How to Evaluate Board Portal Providers

Board members and administrators must be able to access easily, reliably to meeting materials for the most productive board meetings possible. An online board portal lets board members to prepare and share board packets distribute agendas, record minutes of meetings, and much more in one location. Centralizing important information helps organizations save significant time.

Businesses who want to improve the governance process and the results they achieve should look into the board portals available. A thorough analysis can help organizations make the right choice based on their specific needs and budget.

Security is an important consideration for any company considering board portal software. Since sensitive information is constantly at risk from cyberattacks, an encrypted board portal is vital for keeping meetings private and protecting data privacy. Find a service that provides an industry-leading set of security protocols, including closed API infrastructure that prevents data leaks, two-factor authentication capabilities, and a feature to permanently purge which removes comments, annotations and discussions permanently.

A business should also consider how user-friendly the portal for boards is. The more intuitive and straightforward the software is for all users and users, the more likely it will be to be accepted. Choose a company that offers a free trial to allow you to test the software yourself and determine if it meets the requirements of your board’s usability.

It is also important to determine the credibility of a service and their customer service quality. Take a look at calling the support line to test their response time and determine how well they can answer questions regarding the software. Also, search for a vendor that offers training and onboarding for all users. This will help ease the initial learning curve and assure continuous success.

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