How to Select Board Portal Software

Board portal software can be a useful tool for helping companies improve their governance. However, with the multitude of vendors available, which do you pick? You should ask important questions during demos to help you select the best software.

How easy is the platform that members can use? Whether it’s a simple user-friendly interface, or a more complex app, board member experience is vital. Consider features to ensure that directors are able to utilize the system without requiring extensive training. Also, see how it is easy for board administrators to add directors, upload materials and change license assignments.

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

Do you have the ability to easily draft and distribute meeting minutes? Look for features that allow you to create a meeting agenda and then generate an automatic draft of the minutes. This will eliminate having to maintain multiple spreadsheets or Word documents that include detailed meeting notes.

Do you have any investigate this site features that allow directors to work in between meetings? Find task managers who determine deadlines and responsibilities so that everyone is not confused about who is expected to finalize the campaign budget, snap photos at a community event, or complete any other task.

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