How to Select Board Portal Software

Board portal software is a powerful tool to help businesses improve their governance. But with so many vendors out there, which one do you choose? It is important to ask questions during demos to help choose the right software.

How easy is it for board members to use the platform? It doesn’t matter if it’s a basic user-friendly interface, or a more complex app, board members’ experience is crucial. Look for features that ensure that directors are able to navigate the system without requiring extensive training. Also, see how it is easy for board admins to add directors, upload materials and change the assignments of licenses.

Are there features that can facilitate effective data collection during meetings? Consider tools like live chat, polling, or Q&A. These tools will enable all participants to give feedback and share their ideas in real-time. This will ensure everyone is engaged and the board is able make informed decisions during online meetings.

Is it easy to create and distribute meeting minutes? Look for features that permit you to create an agenda for your meeting and then automatically generate a draft of the minutes. This will eliminate having to manage multiple spreadsheets or Word documents that contain detailed notes from meetings.

Do you have features that enable directors to work between meetings? Look for task-managers who have responsibilities and deadlines clearly defined to ensure that no one is confused about who’s required to finish www.boardportals.co.uk/2019/11/21/choosing-a-board-portal-software-important-question-to-answer/ the campaign budget, or take pictures at a community event, or complete any other task.