Conducting a Board Portal Software Comparison

The board portal is a vital tool for governing an organisation. It is used by committees, boards and executive leadership teams to improve meeting workflows, collaborate confidently using security features and to align on strategic decisions. It reduces the time and expense spent on materials for boards. The numerous companies offering board software that provide solutions can make it challenging for companies to choose the right software. Comparing board portal software is a good way to narrow your choices. This includes evaluating security level and desired tools for board management and the quality of service/support.

Choose Your Needs

To begin the process begin by deciding what is most important for your board portal. This will include assessing the number of board members and what type of information you will require more helpful hints to share. Determine the features required to meet these needs (e.g. secure messaging, D&O questionnaire help, around-the-clock client support). The data you’ve collected can be used in evaluating the different portals available to board members and choose the one that best suits your business’ requirements.

Assessing the Security Level of Your Board Portal

Board meetings must be held with a high level of security, since they will be discussing confidential and sensitive documents. To ensure your portal is as secure as you can make sure you choose a platform that utilizes encrypted confidential files that protect against data theft and hacks. A portal with an audit trail allows you to monitor who has accessed or edited the documents.