How to Choose the Best Board Portals

A board portal is a centralized secure platform for board directors and board administrators to manage meeting materials, communication, and governance processes. It’s also accessible via mobile and https://soulboardroom.com/ desktop devices. Members can access and collaborate with documents any time, anywhere. By consolidating these functions into a single digital software platform, it can help organizations increase collaboration and streamline operations.

The best boards allow anyone to get started, regardless of tech-savvyness or knowledge of the system. They offer a simple and user-friendly interface that lets you quickly and easy access key features. They come with robust analytics dashboards that allow admins to monitor their team’s engagement and performance. They can help committee members and directors prepare for meetings as well as share and approve agenda items and meeting minutes Create questionnaires and surveys, and much more. They also provide quick and simple electronic signatures which makes approvals easy.

If you’re considering an online tool for the first or upgrading to a more sophisticated solution be sure that it has a variety of customization options that match your organization’s requirements. Find a customizable logo and color scheme along with permission settings that grant unique user access to folders, groups and documents.

Also, make sure that the portal you select is secured to stop hackers from gaining access to sensitive information. Look for a multi-tiered security framework, with standard security certifications such SOC2 and HIPAA compliance, as well as professionally managed and certified data centers. You’ll need a feature that allows for the permanent deletion of notes, annotations, and comments.