Choosing Leading Board Portals

Board portals simplify the management of board meetings by facilitating secure communications as well as collaboration across all devices. Board portals allow members to make notes on documents prior to meetings. This improves preparation and participation. Boards can spend their time focusing on governance and not just logistics.

Board directors are more likely to adopt the digital board meeting platform when the interface is simple and easy to navigate. Particularly for those who aren’t choosing leading board portals tech-savvy, a clear and easy user experience can make the difference. The ability to access the portal from a variety of platforms and offline is a huge plus in itself.

Some portals for boards permit users to customize the software to suit their needs, and the best providers place a premium on exceptional customer onboarding and support. A skilled team of experts can help you create settings for software and add users, set up committee and board spaces as well as apply custom branding and more. They can also offer training and one-on-one coaching to directors.

Board members are often overwhelmed. If they have questions or encounter technical issues, they need to be able to communicate with the vendor quickly. Find a vendor that offers 24/7 phone or email client services to quickly get your questions answered. They should also offer comprehensive help guides within the app to help you find answers to your questions without having to wait on the phone or go online. Consider whether the company will offer a free trial of their board portal software prior to signing an ongoing contract. You will be able to test the software before you decide to purchase.

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