Conducting a Board Portal Software Comparison

May 22, 2023

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The board portal is an essential tool for governing an organization. Boards, committees, as well as executive board portal software comparison leadership teams use it to enhance meeting workflows. They can collaborate with confidence because of the security features and can align on strategic decisions. It can reduce the time and expense spent on materials for boards. The countless board software vendors that provide solutions can make it challenging for organizations to select the right tool. Comparing software for board portals is a great way to narrow your choices. This includes evaluating the security level, the desired tools for management of boards, and service/support.

Decide Your Needs

To begin the process, decide on what is most important for your board portal. This includes an assessment of the number of board members as well as the kind of information you will be sharing. From there, consider the features required to meet your needs (e.g. secure messaging, D&O questionnaire help, around-the-clock client support). The information you’ve gathered can be used to analyze the various portals for board members and select the one that meets your company’s needs.

How to evaluate the security level of your board portal

Board meetings must be held with the highest level of security due to the fact that they will be discussing sensitive and confidential documents. Find a system that uses encrypted confidential files in order to protect your portal from data theft and hacking. Additionally, a portal that has an audit trail can allow you to see who has opened and edited documents.


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