Conducting a Board Portal Software Comparison

The board portal is an important element of an organization’s management tools. Boards, committees, and executive leadership teams utilize it to enhance meeting workflows. They can collaborate in confidence, due to the security features and also align on strategic decisions. It also reduces the time and cost of physical board materials. The numerous companies offering board software that offer solutions can make it challenging for businesses to choose the right tool. One way to narrow down the options is to conduct an evaluation of the software used by boards. This involves evaluating the security level, the desired tools for managing boards and support and service.

Assess Your Needs

To begin the process, decide on the most important aspects for your board portal. This will include looking at the number of board members as well as the type of information you will be sharing. Determine the features needed to meet these requirements (e.g. secure messaging, D&O questionnaire help, around-the-clock client support). The information gathered can then be used to analyze board portals and choose the one that best fits your company’s needs.

How can you evaluate the security of your board portal

A high level of security is essential for board meetings, as they are where confidential and sensitive documents. Make sure you choose a platform that utilizes encrypted confidential files in order to protect your website from hacking and data theft. A portal with an audit trail enables you to trace who has accessed and edited documents.

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