The questions you ask prospective board portal suppliers can have a profound impact on the effectiveness, efficiency, and security of your meetings. The right portal will give your administrator the peace of mind they require, decrease the time required to prepare material and provide the most secure level of security. Directors who are active in the organization to be fully involved in meetings while providing tools to ensure a smooth workflow. This lets them focus on the strategic direction and governance.
Select a vendor who is well-known in the industry as a provider of strong and adaptable features. They should also have a logical interface, be easy to integrate with your existing systems, and offer an electronic signature solution that’s reliable. You should also look into the security certifications of the vendor (such as SOC 2, ISO 27001 or HIPAA), and any audits by third-party auditors they have passed.
It is also essential that your portal integrates with the current email system of your company, and has built-in integration for document storage solutions. This allows your organization to communicate more efficiently with its members because they are able to use their familiar channels instead of emails that could be monitored outside the company.
Ask if the vendor offers a responsive customer service available throughout the day. Leading portal services have a dedicated support staff who is available to assist you and your board members with any issues. They also provide testimonials from other organizations that have utilized their solutions.
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