How to Evaluate Board Software

No matter if it’s for your board’s meetings or for the entire organization, the board portal software can help you work more efficiently and faster. With one, simple-to-use tool allows you to streamline and simplify board meeting agendas, accurate minutes of meetings, and more.

Identify your board’s specific needs. For example, a key reason for boards to adopt online tools for managing boards is security. Board documents that are shared via email or with free editions of software such as Dropbox can pose serious risks for data breaches and unauthorized access. Board members and corporate secrecy also are looking for efficiency gains by using the most secure and convenient way to share and manage information.

SelectHub Board Satisfaction Ratio is a valuable tool to evaluate the features of various solutions. This gives an average score that is based on reviews from reputable software review websites. Alternatively, you can create an evaluation team of board members (chairs and administrators) to canvas for known or existing solutions that address their pain points. The evaluation process should concentrate on the entire board cycle in order to maximize the net benefits.

Check the availability of essential capabilities, like agenda creation and planning tools as well as document storage with an unlimited amount of space for meeting papers and other corporate reference materials such as board book templates including e-signatures, discussion, and chat functions, and 1:1 communication channels with directors. Make sure the software is compatible with third-party software and top calendar applications to make scheduling meetings easier and document collaboration.

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