The questions that you ask potential board portal providers will have a significant effect on the effectiveness, efficiency and security of your board meetings. The best portal will give your director confidence, and cut down on the time required to gather materials, and provide ease of use and the most secure security. Directors with high participation will be able to be fully engaged in meetings, and provide tools for a smooth workflow between meetings, allowing them to concentrate on strategy and governance.
Choose a provider that is recognized by the industry for its robust and expandable features, a sensible user interface, seamless integration with your existing systems and an efficient method to sign documents digitally. It is also important to 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 to ensure that your portal is a part of the current email system of your organization, and also offers integration for document storage solutions. This allows click for insights on the best board portal solutions your organization to communicate with its members via traditional channels instead of relying on emails that may be monitored outside of corporate lines.
You should also determine whether the vendor has a responsive customer support that is available 24 hours a day. Leading portal services offer a dedicated support staff that is able to assist you and your board members with any issues. They will also be happy to provide testimonials and references from other organizations who have used their solutions.
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