Board portal software can be an effective tool for helping companies improve their governance. However, with the multitude of vendors out there, which one do you pick? You should ask important questions during demos to help pick the right software.
How easy is it for members to use the platform? The board member’s experience is important, whether it’s through a simple interface or a more complex app. Look for features to ensure that your directors are able to use the system without extensive training. Also, look at how it is easy for board administrators to include directors, upload files and modify license assignments.
Are there features that will allow effective data collection during meetings? Consider tools like live chat, polling and Q&A. These tools will allow everyone to provide feedback and exchange ideas in real-time. This will ensure that everyone is fully engaged and that the board is able to make informed decisions during meetings online.
Is it easy to draft and distribute meeting minutes? Look for features that allow you to create an agenda for your meeting and then automatically produce a draft of the minutes. This will eliminate the hassle of having to keep an eye on multiple spreadsheets or word documents that contain specific notes from every meeting.
Do you have features that enable directors to continue working between meetings? Look for task managers that define deadlines and responsibilities to ensure that no one is confused about who’s supposed to finalize the upcoming campaign budget, or take pictures during a volunteer event or complete any other task.
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