Board portals streamline board meetings by facilitating secure communication and document sharing across all devices. Board portals also allow members to mark documents prior to meetings. This helps in preparing and participation. Boards can concentrate on governance, not petty logistics.
Board directors are more likely to choose a board meeting software that is digital when the interface is simple and easy to navigate. Especially for those that aren’t tech-savvy an easy and clear user experience makes all the difference. It’s also a huge benefit to be able to access the portal across several platforms, as well as offline.
Some portals for board members allow users to customize the software according to their preferences, and the best providers place a premium on exceptional customer onboarding and support. A knowledgeable team can help you configure software settings and add users, set up committee and board spaces as well as apply custom branding and more. They can also provide one-on-one training for directors.
Board members are usually busy. If they have questions or experience technical issues, they need to be able to contact the vendor quickly. It is important to find an organization that provides an email or telephone service, so that you can have your questions answered promptly. They should also provide comprehensive in-app help guides to help you find answers to your questions without having to wait on the phone or look online. You should consider whether the company will provide a free trial version of its board portal software prior to signing a long-term agreement. This gives you the chance to test the software and see how it will work for your company before making an investment.
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