Board portals can save directors time and energy by allowing them to access all the information required for their meetings from one location. However, selecting the best solution for your requirements isn’t just about cost. It’s also about how easy it is to use the program for everyone involved as well as whether there are features you won’t utilize, and how often updates are made available.
When evaluating board-management solutions, choose those that provide 24/7 support from specialists for your team. It’s enough stress to plan for meetings without worrying about technology. Ask prospective vendors if they provide support services, and if they provide training or documentation for new users to help them benefit from your board portal.
The best online portals for boards are built with different levels of technological proficiency in mind so that administrators as well as members can easily adopt the solution. Be sure to modify and customize the settings of the portal and library folders, as well as to limit permissions to access to confidential documentation. You should be able to integrate your portal to your existing calendar and email platforms to make it easier to schedule and send out notifications. A good board portal will allow you to upload documents and make rich informative annotations that can be used in meetings. Ask prospective vendors if they have an online user directory that allows board members to communicate with one members to collaborate or discuss specific issues prior to meetings.