How to Evaluate Board Portal Software

Board portal software gives directors secure access to meeting materials and streamlines communications. A high-quality solution is only efficient if it is an integral part of user’s work. It is board portals essential to consider the level of support provided by a service provider. This includes training materials and individual coaching for aspiring directors.

Security and Compliance

While a digital board management tool might seem unsafe, it’s crucial to choose a reliable vendor with solid security features. You should look for encryption protocols and two-factor authentication. Also look for access control settings as well as independent security audits. It is also important to determine if the software used by the company’s board portal is cloud-based, and accessible on mobile devices prior to making a purchase.

Task Management

When evaluating board software examine its ability to manage tasks and assign specific tasks. It is not unusual for busy boards of directors to have a lot on their plates, including reviewing the loan applications, submitting grant proposals, finalizing agendas for board meetings, and so on. The right software can help keep on top of these tasks and ensure that everyone has a clear understanding of their responsibilities.

Board members might be reluctant to try a new application in particular if their experience is with paper-based material. It is essential to review a company’s software, its level of support for users, and any training materials they offer. It is crucial to assess the software once it has been installed to track adoption rates.