The questions that you ask potential board portal providers will have a significant effect on the effectiveness, efficiency and security of your board meetings. The best portal will give your board administrator confidence, reduce the time required to gather materials, and offer simplicity of use and most secure security. It will enable high-contributing directors to fully participate in meetings, while also providing tools for a smooth flow between meetings, allowing them to focus on strategy and governance.
Select a vendor who is well-known in the industry as a provider of reliable and scalable 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. You should also check the company’s certifications in security (such as SOC 2, ISO 27001 or HIPAA), and any third-party audits they have been through.
In the end, it is crucial that your portal integrates with your existing email system and also has integrated integration capabilities for document storage solutions. This makes it easy for your organization to communicate with its members using traditional channels instead of relying on emails that can be monitored outside of the company’s lines of communication.
It is also important to determine whether the vendor provides prompt customer service that is available 24/7. Leading portal services have a dedicated customer support team that is able to assist you and your board members with any issues. They will also be able to provide testimonials and references from other organizations that have implemented their solution.