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How to Choose the Best Board Portal Software for Business
what is membership management software
The software for your board portal you choose will affect the performance of your company. Be sure to select a software that is simple to use for everyone on your board and can help to increase the level of engagement, participation, meetings and overall productivity.
Think about these important aspects when comparing management solutions for boards. They will help you choose the right vendor for your needs:
Centralized access to meeting materials and documents with restricted access to ensure that only board members can access private information. A streamlined sharing process that makes it easier to distribute board packages and offers a simple method of uploading and reviewing meeting materials from anywhere on any device.
An integrated esignature application that allows for the electronic signature of important documents like minutes of meetings as well as policy documents. According to McAfee this feature is essential to mitigate the risks associated with cyber-attacks that cost companies more than $1 trillion per year.
The user interface is easy to use, and has intuitive icons. It’s designed to work on desktop and mobile devices. A flexible design permits personalization, and includes options to design custom dashboards and bookmark important pages and documents.
Enhanced online collaboration support with tools that permit notes to be created on the screen, or sharing ideas in real time with other users. These can be shared either privately or publicly in accordance with the context.
Board portals should include a meeting planner that permits admins to easily send out invitations and reminders, as well as a calendar of upcoming events and preparation materials. Ask each vendor how they handle last-minute changes in agenda items or document changes.