How to Select Board Portal Software

Board portal software is a powerful tool for companies seeking to improve their governance. There are a lot of vendors out there, which one do you pick? You should ask the most important questions during demos in order to help you choose the right software.

How easy is it for members to use the platform? If it’s a simple user-friendly interface or more complicated app, it’s important to have a positive experience for board members. Find features that will ensure that your directors can make use of the system without extensive training. Also, see how it is easy for board administrators to add directors, upload material and alter the assignments of licenses.

Are there features that will allow efficient data collection during meetings? Look for tools such as live chat, polling and Q&A. These will allow all participants to provide feedback and discuss ideas in real-time. This will ensure that everyone is fully engaged and the board is able make informed decisions during online meetings.

Is it easy to draft and distribute minutes of meetings? Find an option that will allow you to create an agenda and then automatically create a draft document of the meeting’s minutes. This will help you avoid having to keep track multiple spreadsheets or Word documents that contain detailed meeting notes.

Do you have features that allow directors to work in between meetings? Look for task managers with clear deadlines and responsibilities, to ensure that everyone isn’t unclear about who is responsible for what.

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