Board portal software is a powerful tool to help companies improve their governance. However, with the multitude of vendors available, which do you choose? It is important to ask questions during demos to help you choose the right software.
How easy is the platform available for members to use? The experience of board members is important, whether it’s via a simple interface or a complicated app. Consider features to make sure that your directors can utilize the system without requiring extensive training. Also, look at how easy it is to add directors, upload materials and change the license assignment for board administrators.
Are there features that permit effective gathering of data during meetings? Look for tools such as live chat, polling and Q&A. These will allow all participants to provide feedback and exchange ideas in real-time. This will ensure that everyone is involved and the board is able to make informed decisions at online meetings.
Is it simple to draft and distribute minutes of meetings? Look for a feature that will allow you to make an agenda and automatically generate a draft of the meeting’s minutes. This will help you avoid having to keep track multiple spreadsheets or Word documents that include detailed notes from meetings.
Do you have features that allow directors to continue working between meetings? Look for task-managers who identify responsibilities and deadlines so that everyone is not confused about who is required to finish the campaign budget, or take pictures during a volunteer event or complete any other task.
