If it’s for board meetings or the entire organization, the board portal software will help you work more efficiently and faster. With a single, user-friendly tool allows you to simplify and streamline agendas for board meetings, create accurate meeting minutes, and more.

Determine the specific requirements of your board. For instance, a major reason for boards to adopt online tools for managing their boards is security. Sending board documents to colleagues and sharing them using free software such as Dropbox could result in data anonymous breaches and unauthorized access. Corporate secretaries and board members are also seeking efficiency improvements through a more convenient, secure and collaborative method of managing and share information.

Assess the features of the different solutions with a tool such as SelectHub’s Board Satisfaction Rating. It gives you an average score that is based on reviews from reputable software review sites. It is also possible to create boards of members comprising chairs and administrators to assess existing or well-known software. To maximize the net benefit the evaluation process should cover the entire board cycle.

Verify the availability of vital capabilities, like agenda creation and planning tools documents storage with unlimited space for meeting documents and additional corporate reference materials including board book templates including e-signatures, discussion, and chat functions, as well as 1:1 communication channels with directors. Verify if the solution is compatible with third-party software and top calendar applications to streamline meeting scheduling and document collaboration.