The questions you ask prospective portal providers for board meetings can have a profound impact on the efficiency, effectiveness and security of your meetings. The best portal will give your administrator confidence, and cut down on the time needed to prepare materials, and offer ease of use and the most secure security. It allows directors who are highly-contributing to be fully involved in meetings and provide tools to ensure smooth workflow. This lets them focus on strategy and governance.
Choose a vendor who is known for their strong and scalable features. They should also offer a logical interface and be easy to integrate with your existing systems, and provide a digital signature solution that’s effective. You should also verify the security certifications of the company (such as SOC 2, ISO 27001 or HIPAA), and any third-party audits they have been through.
It is also important that your portal is compatible with the email system in place at your company, and has built-in integration for document storage solutions. This makes it easy for your organization to communicate with its members through familiar channels, rather than relying on emails that can be monitored outside of the company’s lines of communication.
It is get the more bonuses of recommended board portal platforms also important to determine if the vendor offers responsive customer support that is available 24 hours a day. The top portal providers have a dedicated customer support team that is willing to help with any issues that you or your board members have. They also provide testimonials from other organizations who have benefited from their solution.