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The questions you ask prospective board portal providers will have a major impact on the efficiency, effectiveness and security of your meetings. The right portal will give your director confidence, and cut down on the time to compile materials, and provide ease of use and the strongest security. It allows directors who are active in the organization to fully participate in meetings, while also providing tools to ensure a smooth flow of business. This allows them to concentrate on the strategic direction and governance.
Choose a vendor well-known in the market for delivering strong and expandable features, a sensible user interface, seamless integration with your existing systems and an efficient method to sign documents digitally. You should also consider the company’s security certifications (such as CMMI-SW, SOC 2, ISO 27001 or HIPAA) and third-party security audits that they have passed.
It is also essential to ensure that your portal is a part of the current email system of your company, and has built-in integration with document storage solutions. This lets your company communicate more quickly with its members because they are able to use their familiar channels instead of email that are monitored by outside of the company.
Ask if the vendor provides an efficient customer service that is available 24 hours a day. Leading portal services have an experienced support team that is able to assist you and your board members with any concerns. They will also be happy to provide testimonials and references from other organizations who have used their service.