How to Select Board Portal Software

Board portal software is a powerful tool for helping companies improve their governance. However, with the multitude of vendors out there, which one do you pick? It is important to ask questions during demos in order to help you pick the right software.

How easy is the platform description for members to use? The experience of board members is vital, whether through an easy interface or a more complex application. Consider features to make sure that your directors can utilize the system without requiring extensive training. Also, check how easy it is to add directors, upload material and change the license assignment for board administrators.

Are there features that permit efficient data collection during meetings? Look for tools like live chat, polling and Q&A. These will allow everyone to provide feedback and share their ideas in real-time. This will ensure that everyone is fully engaged and the board can make informed decisions at online meetings.

Is it easy to draft and circulate minutes of meetings? Consider features that allow you to create an agenda for meetings and then automatically create a draft of the minutes. This will eliminate the hassle of having to keep an eye on multiple spreadsheets or word documents that include specific notes from every meeting.

Do you have options that allow directors to continue to work between meetings? Find task managers who identify responsibilities and deadlines to ensure that no one is confused as to who was expected to finalize the campaign budget, take pictures at a community event, or complete any other assignment.