A board portal can streamline the process of organizing and executing board meetings. It allows sharing of documents and information, facilitates communication between members and provides secure storage for important documents. It is important to ask the right questions when you visit demos of potential vendors. Not all portals are created equal. To help you select the most effective solution for your board we’ve created a list of key questions to ask your prospective portal vendor.

Do you provide secure access from any device?

The best-quality software for managing boards comes with encryption, which safeguards sensitive data from unauthorized parties. It complies with international standards for security, supervises the staff of the data center and implements physical security measures, such as biometrics and closed circuit monitoring.

Streamline the Meeting Process

The best tools for managing your board permit you to schedule meetings quickly and efficiently make an agenda, prepare supporting materials, gather RSVPs and attendance, then distribute and collect the work of board members. These systems also allow for an easy and quick review of the minutes of meetings and facilitate the creation and implementation of policies, procedures and guidelines that will help the board to make better decisions.

Provide a variety of group or individual sessions, including videoconferences and webinars, to ensure that your board portal is utilized by a large proportion of users. If some of your board members are technology-challenged, personally reach out to them and offer personalized tutorials to get them up and running. Additionally, look for an organization with a solid reputation and excellent customer service.