Board portals can help directors save time and effort by allowing them access to all the information needed for their meetings from one place. However, selecting the best solution for your needs doesn’t have to be just about price. It is also important to consider how easy the software is for everyone who uses it, if there are features that you’ll never use and how often updates are made available.
When evaluating board-management solutions select those that offer 24/7 support from specialists for your team. It’s stressful enough to prepare for meetings without worrying about technology. Ask prospective how to raise money for business online vendors if they provide support services, and if they provide training or documentation for new users to help them make the most of your board portal.
The best online boards portals are designed to accommodate different levels of technical expertise so that members and administrators can easily take advantage of the solution. Look for the ability to customize and configure the settings of the portal and library folders, as well as to limit permissions to access to confidential documents. You should also be able to integrate your portal to your existing calendar and email platforms, making it easier to schedule and send out notifications. A good board portal will allow you to upload documents and make rich informative annotations that can be used during meetings. It is also worthwhile to ask your prospective vendors if they offer an administrator directory to allow board members to reach one another for collaboration or to discuss specific topics prior to meetings.