The questions that you ask potential board portal providers will have a significant impact on the effectiveness, efficiency and security of your board meetings. The best portal will give your director confidence, reduce the time needed to prepare materials, and provide ease of use and the strongest security. Directors who are active in the organization to be fully involved in meetings, and will provide tools to ensure a smooth flow of business. This allows them to focus on the strategic direction and management.
Choose a company that is known as a provider of reliable and flexible features. They should efficient method for noting meeting discussions also offer an intuitive interface, be easy to integrate with existing systems, and offer an electronic signature solution that’s effective. You should also consider the company’s security certifications (such as CMMI-SW, SOC 2, ISO 27001, or HIPAA) and third-party security audits they have been able to pass.
It is also crucial that your portal is connected to your company’s existing email system and has built-in integration capabilities for storage solutions for documents. This makes it simple for your company to communicate with its members using traditional channels instead of relying on emails that may be monitored outside of company lines.
It is also important to know whether the vendor has a responsive customer support that is available 24 hours a day. Leading portal services have a dedicated support team that is willing to assist with any issues you or your board members may face. They are also happy to provide testimonials from other organizations that have utilized their solutions.
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