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Best Board Portal Software

A modern board management system makes it simple for directors to collaborate, save time and engage in productive meetings. It also helps improve governance and compliance through various options, including:

It is essential to check reviews from users on popular independent review websites like Capterra or G2 before choosing board portals. You can determine if the product has received good reviews from those who have already used it. It is also important to be attentive to the quality of the comments – do they seem authentic?

Try a free trial option. Many reputable companies offer a trial for free. This is a great way to test the functionality of the software used for board meetings prior to making an investment. It is recommended to create a list of the most needed features and compare different options from that list.

User-friendliness is another aspect to take into consideration when evaluating an online board portal. This is the user-friendliness for your board members. It is important to know how quickly your board members Diligent can start their journey, if they can share documents, files or other materials with their colleagues and monitor the progress of their project.

In addition, it is important to find out how the vendor handles security issues. You must ensure that the system used by the vendor is HIPAA-compliant, SSAE 16 SOC 2, and has certified physical facilities. You should also be able call or email the support department should you have any questions. It is recommended to choose a provider who offers 24/7/365 support, including FAQs as well as How To videos and ongoing remote training.