A board portal is an effective tool that can assist in streamlining operations, improve collaboration and communication, and support best practices. However, choosing the right one can be difficult.
To make the process more simple, it’s a good idea to choose a board management software with flexibility in deployment. Certain products give users the ability to collaborate instantly, while others require a more thorough implementation process. However, you must consider how easy it will be for your how do nonprofits fundraise team to adopt the system and find its worth.
Make sure that your Board Portal is secure
Secure cloud-based software offers an unifying point of reference for all documents, with all annotations and comments saved on the platform in an editable format. This eliminates the need to search through lengthy emails to find information and also reduces security risks. Look for features such as SOC2 and HIPAA compliance two-factor authentication, backup of data to protect your personal information.
Make sure that your Board Portal is mobile-friendly
A simple, intuitive board management application makes it easy for all members to collaborate and access the portal from any device. In meetings votes are taken into consideration and approvals made within the platform. Relevant documents are automatically linked to agenda items. After the meeting the click of a button converts agenda items into draft minutes that can then be circulated to the attendees for approval.
A dependable board management system will also allow electronic signatures to speed up document signing. This feature can reduce paper use and can be used on any form or document on the platform. Choose a provider who offers unlimited signatures for no extra cost.
