approval.

eSignatures should be supported by a solid board management system to speed up the signing of documents. This feature helps reduce the use of paper and can be applied to any document or form on the platform. Choose a vendor which offers unlimited signatures for no additional cost.