Board portals can save directors time and effort by allowing them to access all the information needed for their meetings from one place. However, choosing the best solution for your requirements isn’t just about price. It’s also about how easy it is to use the program for everyone involved in the process, whether there are features you won’t use and the frequency of updates.
When evaluating board-management solutions look for solutions that offer 24/7 support from experts for your team. It’s enough stress to plan for meetings without worrying about your technology. Ask your prospective vendors about their support services and if they offer training or documentation for new users in order to ensure that they can benefit from your board portal.
The most effective online board portals are designed to accommodate various levels of technical expertise so that both members and administrators can easily use the system. Make sure you have the ability to modify and customize portal settings and library folders, and to establish permissions that restrict access to confidential documentation. You should be able integrate your board portal into your existing email and calendar platforms to help you schedule and send notifications easier. A good board portal should allow for the easy uploading of documents and creation of rich, informative annotations to aid in discussion at meetings. Ask your potential vendors whether they have an online user directory that allows board members to talk to each others to collaborate or discuss specific issues prior to meetings.