Choosing Leading Board Portals

Board portals facilitate the management of board meetings by facilitating secure communication, document sharing and collaboration across all devices. They also allow board members to add annotations to documents ahead of meetings, which helps improve the preparation and engagement. Boards can focus on governance, and not petty details.

Board directors are more likely to choose a digital platform for board meetings in the event that the interface is easy to use. A clear and intuitive user interface is vital, especially for those who are not technologically adept. It’s also beneficial to be able to access the portal across several platforms, as well as offline.

Some portals for boards permit users to customize the software to suit their individual preferences, and the best service providers emphasize outstanding customer onboarding and support. A knowledgeable team can help you create settings for software, add users, create committee and board spaces as well as apply custom branding and more. They can also offer one-on-one training for directors.

Board members are busy, so when they encounter technical roadblocks or have questions, they need to be able contact the vendor. Choose a vendor with 24/7 email or phone efficient method for noting meeting discussions services so that you can quickly get answers to your questions. They should also provide complete help guides for their apps to help you get answers to your questions without having to wait on the phone or search online. Additionally, consider whether the company will offer a free trial of their board portal software before you commit to an extended contract. This will allow you to test the software and to see how it can benefit your company before making a purchase.