The board portal is a key element of an organization’s governance tools. It is used by committees, boards and executive leadership teams to optimize meetings workflows, collaborate effectively using security features and ensure that they are aligned on strategic decision-making. It cuts down on time and cost of materials for boards. It can be difficult for organizations to choose the right tool due to the many board software vendors. A smart way to narrow down options is by conducting a board portal software comparison. This includes assessing the security level, as well as tools for board management and service/support.

Determine Your Needs

Choose what is most important to you for your board portal. This will include assessing how many board members you have and what kind of information you’ll require to share. From there, consider what features are needed to meet your needs (e.g. secure messaging, D&O questionnaire help, around-the-clock client support). The information you’ve gathered can be used in evaluating the different portals available to board members and choose the one that will meet your needs.

How can you determine the security level of your board portal

Board meetings must have an extremely secure environment, since they will be discussing sensitive and confidential documents. Make sure you choose a platform that uses encrypted confidential files to protect your website from data theft and hacking. A portal with an audit trail will allow you to track who has accessed and edited documents.