How to Select Board Portal Software

www.boardportals.co.uk/2020/12/29/how-to-save-money-on-board-portal-software/

Board portal software is a powerful tool to help businesses improve their governance. But with so many vendors available, which do you pick? If you’re able to attend demos with potential vendors, there are some key questions you need to ask that will help you select the right software for your needs.

How easy is it for members to use the platform? The board member’s experience is important, whether it’s through simple interface or a more complex app. Consider features to ensure that your directors can make use of the system without extensive training. Also, look at how easy it is to add directors, upload material and alter the assignment of licenses for board administrators.

Exist features that allow effective data collection in meetings? Find tools such as live chat polling, Q&A, and proposal feeds that allow all participants to exchange ideas and give feedback in real time. This will ensure that everyone is engaged and the board can make informed decisions in online meetings.

Is it easy to draft and circulate minutes of meetings? Look for features that permit you to design a meeting agenda and then generate an automatic draft of the minutes. This will free you from 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 define deadlines and responsibilities to ensure that no one is confused about who is supposed to finalize the upcoming campaign budget, take pictures at a charity event, or complete any other task.

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