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Document Management

Share, review, track changes, store and upload documents, agenda notes, meeting minutes, etc.

Electronic Signatures

Form signatures can be captured, stored and reported on electronically

Multi Device Capability

Intuitive interface for any device for any role (end user, technician, approver) providing access via web or native mobile app for end users and technicians.

Member Database

Includes member records, member directory, and membership renewals.

Role-Based Access

Enable different levels of access based on role e.g. administrators can modify and see all data or department managers have access only to their data.

Notifications

Tool alerts business of an application generated event.

Minutes Management

Track attendance, share agendas, record minutes of board meetings, and store all notes within the platform to share with all members.

Dashboard

Includes alerts and notifications, KPIs, visual analytics, and interactive features.

Collaboration

Allow users to work together on documents, participate in meetings and communicate between members.

Multi-Board Management

Facilitates organization and communication with more than one board committee (audit, M&A, executive).

Ease of Implementation

Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Vendor Support

The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Usability and Intuitiveness

End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Breadth of Features

Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Product Strategy and Rate of Improvement

Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Ease of IT Administration

This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Quality of Features

Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Availability and Quality of Training

Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Business Value Created

Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Customization

Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Ease of Data Integration

Use this data to determine whether the product will cause headaches or make data integration easy.