The process of selecting and implementing board software can be much easier if the board takes time to learn about what the software does and how it will affect their workflow. This will enable them to ask more informed questions when evaluating the vendors and the different pricing models.

It is also beneficial to find a service that offers a free trial to allow the board to see how well it fits into their workflow and whether or not they are satisfied with the user experience. It is also important to think about how much training and support the board will receive once they begin using the system.

Accessing an easy-to-use safe, intuitive, and secure board portal makes it simpler for directors to complete their governance responsibilities and take decisions during meetings. They can find all the information they require in one place, without having to search for it or navigate through multiple logins. They can also communicate with each other in between meetings and be confident that their private messages are secure from hackers and unauthorized users. The right board management software will be designed with strong security and the most advanced cyber security so that boards can be assured that their data is safe. This can be especially important for non-profit organizations that must ensure the privacy of their patients or other sensitive data. In these circumstances, the board how to follow up after a board meeting must be extra aware of who can access their important documents and communications.