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How to Select Board Portal Software

Board portal software is a useful tool for businesses looking to improve governance. Which company should you select out of the many available? You should ask the most important questions during demos to help you select the best software.

How does it make it for members to use the platform? If it’s a simple user-friendly interface or a more complex app, the board member experience is vital. Look for features to ensure that directors are able to make use of the system without extensive training. Also, consider how easy it is to add directors, upload documents and modify the license assignment for board administrators.

Are there features that permit effective gathering of data during meetings? Consider tools such as live chat or polling, Q&A and proposal feeds that enable everyone to share ideas and give feedback in real-time. This will ensure that everyone is fully engaged and the board can make informed decisions in online meetings.

Is it easy to draft and circulate meeting minutes? Consider features that allow you to create an agenda for meetings and then automatically create a draft of the minutes. This will eliminate having to manage several spreadsheets or Word documents that contain detailed notes from meetings.

Do you provide features 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.

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