Board portal software should make access to important information easy, streamline board meetings and improve governance. The right software could lower costs for the staff and the company. In addition to offering secure online storage, a dependable board portal will also reduce expenses for paper, binders and courier services. To choose the most appropriate software for your requirements, you have to look at a variety of factors. First, you must decide which capabilities are most important to you. What do you want to achieve by using the software? After you’ve identified those goals, it’s time to research the options. You can then read reviews from users as well as the features and functions, and establish your budget.
Choose a comprehensive package that includes meeting-management capabilities, eSignature, and unlimited storage. Other things to consider are granular permissions, calendar sharing, survey tools and online boards. Choose a service that has NIST security protocols and meets security compliance regulations. You should also consider the cost of implementing and training.
Some providers offer a free trial of their board portal software, but it’s important to be aware that these programs typically do not provide the necessary functionality, support and top-of-the-line security. In fact, they often utilize public servers, and don’t provide sufficient encryption to protect against external cyberattacks or data breaches. They might also not be as responsive and helpful when it comes customer support. They are not the best option for boards that are responsible. Select a system that is popular with credit unions and financial institutions as well as crown corporations and non-profit organizations in North America.