How to Evaluate Effective Board Portal Software

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About Board Portal Software for Effective Boards

Board portals can be beneficial to both board members and administrators. For directors, they provide the ability to access confidential and easy access to current and historical materials for meetings to assist in preparing for meetings. Administrators can streamline the process to prepare digital board packs and meeting minutes, and distributing items for action. This makes for more efficient governance and saves valuable time for both the board and the administrative staff of the board.

When choosing a supplier, make sure they provide dedicated customer support by professionals available 24/7. This will help ensure that any issues or questions can be addressed immediately, especially when you need it most. Consider how peers review the support of the company and whether they have received awards for their exceptional service.

Some vendors will also charge extra costs for additional committees or administrators, training, or storage of data. When comparing pricing, look at these additional costs to determine how they impact the overall cost.

Test it out before you purchase. Request vendors to give you a free trial so you can see whether the software can meet your needs. Search for vendors that have an app for mobile so that directors can access the software from their preferred devices when on business trips. This will ensure that they keep up-to-date with agendas for meetings, notes and documents, as well as easily attend meetings remotely.

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