Board portals streamline meetings by providing secure communication and document sharing across all devices. They also enable board members to add annotations to documents prior to meetings, which enhances the preparation and engagement. Boards can focus on governance rather than petty logistics.

Board directors are more likely to adopt a digital board meeting platform when the interface is easy and simple to navigate. Particularly for those who aren’t tech-savvy, a clear and easy user experience can make all the difference. The possibility of accessing the portal from multiple platforms and offline is a huge advantage, as well.

Some portals for boards permit users to customize their software according to their preferences, and the best providers focus on outstanding customer onboarding and support. A team of experts will help you set up settings, add users to the software, create spaces for board and committee groups, and create custom branding. They can also provide individual training for directors.

Board members are usually busy. When they need to ask questions or have technical issues, they should be able to reach the vendor quickly. It is important to find a vendor who provides an email or telephone service so that you can get your questions stay compliant with industry regulations using data rooms answered promptly. They should also offer complete in-app tutorials to provide answers to your questions without waiting for the phone or go to the internet. Additionally, you should consider whether the company will offer a free trial of their software for boards before signing an ongoing contract. You’ll have the opportunity to test the software before you make a purchase.