Choosing Leading Board Portals
The questions you ask prospective board portal providers will have a significant effect on the efficiency, effectiveness, and security of your meetings. The right portal will give your administrator the peace of mind they require, decrease the time needed to compile material and provide the highest security. Directors with high participation will be able to fully participate in meetings, and provide tools for a smooth workflow between meetings, which allows them to concentrate on governance and strategy.
Choose a vendor that is recognized in the field for offering robust and adaptable features, a clear user interface, simple integration with your existing systems and an efficient way to sign documents digitally. You should also verify the certifications of the company in security (such as SOC 2, ISO 27001 or HIPAA) and any third-party audits they have passed.
In the end, it is crucial that your portal is connected to your existing email system and also has integrated integration capabilities for document storage solutions. This allows your organization to communicate more easily with its members, because they are able to use their familiar channels instead of emails that can be monitored outside the company.
Ask if the vendor offers a responsive customer service available throughout the day. The best portals offer a dedicated support group that is willing to help with any issues that you or your board members may face. They are also happy to provide testimonials and references from other organizations that have used their service.