The questions that you ask prospective board portal providers will have a major impact on the effectiveness, efficiency and security of your board meetings. The best portal will give your board administrator confidence, and cut down on the time it takes to prepare materials, and provide simplicity of use and strongest security. It will allow directors who are active in the organization to fully participate in meetings, while also providing tools to ensure a smooth and efficient workflow. This allows them to concentrate on the strategic direction and management.
Choose a vendor that is well-known as a supplier of robust and adaptable features. They should also have an intuitive interface and be able to integrate with existing systems, and provide a digital signature solution that’s effective. Also, you should look into the company’s security certifications (such as CMMI-SW, SOC 2, ISO 27001, or HIPAA) and third-party security audits that they have been able to pass.
It is also crucial that your portal is linked to the email system in your organization and incorporates integration capabilities for storage solutions for documents. This makes it website simple for your organization to communicate with its members using familiar channels, rather than relying on emails that may be monitored outside of company boundaries.
You should also find out whether the vendor has a responsive customer service that is available 24/7. The top portals have a dedicated support team that is happy to assist with any issues you or your board members might face. They will also be able to provide testimonials and references from other organizations that have used their service.