Board portal software is a powerful tool to help companies improve their governance. However, with the multitude of vendors out there, which one do you pick? When you are interacting with potential vendors during demos There are some essential questions you should ask that can help you select the best software to meet your needs.
How does it make it for members to use the platform? The experience of board members is crucial, whether it’s through a simple interface or a more complex app. Find features that will ensure that your directors are able to use the system without extensive training. Also, consider how it is easy for board admins to add directors, upload material and adjust the assignments of licenses.
Are there features that can facilitate efficient data collection during meetings? Look for tools such as live chat https://boardportals.co.uk/2022/06/08/how-to-run-a-board-meeting/ or polling, Q&A and proposal feeds that enable everyone to share ideas and offer feedback in real time. This will ensure that everyone is engaged and the board can make informed choices during online meetings.
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 save you from having to manage several spreadsheets or Word documents with extensive notes on meetings.
Do you have features that enable directors to work in between meetings? Find task managers who define deadlines and responsibilities to ensure that nobody gets confused as to who was expected to finalize the campaign budget, snap photos at a charity event, or complete any other assignment.