Choosing Leading Board Portals
The questions you ask prospective board portal providers will have a significant impact on the efficiency, effectiveness and security of your board meetings. The right portal will give your director confidence, and cut down on the time to compile materials, and provide accessibility and most secure security. It will enable high-contributing directors to fully participate in meetings, and provide the tools needed to run a smooth process between meetings, allowing them to focus on strategy and governance.
Choose a provider that is known in the industry for delivering strong and flexible features, a simple user interface, easy integration with your existing systems, and an efficient method to sign documents digitally. It is also important to look into the security certifications of the company (such as CMMI-SW, SOC 2, ISO 27001, or HIPAA) and third-party security audits that they have been able to pass.
In the end, it is crucial that your portal connects with your company’s existing email system and incorporates integration capabilities for document storage solutions. This lets your company communicate more efficiently with its members as they can use familiar channels instead of email that are monitored by outside the company.
Find out if the vendor has an efficient customer service that is available throughout the day. The best portals have a dedicated support staff that is willing to assist you with any issues you or your board members may encounter. They also provide testimonials from other organizations who have implemented their solution.