The questions you ask prospective board portal providers will have a major impact on the effectiveness, efficiency, and security of your meetings. The right portal will give your administrator confidence, shave days off the time required to gather materials, and provide ease of use and the most secure security. It allows directors with a high contribution to fully participate in meetings, and provide tools to ensure a smooth flow between meetings that allows them to concentrate on governance and strategy.
Choose a company that is known for their strong and scalable features. They should also offer an intuitive interface that is easy to integrate with your existing systems, and provide a digital signature solution that is efficient. It is also important to check the security certifications of the company (such as SOC 2, ISO 27001 or HIPAA), and any third-party audits they have passed.
It is also important that your portal is integrated with the existing email system of your organization and offers built-in integration for document storage solutions. This enables your company to communicate evaluating firm value in online environments with its members using traditional channels instead of relying upon emails that could be monitored outside of corporate lines.
Ask if the vendor provides a responsive customer service available all hours of the day. Leading portal providers have a dedicated support team who are available to assist you and your board members with any concerns. They will also be happy to provide testimonials and references from other organizations who have used their service.
