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Board portal providers offer a variety of tools designed to streamline the three phases of the meeting process–pre-meeting, during the meeting, and post-meeting. A good board portal will help you save time, increase efficiency, and improve governance practices.
When choosing the right board software for your needs It is important to look at the level of support provided by a provider. Choose a firm that offers customer service 24 hours a day, 7 days a week and training materials and technical assistance. Having these resources available will greatly assist in the success of the implementation and ongoing use of a board portal.
Choose a board portal that allows you to work offline and also has mobile access, even while traveling or during power outages. This feature lets administrators and directors to access the system from any device or location and maximize their productivity.
Verify that the portal is security. This will protect confidential information and secure access from unauthorized users. You should also check whether the program has a permanent purge function, which will permanently delete any notes, annotations, or comments that are no longer relevant which reduces security risk.
Board management solutions should permit sharing and uploading of important meeting materials, such as agendas and board documents. They should provide the possibility of a «single truth» for the board’s documents, removing the need to send documents back and forth through email threads which can expose sensitive information. Lastly, they should offer the ability to include digital signatures that speed up the approval process for documents and enhance security.