How to Choose an Online Board Portal

The online board portal can be a powerful tool for improving efficiency and governance. However, picking the right solution isn’t an easy task since every company has unique needs and budgetary constraints. If you are thinking of purchasing an online board portal, security and efficiency are the two main areas that you must focus on. In your discussions with potential vendors, you should ask the following questions to determine if they will satisfy your needs.


The primary goal of portals is to protect sensitive data and block unauthorised access. It’s essential that the portal is built on a solid foundation that can support security features of a high-level, such as customizable end user permission settings as well as unique encryption keys for each customer and two-factor authentication. third-party penetration tests monitored and certified by industry centers, and security audits like SOC2.


Any management system for boards should simplify three key phases – the pre-meeting the meeting itself and the post-meeting stage. The most effective solutions for managing board meetings offer efficiency through simple communication with directors who contribute a lot as well as dynamically updating material prior to meetings, and cut days off the process of compiling documents.

During your demonstrations, pay close attention to how the software is user-friendly. You want your team to be able to access the portal with ease so pick a product with easy navigation and document uploads and search. You can also test the service of the vendor’s customer support by calling their helpline and checking how responsive they are.