How to Evaluate Effective Board Portal Software

board of directs management software

Effective Board Portal Software

Board portals provide many benefits for both board members and administrators. For directors, they offer the ability to access confidential and easy access to both current and historical materials for meetings to assist in preparing for meetings. For administrators, they simplify the process of prepping digital board packs as well as taking minutes of meetings and distributing actions items. This facilitates more efficient governance, and saves time for both the administrative staff as well as the board.

When choosing a vendor ensure they provide dedicated customer support by experts available 24 hours a day, 7 days a week. This will ensure that you can get immediate assistance with any issues or questions particularly during times that you’re most in need. Think about how others rate the provider’s support and whether they have received awards for their excellent service.

Some vendors charge additional fees for additional committees administration, training, and data storage. Compare these extra costs when comparing prices to see the impact on your overall cost.

An excellent way to test the board management software is to try it out for yourself before you buy it. Ask vendors for a free trial so you can see whether the software can meet your needs. Find vendors that provide an app that is mobile-friendly so that directors can access the solution from their preferred devices while traveling for business. This will ensure that they can keep track of agendas for meetings, notes and documents, as being able to attend meetings remotely.