Board portal software should allow board members to gain access to important information, simplify board meetings, and improve governance. A good system can reduce the cost of staff as well as the organization. In addition to providing secure online storage, a dependable board portal will also reduce costs for binders, paper and courier services. To select the ideal board software, you have to think about a number of aspects. First, determine what features are most important to you. What do you intend to achieve by using the software? After you’ve decided on your goals, it’s time to consider the possibilities. The next step is to look over reviews from users, evaluate the features and functionality and establish your budget.
Find a complete package that includes meeting-management capabilities, eSignature, and unlimited storage. Other things to consider are granular permissions such as calendar sharing, survey tools and online board books. Find a provider that has NIST security protocols, and that meets the security compliance requirements. Be aware of the costs associated with training and implementation.
Some providers offer a trial version of their board portal software. However, it’s important to remember that these software solutions are usually lacking essential functionality as well as support and top of the-line security. They often use public servers and don’t provide sufficient encryption to safeguard users from cyberattacks from outside. They may also not be as responsive and helpful when it comes to customer support. They’re not the ideal option for boards that are responsible. Instead, look for a trusted solution used by banks, credit unions as well as crown corporations and non-profit organisations across North America.