A good board management system can save your non-profit organization time and money. If you’re struggling with paper documents or endless emails with no security or just want to streamline your planning and voting processes, there are a variety of ways that a new system can make all kinds of difference.
Board portals with extensive features let directors access all the tools they need in one place, which reduces the need to collect documents before meetings. This includes organizational policies as well as minutes from previous meetings. It also lets you save post-meeting documents and voting outcomes in one easily accessible location.
A user-friendly interface is essential for helping users start quickly. Select a program with an easy-to-use layout that provides users with a familiar experience and is compatible with your current technology. It should be easy to navigate and allow you to create custom folders and categories for storing your files.
Nonprofits are typically busy and efficient administrative tasks will have a huge impact on their ability to function effectively. A well-designed board portal can also support the needs for committees and work teams, reducing the requirement for documents to be sent back and forth between different people. This can be done with workflows which identify participants and their roles (review, edit approvals, review, etc.) and include automatic deadline reminders. This lets administrators reduce their time and focus on more strategic aspects.