How to Evaluate Board Portal Software
Board portal software streamlines communication and allows directors to have confidential access. A high-quality system is only efficient if it is an integral part of users’ work. It is therefore crucial to evaluate the level of support offered by a company, including training resources and one-on-one coaching for new directors.
Security and Compliance
While a digital board management tool may seem risky, it is essential to select a reliable vendor that has solid security features. You should look for encryption protocols and two-factor authentication. Also, look for access control settings and independent security audits. It is also crucial to check if the software used by the company’s board portal is cloud-based and available on mobile devices before making the purchase.
Task Management
When evaluating board portal software take into consideration its capacity to manage task lists and assign assignments. It’s not uncommon for directors with busy schedules to have a lot on their plates, including reviewing the loan applications, submitting grant proposals, finalizing agendas for board meetings, etc. The right software can assist you to keep track of these tasks and make sure that everyone is aware of their duties.
Board members might be reluctant to switch to a different software, particularly if they are accustomed to paper-based materials. It is therefore essential to test a company’s usability software, its level of customer support, and any training materials they offer. It is crucial to review the software after it is implemented to track adoption rates.