Let’s explore in detail what features board portals provide.
Security and compliance
Access controls and permissions. Board administrators can set specific permissions to ensure each user has appropriate access. This protects sensitive data from unauthorized access.
Two-factor authentication. To ensure board portal security, users’ identities are verified using a second method (a code sent on a phone or email), separate from a password.
Encryption. Board portal providers secure sensitive data with 256-bit AES encryption, the same level of security used by banks and defense departments.
GDPR compliance. A director’s portal is compliant with GDPR. This protects the privacy of customers.
ISO certification. Board processes comply with ISO 9001 and ISO 27001/27002 standards, ensuring high international information security standards.
Single sign-on (SSO). Users can easily sign into the portal using a company’s account through various SSO providers (Microsoft Entra ID, Google, Okta).
Document management
Secure document sharing and storage. Store and share board-related documents in a secure environment.
File support. Upload various file types (PDF, Word, Excel) and convert them to PDF automatically.
Agenda builder. Build agendas in a few clicks using drag-and-drop and autofill features.
Board pack builder. Create and share meeting packs with agendas, minutes, reports, and other documents.
Global search. Quickly find board information and documents across the digital board portal with an advanced search function.
Board meetings management
Calendar management. Schedule meetings, set reminders, and view all events in one place to streamline board meeting processes.
Minute taking. Directly create meeting minutes and track actions, decisions, voting results, and motions.
RSVP and attendance tracking. Track RSVPs and attendance to ensure quorum and accountability.
Streamlined voting. Securely capture votes online with manual, live, or anonymous options and generate summaries.
Task and workflow management
Actions and decisions. Track all actions and decisions, assign tasks to stakeholders, and monitor progress.
Approval process control. Streamline approval processes with customizable workflows and automated notifications.
Workflows. Create custom workflows to track task status, auto-assign tasks, and generate reports.
Digital signature. Sign documents with a legally valid electronic signature.
Communication and collaboration
Alerts and notifications. Receive automated alerts to stay updated on important activities and ensure timely actions.
Notes and annotations. Make and share notes and annotations on documents with other board members.
Video conferencing. Organize remote and hybrid meetings directly on the board meeting portal.
Integration and accessibility
Third-party integrations. Integrate board meeting software with other tools such as Microsoft Office, Google Drive, and other document management systems.
Mobile access. Access the electronic board portal from any location using mobile devices with native apps available on Android and iOS.
Offline access. Access board portal features and documents without an internet connection.
