What to Look for in Board Portal Software
A wide range of institutions from health organizations, credit unions, Crown agencies, not-for-profits, and all kinds of corporations have turned to board portal software as a tool to help their directors work more effectively and efficiently. Board portal software is designed specifically to streamline communication and to make it easy for directors who may be living in different cities to collaborate remotely. However, not all board portal software is of the same quality.
Read on to get a sense of what to look for in your board portal software.
No matter how large or small your organization, there is a board portal software out there that makes it easier to run efficient board meetings, keep directors connected and up to date, and keep all information secure. But look carefully at the features offered, and how easy they are to use.
The best board portal software includes features like automated agenda creators, administrator DIY tools to add or remove committees and directors, and reports to track board activity. Be wary of software that comes in differently priced “lite” versions — it’s better to opt for a provider that only has one version of the software that comes with all the features.
This software should also have everything you need to share, read, and annotate a range of board material. To learn more about the functionality in this kind of software, check out these tips for evaluating your board portal so that you know you’re getting software that truly meets all your needs.
All the excellent features of board portal software don’t mean anything if the platform isn’t totally secure. Make sure that the board portal software you select has layers of advanced encryption, and lets you have full control over access and permissions.
It’s also vital that board portal data can be wiped remotely in case a company-issued device should get into the wrong hands. Similarly, if a director needs to log in and doesn’t have their smartphone, tablet, desktop, or laptop, they should be able to log in from any other device.
Every log in should be individually authenticated, but in a way that never complicates accessing the software.
Finally, look for board portal software that offers personalized support for directors and administrators. Support should be available 24/7/365, and not only should you be able to reach a person instead of a machine when you call, but they should also know your name and be familiar with your business.
The support team should also be made of people who have mastered the system and are experienced board administrators, too. Ideally, the software is designed to be intuitive and simple for anybody to use right away, but eventually, someone is likely to run into a snag — and whether it’s training or support, the software providers should have your back.
Organizations expect technology to deliver the modern tools they need to stay connected, efficiently and securely. Board portal software gives directors the ability to stay connected before, during, and after meetings — but to really promote transparency and good governance, it’s important you look for the market’s best board portal software.