How to Evaluate Effective Board Portal Software

About Effective Board Portal Software

Board portals can provide a variety of benefits for board members as well as administrators. For directors, they offer simple and secure access to both current and historical meeting materials to help prepare for meetings. Administrators can streamline the process to prepare digital board packs including recording minutes of meetings, and dispersing action items. This improves governance and saves valuable time for both the board as well as the board’s administrative staff.

When selecting a vendor to partner with, ensure that they provide 24/7 client support by experienced professionals. This will ensure that you receive immediate assistance for any concerns or questions particularly during times that you’re in the most need. Consider how peers rate the provider’s support and if they have won awards for their exceptional service.

Some vendors charge additional fees for additional committees administration, training, and storage of data. When comparing pricing, take a look at these additional costs to see how they impact your overall cost.

One of the best ways to evaluate a board management solution is to try it for yourself before you decide to purchase it. Ask vendors if they offer a free trial period to let you test the functionality and see how well it fits your requirements. Find vendors that provide an app for mobile to allow directors to access the application from their preferred devices when on business trips. This will allow them to keep up-to date with agendas and notes, as well attend meetings remotely.

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