How to Evaluate Board Portal Providers

For the most productive board meeting, it’s essential that both the administrators and members of the board have access to reliable access to meeting material. A portal for board members online allows board members to share information and prepare board packs, distribute meeting agendas, take minutes and more. Centralizing important information can save significant time for businesses.

Evaluation of board portal providers is an essential step for companies looking to improve their board governance practices and outcomes. A thorough evaluation will help companies choose the best solution that fits their budget and requirements.

A key consideration for any business looking to purchase board portal software is security. Because sensitive information is constantly at risk from cyberattacks, the use of a secure portal for board meetings is vital for keeping meetings private and protecting data privacy. Look for a company with an industry-leading security protocol set, including closed API infrastructure to stop data leaks, two-factor authentication, and the ability to permanently purge your account that eliminates comments, annotations, and discussions permanently.

Another important factor for any company to think about is how user-friendly a board portal is. The more simple and easy the software is, the more likely users will be able to use it. It is best to look for the vendor that offers an initial demo to test the software and decide whether it is compatible with your board’s requirements.

Finally, it is important to evaluate a board portal provider’s reputation as well as the level of customer support. Call the vendor’s customer service phone number to https://vmwarensxmindset.com/guidelines-for-virtual-boardroom-software/ determine whether they can respond to your questions quickly and efficiently. Also, search for a vendor who offers training and onboarding to all users. This can significantly ease the initial learning curve and guarantee ongoing success.