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How to Choose an Online Board Portal

The online board portal is a fantastic tool for improving the efficiency and effectiveness of governance. But, choosing the right solution isn’t an easy job as every business has its own unique requirements and budgetary limitations. If you are thinking of purchasing an online board portal security and efficiency are two main areas that you should be focusing on. In your conversations with potential vendors, you should ask the following key questions to determine if they will meet your needs.


The primary goal of a portal is to secure sensitive data and prevent unauthorized entry. It’s essential that the portal is built on a solid framework that can support security features that are high-level that can be customized, like user-specific permission settings as well as unique encryption keys for each customer as well as two-factor authentication. third party penetration tests, managed and industry certified data centers and security audits such as SOC2.


Any board management system should streamline three main phases – the pre-meeting portion as well as the actual meeting and the post-meeting portion. The most effective board management solutions facilitate efficiency by allowing easy communication that allows directors with high contributions to be involved as well as dynamically updating material prior to meetings, and cut time off the process of assembling materials.

Be sure to consider the ease of use while you try out the software. Your team should be able to access the portal easily and efficiently, so select a software that is easy to navigate and allows document uploads and search. You can also check out the customer service offered by the vendor by calling their helpline and seeing how responsive they are.


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