Many organizations are currently looking into board portal software due to security concerns, the rise in hybrid or virtual meetings, as well as the use of boards that do not require paper. However, not all software is created equal and a variety of features can make the difference between a successful implementation and one that’s less efficient, or even causes unexpected security risks.
The primary function of a board portal is to provide instant easy access to the information. Consider how user-friendly different interfaces and products will be for your board members, taking into account their day-to-day activities on the board. Think about the ease of use you can provide mobile directors, such as tablet apps and offline access, or support for remote approvals.
The majority of secretaries and board members have a limited amount of time, so they need tools that are easy to use and can save them time. Consider a board management system that has features that eliminate the need for reprinting copies, scanning or scanning of physical documents. For example, e-Signature capabilities eliminate the need to sign and check these guys out board meeting management software redistributing hard copies of documents, which is in line with sustainability goals and allowing for more secure and efficient transmission of sensitive information.
Pricing is a key factor when selecting the appropriate board portal for your organization. Be sure to ask about the various editions available and be aware of any additional costs for administrators or committees training, or the amount of data storage. Also, consider how long the product has been available and whether it has been reviewed by other organizations operating in the same industry for stability and long-term viability.