The questions that you ask prospective portal providers will have a significant impact on the efficiency, effectiveness and security of your board meetings. The best portal will give your director confidence, shave days off the time required to gather materials, and provide simplicity of use and most secure security. It allows directors who are active in the organization to fully participate in meetings while providing tools to ensure smooth workflow. This allows them to concentrate on strategy and management.

Select a vendor who is known as a supplier of robust and adaptable features. They should also offer a logical interface and be easy to integrate with your existing systems, and offer an electronic signature solution that is efficient. You should also check the certifications of the company in security (such as SOC 2, ISO 27001 or HIPAA), and any third-party audits they have passed.

Lastly, it is important that your portal connects with your organization’s existing email system and incorporates efficient method for noting meeting discussions integration capabilities for storage solutions for documents. This enables your company to communicate with its members via the channels that are familiar, instead of relying upon emails that could be monitored outside of company lines.

It is also important to know whether the vendor provides prompt customer service that is available 24/7. Leading portal services have a dedicated support staff who is available to assist you and your board members with any issues. They will also be happy to provide testimonials and references from other organizations who have used their solutions.