Board portals simplify the management of board meetings by facilitating secure communication, document sharing and collaboration across all devices. Board portals also allow members to mark documents prior to meetings. This enhances preparation and participation. Boards can spend their time focusing on governance and not just logistics.
Board directors are more likely to choose the digital board meeting platform when the interface is simple and easy to navigate. Particularly for those who aren’t tech-savvy, a clear and intuitive user experience can make the difference. The possibility of accessing the portal from a variety of platforms as well as offline is a huge benefit, as well.
Some portals for boards permit users to customize the software to suit their needs, and the best service providers emphasize outstanding customer onboarding choosing leading board portals and support. A team of experts will help you set up settings, add users to the software, create areas for committees and board groups, and then apply your own branding. They also offer individual coaching and training for directors.
Board members are often busy, and when they encounter technical obstacles or have questions, they’ll want to be able to quickly contact the vendor. It is important to find a vendor that offers 24/7 email or phone service so that you can get your questions answered quickly. They should also provide comprehensive in-app help guides to help you get answers to your questions without having to wait on the phone or look online. Also, think about whether the company is willing to provide you with a demo of their board portal software before you sign a long-term contract. This will allow you to test the software and see how it will work for your company before making a purchase.