How to Select Board Portal Software

Board portal software can be a powerful tool to help businesses improve their governance. There are a lot of vendors out there, which one do you choose? If you’re able to attend demos with potential vendors there are some important questions you need to ask that will help you choose the best software to meet your needs.

How easy is it for members to use the platform? The experience of board members is essential, whether through an interface that is simple or a complicated app. Find features that will ensure that your directors can use the system without any training. Also, consider how easy it is to add directors, upload documents and alter the assignment of licenses for board admins.

Are there features that can facilitate effective data collection in meetings? Consider tools like live chat, polling, and Q&A. These tools will allow all participants to provide feedback and exchange ideas in real-time. This will ensure that everyone is fully engaged and that the board is able make informed decisions during meetings online.

Is it simple to draft and circulate minutes of meetings? Look for features that allow you to create an agenda for your meeting and then automatically produce a draft of the minutes. This will save you the hassle of keeping the track of several spreadsheets or word documents with specific notes from every meeting.

Do you have features that permit directors to work between meetings? Look for task managers with https://boardportals.co.uk/2020/12/29/how-to-save-money-on-board-portal-software/ clearly defined deadlines and responsibilities so that no one is unclear about who is responsible for what.

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