How to Evaluate Effective Board Portal Software

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Effective Board Portal Software

Board portals can be beneficial to both board members and administrators. Directors have easy and confidential access to current and historical meeting materials to help prepare for meetings. Administrators can also streamline the process of prepping digital board packages including meeting minutes, and then distributing actions items. This makes for more efficient governance and saves valuable time for both the board and the administrative staff of the board.

When selecting a vendor to work with, ensure that they provide 24/7 customer support with experienced professionals. This will guarantee that you get immediate assistance with any questions or concerns particularly during times that you’re most in need. Consider also the way in which a service’s customer support is evaluated by peers and if they’ve won awards from industry for excellent support.

Some vendors charge additional fees for additional committees or administrators, as well as training and data storage. When comparing pricing, take a look at these additional costs to determine how they affect your overall cost.

Try it out before you purchase. Ask vendors for a no-cost trial to see whether the software can meet your requirements. Also look for a vendor with a mobile app that allows directors to use the program on their preferred devices, even when traveling to work. This will ensure that they can keep up-to date with meeting agendas, notes, and documents, as being able to attend meetings remotely.

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