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

Board portal review is the process of researching software to ensure that they meet the specific requirements for your organization. When selecting the best board meeting management solution, it is important to use a smart checklist and compare vendor pricing along with solution offerings.

A key feature to look for in a board portal is anytime, anywhere access. This allows administrators and directors to log in using devices such as smartphones or tablet computers that they already own. This results in a more engaging experience for the user and a better meeting management.

A board portal’s ability to distribute documents quickly during a session is another important factor. 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 board portal should provide a secure environment to distribute confidential materials. This is done by using strong passwords, and a cloud system that allows unlimited data 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 reduces administrative time, and eliminates the use of large binders or courier services for distribution.

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