How to Choose an Online Board Portal

An online board portal is a software which houses and manages meeting information for a company or an organization. Board members or committees as well as administrators may utilize it. Portal software is typically promoted board portal software by the board administrator or secretary, but the CEO, executive director, or chairperson of the board can also be helpful. It is recommended that all those in positions of leadership should advocate for the new platform to ensure acceptance and success amongst board members.

Board meeting management software is beneficial for both large and small companies. It also helps improve governance. A dependable solution can facilitate communication and collaboration prior to and during the meetings and lets your board members work from anywhere and on any device.

Modern board portals can be utilized by anyone, regardless of their technical skills. They allow you to schedule and share meetings, create agendas and documents, and perform eSignatures/approvals. Board administrators can easily track member engagement including document views and meeting attendance.

When selecting a service ensure that they provide 24/7/365 support for clients that goes beyond password resets to include How-To Videos or FAQs, ongoing remote training, and one point of contact. Find out your team’s customer service requirements and choose a service with a history of high satisfaction with their clients. This will ultimately simplify the adoption and implementation process much easier for your business.