How to Select Board Portal Software

Board portal software is a mighty tool for businesses looking to improve their governance. However, with the multitude of vendors out there, which one do you pick? You should ask the most important questions during demos to help select the best software.

How easy is the platform available for members to use? The board member’s experience is vital, whether through simple interface or a more complex app. Consider features to ensure that directors are able to use the system without extensive https://boardportals.co.uk/2019/11/21/integration-of-a-board-portal-for-making-business-processes-safe/ training. Also, take note of how easy it is to add directors, upload material and change the license assignment for board admins.

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

Is it simple to draft and distribute meeting minutes? Look for features that allow you to create an agenda for your meeting and then automatically create a draft of the minutes. This will help you avoid having to maintain multiple spreadsheets or Word documents that contain detailed notes from meetings.

Do you offer features that let directors continue to work between meetings? Look for task managers who have clearly defined deadlines and responsibilities to ensure that everyone isn’t confused about who’s responsible for what.