Board portals online offer many benefits to companies, their leadership teams and shareholders. These benefits include reducing time and money, and keeping confidential information secure. To ensure that your board management solution delivers on its promises, choose a vendor who is transparent about their future plans for development, and willing to work with you to determine what features you would like to prioritize.
Find a self-service portal that allows administrators the ability to perform tasks like adding directors, uploading files and changing licensing assignments – without having to contact the vendor. Also, verify if the vendor has a 24-hour customer support line, and what is the response time when you call or email to inquire about new features or year-end archiving.
A good platform allows you to plan meetings and sync with the calendars of your members. This lets leadership teams stay current and aware of the newest dates and deadlines for meetings. The best portals also enable boards to work between meetings, with agenda items clearly highlighted and a task manager that automatically informs members of their obligations and due dates.
Finally, consider the way your supplier handles privacy and security concerns. Ask them how they secure their data using encryption and what policies they have in place for password complexity, access levels and multi-factor authentication. Find vendors who employ staff from the data center to check their systems and take physical security measures.
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