How to Choose an Online Board Portal

An online board portal is a software that houses and manages information on meetings for a corporation or other organization. Board members or committees as well as administrators may use it. Portal software is often promoted by the secretary or administrator of the board however, the CEO executive director, or chairperson of the board can also be supportive. Everyone who is in a leadership position should be advocates for the new platform to ensure its acceptance and its success by board members.

If you run an enterprise with a huge budget or a small non-profit, software for managing board meetings will help you streamline meetings, improve productivity, and improve governance practices. A dependable solution will allow collaboration and communication between meetings and after, and allow your board to operate from anywhere, using any device.

Modern board portals can be utilized by anyone, regardless of technical expertise. They allow you to schedule and share meetings, create agendas and documents, and perform eSignatures/approvals. Board administrators can easily keep track of member engagement including meetings attendance and document views.

When selecting a service, make sure they offer 24/7/365 global client support that is more than password resets. It should include How-To Videos, FAQ, ongoing remote training, and one contact. Determine your team’s customer support requirements and select a provider that has a track record of high satisfaction with their clients. This will ultimately facilitate the adoption and implementation process for your company easier.

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