How to Choose an Online Board Portal

The online board portal is a fantastic tool for improving efficiency and governance. However, picking the right solution is not an easy task as each company has its own requirements and budgetary constraints. When you are considering purchasing an online board portal security and efficiency are two main areas that you should be focusing on. In your conversations with prospective suppliers to determine if they are able board portal technologies to meet your needs.


The primary objective of a portal is to protect sensitive data and prevent unauthorized entry. It is crucial that the portal is built on a solid foundation that can support high-level security features like customizable permission settings for the end user, unique per-customer encryption keys and two-factor authentication, third party penetration tests, managed and certified data centers and security audits such as SOC2.


The purpose of any system for managing boards is to simplify three main phases of a meeting – before the meeting, during the meeting, and post-meeting. The best management systems for board meetings provide efficiency by allowing for simple communication. This will encourage directors who are able to contribute to the discussion, update materials frequently prior to meetings, and reduce the time required to prepare documents.

During your demos make sure you pay attention to how the software is user-friendly. It is essential for your team to use the portal without difficulties, so look for a solution that provides simple navigation and easy document uploads and searches. It’s also an excellent idea to test out the support department of the vendor by calling their help line and putting their responsiveness to the test.