Board portals allow members to collaborate, share files and prepare for meetings in one location. They save valuable time that would otherwise be spent scouring through physical board packs or sifting through long email threads to locate relevant information. They also ensure that important information is protected and private throughout the day.

When choosing a board management software solution, consider its user-friendliness and security. A user-friendly interface makes the transition easy for board members, and also reduces the barriers to adoption. A security-focused solution can safeguard sensitive documents from unauthorized access and remove the need for redundant backups. Look for a document center at the board level that encrypts documents in every step, and lets admins set permissions as to who is able to view, print, or modify certain documents.

A board portal effectiveness feature worth a look is the ability to sync the calendars of attendees with the portal. This will make it easier for the administrative staff to keep board members updated about agendas for meetings and future meetings.

Boards are often responsible for a large volume of documents, including company policies, strategic plans and board-level approvals. These documents require a streamlined workflow to keep board members aware of changes and ensure all the information needed is included in board meetings. To achieve this, best board portals will allow for streamlined document annotation and collaboration tools, like easy-to-use comments and highlight tools.

When looking at a platform that can be used for board-level documents, choose a package that is affordable and has a variety useful features. Also, ensure that the vendor has a user-friendly interface and prompt customer support.