How to Select Board Portal Software

Board portal software is a powerful tool for companies looking to improve their governance. Which one should you select out of the numerous options? You should ask important questions during demos to help you select the best software.

How easy is the platform available for members to use? No matter if it’s an easy 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 can make use of the system without extensive training. Also, check out how easy it is for board administrators to include directors, upload files and modify the assignments of licenses.

Exist features that allow effective data collection in meetings? Consider tools such as live chat and polling, as well as Q&A and proposal feeds that allow all participants to exchange ideas and give feedback in real-time. This will ensure that everyone is fully involved and the board can make informed choices during online meetings.

Is it simple to draft and distribute meeting minutes? Look for features that allow you to create a meeting agenda and then automatically generate a draft of the minutes. This will save you from having to manage multiple spreadsheets or Word documents with extensive notes on meetings.

Do you offer options that allow directors to continue working in between meetings? Find virtual data room pricing task managers with clear deadlines and responsibilities to ensure that everyone isn’t confused about who’s accountable for what.