How to Evaluate Board Portal Providers

For the most productive board meeting, it’s important that both administrators and members of the board have reliable access to meeting material. A web-based portal for boards makes it easy for board members to share and prepare board agendas, distribute agendas for meetings as well as take minutes. Centralization of important information will save time for businesses.

Evaluation of board portal providers is an important aspect for companies seeking to improve their governance processes and outcomes. A thorough assessment will help organizations choose the best solution that fits their budget and requirements.

The primary consideration for any business considering board portal software is security. Because sensitive information is always under threat from cyberattacks, an effective and secure board portal is vital for keeping meetings private and ensuring data privacy. Find a service that provides an industry-leading security protocol set that include a closed API infrastructure to stop data leaks, two-factor authentication, and a feature to permanently purge which removes comments, annotations, and discussions permanently.

Another important factor for any company to think about is how user-friendly a portal for boards is. The more intuitive and straightforward the software is for all users and users, the more likely it is to be accepted. Look for a vendor that provides a demo to allow you to experience the software for yourself and assess whether it will meet the requirements of your board’s usability.

It is also important to look into a portal for boards vendor’s reputation and customer support. You can call the support line to test the response time and see how well they are able to answer questions about the software. Also, look for a vendor that provides training and onboarding to all users–this can greatly ease the initial learning curve and assure ongoing success.