How to Evaluate Board Member Software
Controlling board governance isn’t an easy task. Board members spend a lot of time on meeting prep and board book preparation and their administrative staff members spend a large deal of time scheduling meetings, creating agendas, registering votes and the approval of minutes.
A top-rated software portal for boards helps make the process more efficient. Board administrators can create an agenda that syncs to the calendar of every member, and then make agendas. The board portal can also be used for document management and approval. During meetings, the board will be able to easily navigate and browse documents on any device. After the meeting, a board member can record and edit minutes, while assigning tasks or a person to perform the task.
During the board meeting, directors are able to review any number of important reports, including committee reports such as fact sheets as well as financial reports, human resource reports legal reports, and more. When you are evaluating a board of directors’ portal, ensure it has options for file sharing to share these reports with the board members in advance of and during the meeting.
In addition to ease of use, board of director portal providers should also provide excellent customer service. You can request references from organizations that have successfully implemented an option. You can also test the customer service by asking how quickly questions are addressed and issues are solved. To ensure that the board portal will work well with your existing and current processes, consider running a board cycle using both your current procedure and your new system in parallel.