Conducting a Board Portal Software Comparison

The board portal is a key element of an organization’s governance tools. It is used by boards, committees and executive leadership teams to streamline meeting workflows, collaborate confidently with security features in place and ensure that they are aligned on strategic decision-making. It reduces the time and costs spent on board materials. It isn’t easy for companies to select the right tool, as there are many different software providers for boards. Comparing board portal software is a smart way to narrow options. This includes evaluating security levels and desired tools for board management and service/support quality.

Make a decision about your needs

Determine what is important to you for your board portal. This includes determining the number of board members and what type of information you’ll need to disclose. From there, you can determine the features that are required to meet the needs of your board (e.g. secure messaging, D&O questionnaire help, around-the-clock client support). The information you have gathered can be used to assess the various portals for board members and choose the one that is best suited to your business’s needs.

How can you determine the security level of your board portal

A high level of security is essential for board meetings since they discuss sensitive and confidential documents. To ensure that your website is as secure as it can be choose a system that uses encrypted confidential files that protect against data theft and hacks. A portal with an audit trail enables you to track who has accessed or edited your documents.

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