Board portals can help directors save time and energy by allowing them access to all the information needed for their meetings from one place. Selecting the right solution isn’t only about price. You should also consider how easy the software is for everyone who uses it, as well as whether there are features that you’ll never use and how frequently updates are made available.
When looking at board-management software, choose those that provide 24/7 support from specialists for your team. It’s enough stress to plan for meetings without worrying about your technology. Ask prospective vendors about their support services and if they provide training and documentation for new users to ensure that they can get the most out of your board portal.
The top online portals for board members are designed to accommodate various levels of technical expertise, so that members and administrators can easily adopt the solution. You should be able to customize and manage the settings of the portal and library folders, and to establish permissions that restrict access to confidential information. It should be possible to integrate your board portal into your existing email and calendar platforms to enable scheduling and sending notifications much easier. A good board portal will also allow you to upload documents and make rich informative annotations that can be used in meetings. It is also worth asking your prospective vendors if they offer an user directory that allows board members to contact each other for collaboration or to discuss particular issues prior to meetings.
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