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Must-Have Features for Board Portal Shoppers

If you are considering implementing a board portal or meeting solution or replacing your current system, these are good questions to add to the list in discussions with providers:­

  • How will you secure our data? Ask if the vendor owns and operates its own servers for storing the information your board shares through the portal. MyBoardPacket does not use cloud storage. We own and operate all of our server hardware and software to maximize security.
  • How much training is required to use the portal? If your board members get confused navigating your current portal or if a vendor recommends training of an hour or more, you are losing efficiencies that a portal solution is supposed to deliver. That should never happen. As a point of comparison, most of our clients tell us that even their most technology-averse directors are navigating through the MyBoardPacket portal for the first time within minutes.
  • Does the portal provider charge a per-user extra fee? If the answer is yes, look for a portal provider with a fee structure that covers unlimited users. That option provides the flexibility and freedom to use your meeting portal for all of your meetings without having a fluctuating monthly invoice that can present budget headaches.

As with all technology systems, a thorough due diligence review that includes these questions can help your organization choose the best portal and meeting solution for your board. And make sure to request a demonstration and free trial. Taking a test drive is the best way to assess ease of use.