How to Select Board Portal Software

Board portal software can be an effective tool for helping businesses improve their governance. Which one should you select from the many options available? It is important to ask questions during demos in order to help you select the best software.

How easy is it for members to use the platform? If it’s a simple user-friendly interface, or a more complex app, it’s important to have a positive experience for board members. Consider features to ensure that your directors are able to make use of the system without extensive training. Also, check how easy it is to add directors, upload materials, and adjust license assignment for board administrators.

Are there any features that will allow for effective data collection during meetings? Consider tools such as live chat, polling, Q&A, and proposal feeds that enable all participants to share ideas and offer feedback in real time. This will ensure everyone is engaged and the board is able make informed decisions in online meetings.

Is it easy to draft and circulate minutes of meetings? Find a feature that will allow you to create an agenda and automatically create a draft document of the meeting minutes. This will eliminate the hassle of keeping the track of several spreadsheets or word documents containing specific notes from every meeting.

Do you have features that enable directors to continue working in between meetings? Find task managers who identify responsibilities and deadlines so that everyone is not confused as to who was supposed to finalize the upcoming campaign budget, snap photos during a volunteer event or complete any other assignment.

https://boardportals.co.uk/2020/04/27/why-to-use-board-portal-and-data-room-software/

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