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How to Assess Board Portal Effectiveness

https://www.simpleboardroom.com/effectiveness-of-board-portal/

Your board of directors can go over and verify their agendas prior to every meeting since they have centralized access to their agendas, meeting materials, and messages from other directors. This helps keep meetings productive and keeps directors from showing up and not having done their job whether it’s to finalize the fundraising budget for an upcoming campaign or taking photos during a volunteer event.

You can also create and distribute board books in a matter of minutes using board portal software. It’s no longer necessary to send documents via email attachments or file-sharing websites that could pose serious security risks. Instead, your boards can share and manage all of their important records and documents in one secure location, ensuring that sensitive information stays private even if the board is subject to an audit or discovery process.

Look for a board management tool that allows unlimited storage in the cloud so that your organization can store all important documents in a secure place that is accessible from any device. This feature ensures that important documents are protected from fires and natural disasters and will continue to be used for years.

Consider how easy it will be for your directors to master how to utilize the software. If you do not want your board software to take up more time than it is necessary, ensure it has an intuitive interface. Request a trial to test how simple the software is to use. Also, inquire about their support team’s approach to answering your questions.