How to Evaluate Board Portals Online

Board portals online can aid directors in saving time and energy when all the information they need to plan their meetings is available in one place. Selecting the right solution is not just about cost. You must also consider how easy it is to use the program for everyone involved and whether there are features that you will not utilize, and how often updates are offered.

When evaluating the best board-management solutions make sure you choose a solution that offers 24/7 support from experts for your team. It’s enough stress to plan for meetings without worrying about your technology. Ask your prospective vendors about their support services and whether or not they offer training and support for new users in order to ensure that they can benefit from your board portal.

The best check out this site board portals online are designed with different levels of technology in mind to ensure that administrators and members can comfortably adopt the solution. Be sure to customize and configure the settings of the portal and library folders, as well as to set permissions that limit access to confidential documentation. You should also be able to connect your portal to your existing calendar and email platform to make it easier to schedule meetings and send out notifications. A good board portal will allow you to upload documents and create rich, informative annotations that can be used during meetings. Ask your potential vendors whether they have an online user directory that allows board members to talk to each other to collaborate or to discuss specific topics prior to meetings.

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