The questions you ask prospective board portal providers will have a significant impact on the efficiency, effectiveness and security of your meetings. The right portal will give your board administrator confidence, and cut down on the time it takes to prepare materials, and provide simplicity of use and most secure security. Directors with high participation will be able to fully participate in meetings, and provide tools to ensure a smooth flow between meetings that allows them to concentrate on governance and strategy.
Choose a vendor that is well-known in the market for delivering strong and expandable features, a sensible user interface, a simple integration with your existing systems and an efficient method to sign documents digitally. You should also look at the security certifications of the company (such as CMMI-SW, SOC 2, ISO 27001, or HIPAA) and third-party security audits they have passed.
It is also essential to ensure that your portal is a part of the current email system of your organization and offers built-in integration with document storage solutions. This allows your organization to communicate more easily with its members, because they are able to use their familiar channels rather than emails that can be monitored outside the company.
Ask the vendor if they offer an efficient customer service that is available 24/7. Leading portal services offer a dedicated support staff that is able to assist you and your board members with any issues. They also provide testimonials from other organizations that have implemented their solution.
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