Board portal software is a powerful tool to help companies improve their governance. There are a lot of vendors out there, which one do you pick? During demos with potential vendors, there are some key questions you should ask. These can help you choose the right software for your needs.
How easy is it for members to use the platform? If it’s a simple user-friendly interface, or a more complex app, board members’ experience is crucial. Find features that will 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 change the license assignment for board administrators.
Are there features that facilitate effective data collection during meetings? Look for tools like live chat, polling, or Q&A. These will allow everyone to provide feedback and exchange ideas in real-time. This will ensure that everyone is fully engaged and that the board can make informed decisions in online meetings.
Is it easy to draft and distribute minutes of meetings? Find features that allow you to design a meeting agenda and then generate an automatic draft of the minutes. This will free you from having to maintain multiple spreadsheets or Word documents that contain detailed notes from meetings.
Do you provide features that let directors continue working in between meetings? Look for task managers who identify responsibilities and deadlines, so no one gets confused about who is supposed to approve the campaign budget, take photos at a community event, or complete any other task.