How to Evaluate a Board Portal Solution

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A board portal is a software that offers secure and simple access to all employees to documents, communications, and meetings. It streamlines governance processes, helps organize productive meetings and helps to ensure organizational compliance through enhanced transparency and accountability.

Ask these questions to get the most value out of your board portal solution.

Easy to use for directors and administratorsA good portal must be user-friendly, simple and easy to learn. This will allow users to navigate efficiently and quickly. Choose a provider that offers dedicated support and flexible training options that accommodate different learning styles. It’s also helpful when the portal is accessed on directors’ preferred devices, like laptops and tablets, to increase ease of use and engagement.

Audits of regulatory compliance -A well-designed portal allows for the safe and organized storage of documents related to compliance. This improves visibility and reduces the risk. It also helps during regulatory auditors by providing a full and detailed reports of approvals, actions, changes, and the decisions.

Meeting management features – A good portal can simplify the process of preparing agendas and their distribution making it easier for directors to plan efficiently prior to and during meetings. It also aids in conducting effective strategic planning sessions with real-time collaboration. It also provides action items at the committee and board levels which makes it easier for the organization track progress towards goals. Additionally, it promotes overall transparency and accountability through roles-based permissions as well as detailed audit trails. This ultimately improves the overall productivity of your business.

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