How to Select Board Portal Software

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Board portal software is an effective tool for companies seeking to improve governance. With so many options out there, which one do you pick? In demos with potential vendors there are a few key questions you should ask. These can help you select the right software for your needs.

How do members find it easy to use the platform? The experience of board members is essential, whether via simple try this site interface or a more complex application. Check for features to make sure that your directors can use the system without any training. Also, consider how easy it is for board admins to add directors, upload material and change license assignments.

Are there features that permit effective data collection during meetings? Look for tools like live chat, polling and Q&A. These tools will let all participants provide feedback and discuss ideas in real-time. This will ensure everyone is engaged and the board is able to make informed decisions during online meetings.

Is it simple to draft and circulate meeting minutes? Find an option that allows you to make an agenda and automatically generate a draft of the meeting minutes. This will eliminate having to maintain multiple spreadsheets or Word documents that include detailed notes from meetings.

Do you have features that allow directors to work in between meetings? Look for task managers who have clear deadlines and responsibilities, so that no one is confused about who’s accountable for what.

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