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The process of selecting and implementing board software will be simpler if boards spend some time learning the functions of the software and how it could impact their workflow. This will enable them to ask more specific questions about vendors and pricing models.

A free trial is helpful for the board to test how it works with their workflow and if they enjoy the user interface. It’s important to consider how much support and training the board will receive after they begin using the system.

Directors are able to perform their governance responsibilities and take decisions at meetings, if they have access to a safe simple, intuitive and user-friendly board portal. Instead of having to look for information and navigate several logins to email, they can easily locate past minutes of meetings as well as upcoming meetings and other information in one location. Additionally, they can engage with each other between meetings and be sure that their private conversations are kept safe from hackers and unauthorised users. The right software for managing boards will incorporate robust security and the latest cyber protection to ensure that boards are assured that their data is secure. This is particularly important for non-profits concerned about protecting privacy of patients or sensitive data. In these cases the board needs to be especially aware of who has access to crucial documents and other communications.