The questions you ask prospective board portal providers will have a significant impact on the efficiency, effectiveness, and security of your meetings. The best portal will give your director confidence, reduce the time it takes to prepare materials and will provide accessibility and strongest security. It will allow directors with high contributions to fully participate in meetings, while also providing tools for a smooth flow between meetings that allow them to focus on strategy and governance.
Choose a vendor known in the industry for providing robust and adaptable features, a clear user interface, seamless integration with your existing systems, and an efficient way to sign documents digitally. It is also important to check the company’s certifications in security (such as SOC 2, ISO 27001 or HIPAA) and any audits by third-party auditors they have completed.
Additionally, it is essential that your portal integrates with your existing email system and incorporates integration capabilities for storage solutions for documents. This allows your organization to communicate more quickly with its members since they can communicate via familiar channels rather than emails that are monitored by outside of the company.
Ask if the vendor offers an efficient customer service that is available all hours of the day. Leading portal services have a dedicated support staff who will help with any issues that you or your board members have. They also provide testimonials from other organizations who have used their service.