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How to Evaluate Board Portal Providers

Board members and administrators should have access to a reliable, easy and quick access to meeting materials in order to hold the most productive board meetings. A portal for board meetings online makes it simple for board members to share information and create board agendas, distribute agendas for meetings, take minutes and more. This centralization of crucial information saves organizations considerable time.

Companies that wish to improve the board governance process and the results they achieve must evaluate the quality of their board portals. An in-depth evaluation can assist organizations in choosing the best solution for their budget and needs.

The primary consideration for any business that is considering board portal software is security. A secure board portal is essential to guard information privacy and ensure that meetings remain confidential. Cyberattacks are a constant threat, therefore a secure solution is vital. Choose a vendor that offers an industry-leading security protocol which includes a secure API infrastructure that is able to prevent leaks of data, as well as two-factor authentication, as well as a permanent purge function which permanently deletes comments or discussions and annotations.

A business should also consider how user-friendly the portal for boards is. The more intuitive and straightforward the software is for all users and the more likely it will be to be accepted. Find a vendor who offers a free trial to allow you to test the software on your own and evaluate whether it will meet the needs of your board’s users.

Finally, it boardroom software benefits is important to examine a board portal service’s reputation and the quality of customer support. Call the vendor’s customer service line to find out if they can answer your questions and how quickly. Also, search for a company that offers training and onboarding for all users–this can greatly ease the initial learning curve and guarantee ongoing success.

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