Choosing Leading Board Portals

Board portals facilitate the management of board meetings by facilitating secure communications, document sharing and collaboration across all devices. They also enable board members to make annotations on documents ahead of meetings, which improves preparation and engagement. This lets boards focus on governance and not just logistics.

Board directors are more likely to choose an online board meeting platform when the interface is simple and easy to navigate. Especially for those that aren’t tech-savvy stay compliant with industry regulations using data rooms an easy and clear user experience can make the difference. It’s also a huge benefit to be accessible across several platforms, as well as offline.

Some board portals allow users to customize the software to suit their needs and the top providers place a premium on excellent customer onboarding and assistance. A knowledgeable team can help you set up your software settings and add users, set up groups for the board and committee Apply custom branding, and much more. They also offer individual and group coaching for directors.

Board members are usually busy. If they have questions or encounter technical problems, they must be able contact the vendor quickly. It is best to choose a vendor who provides 24/7 phone or email service so that you can get your questions answered promptly. They should also provide comprehensive in-app help guides so that you can find answers to your questions without having to wait on the phone or look online. Additionally, you should consider whether the company is willing to provide you with a demo of their software for boards prior to signing an extended contract. You will be able to try the software before you decide to purchase.