The questions you ask prospective board portal providers will have a significant effect on the effectiveness, efficiency and security of your board meetings. The right portal will give your administrator the peace of mind they require, reduce the time needed to prepare material and provide the most secure security. Directors who contribute significantly to fully participate in meetings, and will provide tools to ensure a smooth flow of business. This allows them to concentrate on the strategic direction and management.
Choose a vendor recognized by the industry for its robust and expandable features, a sensible user interface, seamless integration with your existing systems and an efficient method to sign documents digitally. You should also look into the certifications of the company in security (such as SOC 2, ISO 27001 or HIPAA) and any audits by third-party auditors they have completed.
Additionally, it is essential that your portal is linked to your company’s existing email system and has built-in integration capabilities for document storage solutions. This makes it easy for your company to communicate with its members using traditional channels instead of relying on emails that can be monitored outside of company lines.
You should also determine if the vendor offers responsive customer support that is available 24 hours a day. The top portal providers offer a dedicated support group that is willing to help with any issues that you or your board members face. They will also be able to provide testimonials and references from other organizations that have implemented their solution.
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