How to Select Board Portal Software
Board portal software can be a powerful tool to help businesses improve their governance. Which company should you select out of the numerous options? If you’re able to attend demos with potential vendors there are some important questions you should ask. These will help you choose the best software for your needs.
How easy is it for members to use the platform? The experience of board members is essential, whether via a simple interface or a more complex application. Look for features to ensure that your directors can make use of the system without extensive training. Also, look at how easy it is to include directors, upload files, and adjust license assignment for board admins.
Are there features that facilitate efficient gathering of data during meetings? Look for tools like live chat, polling, Q&A, and proposal feeds that enable all participants to exchange ideas and offer feedback in real-time. This will ensure that everyone is engaged and the board is able to make informed decisions during meetings online.
Do you have the ability to easily draft and distribute meeting minutes? Look for features that permit you to create an agenda for your meeting and then automatically create a draft of the minutes. This will eliminate the headache of keeping track of multiple spreadsheets or word documents that include specific notes from every meeting.
Do you have features that permit directors to continue working in between meetings? Look for task-managers who determine deadlines and responsibilities, so no one gets confused as to who was expected to finalize the campaign budget, take pictures at a charity event, or complete any other assignment.
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