How to Evaluate Board Portal Software

Board portal software allows directors to have private access to meeting materials and streamlines communications. However, a high-quality solution can only be effective when it is used by users as an integral aspect of their job. It is therefore crucial to assess the quality of support provided by a company, including training resources and one-on-one coaching for directors who are just starting out.

Security and Compliance

While the use of a digital board management software might appear risky, it is essential to select a reliable vendor with solid security features. Look for encryption protocols, two-factor authentication and access control settings as well as independent security audits and certifications. It is also crucial to determine if the company’s portal software for board members is cloud-based and accessible via mobile devices before making purchases.

Task Management

When evaluating software for boards look at its ability to manage tasks and assign specific tasks. It’s not uncommon for busy boards of directors to have a lot of work on their plates, including reviewing loan applications, submitting grant proposals, finalizing agendas for board meeting, and so on. The best software will help you keep track of all these tasks and ensure that everyone has a clear understanding of their roles.

Board members might be reluctant to adopt a new system, especially when they are used to documents that are printed. It is important to evaluate the software used by a company, its level of support for users, and any training materials that they offer. It is also important to regularly evaluate the software after it has been put into use in order to determine adoption rates and identify any issues.