How to Evaluate Board Portals Online

Board portals can help directors save time and effort by allowing them access to all the information required for their meetings from one location. The best choice is not only about cost. It’s also about how easy it is to use the software for everyone involved and whether there are features you don’t utilize, and how often updates are provided.

When evaluating solutions for board management make sure you choose one which provide 24/7 support for your team. Preparing for meetings is already stressful enough without worrying that your technology will fail you. Ask prospective vendors if they provide support services and if they provide instruction or documentation for novice users so that they can make the most of your board portal.

The best online board portals are designed with different levels of technological competence in mind to ensure that administrators and members can easily adopt the solution. Look for the ability to customize and manage portal settings and library folders, and to set permissions that limit access to confidential documentation. It should be possible to integrate your portal to your existing email and calendar platforms to enable scheduling and sending notifications much easier. A https://boardportalonline.blog/board-privacy-vs-transparency-keeping-the-balance/ good board portal will also allow you to upload documents and create rich, informative annotations that can be used during meetings. Ask your potential vendors whether they have a user directory that allows board members to communicate with one others to collaborate or discuss specific topics prior to meetings.

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