How to Evaluate Board Software

23 Oct How to Evaluate Board Software

Whether for your board’s meetings or the entire organization, the board portal software can assist you in working smarter and faster. It can simplify and streamline everything from agendas for board meetings to clear, precise minutes of meetings with a simple solution that is accessible at any time, anywhere — on any device.

Find out the specific needs of your board. For instance, a major driver for boards adopting online tools for managing boards is security. Board documents that are shared via email or with free editions of software like Dropbox could be a major risk for data breaches and unauthorized access. Board members and corporate secrecy also seek efficiency improvements through the use of a more secure and convenient way to manage and exchange information.

Evaluate the features of available solutions by using an instrument like SelectHub’s Board Satisfaction Rating. This tool gives a score basing on reviews from well-known software review websites. You can also establish a team of board members, including administrators and chairs to evaluate current or well-known solutions. To maximize the benefit of the evaluation the evaluation process anonymous must encompass the entire board’s cycle.

Check for essential functionality such as agenda and planning tools and document management that provides an unlimited storage space for meeting documents and corporate documents Boardbook templates with eSignatures, discussion, chat features, and one-to-one communication channels. You should also check if the service is compatible with top calendar software and other third-party software to simplify meeting scheduling, document collaboration and follow-up.