How to Evaluate Board Portal Software

Board portal software provides directors with secure access to meeting materials and helps streamline communications. A high-quality system is only efficient if it is an integral part of users’ job. It is essential to consider the level of support offered by a service provider. This includes training resources and individual coaching for new directors.

Security and Compliance

While the use of a digital board management software might seem risky, it is essential to select a reputable vendor that has solid security features. Look for encryption protocols as well as two-factor authentication. Also be sure to look for access control settings as well as independent security audits. It is also important to determine if the company’s board portal software is cloud-based and accessible via mobile devices prior to making a purchase.

Task Management

When evaluating board portal software look at its ability to manage tasks lists and assign specific assignments. It is not uncommon for busy boards and committees to create lots of tasks, including reviewing loans, submitting grant proposals, setting agendas for the next board meeting, and other such tasks. The best software will help you keep track of all these tasks and ensure that everyone is aware of their responsibilities.

Board members may hesitate to adopt a new software especially if their prior experiences are with paper-based materials. It is essential to assess a company’s software, its level of support for users, and any training materials they provide. It is also crucial to evaluate the software in a systematic manner once it has been implemented, in order to track the rate of adoption and address any challenges.

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