How to Evaluate Board Software

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Board portal software can help make your meetings more efficient and productive, whether you’re using it to your board or the whole organisation. With a single, user-friendly tool, you can streamline and simplify agendas for board meetings, create accurate meeting minutes, and more.

Identify the specific needs of your board. For instance, a major reason for boards to adopt online tools for managing their boards is security. Sharing board documents via email or using free versions of software like Dropbox pose significant risks for data breaches and unauthorized access. Board members and corporate secrecy also are looking for efficiency gains by using the use of a more secure and convenient method of managing and sharing information.

Review the capabilities of different solutions with tools like SelectHub’s Board Satisfaction Rating. It gives you an average score basing on reviews from well-known software review sites. You can also create an evaluation team consisting of board members (chairs and administrators) to seek out available or known solutions that address their pain points. The evaluation process should be focused on the entire board cycle to maximize net benefits.

Check the availability of essential functionality, like agenda building and planning tools documents storage with unlimited space for meeting documents and additional corporate documents such as board book templates including e-signatures, discussion, and chat functions, and 1:1 communication channels with directors. Check if the solution is compatible with third-party software and top calendar applications to simplify meeting scheduling and document collaboration.

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