The questions you ask prospective portal providers will have a significant effect on the efficiency, effectiveness and security of your board meetings. The right portal will give your board administrator the assurance they need, reduce the time required to create material and offer the highest security. It will allow directors who are active in the organization website to be fully involved in meetings while providing tools to ensure a smooth flow of business. This lets them focus on the strategic direction and management.
Select a vendor who is known as a supplier of robust and flexible features. They should also offer an intuitive interface and be easy to integrate with existing systems, and provide an electronic signature solution that is efficient. You should also look into the security certifications of the company (such as SOC 2, ISO 27001 or HIPAA), and any audits by third-party auditors they have passed.
It is also crucial that your portal is integrated with the email system that is already in place for your company, and has built-in integration with document storage solutions. This allows your organization to communicate with its members through traditional channels instead of relying on email messages that could be monitored outside of company boundaries.
Ask the vendor if they offer an immediate customer support service available all hours of the day. Leading portal services offer a dedicated support group that is willing to help with any issues that you or your board members may have. They will also be able to provide testimonials and references from other organizations who have used their service.
