How to Evaluate Board Member Software

Board governance is a tough work. Board members spend much time preparing their books for board meetings and meeting preparation, while their staff of administrative personnel spends many hours preparing meetings, preparing agendas, collecting votes and approving minute.

A top-rated portal software for boards can make the process simpler. Board administration benefits of board member software can create an agenda for meetings that synchronizes to each member’s calendar and then make agendas. The board portal can also assist with document approvals and management. During the meeting, the board will be able to effortlessly browse and view documents from any device. After the meeting, a board member can take minutes and edit them, assign tasks to someone or add them to the agenda.

Directors can read a variety of important documents during the board meeting. These include committee reports, factsheets, financial reports including human resources reports and legal reports, as well as more. When you are evaluating a board of directors’ website, make sure it offers file sharing options to share these reports with the board members in advance of and during the meeting.

In addition to the ease of use, board of director portal providers should offer superior customer service. It is recommended to seek references from organizations who have successfully implemented the solution and test the customer support system by asking how quickly questions were addressed and issues were resolved. To ensure that the board portal will work well with your current and existing processes, you should consider creating a board cycle that utilizes your current process as well as your new system in parallel.