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How to Evaluate Board Portal Software

Board portal software facilitates communication and gives directors confidential access. A top-quality solution can only be efficient if it is an integral part of the user’s job. It is therefore crucial to determine the quality of support offered by a company, including the training tools and one-on-one coaching for directors who are new.

Security and Compliance

It is crucial to select a vendor who has solid security features, despite the fact that a digital board manager tool may appear risky. You should look for encryption protocols and two-factor authentication. Also look for access control settings and independent security audits. It is also important to consider whether or not the software used by the company’s board portal is cloud-based and available on mobile devices prior to making purchases.

Task Management

When evaluating software for boards look at its ability to manage task lists and assign specific tasks. It is not unusual for busy boards to have numerous tasks, like reviewing loan applications and grant proposals, preparing agendas for the next board meeting and other such tasks. The right software can help you keep all of these tasks in order and ensure that everyone is aware of their roles.

Board members might be hesitant to use a new software, especially if their experience is with paper-based documents. It is therefore vital to assess a company’s user-friendly software, the level of customer support, and any training materials they offer. It is also important to systematically evaluate the software once it has been implemented in order to measure the rate of adoption and to address any issues.

www.boardportals.co.uk/2019/11/21/choosing-a-board-portal-software-important-question-to-answer/


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