How to Evaluate Board Software

If it’s for board meetings or for the entire organization, a board portal software will help you work faster and more efficiently. With a single, simple-to-use tool allows you to streamline and simplify agendas for board meetings, precise meeting minutes, and more.

Find out the specific needs of your board. Security is an important factor in board participation with online tools for managing your board. Sharing board documents via email and sharing documents using free software like Dropbox could result in data breaches and unauthorized access. Board members and corporate secrecy are looking for efficiency gains by using the most secure and convenient way to share and manage information.

Evaluate the features of available solutions by using tools like SelectHub’s Board Satisfaction Rating. This gives an average score based on reviews from recognized software review websites. Alternately, you can form an evaluation team of board members (chairs and administrators) to canvas for known or existing solutions that address their needs. To maximize the net benefit, the evaluation process should cover the entire board cycle.

Look for the most essential functions such as tools for planning and agendas and document management with unlimited space to store meetings papers and corporate documents such as boardbook templates including eSignatures and discussion and chat features, and the ability to communicate in a 1:1 manner. You should also check if the service integrates with top calendar programs and other third-party software that can streamline meeting scheduling collaboration, document management and follow-up.