The questions that you ask prospective portal providers will have a significant impact on the effectiveness, efficiency and security of your board meetings. The right portal will give your director confidence, reduce the time required to gather materials and will provide user-friendliness and most secure security. Directors who are highly-contributing to be fully involved in meetings and provide tools to ensure a smooth and efficient workflow. This allows them to concentrate on the strategy and governance.
Choose a vendor that is well-known in the market for providing robust and expandable features, a sensible user interface, simple integration with your existing systems and an efficient way to sign documents digitally. Also, you should look into the company’s security certifications (such as CMMI-SW, SOC 2, ISO 27001, or HIPAA) and third-party security audits they have been able to pass.
Additionally, it is essential that your portal integrates with the email system in your organization and also has integrated integration capabilities for storage solutions for documents. This enables your company to communicate with its members using regular channels instead of relying on emails that may be monitored outside of corporate lines.
Ask if quick guide to taking meeting minutes the vendor offers a quick customer service 24/7. Leading portal services have a dedicated support team who is available to assist you and your board members with any issues. They are also happy to provide testimonials from other organizations who have implemented their solution.