Board portal software gives directors confidential access to meeting materials and improves communication. A high-quality system is only effective if it becomes an integral part of user’s job. It is important to assess the level of support provided by the service provider. This includes training materials and individual coaching for aspiring directors.
Security and Compliance
While the use of a digital board management software might appear unwise, it’s important to choose a trusted 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. Before you purchase, it is important to check whether the software that you are using for your board portal is mobile-friendly and cloud-based.
Task Management
When you’re evaluating software for your board take a look at its capacity to manage projects and assign tasks. It is not unusual for directors with busy schedules to have many things on their plates, including reviewing loans, submitting grant proposals, preparing agendas for board meetings etc. The right software can help keep on top of these tasks and ensure that everyone has a clear understanding of their roles.
Board members might be reluctant to try a new application especially if their prior experience is with paper-based materials. It is therefore crucial to test a company’s usability software, its support for users, and the training resources that they provide. It is crucial to review the software after it has been put into use to track adoption rates.