The process of selecting and implementing board software will be much easier if the board has some time learning about what the software does and how it might impact their workflow. This will enable them to ask more questions when evaluating vendors and comparing pricing models.
It is also beneficial to find a service that provides a free trial to allow the board to determine how it will fit into their workflow and if they like the user experience. Additionally, it is important to take into consideration how much support the board will be offered as they begin using the system, and what kind of training will be available.
Having access to an easy-to-use secure, intuitive, and user-friendly board portal makes it simpler for directors to complete their responsibilities as a director and make decisions during meetings. They can find all the information they need in one location, without having to search for it or navigate through multiple logins. Additionally, they can engage with one another during meetings and be confident that their private conversations are protected from unauthorized users and hackers. The best board management software will be designed with strong security and the latest cyber protection to ensure that boards are confident that their information is safe. This is especially important for non-profits that are concerned about protecting patient privacy or sensitive data. In these instances the board should be vigilant about who has access to their crucial documents and communications.