How to Evaluate Board Portals Online

Board portals can save directors time and energy by allowing them access to all the information required for their meetings from one place. Finding the right solution is not just about cost. It is also important www.boardportalonline.blog/how-to-raise-money-for-business-online/ to consider how easy it is to use the program for everyone involved as well as whether there are features you can’t use, and the frequency of updates.

When evaluating the best board-management solutions look for solutions that offer 24/7 support from specialists for your team. It’s already stressful to prepare for meetings without worrying about technology. Ask your prospective vendors about their support services and if they provide training and documentation for new users to ensure that they can get the most out of your board portal.

The top online portals for board members are designed to accommodate different levels of technical knowledge, to ensure that administrators and members can easily adopt the solution. Look for the ability to customize and configure portal settings and library folders, and to limit permissions to access to confidential documentation. You should be able integrate your board portal with your existing calendar and email platforms to help you schedule and send notifications much easier. A good board portal should allow you to upload documents and create rich informative annotations that can be used during meetings. It is also worth asking your prospective vendors if they offer an user directory that allows board members to connect with each other to collaborate or to discuss specific items prior to meetings.