In operation since 2010. with more than 2000 clients.

Heritage Property

Conducting a Board Portal Software Comparison

The board portal is an essential tool in the governance of an business. Boards, committees and executive leadership teams utilize it to enhance meeting workflows. They can collaborate in confidence, thanks to the security functions and also align on strategic decisions. It cuts down on time and cost of materials for boards. The countless board software vendors that offer solutions can make it difficult for companies to choose the right software. The best way to narrow down the options is by conducting an evaluation of the software used by boards. This involves evaluating the security level, desired tools for managing boards and service/support.

Decide Your Needs

To begin the process begin by deciding the most important aspects for your board portal. This will include looking at the number of board members and the kind of information you will be sharing. From there, you can determine the features that are required to meet those needs (e.g. secure messaging, D&O questionnaire help, around-the-clock client support). The data you’ve collected can be used to analyze the different portals available to board members and choose one that will meet your requirements.

Examining the Security Level of Your Board Portal

Board meetings must be held with a high level of security because they are discussing confidential documents and sensitive information. Look for a system which utilizes encrypted confidential files to safeguard your website from hacking and data theft. A portal with an audit trail enables you to monitor who has accessed and edited documents.

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