Board portals simplify board meeting management processes by making it easier to communicate securely and facilitate document sharing across all devices. Board portals also allow members to annotate files ahead of meetings. This enhances preparation and participation. Boards can focus on governance, not the smallest details.

Board directors are more likely to choose an online board meeting platform when the interface is simple and easy to navigate. Particularly for those who aren’t tech-savvy an easy and clear user experience makes the difference. The possibility of accessing the portal from a variety of platforms as well as offline is a huge benefit and is a huge plus.

Some board portals allow users to customize the software according to their preferences and the top providers place a premium on excellent customer support and onboarding. A knowledgeable team can help you make adjustments to software settings and add users, set up groups for committees and boards Apply custom branding, and more. They can also provide individual training for directors.

Board members are often busy, so when they run into technical difficulties or are unsure, they want to be able reach out to the vendor. Choose a vendor with 24/7 phone or email client services to quickly find answers to your questions. They should also provide extensive in-app guides that will assist you in locating answers to questions without having to wait for the phone or browse the internet. Additionally, consider whether the company will provide a trial of their board portal software before signing an ongoing contract. This will allow you to test the software and discover stay compliant with industry regulations using data rooms how it will work for your organization before making the purchase.