Board portal software is a powerful instrument for businesses seeking to improve their governance. Which vendor should you choose out of the numerous options? When you are interacting with potential vendors during demos there are some important questions you should ask that will help you select the right software for your needs.
How does it make it for members to use the platform? Whether it’s a simple, user-friendly interface or a more complex app, your board members’ experience is essential. Consider features to ensure that directors are able to use the system without any training. Also, check how easy it is to include directors, upload files and modify the license assignment for board administrators.
Are there any features that will allow for effective data collection in meetings? You should look for tools such as live chat, polling, or Q&A. These will allow everyone to provide feedback and share ideas in real-time. This will ensure that everyone is fully involved and that the board can make informed decisions during online meetings.
Is it easy to draft and circulate meeting minutes? Find an option that will allow you to create an agenda and then automatically generate a draft of the meeting’s minutes. This will eliminate having to manage several spreadsheets or Word documents that contain detailed meeting notes.
Do you provide options that allow directors to work in between meetings? Find task managers who have responsibilities and deadlines clearly defined to ensure that no one is confused about who’s supposed to approve the campaign budget, snap photos at a charity event, or complete any other assignment.