Board portal software is a mighty tool for companies seeking to improve their governance. Which vendor should you choose out of the many available? You should ask important questions during demos to help pick the right software.
How easy is it for board members to use the platform? Whether it’s a simple user-friendly interface or a more complex app, the 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 requiring extensive training. Also, see how it is easy for board admins to add directors, upload material and modify the assignments of licenses.
Are there any features that will allow for effective data collection in meetings? Look for tools like live chat polling, Q&A, and proposal feeds that allow all participants to exchange ideas and give feedback in real-time. This will ensure everyone is fully engaged and that the board is able make informed decisions during online meetings.
Is it easy to draft and circulate minutes of meetings? Look for features that allow you to create a meeting agenda and then automatically create a draft of the minutes. This will eliminate having to maintain multiple spreadsheets or Word documents that include extensive notes on meetings.
Do you have features that allow directors to work during meetings? Look for task-managers who determine deadlines and responsibilities so that everyone is not confused as to who was required to finish the campaign budget, or take pictures at a community event, or complete any other task.
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