Board portal review involves researching software solutions and ensuring they meet the needs of your organization. Using a smart checklist, comparing vendor pricing alongside solution offerings, and conducting a free trial is crucial to selecting the best solution for your board meeting management processes.

A board portal should offer 24/7 access. This allows administrators and directors to log in using devices such as smartphones or tablet computers that they already own. This results in a more engaging experience for the user and a better meeting management.

Another important factor is the speed at which the software of the board portal can prepare documents for distribution during a conference. Gen 3 board portals are able to provide a suite of real-time tools that reduce staff time spent preparing board books and increase meeting productivity. This includes the ability for directors to instantly review and approve material on their mobile devices or tablets and automatically create and link minutes after each meeting.

A good quality board portal should also provide a secure environment for the distribution of confidential materials. This is achieved with the use of strong, encrypted passwords and cloud-based systems that allow for unlimited storage. It should also be equipped with features that facilitate the creation of board packages. Online collaboration tools for reviewing and modifying material are also recommended. This saves administrative time and eliminates the need for large binders and courier services to distribute materials.