Board portal software should make it easy to access important information, streamline board meetings, and improve governance. A good system can reduce costs for staff and the organization. Apart from providing secure online storage, a reliable board portal will also reduce costs for binders, paper and courier services. To select the ideal board software, you have to think about a number of aspects. The first step is to determine what capabilities are essential – what results do you want to achieve? Once you’ve established your goals, it’s time to examine the possibilities. After that, you can read user reviews as well as the features and functions and set your budget.
Consider a complete bundle that includes meeting management, eSignature capabilities and unlimited storage. Other considerations include granular access to calendar sharing online board books, and survey tools. Choose a service that uses NIST security protocols and is in compliance with security compliance requirements. Take into consideration the cost of training and implementation.
Some providers offer a free trial version of their portal software for board members. However, it’s important to keep in mind that these solutions are often not equipped with the essential features, support, and top-of the-line security. In fact, they often employ public servers and do not provide sufficient encryption to protect against external cyberattacks or data breaches. In addition, they may not be as responsive or helpful in terms of customer support. They’re not the best option for boards that are responsible. Instead, look for a trusted solution that is used by banks, credit unions, crown corporations and non-profit organisations across North America.