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Many organizations are now considering software for board portals due to security concerns, the increase in virtual or hybrid meetings, and the usage of electronic formats for board meetings. However, not all tools are created equal. A variety of features can make a difference between a successful and ineffective implementation, or one that causes a vulnerability that is not anticipated.

The primary function of a board portal is to provide fast easy access to the information. Examine whether different tools and user interfaces can be a breeze for your board members when they consider their day-in and day-out actual board meetings. Also consider the ease of use that are available to directors on the move, such as tablets offline access, and remote approvals.

The majority of secretaries and board members are pressed for time, so it’s vital that the tools they have at their disposal are easy to use and will help them save significant amounts of time. Find a board management system that is able to eliminate the need for reprinting physically copied, scan or scanned documents. E-Signatures for instance are a great way to reduce the requirement to sign and distribute hard copies of documents. This is in line with sustainability goals, and enables more efficient and secure transmission of sensitive information.

Pricing is an important aspect in deciding on the best board portal for your business. Consider the different product editions, and be aware of additional fees for administrators, committees trainings, or data storage. Think about the length of time that the product has been being sold, and whether other organizations in your industry have tested it for stability and durability.