How to Evaluate a Board Portal Solution

Board portal solutions can be a useful tool for organizations to streamline the process of preparing meetings and improve governance practices and remain compliant in the ever-changing regulatory environment. However, it’s important to select the best solution that meets your organisation’s specific requirements and goals. When evaluating various solutions there are a few key factors to take into consideration.

Find out if the software offers an all-in-one capability that consolidates different functionalities like document management, communication and voting into one platform. This will cut down on the expenses involved in deploying and managing multiple software tools and systems.

Make sure that the solution offers a user-friendly interface to directors and administrators to make accessing data easy and intuitive. This will also improve utilization and acceptance of the system.

Find out if the solution equipped with a robust security system that guards sensitive and private data. This includes features such as customizing the settings of the end-user and two-factor authentication capabilities. data centers that have been certified by industry, penetration tests by third-party companies, and periodic security audits.

Assess whether a solution has a feature that enables administrators to track changes to documents, which provides an accurate audit trail. This can help reduce the chance of accidental changes to critical documentation.

Find out if the board portal is accessible from any device. This is particularly important for companies with directors who often travel or work remotely. This will allow them to keep track of meetings, discussions and updates from their offices without having to be managing multiple logins and hopping between different platforms.