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How to Evaluate Board Portal Providers

To ensure the most efficient board meeting, it is crucial that both administrators and members of the board have reliable access to meeting material. An online portal for board members makes it easy for them to prepare and share board packets distribute agendas, record meeting minutes, and more–all in one place. Centralizing important information can save organizations a lot of time.

Examining the quality of the portals for board members is a crucial step for companies seeking to improve their board governance processes and outcomes. A thorough evaluation will help organizations choose the best solution for their budget and needs.

The most important consideration for any company considering board portal software is security. A secure portal for board members is essential to protect data privacy and keep meetings private. Cyberattacks are always a concern, therefore a secure solution necessary. Choose a vendor that has an industry-leading security protocol that include a closed API infrastructure that prevents leaks of data, two factor authentication options, and an automatic purge feature which removes comments, annotations, and discussions permanently.

Another crucial aspect for any business to consider is how user-friendly a board portal is. The more user-friendly and straightforward the software is an application, the more likely it is that users will adopt it. You should search for a vendor who offers the opportunity to test the software and determine whether it meets your board’s requirements.

Finally, it is important to evaluate a board portal provider’s reputation and level of customer support. Call the customer service phone number to determine whether they can respond to your questions promptly and in a timely manner. Also, search for a vendor that offers training and onboarding for all users. This can significantly ease the initial learning curve, and ensure the ongoing success of the program.

April 23, 2024

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