How to Evaluate Board Portal Providers

To have the most effective board meeting, it’s crucial that administrators as well as members of the board have reliable access to meeting materials. An online portal for board members allows them to prepare and share board packets and agendas, distribute agendas, take minutes of meetings, and much more in one location. Centralizing crucial information saves boardroom software benefits significant time for companies.

Businesses who want to improve the governance process and results should consider evaluating the services of a board portal. A thorough assessment can help businesses make the best choice for their specific needs and budget.

Security is a crucial aspect for any business considering board portal software. Because sensitive information is always in danger from cyberattacks the use of a secure portal for board meetings is essential to keep meetings secure and ensuring data privacy. Choose a vendor that has an industry-leading security protocol set, including closed API infrastructure that prevents leaks of data, two factor authentication options, and a permanent purge feature that removes comments, annotations, and discussions permanently.

A business must also think about how user-friendly the portal for boards is. The more simple and intuitive the software is for all users, the more likely it will be to be accepted. It is best to look for a vendor that provides an initial demo to test the software and determine whether it is compatible with your board’s specifications.

It is also essential to determine the credibility of a service and their level of customer service. Call the vendor’s customer service phone number to determine if they can answer your questions and how quickly. Find vendors that offer training and onboarding to all users. This can help in easing the initial learning curve and help ensure success.