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Board portal review involves researching software solutions and ensuring they meet the needs of your organization. Using a smart checklist, comparing vendor pricing alongside solution offerings, and conducting a free trial is crucial to selecting the best solution for your board meeting management processes.

A key feature to look for in a board portal is anytime, anywhere access. This allows directors and administrators to log-on using devices they own and are familiarized with, like smartphones or tablets. This leads to a better user experience and better management of the meeting.

Another important factor is the speed at which the software of the board portal can prepare documents for distribution during a conference. Gen 3 board portals are able to provide a suite of real-time tools that reduce staff time spent preparing board books and increase meeting productivity. This includes the ability for directors to instantly review and approve material on their mobile devices or tablets and automatically create and link minutes after each meeting.

A good board portal will also provide a secure platform for the distribution and storage of confidential information. This is achieved through the use of strong passwords and a cloud-based system that allows for unlimited data storage. It should have features to allow for quick and easy creations of board packages as well as support for online collaboration when reviewing and editing material. This saves time and eliminates need for large binders to distribute materials and courier services.