How to Evaluate Board Software

For board meetings or for your entire organisation, board portal software can assist you in working faster and smarter. It can simplify and streamline everything blog here from board meeting agendas to clear, precise minutes of meetings with a simple solution that’s available anytime any time, from any location — on any device.

Find out what your board’s needs are. For example, a key driver for boards adopting online board management tools is security. Sending board documents to colleagues and sharing documents using free software like Dropbox could result in data breaches and unauthorized access. Corporate secretaries and members of the board are also looking for efficiency gains by offering a more convenient, secure and efficient method to manage and share information.

Evaluate the features of different solutions with tools such as SelectHub’s Board Satisfaction Rating. This tool provides an average score, based on reviews from well-known review sites for software. You can also create an evaluation team of board members (chairs and administrators) to canvas for available or known solutions that address their needs. To maximize the net benefits, the evaluation process should cover the entire board cycle.

Find out if the solution has essential features, such as agenda-building and planning tools as well as document storage with unlimited space for meeting materials and other corporate reference materials, board book templates with e-signatures and discussion chat functions, and direct communication channels with directors. 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.

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