How to Evaluate Board Portals Online

Board portals can save directors time and energy by allowing them access to all the information required for their meetings in one place. But, choosing the most suitable solution for your needs isn’t just about cost. You should also consider how easy it is to use the software for everyone involved, whether there are features you can’t use and how often updates are offered.

When you are looking at solutions for managing board meetings be sure to choose a solution that provide 24/7 assistance for your team. It’s enough stress to prepare for meetings without worrying about technology. Ask prospective vendors if they provide support services, and if they provide instruction or documentation for novice users so that they can make the most of your board portal.

The best online board portals are designed with various levels of technological proficiency in mind so that administrators as well as members can easily adopt the solution. Make sure you have the ability to customize and configure the settings of the portal and library folders, and to restrict permissions that limit access to confidential information. You should be able to integrate your portal to your existing calendar and email platforms to make it easier to schedule and send out notifications. A good board portal should also allow for the easy uploading of documents, as well as the creation of rich, informative annotations to support discussion in meetings. Ask potential vendors if they have an online user directory that allows board members to talk to each members to collaborate or discuss specific issues prior to meetings.

https://boardportalonline.blog/board-privacy-vs-transparency-keeping-the-balance/

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