How to Select Board Portal Software

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Board portal software can be a useful tool to help companies improve their governance. Which vendor should you choose from the many available? You should ask key questions during demos in order to help you choose the right software.

How does it make it for members to use the platform? The experience of board members is vital, whether via an interface that is simple or a more complex app. Look for features that guarantee your directors can navigate the system without requiring extensive training. Also, check how easy it is to include directors, upload files and alter the assignment of licenses for board administrators.

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

Is it easy to create and distribute meeting minutes? Consider features that allow you to create an agenda for meetings and then automatically produce a draft of the minutes. This will save you the headache of keeping track of multiple spreadsheets or word documents containing detailed notes from each meeting.

Do you offer features that allow directors to continue working in between meetings? Look for task managers with specific deadlines and responsibilities, to ensure that everyone isn’t confused about who’s responsible for what.