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How to Choose the Best Board Portal Software for Business

Data da Publicação Evandro em 28 de agosto de 2023

The board portal software you select will affect the performance of your company. Be sure to select a software that is user-friendly for everyone in your board, and helps to increase the level of engagement, participation and productivity, as well as meetings.

Be aware of these essential features when comparing solutions for board management. They will help you select the right vendor for your needs:

Centralized access to documents and meeting materials with granular permissions so that only board members have access to private information. Streamlined sharing that reduces the logistical effort to distribute board packets and provides a quick way to upload and view meeting materials from anywhere on any device.

This tool allows you to sign important documents electronically, including minutes of meetings and policies documents. This feature is crucial to reduce the risk of cybersecurity attacks which cost businesses more than $1 trillion per year according to McAfee.

The user interface is easy to navigate, featuring intuitive icons. It is designed for desktops and mobiles. Flexible design allows for customization. Create custom dashboards bookmark important pages as well as documents and create bookmarks.

Collaboration online is now supported by tools that allow users to make notes on screen and communicate ideas with other users in real-time. Notes can be shared either publicly or privately, based on the context of the note or discussion.

Board portals should have a meeting planner that permits admins to easily send out invitations and reminders, as well as a calendar of upcoming events and other preparation materials. Ask each vendor how they handle last-minute changes in agenda items or document changes.

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