Board portals improve board meetings by facilitating secure communication and document sharing across all devices. They also enable board members to make annotations on documents prior to meetings, which helps improve engagement and preparation. Boards can focus on governance, and not tiny details.
Board directors are more likely use a digital platform to conduct board meetings if the interface is easy to use. Especially for those that aren’t tech-savvy, a clear and simple user experience can make all the difference. The possibility of accessing the portal from multiple platforms and offline is a huge benefit in itself.
Some board portals let users customize the software to their liking The top providers emphasize excellent customer onboarding and assistance. A experienced team can assist you to configure software settings to add users, design board and committee group spaces and apply custom branding and more. They also offer training and one-on-one coaching for directors.
Board members are occupied, so if they run into technical difficulties or have questions, they need to be able to easily contact the vendor. Choose a vendor with 24/7 phone or email client services so that you can quickly receive answers to your questions. They should also provide complete compare data room software to find the perfect fit in-app tutorials to provide answers to your questions without having to wait for the phone or search the internet. Also, think about whether the company will offer a free trial of their software for boards prior to signing a long-term contract. You’ll be able try the software before you decide to purchase.
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