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A board portal is a centralized, secure hub for both board directors and board administrators to manage meeting materials, communications, and governance processes. It’s also accessible via mobile and desktop computers. Members can access and collaborate documents anytime, anywhere. By combining these functions into one digital software platform, it can help organizations improve collaboration and streamlines operations.
The most effective board portals make it easy for everyone to start using the system, regardless of tech-savvyness or knowledge of the system. They offer a simple and intuitive user interface, offering rapid and easy access to the most important features. They also have robust analytics dashboards that let administrators keep track of their team’s performance and engagement. They help committee members and board directors prepare for meetings, share and approve agenda items and meeting minutes make questionnaires and surveys and more. They also offer quick and easy electronic signatures which makes approvals a breeze.
Whether you’re choosing an online tool for board management for the first time or upgrading to a better solution, make sure it provides a variety of customization options that align with the needs of your organization. You should look for a logo that can be customized and color scheme along with permission settings that grant exclusive access for users to groups, folders and documents.
Also, ensure that the portal you choose comes with robust security features to prevent hacking or access that is not authorized. You should look for a multi-tiered security framework that has standard security certifications such as SOC2 and HIPAA compliance and industry certified and managed data centers. It is also important to have a feature that allows for permanent purge, which means that deleted notes and annotations, as well as comments and discussions can’t be recovered from backup files or servers.
