How to Select Board Portal Software

Board portal software is a useful tool for companies seeking to improve governance. Which company should you select from the many options available? You should ask important questions during demos to help choose the right software.

How easy is it for members to use the platform? The board member’s experience is important, whether it’s through a simple interface or a more complex app. Consider features to ensure that directors are able to use the system without any training. Also, consider how easy it is to add directors, upload documents and modify the license assignment for board admins.

Are there features that will allow efficient data collection during meetings? Look for tools like live chat, polling, Q&A, and proposal feeds that enable everyone to share ideas and offer feedback in real time. This will ensure that everyone is engaged and the board is able to make informed decisions during online meetings.

Is it simple to draft and circulate minutes of meetings? Look for features that permit you to design a meeting agenda and then automatically produce a draft of the minutes. This will take away the hassle of keeping the track of several spreadsheets or word documents containing detailed notes from each meeting.

Do you have features that permit directors to continue working between meetings? Find task managers who define deadlines and responsibilities to ensure that nobody gets confused as to who was required to finish the campaign budget, snap photos at a charity event, or complete any other assignment.

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