What to Look for in a Board Portal Solution

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The Board Portal solution delivers security, transparency and efficiency in governance and board management. In turn, boards can focus on strategic choices that fuel business growth.

There are numerous options for boards portals, however, it is crucial to select the right one for your needs. It should align with your specific requirements and workflows and include key functions such as document storage meetings scheduling, document storage, and voting tools. It should also be mobile accessible so board members are able to access it from anywhere anytime, anyplace, and on any device.

Before you buy board portal software take note of the following crucial features to ensure it will be a good fit for your organization:

Simple decision-making Facilitate formal decision-making using secure electronic voting directly within the portal, eliminating messy ballots in paper and allowing rapid tally of results. Actions and decisions are monitored through the portal, making sure that every member’s voice is heard in meetings.

Easy to use: Offer training materials, like tutorial videos and FAQs which will ensure your board members enjoy seamless and effortless experience using the platform. The more comfortable your board members feel using the portal the more efficient it will be.

Ask the vendor you are considering if they offer free trials or demos, and be sure you take advantage of these. This gives your board members an opportunity to test the features and determine whether they’re suitable for them before making a final decision. Find out if the company has a competent customer service team that will help you start, and answer any questions during implementation.