How to Choose an Online Board Portal

The online board portal could be a powerful tool for improving governance and efficiency. Choosing the right solution can be a difficult task, since every business has its own requirements and budgetary constraints. If you are thinking about purchasing an online board portal, the two primary aspects you should focus on are security and efficiency. When you meet with potential vendors, you should ask the following questions to determine if they are able to satisfy your needs.


The core goal of portals is to secure sensitive data and prevent access by unauthorized persons. It’s important that the portal is built on solid foundations that can accommodate high-level security features such as customizing permission settings for end users as well as unique encryption keys for each customer, two-factor authentication, third party penetration testing, certified and managed data centers, and security audits like SOC2.


The goal of any system for managing boards is to streamline three major phases of a meeting – pre-meeting, during the meeting, as well as after. The best management systems for board meetings facilitate efficiency by allowing easy communication. This will engage directors who are willing to share their ideas to the meeting, and update materials in real time prior to meetings, and reduce the time required to gather documents.

During your demonstrations make sure you pay attention to how the software’s interface is. It’s essential for your staff to use the portal without a hassle, so look for a program that offers simple navigation and simple search and upload of documents. It’s also a good idea to test out the vendor’s see this here support department by calling their helpline and putting their support to the test.