How to Evaluate Board Portals Online

Board portals online can assist directors in saving time and effort when all the information they need to plan their meetings is available in one place. However, choosing the best solution for your requirements isn’t just about cost. You must also think about how easy it is for everyone involved in using it, and whether or not there are features will never be used, and how frequently updates are released.

When evaluating the best board-management solutions look for solutions that offer 24/7 support from experts for your team. Preparing for meetings is already stressful enough without worrying that your technology will let you down. Ask prospective vendors if they offer support services and if they offer training or documents for new users to help them benefit from your board portal.

The most effective online board portals are designed to accommodate various levels of technical expertise, to ensure that administrators and members are able to adopt the solution. You must be able customize and configure library folders and portal settings, as well as restrict access to confidential documents. You should be able to connect your portal to your existing email and calendar platforms to facilitate scheduling and sending out notifications much easier. A good board portal should also allow for easy uploading of documents and the creation of informative, rich annotations that can be used to facilitate discussion during meetings. Ask your prospective vendors if they have an online user directory that allows board members to talk to each others to collaborate or discuss specific topics prior to meetings.

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