Choosing Leading Board Portals

Board portals streamline board meetings by facilitating secure communication and document sharing across all devices. Board portals allow members to add annotations to documents prior meetings. This helps in preparing and participation. This lets boards focus on governance, not petty details.

Board directors are more likely to choose a board meeting software that is digital when the interface is easy and simple to navigate. Particularly for those who aren’t tech-savvy, a clear and intuitive user experience makes the difference. The ability to access the portal from a variety of platforms and offline is a huge benefit, as well.

Some portals for boards let users customize the software to suit their preferences, and the best providers concentrate on providing excellent customer onboarding and assistance. A knowledgeable team can help you set up your software settings to add users, design groups for committees and boards and apply custom branding and more. They can also provide one-on-one instruction for directors.

Board members are often overwhelmed. When they need to ask questions or have technical issues, they must be able to communicate with the vendor quickly. Choose a vendor with 24/7 phone or email client services to quickly get your questions answered. They should also provide detailed in-app instructions to assist you in locating answers to questions without waiting for the phone or search on the internet. Additionally, you should consider whether the company will offer a free trial of their software for boards before you quick guide to taking meeting minutes commit to an agreement for a long time. This will give you a chance to test the software and to see how it will work for your company before making the purchase.