How to Select Board Portal Software

Board portal software can be a powerful tool to help companies improve their governance. Which vendor should you choose out of the numerous options? You should ask key questions during demos to help you choose the right software.

How easy is the platform for members to use? No matter if it’s an easy user-friendly interface or a more complex app, the it’s important to have a positive experience for board members. Look for features that guarantee that directors are able to navigate the system without requiring extensive training. Also, see how it is easy for board administrators to add directors, upload material and alter the assignments of licenses.

Are there any features that will allow for effective data collection in meetings? Consider tools such as live chat and polling, as well as Q&A and proposal feeds that allow everyone to share ideas and give feedback in real-time. This will ensure that everyone is fully https://boardportals.co.uk/2020/12/29/how-to-save-money-on-board-portal-software/ engaged and the board can make informed decisions in online meetings.

Is it easy to draft and distribute meeting minutes? Look for an option that allows you to prepare an agenda, and then automatically create a draft version of the meeting minutes. This will eliminate the burden of keeping track of multiple spreadsheets or word documents containing detailed notes from each meeting.

Do you provide options that allow directors to work during meetings? Search for task managers with specific deadlines and responsibilities, to ensure that everyone isn’t confused about who’s accountable for what.