What to Look for in a Board Portal Solution

The Board Portal solution provides efficiency security, transparency, and efficiency to governance and board management processes. Boards can focus on strategic decisions that boost business growth.

There are a myriad of choices for board portals, but it’s important to select the right one for you. It should meet your specific needs and workflows and include key functions such as document storage as well as meeting scheduling and voting tools. It should also provide mobile accessibility, so board members have access to it from any place anytime and from any device.

Before you purchase software for board portals, look for the following important characteristics to ensure that it is a good fit for your business:

Streamlined Decision-making: Facilitate formal decision-making by utilizing secure electronic voting within the portal. This eliminates messy paper ballots, and allows for a quick tally of results. Actions and decisions are monitored by the portal, making sure that every member’s voice is heard at meetings.

Easy to use: Ensure that your board members will have an intuitive and seamless experience using the platform by providing training materials such as thorough user guides as well as FAQs and tutorial videos. The more comfortable the board members are with the platform, the more efficient it will be.

Ask your prospective vendor if they offer free trials or demos, and make sure you use them. This will allow your board members to test out the features prior to making the final decision. Also, determine if they have an effective customer service team who can help you start and assist with any questions that might arise during the process of implementation.

more helpful hints