Choosing Leading Board Portals

Board portals simplify board meeting management processes by providing secure communication and document sharing across all devices. Board portals also allow members to make notes on documents prior to meetings. This enhances preparation and engagement. This allows boards to focus on governance, and not petty details.

Board directors efficient method for noting meeting discussions are more likely to choose the digital board meeting platform when the interface is simple and easy to navigate. Especially for those that aren’t tech-savvy an easy and clear user experience makes all the difference. The possibility of accessing the portal from multiple platforms and offline is a huge benefit, as well.

Some portals for boards permit users to customize the software according to their preferences and the top providers place a premium on outstanding customer onboarding and support. A knowledgeable team can help you make adjustments to software settings and add users, set up board and committee group spaces Apply custom branding, and more. They can also provide training and one-on-one coaching for directors.

Board members are usually busy. If they need to ask questions or have technical issues, they should be able to contact the vendor quickly. You should choose a vendor that provides 24/7 email or phone service so you can get your questions answered promptly. They should also offer extensive in-app guides that will assist you in locating answers to questions without waiting for the phone or search the internet. Additionally, you should consider whether the company is willing to provide you with a demo of their board portal software prior to signing an extended contract. This gives you the chance to test the software and to see how it will work for your business prior to making an investment.