The board portal software you select will affect the performance of your business. Select a board portal that is easy to navigate for the board members and will improve participation, meetings, and overall efficiency.

When you are comparing board management software solutions, take note of these important features that will help you pick the right software for your business:

Centralized access to documents and meeting materials with specific permissions, so that only board members have access to confidential information. Sharing that is automated to simplify the process of distributing board packets and facilitates uploading and reviewing meeting materials using any device.

This tool lets you sign important documents electronically, such as minutes of meetings and policies documents. According to McAfee, this feature is essential to mitigate the risks associated with cyberattacks that cost businesses more than $1 trillion each year.

The user interface is easy to navigate, featuring intuitive icons. It’s designed to work on mobile and desktop computers. A flexible design allows for personalization, and includes options to create customized dashboards as well as bookmark important documents and pages.

Enhanced online collaboration support by allowing notes to be created on the screen, or share ideas in real time with fellow users. These notes can be shared publicly or privately depending on the context.

Board portals should have the ability to create a meeting calendar that allows admins to easily send out invitations and reminders, as well an agenda of upcoming events and preparation materials. Ask each vendor how they handle last-minute changes to agenda items or document changes.

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