How to Evaluate Board Portal Providers

Board members and administrators must have easy, reliable access to meeting materials in order to hold the most productive board meetings possible. An online board portal lets them to create and share board packs and agendas, distribute agendas, take minutes of meetings, and much more in one place. This centralization of important information can save organizations a lot of time.

Evaluation of board portal providers is an important aspect for businesses seeking to improve their board governance procedures and results. An in-depth evaluation can assist organizations in choosing the best solution for their budget and requirements.

The primary consideration for any business looking to purchase board portal software is security. A secure board portal is essential to guard your data’s privacy and keep meetings confidential. Cyberattacks are always a concern, therefore a secure solution is crucial. Look for a provider that has an industry-leading security protocol set which include a closed API infrastructure that prevents leaks of data, two-factor authentication, and a permanent purge feature that erases annotations, comments, and discussions permanently.

Another crucial element for any business to consider is how user-friendly a portal for boards is. The more user-friendly and straightforward the software is, the more likely users will be able to use it. Look for a vendor that offers a free trial to allow you to try the software for yourself and see if it meets the requirements of your board’s user-friendliness.

It is also important to assess the reputation of a service and their level of customer service. Consider calling the vendor’s support line to test their Website response time and find out how they respond to questions about the software. Look for vendors who offer training and onboarding for all users. This can in easing the initial learning curve, and ensure success.