A portal for boards is a powerful tool to streamline processes, enhance collaboration and communication, and support best practice. But, choosing the right one can be a difficult task.

To make the process easier it’s best to select a board-management software that provides flexible deployment options. Some software allows users the ability to collaborate immediately, whereas others require a more https://boardabout.com/recruit-nonprofit-board-members-with-purpose-and-process/ thorough implementation process. Consider how easy the system is to use and to be adopted by your team.

Make sure your Board Portal is secure

Secure cloud-based software provides one source of truth for all documents, and all annotations and comments saved on the platform in an editable format. This eliminates the need to comb through long emails for information and can mitigate security threats. Look for features such as SOC2 and HIPAA compliance, two-factor authentication, and backup of data to protect all sensitive information.

Make sure that your Board Portal is mobile-friendly

A streamlined, user-friendly board management application makes it easy for members to access the portal and collaborate from any device. During meetings voting, the votes are processed and approvals are taken within the platform. Relevant documents are automatically linked with agenda items. After the meeting the click of a button converts agenda items into draft minutes that can be circulated to the attendees for approval.

eSignatures should be supported by a solid board management system to speed up the signing of documents. This feature decreases the use of paper and can be utilized on any document or form in the platform. Select a service that offers unlimited signatures at no additional cost.