What to Look for in a Board Portal Platform Provider

board meeting

Modern life is not a minute without the intervention of technology, especially in the field of business. Many useful programs simplify and optimize business tasks, automate some functions and improve the overall performance of the company. This is how an organization saves time and costs and makes life easier for its employees. Board Portal is one such program that streamlines the boarding process. In this article, we will look at the most important criteria for a board portal by which to choose a vendor.

What is a Board Portal?

A board portal is an online space designed to make it easier for board members to work during negotiations. The programs accompany you and your board team before, during, and after negotiations as they facilitate effective meeting organization, provide useful tools that facilitate faster decision making during the meeting process, and help with some issues even after the board is over.  

How do you choose board portal software?

Providers themselves choose what additional tools they will include in their product, and for companies, it is this point that will be crucial, because it all depends on the type of activity of your organization and your requirements, which in your opinion would have a positive impact on the performance of the company.

To make a solid investment in a board portal that would have a positive impact on your company’s performance you, as a manager, must carefully analyze the needs of your business. You need to know exactly who will be using the program, how often it will be used, and what processes it will have to deal with. We recommend writing down a list of desired features before you start looking for a provider. Once you have that list, it will be easier to base your search on it. Once you have settled on a handful of providers (preferably no more than 20) you can start researching them in depth by reading reviews and reviews. Once you’ve narrowed it down to a few options, you can contact the providers directly and ask them more specific questions that interest you.

Mandatory requirements from the provider

You need to be confident in your provider and the features they are committed to providing. Study the list of features of the program and make sure that they include the following features:

  • Security is the most important thing that can be in a program that provides business services. Data privacy should be in the first place for any provider. Make sure that they have an SSL certificate and provide data encryption and dual authentication. It is also good if the provider offers additional security features like backup, emergency data recovery, and remote wipe
  • Interface -No one wants to spend a lot of time learning a new system, especially if you have a lot of employees, who use less than average technologies. The interface must be simple and intuitive
  • Support service – make sure that the provider provides 24/7 support on any given day. It’s good if tech support has more than one way to contact them and provides training materials on how to use their products
  • Collaborative features – Board members need to be able to reliably communicate with each other so the provider must allow them to do this even remotely. The main features that the provider can offer in this case are quality video conferencing, polling and voting functions, editing, the ability to leave comments and notes, and the secure exchange of documents.