Board portals can save directors time and effort by allowing them https://boardportalonline.blog/board-privacy-vs-transparency-keeping-the-balance/ to access all the information needed for their meetings from one location. However, selecting the best solution for your needs doesn’t have to be just about price. It is also important to consider how easy it is to use the software for everyone involved as well as whether there are features you don’t make use of and how often updates are offered.

When you are looking at solutions for managing board meetings look for solutions that provide 24/7 assistance for your team. Planning meetings is stressful enough without having to worry that your technology will fail you. Ask prospective vendors about their support options and if they offer training or documentation for new users in order to ensure that they can benefit from your board portal.

The best online board portals are created with different levels of technology in mind so that administrators as well as members can easily adopt the solution. Look for the ability to customize and manage portal settings and library folders, as well as to limit permissions to access to confidential information. You should also be able to connect your board portal with your existing calendar and email platforms, making it easier to schedule meetings and send out notifications. A good board portal should permit easy uploading of documents and the creation of rich, informative annotations that can be used to facilitate discussion during meetings. Ask prospective vendors if they have an online user directory that allows board members to connect with each with the intention of collaboration or to discuss specific topics prior to meetings.