How to Select Board Portal Software

how to save money on board portal software

Board portal software is a useful tool for companies looking to improve their governance. But with so many vendors available, which do you pick? When you are interacting with potential vendors during demos there are a few key questions you should ask that will help you select the right software for your needs.

How easy is the platform for members to use? Whether it’s a simple user-friendly interface or a more complex application, the board members’ experience is crucial. Look for features to make sure that your directors can use the system without any training. Also, look at how it is easy for board administrators to include directors, upload files and modify the assignments of licenses.

Are there features that permit efficient data collection during meetings? You should look for tools such as live chat, polling and Q&A. These tools will allow all participants to provide feedback and discuss ideas in real-time. This will ensure that everyone is involved and the board can make informed decisions at online meetings.

Is it easy to draft and distribute meeting minutes? Look for features that allow you to create an agenda for meetings and then automatically produce a draft of the minutes. This will save you from having to maintain multiple spreadsheets or Word documents that include detailed meeting notes.

Do you have features that allow directors to work in between meetings? Search for task managers with clearly defined deadlines and responsibilities to ensure that everyone isn’t confused about who’s responsible for what.