Board portal software can be a powerful tool for helping companies improve their governance. Which vendor should you choose from the many options available? If you’re able to attend demos with potential vendors, there are some key questions you should ask that will help you choose the best software for your requirements.

How easy is the platform for members to use? It doesn’t matter if it’s a basic user-friendly interface or more complex app, the board members’ experience is crucial. Look for features that ensure your directors can navigate the system without extensive training. Also, check how easy it is to include directors, upload files and modify the license assignment for board admins.

Are there features that will allow efficient gathering of data during meetings? Look for tools like live chat, polling, or Q&A. These will allow all participants to provide feedback and share ideas in real-time. This will ensure everyone is fully engaged and the board is able to make informed decisions during online meetings.

Do you have the ability to easily draft and distribute meeting minutes? Consider features that allow you to create a meeting agenda and then automatically create a draft of the minutes. This will eliminate having to manage several spreadsheets or Word documents that include detailed meeting notes.

Do you offer features that let directors continue to work between meetings? Find task managers who identify responsibilities and deadlines so that everyone is not confused about who was required to finish the campaign budget, or take pictures at a charity event, or complete any other task.

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