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How to Choose the Best Board Portals
A board portal is a central and secure hub for board directors and board administrators to manage meeting materials, communication and governance processes. It’s also accessible on desktop and mobile devices. Members are able to access and collaborate on documents anywhere, anytime. By integrating all these functions into one software platform, it allows for streamline operations and improve collaboration.
The best board portals allow everyone to set up and run regardless of level of technology or previous experience with the system. They provide a clear and intuitive user interface, giving users an easy and quick access to the most important features. They have robust analytics dashboards, which allow administrators to keep track of their team’s engagement and performance. They help committee members and board directors prepare for meetings as well as share and approve agenda items and meeting minutes, create questionnaires and surveys, and much more. They also permit quick and simple eSignatures. They make approvals easy.
If you’re choosing an online board software to begin with or are looking to upgrade to a more advanced solution make sure it provides a variety of customization options that match your organization’s requirements. Look for a customizable color scheme and logo and also permission settings that allow users access to folders, groups and documents.
Additionally, ensure that the portal you choose comes with robust security features to ward off hacking or unauthorised access. Choose a multi-tiered security framework, with the most common security certifications, such as SOC2 and HIPAA compliance and professionally managed and certified data centers. You’ll need a feature that permits permanent deletion of notes, annotations and comments.
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