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How to Evaluate Board Portal Providers

To have the most effective board meeting, it’s essential that both the administrators and members of the board have access to reliable access to meeting material. A board portal online makes it simple for them to create and share board documents distribute agendas, record minutes of meetings and more in one place. This centralization of important information saves organizations significant time.

Businesses that want to improve the board governance process and results must evaluate the quality of their board portals. A thorough evaluation will help companies make the right choice based on their particular needs and budget.

One of the most important aspects for any business looking to purchase board portal software is security. Because sensitive information is constantly in danger from cyberattacks a secure board portal solution is crucial to keep meetings private and ensuring privacy of data. Look for a provider who offers a security protocol that is industry-leading that includes a closed API infrastructure that blocks leaks of information, as well board meeting minutes with two-factor authentication and a permanent purge function that permanently erases comments as well as discussions and annotations.

Another aspect for a company to think about is how user-friendly a board portal is. The more intuitive and simple the software is, the more likely users will adopt it. Look for a vendor that offers a free trial to allow you to test the software yourself and determine if it meets your board’s usability requirements.

Additionally, it is essential to evaluate a board portal provider’s reputation and level of customer support. You can call the support line to test the response time and see how well they are able to answer questions regarding the software. Also, look for a vendor that provides training and onboarding for all users. This can significantly ease the initial learning curve and ensure the ongoing success of the program.