How to Evaluate Effective Board Portal Software

Effective Board Portal Software

Board portals can provide a variety of benefits for board members as well as administrators. For directors, they provide easy and confidential access to both current and historical meeting materials to help prepare for meetings. For administrators, they streamline the process of creating digital board documents, taking meeting minutes, and dispersing action items. This facilitates more efficient governance and saves time for both the administrative staff as well as the board.

When selecting a vendor, ensure that they offer dedicated customer support that is staffed by experienced experts who are available 24/7. This will ensure that any issues or questions can be addressed quickly in the time you need it most. In addition, consider the way in which a service’s customer support is assessed by peers and whether they’ve won industry awards for outstanding customer support.

Certain vendors charge an additional fee for additional committees such as administrators, training, or storage of data. Take a look at these additional costs when comparing prices to determine the effect on the overall cost.

The best way to assess the board management software is to try it for yourself before you purchase it. Ask vendors if they can offer a trial for a nominal fee to allow you to test the functionality and see whether it meets your requirements. Look for vendors who offer an app that is mobile-friendly to allow directors to access the solution from their preferred devices when traveling on business. This will allow them to stay up to date on agendas for meetings, notes and documents, as well being able to attend meetings remotely.

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