Your board of directors can go over and double-check their assignments prior to each meeting, as they have access to agendas, meeting materials, and messages from other directors. This ensures that meetings are efficient and prevents directors from appearing at meetings without having completed their work regardless of whether they’re preparing the fundraising budget for an upcoming campaign or taking pictures at a charity event.
You can also design and distribute board books in a matter of minutes using board portal software. It’s no longer necessary to send documents by email or file-sharing websites that could pose serious security risks. Instead, your boards can share and manage all of their important documents and records in one secure repository, ensuring that sensitive information stays secure even if your board is subject to an audit or discovery process.
Look for a board management tool that offers unlimited cloud storage so that your business can easily save all important documents in one secure location, accessible from any device. This feature makes sure that important documents are protected from fires and natural disasters which means they will be able to be used for years.
Evaluate how easy it will be for your directors to master how to use the software. You don’t want to spend more time on administrative tasks than you have to, so ensure that the board software you choose to use is user-friendly and can be learned quickly. Request demonstrations to get a feel for how user-friendly the system is and to see what their support desk has to explain about how they handle questions.