How to Evaluate Board Member Software

The management of board governance is a difficult work. Board members have a lot of time in the board book and meeting preparation, and their administrative staff is required to spend many hours preparing meetings, writing agendas, gathering votes and approving minute.

A top-rated software for board portals makes the process easier for everyone. Board administrators can create a meeting schedule that synchronizes with every member’s calendar and then create agendas easily. The board portal will also aid in document approvals and management. During the meeting, the board will be able easily view and navigate documents from any device. After the meeting, a board member can record and edit minutes while assigning tasks or assigning someone to perform the task.

During the board meeting, directors can review any number of important reports, such as committee reports, fact sheets, human resources reports legal reports, and more. When evaluating a Board of directors portal make sure it has options for file sharing to share these reports with the board members in advance of and during the meeting.

Board of directors portal providers must provide superior customer service, in addition to being easy to use. You can seek out references from organizations that have successfully implemented solutions. You can also test the customer service system by asking about the speed at which questions are answered and problems are resolved. Consider having a board meeting using both your current and existing processes as well as the new board portal in parallel to ensure that they will work together.