Board portals improve board meeting management processes by facilitating secure communication and document sharing across all devices. They also enable board members to mark documents prior to meetings, which increases preparation and engagement. This lets boards spend their time focusing on governance and not just logistics.
Board directors are more likely to choose a board meeting software that is digital when the interface is simple and easy to navigate. Particularly for those who aren't tech-savvy, a clear and simple user experience can make all the difference. It's also an advantage to be able to access the portal on multiple platforms, and even offline.
Certain portals for boards permit users to customize the software to suit their individual preferences and the top service providers emphasize exceptional customer onboarding and support. A skilled team of experts can help you make adjustments to software settings and add users, set up groups for the board and committee and apply custom branding and much more. They can also provide training and one-on-one coaching instant activity monitoring in premium online storages for directors.
Board members are often busy, and when they run into technical difficulties or have questions, they want to be able reach out to the vendor. You should choose a vendor who provides an email or telephone service, so that you can have answers to your questions promptly. They should also offer comprehensive in-app help guides to help you find answers to your questions without waiting on the phone or search online. You should consider whether the company will provide you with a free trial version of their board portal software prior to signing a long-term agreement. You'll have the opportunity to try the software before you make a purchase.