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Choosing Board Portal Providers

Data Room Software

Board portal providers offer a variety of tools designed to streamline the three phases of the meeting process–pre-meeting, during the meeting, and post-meeting. The right choice can help your organization save time, improve efficiency, and improve the governance practices of your organization.

Evaluating the level of support offered by a service is an important factor to consider before deciding on board software. Choose a firm that offers 24/7/365 customer service and technical support and training materials. Being able to access these resources will greatly assist in the successful implementation and continued use of a board portal.

Find a Board-Portal that allows you to work offline and also has mobile access, regardless of traveling or experiencing power outages. This feature lets administrators and directors to access the system from any device or place which allows them to work at their best.

Make sure that the portal you choose to use is a secure and encrypted platform. This will secure confidential information and will help to prevent unauthorized access. Also, you should check if the software has the ability to purge permanently, which will permanently delete any notes, annotations, or comments that no longer have any value and reduce security risks.

Board management solutions should allow for the simple uploading and sharing of agendas, documents for meetings and other important meeting material. They should offer the ability to provide a “single source of truth” for all the board’s documents, removing the necessity of sending documents back and forth via email threads that expose sensitive information. They should also offer digital signatures to speed up the approval process for documents and increase security.

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