How to Evaluate Board Portal Software

Board portal software facilitates communication and provides directors with secure access. However, a top-quality solution is only effective if users adopt it as an integral part of their daily work. It is important to assess the quality of support provided by the provider. This includes training materials and individual coaching for new directors.

Security and Compliance

While a digital board management tool may 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 and independent security audits. It is also crucial to check if the company’s board portal software is cloud-based and accessible via mobile devices prior to making purchases.

Task Management

When you are evaluating software for board members be sure to look at its ability to manage projects and assign tasks. It is not unusual for busy boards to complete a lot of tasks, including reviewing loans and grant proposals, making the agenda for the next board meeting, and so on. The appropriate software can help you keep all of these tasks in order and ensure that everyone is aware of their roles.

Board members might be hesitant to adopt a new software especially if their prior experience is with paper-based board portal materials. It is therefore essential to evaluate a company’s user-friendly software, the quality of customer support, and any training resources that they provide. It is also important to systematically evaluate the software after it’s been implemented, in order to track the adoption rate and resolve any issues.