This saves the hassles associated with printing and handling changes after board packets have been printed.

Edits or deletion of documents can be done and the changes are immediately distributed.

Board Packet Creation, Modification, and Distribution: Corporate secretaries can use the board portal to create board materials and disseminate them online.However, board portals ensure that downloaded documents still support the same strict level of security. Offline Accessibility : Board members can download documents to their computer for offline review.Online Accessibility : Board members can review documents or communicate with other members at any time, even when they are on the road.Sometimes board portals will use two-factor authentication for user logins, role-based access control to information, and full encryption of stored information and communications between members. Strict Security : Due to the sensitive nature of board information, security and confidentiality is critical.The solution was more secure and reduced the number of places employees had to go to save and find information needed to do their job.īoard portals provide the following features: Maren, from the Xgility team, built a solution that saved $8,000 annually by replacing BoardEffect with a SharePoint site. While Diligent is the leading board portal solution, some of our customers have used other SaaS solutions. Both solutions have many advantages over email attachments and printed documents. The purpose of this article to explain the requirements for a board portal and compare features in Diligent and SharePoint Online that meet the requirements for a Board Portal. As an alternative to Diligent, several customers have asked us to compare Office 365 (SharePoint Online) to Diligent’s offering. Diligent Corporation (formerly Thompson Reuters Boardlink) has one of the leading SaaS solutions and it is a great product. According to Wikipedia, “a Board Portal can be a custom-built, in-house application, an off-the-shelf, commercial application that is deployed by IT, or a subscription-based software as a service (SaaS).” The portal is used to provide information to the board of directors and organize documents used to conduct a meeting.

Diligent board log in