Board portal software can make your meetings more efficient and productive, regardless of whether you’re using it to your board or for the entire organisation. It can simplify and streamline everything from agendas for board meetings to clear, accurate minutes of meetings by using one simple solution that’s accessible anytime and from anywhere on any device.
Determine the specific needs of your board. For example, a key driver for boards adopting online tools for managing boards is security. The sharing of board documents by email or with free editions of software such as Dropbox are a significant risk for data breaches and unauthorized access. Board members and corporate secrecy are looking for efficiency gains by using a more convenient and secure method of managing and exchanging information.
Review the capabilities of different solutions with an instrument like SelectHub’s Board Satisfaction Rating. This gives an average score based on reviews from recognized software review websites. You can also create an evaluation team consisting of board members (chairs and administrators) to search for available or known solutions that address their needs. To maximize the net benefit the evaluation process should encompass the entire board’s cycle.
Check for essential functionality such as agenda and planning tools and document management that provides unlimited space to store meeting documents and corporate reference materials including boardbook templates with eSignatures, discussion, chat features, and 1-to-1 communication channels. Also, discover if the solution integrates with top calendar programs and other third-party software to streamline the scheduling of meetings, document collaboration and follow-up.
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