Board portals can help directors save time and effort what is conflicts of interest management software by allowing them access to all the information needed for their meetings from one location. Choosing the best solution isn’t only about price. You also need to consider the ease of use for everyone who uses it, if there are features that you will never use and how often updates are released.
When evaluating board management solutions, look for those with 24/7 expert support for your team. Meeting preparation is stressful enough without having to worry that your technology will fail. Find out from prospective vendors about their support options and whether or not they offer training and documentation for new users in order to ensure that they get the most out of your board portal.
The best online boards portals are designed to accommodate various levels of technical proficiency, so that both members and administrators can quickly adopt the solution. Make sure you have the ability to customize and manage portal settings and library folders, and to restrict permissions that limit access to confidential information. You should also be able to connect your board portal with your existing calendar and email platform to make it easier to schedule meetings and send notifications. A good portal for boards will allow you to upload documents and create rich, informative annotations that can be used during meetings. It is also worth asking your potential vendors if they include an user directory that allows board members to connect with one another for collaboration or to discuss specific topics prior to meetings.