Board portal review involves researching software solutions and ensuring they meet the needs of your organization. Using a smart checklist, comparing vendor pricing alongside solution offerings, and conducting a free trial is crucial to selecting the best solution for your board meeting management processes.
The ability to access the portal from anywhere at any time is a key feature of a board portal. 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 for the user and a better meeting management.
Another important consideration is how quickly the software can prepare documents to be distributed during a meeting. Gen 3 boards portals offer a range of real-time features that can reduce the amount of time staff spends on preparing boardbooks and increase meeting efficiency. This includes enabling directors to instantly approve material from their mobile device or tablet, and automatically creating and linking minutes after the meeting is over.
A good board portal should provide a secure environment to distribute confidential materials. This is achieved through the use of strong passwords and a cloud-based system that allows for unlimited data storage. It should have features to allow for quick and easy creations of board packages as well as support for online collaboration when reviewing and editing material. This reduces administrative time, and eliminates the use of large binders or courier services for distribution.
