How to Evaluate Board Portals Online

Board portals online can help directors save time and effort, as all the information they require to prepare for their meetings is in one place. However, choosing the right solution for your needs isn’t only about price. You must also consider how easy it is to use the program for everyone involved as well as whether there are features you don’t use, and how often updates are provided.

When evaluating board management solutions make sure you choose one that offer 24/7 specialist assistance for your team. It’s already stressful to prepare for meetings without worrying about your technology. Ask prospective vendors if they offer support services and if they provide training or documents for new users so that they can maximize the use of your board portal.

The best online portals for boards are created with different levels of technological proficiency in mind to ensure that administrators and members are able https://boardportalonline.blog/board-privacy-vs-transparency-keeping-the-balance/ to easily use the solution. You should be able to modify and set up library folders and portal settings, as well as create permissions that restrict access to confidential documents. You should also be able to integrate your portal to your existing calendar and email platform to make it easier to schedule meetings and send notifications. A good board portal will also allow you to upload documents and create rich, informative annotations that can be used in meetings. Ask prospective vendors if they have an user directory that enables board members to connect with each members to collaborate or discuss specific issues prior to meetings.

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