Choosing Leading Board Portals

The questions that you ask prospective board portal providers will have a significant impact on the efficiency, effectiveness and security of your board meetings. The right portal will give your board administrator confidence, cut down on the time required to gather materials, and provide ease of use and the most secure security. It allows directors who are highly-contributing to be fully involved in meetings, and will provide tools to ensure a smooth and efficient workflow. This allows them to focus on strategy and management.

Choose a company that is well-known for their strong and flexible features. They should also offer an intuitive interface and be easy to integrate with existing systems, and offer an electronic signature solution that’s reliable. You should also consider the security certifications of the company (such as CMMI-SW, SOC 2, ISO 27001 or HIPAA) and third-party security audits that they compare data room software to find the perfect fit have completed.

It is also crucial that your portal is integrated with the current email system of your company and provides built-in integration with document storage solutions. This allows your organization to communicate more quickly with its members because they can use the same channels rather than emails which are monitored outside of the company.

You should also find out if the vendor offers responsive customer service that is available 24/7. Leading portal services offer an experienced support team who is available to assist you and your board members with any concerns. They also provide testimonials from other organizations that have implemented their solution.