Board portal software gives directors secure access to meeting documents and improves communication. A high-quality solution is only efficient if it is an integral part of users’ work. It is therefore essential to determine the quality of support offered by a company, including training materials and individual coaching for directors who are new.
Security and Compliance
While the use of a digital board management software may seem risky, it is essential to choose a trusted vendor that has solid security features. Look for encryption protocols and two-factor authentication. Also check for access control settings and independent security audits. It is also crucial to check if the company’s portal software for board members is cloud-based, and accessible on mobile devices before making an investment.
Task Management
When you’re evaluating the board portal software look at its ability to manage task lists and assign specific assignments. It is not unusual for busy boards of directors to have many things on their plate, including evaluating loans, submitting grant proposals, finalizing agendas for board meeting, and so on. The right software will assist you keep track of these tasks and ensure that everyone is aware of their responsibilities.
Board members might be hesitant to adopt a new software especially if their prior experiences are with paper-based materials. It is crucial to assess the software offered by a company, their level of support for users and any training materials they provide. It is crucial to review the software after it is implemented to measure the adoption rate.