Choosing Leading Board Portals

Board portals improve board meeting management processes by providing secure communication and document sharing across all devices. Board portals also allow board members to make notes on documents prior to meetings. This helps in preparing and participation. Boards can focus on governance and not on small details.

Board directors are more likely choose a digital platform for board meetings if the interface is easy to use. Particularly for those who aren’t tech-savvy, a clear and simple user experience can make all the difference. The ability to access the portal from different platforms and offline is a huge benefit, as well.

Certain portals for boards allow users to customize the software to suit their individual preferences and the top providers focus on excellent customer support and onboarding. A knowledgeable team can help you create settings for software, add users, create board and committee group spaces Apply custom branding, and much more. They can also offer one-on-one training for directors.

Board members are often busy, and when they face technical issues or have questions, they’ll want to https://revetacorp.com/quick-guide-to-taking-meeting-minutes/ be able to quickly reach out to the vendor. Look for a provider with 24/7 email or phone services so that you can quickly get your questions answered. They should also provide extensive help guides in the app so that you can get answers to your questions without waiting on the phone or look online. Also, think about whether the company is willing to provide a trial of their board portal software before signing an ongoing contract. You’ll be able to test the software prior to deciding to make a purchase.