How to Choose an Online Board Portal

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The online board portal could be a powerful tool for improving governance and efficiency. But, choosing the right solution is not an easy task as each business has its own unique requirements and budget limitations. If you’re thinking about purchasing an online board portal security and efficiency are the two major areas you should be focusing on. In your conversations with potential suppliers to determine if they’re adequate to meet your requirements.

Security

The primary goal of portals is to safeguard sensitive data and block the unauthorized access. It’s crucial that the portal be constructed on a solid foundation that can accommodate high-level security features such as customizable permission settings for the end user as well as unique encryption keys for each customer two-factor authentication, 3rd test penetration testing, certified and managed data centers, as well as security audits such as SOC2.

Efficiency

Any management system for boards should simplify three phases: the pre-meeting portion as well as the actual meeting and the post-meeting stage. The most effective board management solutions provide efficiency through easy communication to attract directors with high contribution and continuously update the material prior to meetings, and cut time off the process of compiling materials.

Be sure to consider the user-friendliness when you test the software. It’s important for your team to navigate the portal without an issue, so look for a program that offers easy navigation and quick search and upload of documents. You can also check out the customer service offered by the vendor by calling their helpline and checking how responsive they are.

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