How to Evaluate Board Member Software

Governance of boards is hard work. Board members spend a lot of time preparing their books go to this site for board meetings and meeting preparation, and their administrative staff spends long hours arranging meetings, preparing agendas, gathering votes and approving minute.

A top-rated portal software designed for boards makes the process easier. Board administrators can design an agenda for meetings that synchronizes to the calendar of every member, and then make agendas. The board portal can also be used for document management and approval. During the meeting, the board will be able quickly browse and view documents from any device. After the meeting a board member may record and edit the minutes or assign tasks to someone or add them.

During the board meeting, directors can examine any of the important reports like committee reports as well as fact sheets, human resources reports, legal reports and more. When you are evaluating a board of directors portal, make sure that it supports file-sharing to share these reports with the rest of the board in advance of and during the meeting.

In addition to the ease of use, board of directors portal providers must provide top customer service. It is a good idea to seek references from organizations that have successfully implemented the solution. Also, test the customer support system by asking how fast questions were answered and problems resolved. Consider having a board meeting using your current and existent processes and the new portal in parallel to ensure they be able to work together.

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