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 need, reduce the time it takes to prepare material and provide the most secure level of security. Directors who are highly-contributing to be fully involved in meetings while providing tools to ensure a smooth flow of business. This allows them to focus on the strategic direction and management.
Choose a vendor that is well-known as a provider of reliable and scalable features. They should also have an intuitive interface and be easy to integrate with existing systems, and provide an electronic signature solution that’s efficient. Also, you should 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 completed.
Lastly, it is important that your portal connects with your existing email system and also has integrated integration capabilities for document storage solutions. This quick guide to taking meeting minutes allows your company to communicate with its members through the channels that are familiar, instead of relying on email messages that could be monitored outside of the company’s lines of communication.
It is also important to know whether the vendor has a responsive customer support that is available 24 hours a day. The best portals have a dedicated customer support team who are happy to assist with any issues you or your board members may face. They will also be able to provide testimonials and references from other organizations that have implemented their solution.