The questions you ask prospective board portal providers will have a significant effect on the efficiency, effectiveness and security of your board meetings. The right portal can give your administrator the peace of mind they need, reduce the time needed to gather materials and offer the most secure security. It will enable high-contributing directors to be fully engaged in meetings, while providing tools for a smooth flow between meetings that allows them to concentrate on strategy and governance.
Select a vendor who is well-known in the industry as a supplier of robust and flexible features. They should also offer a logical interface, be easy to integrate with your existing systems, and offer an electronic signature solution that’s reliable. It is also important to check the security certifications of the company (such as SOC 2, ISO 27001 or HIPAA) and any audits by third-party auditors they have completed.
It is also important that your portal is compatible with the email system in place at your organization and offers built-in integration with document storage solutions. This makes it simple for your company to communicate with its members through familiar channels, rather than relying on emails that may be monitored outside of the company’s lines of communication.
You should also determine whether the vendor provides responsive customer service that is available 24/7. The top portal providers have a dedicated customer support team that is happy to help with any issues that you or your board members might confront. They are also happy to provide testimonials and references from other organizations that have used their service.
Add a Comment