The questions that you ask potential board portal providers will have a major impact on the effectiveness, efficiency and security of your board meetings. The right portal can give your administrator the peace of mind they require, reduce the time required to prepare material and provide the most secure level of security. Directors with high participation will be able to be fully engaged in meetings, while also providing the tools needed to run a smooth process between meetings, which allows them to focus on governance and strategy.
Choose a provider that is recognized by the industry for offering robust and adaptable features, a clear user interface, easy integration with your existing systems, and an efficient way to sign documents digitally. It is also important to check the company’s certifications in security (such as SOC 2, ISO 27001 or HIPAA) and any audits by third-party auditors they have completed.
In the end, it is crucial that your portal is connected to the email system in your organization and incorporates integration capabilities for document storage solutions. This makes it easy for your organization to communicate with its members via regular channels instead of relying on emails that may be monitored outside of company boundaries.
Ask if the vendor offers a responsive customer service available 24/7. The best portals have a dedicated support team who are happy to help with any issues that you or your board members have. They also provide testimonials from other organizations who have implemented their solution.