The questions you ask prospective board portal providers will have a significant effect on the efficiency, effectiveness, and security of your meetings. The right portal will give your administrator confidence, cut down on the time to compile materials, and provide ease of use and the most secure security. It will allow directors who are highly-contributing to be fully involved in meetings, and will provide tools to ensure a smooth workflow. This allows them to concentrate on the strategic direction and management.
Choose a vendor known in the industry for providing robust and flexible features, a simple user interface, easy integration with your existing systems and an efficient way to sign documents digitally. You should also verify the certifications of the company in security (such as SOC 2, ISO 27001 or HIPAA), and any audits by third-party auditors they have completed.
It is also important to ensure that your portal is a part of the existing email system of your company and provides built-in integration for document storage solutions. This allows your organization to communicate more efficiently with its members because they are able to use their familiar channels instead of email that can be monitored outside the company.
Ask if the vendor provides an immediate customer support service available 24 hours a day. Leading portal services offer an experienced support team that is able to assist you and your board members with any issues. They are also happy to provide testimonials from other organizations who have used their service.
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