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Choosing Board Portal Providers

Board portal providers offer a variety of tools designed to streamline the three phases of the meeting process–pre-meeting, during the meeting, and post-meeting. The right choice can assist your business in reducing time, increase efficiency, and improve governance practices.

Assessing the level of support offered by a vendor is a key aspect to consider before selecting board software. Search for a company offering 24/7/365 support including training materials, as well as technical assistance. The availability of these resources will greatly aid in the successful implementation and ongoing use of a board portal.

Choose a board portal that offers mobile access and the capability to work offline, even during power outages. This feature will allow administrators and directors to log in using the solution regardless of where they are or what device they use thus maximizing their productivity.

Make sure the portal is a secure and encrypted platform. This will help you secure confidential information and prevent Agenda management software unauthorized access. Verify if the software comes with an option to permanently purge that erases all notes, annotations, and comments that are no longer relevant, reducing security risk.

Board management software should allow for the simple uploading and sharing of agendas, board documents, and other important meeting material. They should offer the ability to provide a “single source of truth” for all the board’s documentation, eliminating the need to send documents back and forth in emails that could leave sensitive information exposed. In addition, they should have the ability to include digital signatures in order to speed up the approval process for documents and enhance security.

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