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The process of selecting and implementing board software will be much simpler if the board takes some time learning about what the software does and how it might affect their workflow. This will allow them to ask more informed questions about vendors and pricing models.

A free trial is helpful for the board to test if it fits into their workflow and if they are satisfied with the user interface. Lastly, it’s important to consider 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, intuitive, and secure board portal makes it easier for directors to meet their governance responsibilities and make decisions during meetings. Rather than having to hunt for information and navigate multiple logins in email, they can find meeting minutes from the past, upcoming meetings, and other information in one location. In addition, they can interact with one another during meetings and be assured that their private conversations are protected from hackers and other unauthorised users. The best board management system will be built with strong security and the most modern cyber protection which allows boards to feel confident that their information is safe. This is particularly important for nonprofits that need to protect patient privacy or other sensitive information. In these situations the board needs to be particularly alert about who has access to their important documents and communications.

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