Board portals simplify the management of board meetings by facilitating secure communications as well as collaboration across all devices. Board portals allow members to annotate files ahead of meetings. This enhances preparation and participation. This lets boards focus on governance and not tiny details.
Board directors are more likely to opt for a digital platform during board meetings in the event that the interface is easy to use. A clear and intuitive user interface is essential, especially for those who are not technologically adept. The ability to access the portal from a variety of platforms and offline is a huge advantage, as well.
Some portals for board members allow users to modify the software to suit their individual preferences and the top service providers emphasize excellent customer support and onboarding. A competent team can help you make adjustments to software settings and add users, set up board and committee group spaces, apply custom branding, and more. They can also provide training and one-on-one coaching for directors.
Board members are often busy, so when they run into technical difficulties or are unsure, they want to be able reach out to the vendor. You should choose a vendor that offers 24/7 email or phone client service so you can get answers to your questions promptly. They should also provide extensive help guides in the app to help you find answers to your questions without having to wait on the phone or go online. You should consider whether the company will offer a free trial of its board portal software prior to signing a long-term contract. You’ll have the opportunity to test the software before you decide to data room software for your business purchase.