The questions that you ask potential board portal providers will have a significant impact on the effectiveness, efficiency and security of your board meetings. The right portal will give your administrator confidence, shave days off the time it takes to prepare materials and offer user-friendliness and most secure security. It allows directors with a high contribution to be fully engaged in meetings, while providing tools to ensure a smooth flow between meetings that allow them to focus on strategy and governance.
Choose a provider that is recognized in the field for offering robust and flexible features, a simple user interface, easy integration with your existing systems, and an efficient method to sign documents digitally. You should also consider the company’s security certifications (such as CMMI-SW, SOC 2, ISO 27001 or HIPAA) and third-party security audits that they have completed.
It is also important that your portal integrates with the email system that is already in place for your organization, and also offers integration with document storage solutions. This makes it simple for your organization to communicate with its members via traditional channels instead of relying upon emails that could be monitored outside of corporate lines.
Ask the vendor if they offer a responsive customer service available throughout the day. The top portals offer a dedicated support group that is willing to assist with any issues you or your board members may confront. They are also happy to provide testimonials from other organizations who have used their service.