Board portal software provides directors with confidential access to meeting materials and improves communication. A high-quality solution is only efficient if it is an integral part of users’ job. It is essential to determine the level of support offered by the provider. This includes training materials and individual coaching for new directors.
Security and Compliance
It is crucial to select a vendor that has solid security features, even though using a digital board management tool may appear risky. Consider encryption protocols, two-factor authentication and access control settings and independent security audits and certifications. It is also important to think about whether the software for your company’s board portal is cloud-based and accessible on mobile devices before making a purchase.
Task Management
When evaluating board portal software be sure to consider its ability to manage tasks lists and assign specific assignments. It is not unusual for busy boards to complete lots of tasks, like reviewing loan applications and submitting grant proposals finalizing the agenda for the upcoming board meeting and other such tasks. The right software will assist you to manage the tasks at hand and ensure that everyone understands their responsibilities.
Board members may hesitate to use a new software, especially if their experiences are with paper-based materials. It is therefore crucial to test a company’s usability software, its support for users, and the training resources they provide. It is also essential to systematically evaluate the software once it has been implemented in order to measure adoption rates and to address any issues.