Board portal software is a useful tool for companies seeking to improve governance. There are a lot of vendors out there, which one do you pick? During demos with potential vendors there are some important questions you need to ask that will help you select the best software for your needs.
How easy is the platform for members to use? No matter if it’s an easy user-friendly interface, or a more complex app, board members’ experience is crucial. Find features that will make sure that your directors can make use of the system without extensive training. Also, check how easy it is to add directors, upload documents and change the license assignment for board admins.
Exist tools that facilitate effective data collection during meetings? Find tools such as live chat, polling, Q&A, and proposal feeds that allow everyone to share ideas and provide feedback in real-time. This will ensure everyone is fully engaged and that the board is able to make informed decisions in online meetings.
Do you have the ability board portal to easily draft and distribute meeting minutes? Find features that allow you to create a meeting agenda and then automatically generate a draft of the minutes. This will eliminate the hassle of having to keep an eye on multiple spreadsheets or word documents with detailed notes from each meeting.
Do you have features that allow directors to work in between meetings? Look for task managers who determine deadlines and responsibilities so that everyone is not confused as to who was required to finish the campaign budget, take photos at a volunteer event, or complete any other assignment.
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