Board portals can save directors time and effort by allowing them to access all the information needed for their meetings from one place. The best choice is not only about cost. It is also important to consider how easy the software is for everyone who uses it, as well as whether there are features that will never be used, and how often updates are released.
When looking at board-management software select those that offer 24/7 support from experts for your team. Meeting preparation is stressful enough without worrying that your technology will let you down. Ask prospective vendors about their support services and whether or not they offer training and support for new users in order to ensure that they can benefit from your board portal.
The best online board portals are designed to accommodate different levels of technical proficiency, so that administrators and members are able to use the system. You will be able to personalize and set up library folders and portal settings, as well as restrict access to confidential documents. You should also be able integrate your portal to your existing calendar and email platforms, making it easier to schedule meetings and send notifications. A good board portal should allow for easy uploading of documents, as well as the creation of rich, informative annotations to support discussion in meetings. Ask prospective vendors if they have an user directory that enables board members to communicate with each other to collaborate or to discuss specific issues prior to meetings.