Board portal software is a powerful tool for helping companies improve their governance. But with so many vendors available, which do you choose? In demos with potential vendors, there are some key questions you should ask that can help you choose the right software for your needs.
How easy is the platform that members can use? No matter if it’s an easy user-friendly interface, or a more complex application, the board member experience is vital. Look for features that guarantee that directors are able to navigate the system without requiring extensive training. Also, consider how easy it is for board admins to include directors, upload files and modify the assignments of licenses.
Are there any features that will allow for effective data collection in meetings? Look for tools such as live chat, polling, and Q&A. These tools will let all participants provide feedback and share their ideas in real-time. This will ensure that everyone is engaged and the board can make informed decisions in online meetings.
Is it easy to create and distribute meeting minutes? Find a feature that will allow you to create an agenda and automatically create a draft of the meeting’s minutes. This will eliminate having to manage multiple spreadsheets or Word documents with detailed meeting notes.
Do you have any features that allow directors to work between meetings? Look for task-managers who have responsibilities and deadlines clearly defined to ensure that no one is confused about who was required to finish the campaign budget, take pictures during a volunteer event or complete any other assignment.