Board portal software should make accessing important information easy, streamlined board meetings and improve governance. The right system can even cut costs for staff as well as the organization. In addition to offering secure online storage, a reliable board portal can also cut expenses for paper, binders and courier services. To select the ideal board software, you have to consider many factors. The first step is to decide what capabilities are essential – what results do you wish to get? After you’ve identified those goals, it’s time to explore the options. Review user reviews, compare features and functionality, and establish your budget.
It’s crucial to look for an entire package that includes meeting management, eSignature capability, and unlimited storage. Other considerations include the ability to grant access to granular levels to calendar sharing online board books, and survey tools. Choose a service with NIST security protocols and is in compliance with security compliance regulations. Also, consider the costs of implementation and training.
Some providers offer a free trial of their software for board portals however, it’s important be aware that these applications typically lack vital functionality, support and top-of-line security. They typically utilize public servers and do not provide enough encryption in order to protect users from external cyberattacks. In addition, they may not be as responsive or helpful in terms of customer support. They’re not the ideal option for boards that are responsible. Choose a solution that is approved by credit unions as well as financial institutions as well as crown corporations and non-profit organizations in North America.