The questions you ask prospective suppliers of board portals will have a major impact on the efficiency, effectiveness and security of your meetings. The right portal will give your administrator the peace of mind they require, decrease the time it takes to create material and offer the highest level of security. It will allow directors who contribute significantly to fully participate in meetings while providing tools to ensure a smooth and efficient workflow. This lets them concentrate on strategy and governance.
Select a company that is recognized in the field for delivering strong and flexible features, a simple user interface, seamless integration with your existing systems, and an efficient way to sign documents digitally. You should also look into the security certifications of the company (such as SOC 2, ISO 27001 or HIPAA) and any audits by third-party auditors they have been through.
It is also crucial that your portal integrates with your existing email system and incorporates integration capabilities for storage solutions for documents. This makes it simple for your company to communicate with its members via regular channels instead of relying on emails that can be monitored outside of the company’s lines of communication.
Ask if the vendor offers a quick customer service all hours of the day. The top portals have a dedicated customer support team who are available to assist you and your board members with any issues. They are also happy to provide testimonials from other organizations who have used their service.