How to Evaluate Board Software

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Whether for your board’s meetings or for your entire organisation, board portal software will help you work faster and more efficiently. With a single, simple-to-use tool that can help you streamline and simplify agendas for board meetings, create accurate minutes of meetings and more.

Identify the specific needs of your board. For example, a key reason for boards to adopt online tools for board management is security. The sharing of board documents by email and using documents using free software like Dropbox can lead to data breaches and unauthorized access. Board members and corporate secrecy also seek efficiency improvements through a more convenient and secure way to share and manage information.

Assess the features of the available solutions using tools such as SelectHub’s Board Satisfaction Rating. This tool provides an average score based on reviews from reputable software review websites. You can also establish a team of board members including chairs and administrators, to evaluate existing or well-known software. The evaluation process should center on the entire board cycle to maximize net benefits.

Examine the functionality that is essential like agenda and planning tools and document management with ample space to store meetings papers and corporate documents Boardbook templates with eSignatures, discussion, chat features, and the ability to communicate in a 1:1 manner. Make sure the software is compatible with third-party software and top calendar apps to streamline meeting scheduling and document collaboration.


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