The questions you ask prospective board portal suppliers will have a major impact on the effectiveness, efficiency, and security of your meetings. The right portal will give your board administrator confidence, cut down on the time it takes to prepare materials, and offer accessibility and strongest security. It will allow directors with high contributions to be fully engaged in meetings, while also providing tools to ensure a smooth flow between meetings that allow them to focus on governance and strategy.

Select a company that is recognized by the industry for offering robust and adaptable features, a clear user interface, seamless integration with your existing systems and an efficient method of signing 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 that they have successfully passed.

It is also essential that your portal is compatible with the email system in place at your company, and has built-in integration with document storage solutions. This makes it simple for your company to communicate with its members via regular channels instead of relying upon emails that could be monitored outside of company lines.

Ask if the vendor offers an efficient customer service that is available all hours of the day. Leading portal services have a dedicated support team that is able 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.