How to Evaluate Board Portal Software

Board portal software provides directors with secure access to meeting documents and streamlines communications. A high-quality solution will only be efficient if it is an integral part of user’s work. It is therefore important to determine the quality of support offered by the provider, such as the training tools and one-on-one coaching for directors who are just starting out.

Security and Compliance

While a digital board management tool might seem risky, it is essential to select a reliable vendor that has solid security features. Look for encryption protocols as well as two-factor authentication. Also check for access control settings as well as independent security audits. Before purchasing, it is how to run a board meeting important to check whether the software for the board portal is mobile-friendly and cloud-based.

Task Management

When you’re evaluating software for your board be sure to look at its ability to manage the tasks and assign assignments. It is not unusual for busy boards of directors to have a lot of work on their plates, such as reviewing the loan applications, submitting grant proposals, finalizing agendas for board meetings etc. The right software will help you to keep track of these tasks and ensure that everyone understands their responsibilities.

Board members might be hesitant to use a new software, particularly if they are accustomed to papers-based materials. It is crucial to assess a company’s user-friendly software, its level of customer support, and any training resources they offer. It is also important to regularly evaluate the software after it’s been implemented, in order to track the rates of adoption and to address any issues.