How to Evaluate Board Portal Providers

For the most productive board meeting, it’s crucial that both administrators and members of the board have reliable access to meeting material. A board portal online allows board members to share and prepare board agendas, distribute meeting packs and minutes, among other things. Centralizing important information helps organizations save significant time.

Businesses who want to improve the board governance process and its outcomes should consider evaluating the services of a board portal. A thorough analysis will help companies make the right choice based on their specific needs and budgets.

Security is a major consideration for any company looking to purchase board portal software. A secure board portal is vital to safeguard data privacy and keep meetings private. Cyberattacks are constantly a threat, therefore a secure solution is necessary. Look for a company that offers an industry-leading set of security protocols, including closed API infrastructure to ward off leaks of information, two-factor authentication options, and a feature to permanently purge that removes comments, annotations, and discussions permanently.

Another aspect for a company to think about is how user-friendly a portal for boards is. The more simple and intuitive the software is for all users, the more likely it is to be adopted. It is best to look for a vendor who offers an opportunity to try the software out and determine whether it meets your board’s requirements.

In the end, it is crucial to examine a board portal service’s reputation and the quality of customer support. Contact the customer support line to find out whether they can respond to your questions and how quickly. Also, search for a vendor who offers board portal providers training and onboarding for all users. This will help ease the initial learning curve and assure ongoing success.