Choosing Leading Board Portals
The questions you ask prospective portal providers will have a significant impact on the efficiency, effectiveness and security of your board meetings. The right portal will provide your administrator with the security they require, decrease the time required to prepare material and provide the highest security. Directors with high participation will be able to be fully engaged in meetings, and provide tools for a smooth workflow between meetings that allow them to focus on strategy and governance.
Choose a company that is well-known as a provider of reliable and flexible features. They should also offer an intuitive interface and be easy to integrate with your existing systems, and offer a digital signature solution that is efficient. You should also check the security certifications of the vendor (such as SOC 2, ISO 27001 or HIPAA), and any audits by third-party auditors they have completed.
It is also important that your portal is integrated with the email system in place at your organization, and also offers integration with document storage solutions. This makes it simple for your organization to communicate with its members using regular channels instead of relying on emails that can be monitored outside of corporate lines.
You should also find out whether the vendor has a responsive customer support that is available 24 hours a day. Leading portal providers have a dedicated customer support team that is able to assist you and your board members with any concerns. They are also happy to provide testimonials from other organizations that have implemented their solution.
