Features to Look For in Board Portals Solutions


The best solutions for board portals are secure and easy to use, and come with features that improve the governance process at every step of the meeting process – from preparation, through the actual conduct of meetings and even the implementation of resolutions. These features are essential for private boards, which make important decisions that define the future of their business. They are also crucial for public boards, which must comply with strict government regulations.

The security of documents for board members is the most important aspect of any board portal. This includes documents, emails, and board documents such as discussions, notes, comments, and notes. These documents can be accessed on any device at any time, from any place. Consider a service that offers certified physical storage, sophisticated disaster recovery systems and customer-managed encrypted. Make sure the solution you choose permits documents to be permanently purged, so they cannot be recovered from backup files or any other sources.

The most popular portals have user-friendly interfaces and a variety of integrations. Some are available in the cloud while others can be used on-premise. Make sure to verify how the software handles hybrid and remote meetings. Then, look for tools that help directors keep track of their responsibilities during meetings, such as task tracking, eSignatures and approvals, and meeting schedules and reminders.

Many providers offer trials that allow users to test their portal before making a final decision. You can take advantage of this offer to compare features and pricing mechanics as well as talk to others and referees and learn about the provider’s product roadmap and how they’ll evolve their software to be in line with best practices for governance over time.

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