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A well-designed board portal software can eliminate the need to pay for multiple apps to conduct meetings and review of documents and document review, combining all the features into one app. Rather than having to peruse through the board’s physical documents or browse through email threads, directors can have access to up-to-date, current information that is useful and relevant to them. This helps save time and money, while also increasing transparency and accountability in the workplace.

Look for a board management system that provides intuitive tools and support for the product 24/7 and training for directors. You must be sure that the solution you choose will meet your business’ security and efficiency needs particularly if your organization needs assistance with new features or end-of-year archiving.

Security is the most important factor when choosing a portal for board meetings and a reputable service will have state-of-the-art features to ensure the security of your meetings and documents. This includes document encryption with role-based access, automatic purge, government-approved cloud hosting offerings, security audits, and enterprise continuity measures.

It is also important to consider how easy it is to integrate your portal into workflows already in place and how it will translate to different devices. This will allow you to maximize the value of your investment and help directors to use it. It is crucial to assess the portal following its launch and regularly ask users for feedback to find out how it’s functioning. This will allow you to address any issues and make the software better. It is also important to know how your data is going to be transferred to the new system. This is an important aspect of the process.