How to Select Board Portal Software
Board portal software is a powerful tool for helping businesses improve their governance. However, with the multitude of vendors out there, which one do you choose? When you are interacting with potential vendors during demos there are a few key questions to ask that will help you select the right software for your needs.
How easy is it for board members to use the platform? The board member’s experience is vital, whether through simple interface or a complicated app. Look for features that ensure that directors are able to navigate the system board portal without extensive training. Also, check out how easy it is for board administrators to add directors, upload material and change the assignments of licenses.
Are there features that permit effective gathering of data during meetings? Look for tools like live chat and polling, as well as Q&A and proposal feeds that enable everyone to share ideas and give feedback in real-time. This will ensure that everyone is fully involved and the board can make informed decisions at online meetings.
Do you have the ability to easily draft and distribute meeting minutes? Find a feature that will allow you to prepare an agenda, and then automatically create a draft document of the meeting minutes. This will save you from having to manage several spreadsheets or Word documents that contain extensive notes on meetings.
Do you have features that allow directors to work between meetings? Look for task managers with specific deadlines and responsibilities, to ensure that everyone isn’t confused about who’s in charge of what.