Questions to Ask a Board Portal Vendor

A portal for board members can facilitate the process of planning and conducting board meetings. It helps share documents and information, enables members to communicate, and offers an secure storage space for important documents. But not all portals are to be the same, which is why it’s crucial to ask the right questions during demonstrations with prospective vendors. To help you select the most effective solution for your board, we’ve compiled the top questions you should ask your prospective portal vendor.

Do you offer secure access to your website from any device?

The most reliable software for board management includes encryption, which protects sensitive data from the prying eyes of unauthorized parties. It is also compliant with international security standards and monitors the staff at data centres and implements a range of physical security measures like biometrics and closed circuit monitoring.

The Meeting Process can be streamlined. Process

The most effective board management tools let you schedule meetings quickly and efficiently, prepare an agenda and supporting materials, record RSVPs and attendance information, and distribute and collect work items of board members. Additionally, these systems allow for a quick and simple review of minutes of meetings and assist in the creation of procedures, policies and guidelines to aid the board in making better decisions.

Ensure your board portal has a high rate of adoption by providing a variety of group and individual training sessions, such as webinars and video conferences. If some of your board members are technology-challenged, personally reach out to them and offer personalized tutorials to get them up and running. Also, choose the vendor who has established a solid track record in the field.

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