Key Features Every Board Management Tool Should Have

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Olivia Lee
Board Governance Expert
5 min read

Implementing new software can be a daunting task, especially when it comes to governance tools that handle sensitive information and require adoption by busy board members. A complicated and time-consuming onboarding process can lead to frustration, low adoption rates, and ultimately, a failure to realize the full benefits of the software.

That's why easy onboarding is crucial for governance software. Here's why it matters:

1. Faster Time to Value:

A streamlined onboarding process means your team can start using the software quickly and efficiently, realizing a faster return on your investment. The sooner your board members are comfortable with the platform, the sooner they can experience its benefits. Currently, Boardly is the only fully self-serve board management solution available in the market. It does not require a technical team to implement.

2. Increased User Adoption:

When software is easy to learn and use, users are more likely to adopt it. A complex onboarding process can be a major barrier to adoption, leading to wasted resources and frustration.

3. Reduced Training Costs:

Easy onboarding minimizes the need for extensive training sessions, saving your organization time and money. Intuitive software with built-in guidance can often be adopted with minimal formal training.

4. Improved User Satisfaction:

A smooth and painless onboarding experience sets a positive tone for user engagement with the software. When board members find the software easy to use from the start, they're more likely to be satisfied with their experience and continue using it in the long term.

5. Minimized Disruption to Board Operations:

A lengthy and complex implementation process can disrupt your board's workflow. Easy onboarding minimizes this disruption, allowing your board to continue functioning efficiently while transitioning to the new software.

6. Better Focus on Strategic Goals:

When onboarding is simple, your team can spend less time on technical setup and more time focusing on the strategic goals that the governance software is intended to support.

What to Look for in Easy Onboarding:

  • Intuitive User Interface: The software should be easy to navigate and understand, even for non-technical users.
  • Self-Service Options: Users should be able to get started on their own with minimal assistance.
  • In-App Guidance: The software should provide clear instructions, tooltips, and other guidance to help users learn the ropes.
  • Comprehensive Documentation: Easy-to-understand documentation should be readily available.
  • Responsive Support: If users do need help, customer support should be readily available and responsive.

Designed for Seamless Onboarding

Boardly is built with ease of use in mind. The platform features a clean, intuitive interface that requires no specialized training. We offer self-serve onboarding, so you can get started right away. With Boardly, your board can quickly adopt the platform and start experiencing the benefits of streamlined governance without a lengthy or complicated implementation process.

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Olivia Lee
Senior Risk Manager
Former PWC and EY
Syney, London, New York