How to Select Board Portal Software

Board portal software is a mighty tool for companies seeking to improve governance. Which vendor should you pick out of the many available? You should ask important questions during demos in order to help you pick the right software.

How easy is the platform available for members to use? If it’s a simple, user-friendly interface or a more complex app, it’s important to have a positive experience for board members. Make sure you have features that ensure that directors are able to navigate the system without extensive training. Also, take note of 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 during meetings? Look for tools such as live chat, polling, or Q&A. These tools will let all participants provide feedback and share their ideas in real-time. This will ensure everyone is fully engaged and that the board is able to make informed decisions during meetings online.

Is it easy to create and distribute meeting minutes? Find a feature that will allow you to prepare an agenda, and then automatically create a draft document of the meeting minutes. This will take away the hassle of having to keep the track of several spreadsheets or word documents that include specific notes from every meeting.

Do you provide options that allow directors to continue to work between meetings? Look for task-managers who identify responsibilities and deadlines to ensure that no one is confused about who was expected to finalize the campaign budget, take photos at a community event, or complete any other task.

how to run a board meeting

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