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

12-05-2023 | Property Development

Board portal review involves researching software solutions and ensuring they meet the needs of 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.

Access to the board portal can be accessed from anywhere and at any time. This 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 documentation management for the user and a better meeting management.

Another important factor is the speed at which the software of the board portal can prepare documents for distribution during a conference. Gen 3 board portals can provide a set of real-time tools to reduce the time staff spends preparing board books, and increase meeting productivity. This includes allowing directors to instantly approve materials from their mobile device, tablet or computer and automatically creating and connecting minutes after the meeting.

A good quality board portal should also provide a secure environment for the distribution of confidential materials. This is achieved with the use of strong, encrypted passwords and cloud-based systems that allow for unlimited storage. It should also be equipped with features that facilitate the creation of board packages. Online collaboration tools for reviewing and modifying material are also recommended. This eliminates the need to use large binders, courier services and saves time in administrative tasks.


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