Selecting Board Portal Providers

Consider the security features, features, and customer service your organization requires when choosing a vendor of a board portal. Make sure the vendor can accommodate your budget, especially when it comes with additional charges for data storage, incorporating groups and committees, regular training, mobile apps and reports.

You should look for an intuitive interface, and thorough training and onboarding to ensure maximum use and make it easier to learn. After implementation, you can evaluate the portal by tracking the number of users and soliciting feedback from users.

The best board portals offer the full range of features to help with good governance and improve management of documents. They have powerful search and discover tools that make it easy to access board-related documents. They also offer version control and audit trails to ensure secure communications, allowing boards and committees to track changes and maintain a consistent history of files.

A well-designed board portal helps improve the meeting experience and facilitates virtual data room collaboration between directors, even when they’re not all in the same room. For instance an app for managing board meetings will allow directors to review documents in advance, plan meetings weeks in advance, and improve attendance with easy-to-use video conferencing features that are accessible on any device.

A quality board solution will offer an extensive degree of customization and scalability, giving organisations to modify the portal to suit their specific requirements. For instance, it can provide an easy method to add or eliminate committees and groups, apply custom branding, and integrate the portal with existing systems. It also provides various authentication methods for users including single sign-on using your preferred SSO platforms, and a variety of ways of protecting sensitive information, such as 256-bit AES and GDPR compliance.