How to Evaluate Effective Board Portal Software

Boardpaq

Effective Board Portal Software

Board portals can be beneficial to both administrators and board members. Directors can easily and safely access historical and current material for meetings to help prepare meetings. For administrators, they streamline the process of creating digital board packs, taking meeting minutes, and distributing actions items. This results in more efficient administration and saves time for both the board as well as the administrative staff of the board.

When choosing a vendor, make sure they provide dedicated customer support by professionals who are available 24/7. This will ensure that any concerns or questions are addressed promptly, especially when you need it most. Also, take note of the way a company’s customer service is evaluated by peers and if they’ve won industry awards for outstanding customer support.

Some vendors will also charge extra costs for additional committees or administrators, training, or data storage. Check these additional costs out when comparing prices to see the effect on the overall cost.

An excellent way to test a management system for boards is to test it for yourself before you decide to purchase it. Ask vendors if they provide a trial period of no cost so you can test out the features and see what it can do for your requirements. Also look for a vendor which has a mobile-friendly app that allows directors to use the software on their preferred devices, even when traveling for business. This will let them keep up-to-date with meeting agendas and notes, and be able to attend meetings remotely.

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