The software for your board portal that you choose will affect the performance of your business. Choose a board portal that is simple to use for all members of your board and will increase the quality of meetings, engagement, and overall efficiency.
When you are looking at board management software options, you should consider these essential aspects that will help select the best vendor for your organization:
Centralized access to meeting and document materials with granular permissions so that only board members have access to private information. Sharing that is automated to cut down on the time and effort of disseminating board documents and allows for convenient uploading and reviewing meeting materials from any device.
This tool allows you to sign important documents electronically, such as meeting minutes and policy documents. According to McAfee, this feature is crucial to lower the risk of being a victim with cyber-attacks that cost companies more than $1 trillion per year.
Easy-to-use user interface with intuitive icons and a simple layout, designed for both mobile and desktop computers. The flexible design lets for customization, with options to create personalized dashboards and bookmark important documents and pages.
Enhance online collaboration with tools that permit notes to be created on the screen, or sharing ideas in real time with fellow users. They can be shared in private or public depending on the context.
Board portals must have the ability to create a meeting calendar that allows administrators to easily distribute invitations and reminders, in addition to a calendar of upcoming events and the preparation materials. During your demonstrations, you should ask any potential vendor about their meeting scheduling processes and how they handle last-minute changes in agenda items or document changes.