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Kilberry Executive Advisory Firm

How to Evaluate a Board Portal Solution

Board portals are a powerful tool that can help organizations streamline their meeting preparation, improve governance practices and remain in compliance with the ever-changing regulatory requirements. However, it’s important to select a solution that meets your organisation’s specific requirements and objectives. Here are a few key points to look at when evaluating different solutions.

Evaluate if a solution provides an all-in-one solution that integrates different functions such as document management, communication, and voting into one platform. This will help reduce the cost associated with managing and deploying various software tools and systems.

Make sure that the software you choose has an intuitive and user-friendly interface for administrators as well as directors. This will make it easier for them to access information. This will also aid in increasing use and adoption of the system.

Check if the product has a solid security framework that has been designed to safeguard sensitive and private information. This includes features such as customizable end-user settings and two-factor authentication capabilities. industry-certified data centers, third-party conducted penetration tests as well as periodic security audits.

Check if the solution has the ability for administrators to track changes to documents, and provide an accurate audit trail. This will reduce the risk of accidentally changing critical documentation.

Assess if the board portal can be accessed on any device. This is especially helpful for organizations with directors who often travel or work remotely. This will let them keep up with meetings and discussions from their offices without having to spend time managing multiple logins and switching between different platforms.

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