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How to Evaluate Board Portal Software

www.boardportals.co.uk/2020/05/17/why-to-use-boardportal-software/

Board portal software provides directors with secure access to meeting documents and simplifies communications. A high-quality solution will only be efficient if it is an integral component of users’ job. It is essential to determine the level of support provided by a provider. This includes training resources and individual coaching for new directors.

Security and Compliance

It is important to choose a vendor who has solid security features, even though using a digital board management tool may appear risky. Look for encryption protocols as well as two-factor authentication. Also look for access control settings as well as independent security audits. It is also important to think about whether the software used by the company’s board portal is cloud-based and available on mobile devices before making a purchase.

Task Management

When you are evaluating software for board members take a look at its capacity to manage tasks and assign specific assignments. It is not unusual for busy boards of directors to have many things on their plates, such as reviewing loan applications, submitting grant proposals, finalizing agendas for board meeting, and so on. The right software can assist you to keep track of these tasks and make sure that everyone knows what their roles are.

Board members might be reluctant to try a new program particularly if their previous experience is with paper-based material. It is essential to assess the software offered by a company, their level of support for users, and any training materials they provide. It is also essential to systematically evaluate the software after it’s been installed, in order to track adoption rates and to address any issues.

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