How to Evaluate Board Portals Online

Board portals online can assist directors in saving time and effort, as all the information they need to prepare for their meetings is in one place. The best choice is not just about cost. You must also think about how simple the software is to use by everyone who is using it, as well as whether there are features that you will never use and how often updates are offered.

When looking at board-management software make sure you choose a solution that offers 24/7 support from experts for your team. It’s stressful enough to prepare for meetings without worrying about your technology. Ask prospective vendors if they offer support services and if they provide instruction or documentation for novice users so that they can maximize the use of your board portal.

The top online portals for board members are created with different levels of technology in mind so that administrators and members are able to easily use the solution. You should be able to customize and configure library folders and portal settings, as well as restrict access to confidential documents. You should also be able integrate your portal to your existing calendar and email platforms, making it easier to schedule meetings and send out notifications. A good portal for boards will allow you to upload documents and make rich informative annotations that can be used during meetings. Ask potential vendors if they have a user directory that allows board members to talk to each other to collaborate or to discuss specific issues prior to meetings.

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