Best Board Portal Software
A modern board management system makes it easier for directors to collaborate, save time, and have productive meetings. It also enhances compliance and governance by offering numerous options, including:
It is essential to check reviews from users on popular review sites like Capterra or G2 prior to deciding on board portals. This will help you find out if the product has positive ratings from customers who have tried the product. It is also important to consider the quality of the comments. Do they seem legitimate?
Find a trial offer. The majority of reputable vendors offer a free trial. This is a great method to evaluate the performance of the software for board meetings without making a commitment to purchase. It is recommended to make an inventory of the features that are most important to you and compare different options from that list.
User-friendliness is another factor to consider when evaluating a board portal. This refers to the accessibility for your board members. It is important to know how fast your board members can start their journey, if they are able to share documents, files, and other materials with their colleagues, and how they track the progress of their project.
It is important to find out how the vendor handles security concerns. You should make sure that their system is HIPAA conforming, SSAE 16, SOC 2 and has a certified physical storage facilities. You should also be able to contact or email the support department in case of any issues. It is a good idea to choose a company that offers 24/7/365 support for customers with a variety of resources, such as How To Videos, FAQ and ongoing remote training.