Board members and administrators should have access to a reliable, easy and quick access to meeting materials in order to hold the most productive meetings for board members. A board portal online allows board members to prepare and share board packets distribute agendas, record minutes of meetings, and more – all in one location. This centralization of important information saves organizations significant time.
Businesses that want to improve the board governance process and the results they achieve should consider evaluating the services of a board portal. A thorough evaluation will help organizations choose the best solution that fits their budget and requirements.
The most important consideration for any business considering board portal software is security. A secure portal for board members is vital to safeguard the privacy of data and keep meetings confidential. Cyberattacks are always a concern, so a secure solution is vital. Choose a vendor that provides a world-class security protocol with a secure API infrastructure that is able to prevent leaks of information, as well as two-factor authentication, as well as an automatic purge feature that permanently eliminates comments, discussions, and annotations.
Another crucial element for any business to consider is how user-friendly a board portal is. The more user-friendly and straightforward the software is then the more likely that users will use it. You should search for a vendor that provides an opportunity to test the software and determine whether it is compatible with your board’s specifications.
It is also important to determine the credibility of a company and their level of customer service. You can call the support line to test the response time and determine how well they can answer questions about the software. Look for vendors who offer training and onboarding for all users. This can in easing the initial learning curve and ensure that the user is successful.