The questions you ask prospective portal providers will have a major impact on the effectiveness, efficiency and security of your board meetings. The best portal will give your administrator confidence, reduce the time needed to prepare materials and will provide simplicity of use and strongest security. Directors with high participation will be able to be fully engaged in meetings, while also providing tools to ensure a smooth flow between meetings, allowing them to focus on strategy and governance.
Select a vendor who is known as a provider of strong and scalable features. They should also offer a logical interface and be easy to integrate with existing systems, and offer a digital signature solution that’s reliable. It is also important to check the company’s certifications in security (such as SOC 2, ISO 27001 or HIPAA) and any audits by third-party auditors they have completed.
It is also crucial that your portal is integrated with the email system that is already in place for your organization and offers built-in integration for document storage solutions. This allows your organization to communicate more easily with its employees, because they can use the same channels instead of email which are monitored outside the company.
You should also determine whether the vendor provides responsive customer support that is available 24 hours a day. Leading portal services offer a dedicated support team who are available to assist you and your board members with any issues. They also provide testimonials from other organizations that have benefited from their solution.
prioritize data room security for safeguarding sensitive information