What to Look for in a Board Portal Solution

The Board Portal solution provides efficiency security, transparency, and efficiency to governance and board management processes. Boards can focus on strategic decisions that will drive business growth.

There are a myriad of options for boards portals, but it is essential to select the right one for you. It should align with your specific workflow requirements and needs, and provide key functionality such as document storage as well as meeting scheduling and voting tools. It should also provide mobile accessibility, so that board members can access it anywhere anytime, and on any device.

Look for these features before you purchase software for board portals to ensure it’s the right fit to your company’s needs:

Streamlined Decision-making: Make formal decisions with secure electronic voting directly within the portal. This eliminates messy paper ballots and allows for quick reporting of results. Decisions and actions are tracked through the portal, which ensures that everyone’s voice is heard at meetings.

Easy to use: Provide training materials, such as FAQs and tutorial videos, to ensure that your board members have seamless and effortless experience using the platform. The more comfortable your board members feel using the portal, the more effective it will be.

Find out if the prospective vendor they provide free trials or demos, and make sure you take advantage of them. This will allow your board members the chance to try out the features and determine if they’re a good fit goal tracking for them before making a final decision. Find out if the company has a great customer service department that can assist you in getting started, and answer any questions that arise during the process of implementation.