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How to Evaluate Board Software

Board portal software can make meetings more efficient and productive, regardless of whether you are using it for your board or the whole organization. You can streamline and simplify everything from agendas for board meetings to clear, precise meeting minutes with one easy-to-use solution that’s accessible at any time and anywhere, on any device.

Identify the specific needs of your board. Security is a key factor in the adoption by boards of online tools for board management. Emailing board documents and sharing them with free software like Dropbox can lead to data breaches and unauthorised access. Board members and corporate secretaries also seek efficiency gains by implementing a more convenient, secure and collaborative method of managing and share information.

Review the capabilities of available solutions by using tools like SelectHub’s Board Satisfaction Rating. It gives you an average score basing on reviews from well-known software review sites. It is also possible to create a team of board members including chairs and administrators, to evaluate existing or known solutions. To maximize the net benefit the evaluation process must cover the entire board cycle.

Examine the functionality that is essential like tools for planning and agendas and document management that provides unlimited space to store meeting papers and corporate documents including boardbook templates, eSignatures, discussion and chat features, and one-to-one communication channels. You should also find out if the solution integrates with the top calendar applications and other third-party software to streamline meeting scheduling as well as follow-up and document collaboration.

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