Board portal software is a powerful tool for companies seeking to improve governance. Which vendor should you pick from the many available? You should ask the most important questions during demos to help select the best software.
How easy is it for members to use the platform? Whether it’s a simple user-friendly interface or more complicated app, board member experience is vital. Look for features that guarantee that directors are able to navigate the system without requiring extensive training. Also, take note of how easy it is to include directors, upload files and change the license assignment for board administrators.
Are there features that permit efficient gathering of data during meetings? You should look for tools such as live chat, polling, or Q&A. These tools will let all participants provide feedback and exchange ideas in real-time. This will ensure that everyone is involved and that the board can make informed decisions at online meetings.
Is it easy to draft and distribute meeting minutes? Find an option that allows you to create an agenda and then automatically create a draft of the meeting’s minutes. This will eliminate the hassle of keeping the track of several spreadsheets or word documents that include detailed notes from each meeting.
Do you offer features that allow directors to continue to work between meetings? Look for task managers that define deadlines and responsibilities to ensure that no one is confused about who is supposed to finalize the upcoming campaign budget, or take pictures at a community event, or complete any other assignment.