Questions to Ask a Board Portal Vendor

A portal for board meetings can simplify the process of preparing and conducting board meetings. It facilitates the sharing of information and documents, allows communication between members and provides secure storage for important documents. However, not all portals are created equal, so it is vital to ask the relevant questions during demos with potential vendors. To help you choose the most effective solution for your needs, we’ve compiled some of the most important questions to ask your prospective portal vendor.

Do you offer secure https://boardroomhub.blog/setting-up-the-ideal-data-room-for-effective-document-tracking-in-financial-reporting/ access to your website from any device?

The best software for board management will have encryption to guard sensitive information from unauthorised third parties. It complies with international standards for security, supervises the staff of the data center and implements physical security measures, such as biometrics and closed circuit monitoring.

Make the Meeting more efficient Process

The most effective board management tools let you schedule meetings quickly and easily make an agenda, prepare supporting materials, record RSVPs and attendance data, and distribute and collect work items of board members. These tools also permit an easy and quick review of meeting minutes as well as facilitate the development and implementation of procedures, policies and guidelines that aid the board in making better decisions.

Make sure your board portal has a high rate of adoption by providing a variety and individual training sessions, including webinars and video conferences. If some of your board members are technology-challenged, personally reach out to them and offer personalized tutorials to get them up and running. Also, consider the right vendor with a great reputation in the field and a great customer service.