Board portal software is a useful tool for companies looking to improve their governance. But with so many vendors out there, which one do you choose? You should ask the most important questions during demos in order to help you choose the right software.
How easy is the platform available for members to use? The board member’s experience is essential, whether through an easy interface or a more complex app. Find features that will ensure that directors are able to use the system without any training. Also, consider how easy it is to add directors, upload documents, and adjust license assignment for board administrators.
Are there features that facilitate efficient data collection during meetings? Find tools such as live chat and polling, as well as Q&A and proposal feeds that allow participants to share ideas and give feedback in real time. This will ensure that everyone is engaged and the board can make informed choices during online meetings.
Is it easy to draft and circulate meeting minutes? Look for features that allow you to create an agenda for your meeting and then automatically generate a draft of the minutes. This will eliminate having to manage several spreadsheets or Word documents with complete notes of meetings.
Do you have any features that allow directors to work in between meetings? Search for task managers with clearly defined deadlines and responsibilities so that read no one is confused about who’s in charge of what.