Choosing Leading Board Portals

evaluating firm value in online environments

Board portals streamline meeting management processes by providing secure communication and document sharing across all devices. Board portals allow members to make notes on documents prior to meetings. This enhances preparation and participation. This lets boards focus on governance, not the smallest details.

Board directors are more likely use a digital platform to conduct board meetings in the event that the interface is easy to use. Especially for those that aren’t tech-savvy an easy and clear user experience makes the difference. It’s also a big plus to be able to access the portal on different platforms, and even offline.

Some portals for board members allow users to customize the software to their preference The best providers focus on excellent customer onboarding and assistance. A skilled team of experts can help you set up your software settings and add users, set up board and committee group spaces, apply custom branding, and more. They can also provide individual training for directors.

Board members are often busy. If they need to ask questions or have technical issues, they should be able to contact the vendor quickly. It is best to choose a vendor that offers 24/7 email or phone client service, so that you can have your questions answered quickly. They should also provide detailed in-app instructions to aid you in finding answers to your questions without waiting for the phone or go to the internet. Take note of whether the company will provide you with a free trial version of their board portal software prior to signing a long-term agreement. You’ll be able test the software prior to deciding to decide to purchase.