Board portal software is a powerful tool to help companies improve their governance. Which vendor should you pick out of the numerous options? During demos with potential vendors there are some important questions to ask that will help you choose the best software to meet your needs.
How do members find it easy to use the platform? It doesn’t matter if it’s a basic user-friendly interface or more complicated app, it’s important to have a positive experience for board members. Look for features that guarantee that directors are able to navigate 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 features that allow for effective data collection during meetings? You should look for tools such as live chat, polling, or Q&A. These tools will allow all participants to provide feedback and share ideas in real-time. This will ensure that everyone is engaged and the board is able to make informed decisions during online meetings.
Is it easy to draft and distribute meeting minutes? Consider features that allow you to create a meeting agenda and then automatically produce a draft of the minutes. This will eliminate having to maintain multiple spreadsheets or Word documents that include extensive notes on meetings.
Do you provide options that allow directors to continue working in between meetings? Search for task managers with clear deadlines and responsibilities so that no one is confused about who’s accountable for what.
www.boardportals.co.uk/2020/04/27/why-to-use-board-portal-and-data-room-software/