How to Evaluate Effective Board Portal Software

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Effective Board Portal Software

Board portals have many advantages for both board members and administrators. For directors, they offer an easy and secure access to historical and current meeting materials to help prepare for meetings. Administrators can streamline the process for creating digital board packages and meeting minutes, and distributing items for action. This allows for more efficient governance and saves time for both the administrative staff and the board.

When selecting a vendor to work with, make sure they provide 24/7 client support with experienced professionals. This guarantees that you will receive immediate assistance for any questions or concerns especially during times when you’re most in need. Additionally, think about the way a company’s customer service is assessed by peers and whether they’ve received industry awards for their excellent customer service.

Some vendors also charge extra costs for additional committees or administrators, training, or data storage. Check these additional costs out in comparing prices and see the effect on the overall cost.

Try it before you purchase. Request vendors to give you a free trial to see if the software meets your needs. Also consider a vendor which has a mobile-friendly app to allow directors to use the software on their preferred devices, even when traveling for business. This will allow them to keep up-to-date with meeting agendas and notes, as well be able to attend meetings remotely.

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