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How to Evaluate Effective Board Portal Software

About Board Portal Software for Effective Boards

Board portals have many advantages for both board members and administrators. Directors can benefit from an easy and secure access to both current and historical meeting materials to aid in preparing for meetings. Administrators can also streamline the process of creating digital board packages as well as taking minutes of meetings and distributing actions items. This improves governance and also saves time for both the board and the board’s administrative staff.

When choosing a vendor make sure they provide dedicated client support with experienced professionals available 24/7. This will help ensure that any questions or concerns can be addressed immediately particularly when you require it most. Consider how peers assess the service’s support and whether they have been awarded for their outstanding service.

Some vendors also charge extra fees for additional committees or administrators, training, or storage of data. Compare these extra costs in comparing prices and see the impact on your overall costs.

Test it before you buy. Request vendors to give you a free trial so you can see whether the software will meet your needs. Also consider a vendor that has a mobile application to allow directors to access the software on their preferred devices, even when traveling to work. This will let them keep up-to date with agendas and notes, as well take part in meetings remotely.

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