How to Select Board Portal Software
Board portal software is an effective tool for companies seeking to improve governance. Which vendor should you choose from the many available? When you are interacting with potential vendors during demos, there are some key questions you need to ask that can help you choose the right software to meet your needs.
How easy is it for board members to use the platform? Whether it’s a simple, user-friendly interface or a more complicated app, it’s important to have a positive experience for board members. Find features that will ensure that directors are able to utilize the system without requiring extensive training. Also, look at how it is easy for board administrators to add directors, upload materials and modify license assignments.
Exist features that allow effective data collection during meetings? Consider tools such as live chat and polling, as well as Q&A and proposal feeds that allow all participants to exchange ideas and provide feedback in real-time. This will ensure that everyone is fully engaged and that the board can make informed decisions during online meetings.
Is it simple to draft and distribute minutes of meetings? Consider features that allow you to design a meeting agenda and then generate an automatic draft of the minutes. This will eliminate having to manage multiple spreadsheets or Word documents which contain detailed meeting notes.
Do you have any features that allow directors to continue working between meetings? Look for task managers with clearly defined deadlines and responsibilities to ensure that everyone isn’t confused about who’s accountable for what.
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