Board Portal Review – What to Look For in a Board Portal

Board portal review is the process of researching software to ensure that they meet the specific requirements for your organization. To select the best solution to manage your board meetings, you need to use a smart check list, compare vendor pricing with solution offerings, and conduct a free trial.

A key feature to look for in a board portal is anytime, anywhere access. This data room pricing means that directors and administrators can log-on to the portal using devices they already own and are familiar with, such as smartphones or tablets. This results in a more engaging experience for the user and a better meeting management.

Another important factor to consider is how quickly the board portal software can get documents ready for distribution during a meeting. Gen 3 portals provide real-time tools which reduce staff time spent on board book preparation and increase the productivity of meetings. This includes enabling directors to instantly approve material from their mobile device or tablet, and automatically creating and linking minutes after the meeting is over.

A good quality board portal should also provide a secure environment for the distribution of confidential materials. This is done by using strong passwords, and a cloud system that allows unlimited data storage. It should also include features that make it easy to create board packages and support online collaboration for reviewing and editing materials. This saves administrative time and eliminates the need for large binders and courier services to distribute materials.

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