How to Evaluate Board Portal Software

Board portal software offers directors private access to meeting materials and improves communication. A top-quality solution can only be effective if it becomes an integral component of user’s work. It is important to assess the quality of support provided by a provider. This includes training materials and individual coaching for new directors.

Security and Compliance

While the use of a digital board management software might appear risky, it is essential to choose a trusted vendor that has solid security features. You should look for encryption protocols and two-factor authentication. Also look for access control settings and independent security audits. It is also important to think about whether the company’s portal software for board members is cloud-based and available on mobile devices prior to making purchases.

Task Management

When evaluating software for boards, consider its ability to manage tasks lists and assign specific assignments. It is not unusual for busy boards to have many tasks, such as reviewing loans, submitting grant proposals, preparing the agenda for the upcoming board meeting and many more. The right software can help you keep track of these tasks and make sure that everyone is aware of their responsibilities.

Board members might be reluctant to use a new system, particularly if they are accustomed to documents that are printed. It is therefore essential to evaluate a company’s user-friendly software, the quality of user support, and any training materials they offer. It is also important to systematically evaluate the software once it has been implemented to monitor adoption rates and resolve any issues.

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