How to Evaluate Board Member Software

Governance of boards isn’t easy. Board members spend a lot of time on meeting preparation and board book preparation. Their administrative staff members spend a large amount of time planning meetings, preparing agendas, registering votes and approuving minutes.

A top-rated board portal program makes the process easier for everyone. Board administrators can create the meeting schedule that is synchronized to each member’s calendar and then easily create agendas. The board portal can be used to manage documents management and approval. During meetings, the board can quickly navigate and review documents using any electronic device. After the meeting, the board member can record and edit minutes, while assigning tasks or assigning someone to perform the task.

During the board meeting, directors may review any number of important reports, including committee reports as well as fact sheets, financial reports, human resources reports, legal reports and more. When looking at a portal to use for the board of directors, make sure that it includes file-sharing capabilities to share these documents prior to the meeting with the rest of the board.

Board of directors portal providers should provide excellent customer service, in addition to being easy to use. It is a good idea to request references from other organizations that have successfully implemented this solution. You can also test the customer support system by asking how fast questions were addressed and issues resolved. To ensure the board portal will be compatible with your existing and current processes, you should consider running a board process using both your current procedure and your new solution in parallel.

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