Board portal software can be an effective tool for helping businesses improve their governance. Which one should you select from the many available? When you are interacting with potential vendors during demos there are a few key questions to ask that can help you choose the right software for your needs.
How do members find it easy to use the platform? It doesn’t matter if it’s a basic user-friendly interface, or a more complicated app, board members’ experience is crucial. Look for features that ensure your directors can navigate the system without extensive training. Also, consider how easy it is to add directors, upload materials and modify the license assignment for board administrators.
Are there features that can facilitate efficient data collection during meetings? You should look for tools such as live chat, polling, and Q&A. These will allow all participants to provide feedback and share ideas in real-time. This will ensure that everyone is engaged and the board can make informed decisions during online meetings.
Is it easy to draft and distribute meeting minutes? Look for features that allow you to create an agenda for your meeting and then generate an automatic draft of the minutes. This will save you from having to manage several spreadsheets or Word documents that contain detailed notes from meetings.
Do you have any features that allow directors to work between meetings? Search for task managers with specific deadlines and responsibilities, so that no one is confused about who’s accountable for what.