The questions you ask prospective portal providers for board meetings can have a profound impact on the effectiveness, efficiency, and security of your meetings. The right portal will give your director confidence, shave days off the time needed to prepare materials and will provide simplicity of use and most secure security. It allows directors with a high contribution to fully participate in meetings, while providing the tools needed to run a smooth process between meetings, allowing them to concentrate on governance and strategy.
Choose a provider that is recognized by the industry for delivering strong and flexible features, a simple user interface, seamless integration with your existing systems and an efficient method of signing documents digitally. 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 been through.
It is also important that your portal integrates with the current email system of your organization and offers built-in integration for document storage solutions. This makes it simple for your organization to communicate with its members via familiar channels, rather than relying upon emails that could be monitored outside of company boundaries.
Ask the vendor if they offer a responsive customer service available 24 hours a day. Leading portal services have a dedicated customer support team who are available to assist you and your board members with any concerns. They are also happy to provide testimonials from other organizations who have used their service.
Betty Wainstock
Sócia-diretora da Ideia Consumer Insights. Pós-doutorado em Comunicação e Cultura pela UFRJ, PHD em Psicologia pela PUC. Temas: Tecnologias, Comunicação e Subjetividade. Graduada em Psicologia pela UFRJ. Especializada em Planejamento de Estudos de Mercado e Geração de Insights de Comunicação.