Board portal software can be a useful tool to help companies improve their governance. But with so many vendors out there, which one do you pick? You should ask the most important questions during demos to help you pick the right software.
How do members find it easy to use the platform? If it’s a simple, user-friendly interface or a more complex application, the your board members’ experience is essential. Look for features that ensure that directors are able to navigate the system without requiring extensive training. Also, take note of how easy it is to include directors, upload files, and adjust license assignment for board administrators.
Are there features that allow for effective data collection during meetings? Look for tools like live chat polling, Q&A, and proposal feeds that enable participants to share ideas and offer feedback in real-time. This will ensure everyone is engaged and the board can make informed decisions during online meetings.
Do you have the ability to easily draft and distribute meeting minutes? Find an option that will allow you to prepare an agenda, and then automatically generate a draft of the meeting’s minutes. This will take away the hassle of keeping an eye on multiple spreadsheets or word documents containing detailed notes from each meeting.
Do you have features that allow directors to work in between meetings? Find task managers who determine deadlines and responsibilities so that everyone is not confused about who’s required to finish the campaign budget, snap photos at a community event, or complete any other assignment.