How to Evaluate an Online Board Portal

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  • Post last modified:August 22, 2024
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A board portal online is a robust and secure platform that makes board meetings more efficient. It also helps to facilitate effective collaboration, enhances governance practices, and helps keep organizations in compliance with the rules and regulations.

There are a myriad of companies offering board management software. However, selecting the most effective one is a challenge. The following questions to ask during the process of evaluation will help you to choose the best solution for your needs.

Is the system scalable and flexible? Does it allow the addition of additional users or features as your business grows? How does the system handle backup and data security? Does it use a cloud-based system that is in compliance with industry standards?

How do you convey changes to your system and update all users? Does the vendor provide easy-to-follow training materials and support? Are support hours available all hours of the day, every day?

Productivity Upped — The most recent reports and analytics are readily available, allowing for more efficient preparation of board and committee meetings. This creates more time for discussion as well as more efficient decision-making.

Better Governance Documents, votes and discussions are stored securely in the portal, instead of in individual email inboxes. This helps reduce security risks and ensures privacy.

Seamless Remote Meetings allows seamless collaboration among members regardless of where they are via video conference, real-time document share and page synchronization. Laser pointer tools are also accessible. Action items are automatically synchronized to participants’ digital calendars and meeting notes can be created at the time of the meeting or afterwards.

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