The selection and implementation of board software will be easier if the board has some time understanding what the software does, and how it can impact their workflow. This will enable them to ask more specific concerns about vendors and pricing models.

A trial period of no cost will be beneficial for the board to test if it fits into their workflow and whether they like the user interface. It’s important to consider the amount of support and training the board will receive once they begin using the system.

Having access to an easy-to-use efficient, user-friendly, and secure board portal makes it much easier directors to fulfill their governance duties and make decisions during meetings. Instead of having to look for information and navigate several logins in emails, they can locate past minutes of meetings and upcoming meetings other information in one location. Additionally, they can connect with one another during meetings and be assured that their private conversations are kept safe from unauthorized users and hackers. The right software for managing boards will be built using robust security and the latest cyber-security so that boards can be confident that their information is secure. This can be especially important for non-profit organizations that have to protect patient privacy or other sensitive data. In these situations the board must be especially vigilant about who has access to critical documents and communications.