A board portal is a central, secure hub for both board directors and board administrators to manage meeting materials, communications and governance processes. It’s also available on mobile and desktop computers and allows members to access and collaborate on documents from any location, at any time. By combining all of these functions into a single software platform, it allows for streamline operations and improve collaboration.
The best board portals make it simple for anyone to set up and run regardless of the level of tech expertise or experience with the system. They come with a simple, intuitive interface that allows quick and easy access to the most important features. They come with robust analytics dashboards that enable administrators to keep track of their team’s performance and engagement. They help committees and board directors prepare for meetings. They can share and approve agenda items, meeting minutes, and create questionnaires. They also facilitate quick and easy eSignatures, making approvals simple.
If you’re choosing an online board management software for the first time or upgrading to a better solution, make sure it offers a range of customization options that align with the needs of your company. Choose a custom color scheme and logo as well as permissions settings that permit users to access documents, folders and groups.
Additionally, ensure that the board portal you choose has robust features to guard against hacking or unauthorized access. Look for a multi-tiered security framework, that has standard security certifications such as SOC2 and HIPAA compliance as well as an industry-certified and managed data centers. You’ll need a feature that allows for permanent deletion of notes, annotations, and comments.