How to Evaluate Board Portal Providers

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Board members and administrators must have easy, reliable access to meeting materials in order to hold the most productive board meetings possible. An online board portal allows board members to prepare and share board packets, distribute agendas, take meeting minutes, and more–all in one location. Centralizing crucial information can save significant time for businesses.

Businesses looking to improve the board governance process and the results they achieve should look into the board portals available. A thorough review can help businesses make the right choice for their specific requirements and budget.

The primary consideration for any business considering board portal software is security. Since sensitive information is constantly under threat from cyberattacks, a secure board portal solution is vital for keeping meetings private and ensuring the privacy of your data. Choose a Home Page about data room software reviews and features vendor that offers an industry-leading set of security protocols, including closed API infrastructure that prevents leaks of data, two factor authentication capabilities, as well as a feature to permanently purge that removes comments, annotations and discussions permanently.

The business should also think about how user-friendly the portal for boards is. The more user-friendly and intuitive the software is, the more likely users will use it. Choose a company that offers a demo that allows you to try the software on your own and evaluate whether it meets the requirements of your board’s user-friendliness.

It is also essential to check the reputation of a service and their level of customer service. You can call the support line to test their response time and find out how well they can answer questions regarding the software. Look for vendors who offer training and onboarding for all users. This can help reduce the initial learning curve, and ensure success.

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