How Do You Know it’s Time for a Portal?

board management software for small nonprofits

With more and more boards of directors migrating to portal software, it might be time to evaluate your situation and consider BellesBoard. How do you know when it’s time to make the switch? There are some tell-tale signs that suggest your board is ready to take the plunge with a portal.
We’d like to share them with you. They include:

  1. Your board is maturing, but your system is not
    How do you know your board is mature? Does your board have firm oversight and controls in place? Is one of your board’s top goals to aid the chief executive in succeeding in their role? Is your board self-reflective – acknowledging changes and adapting to them, and rooting out ineffective patterns and behaviors? If you’ve answered yes to at least one of these questions, then congratulations are in order. You have a
    maturing board.
    If your organization has resumed some or all meetings in person with strictly physical documentation for each member [versus digital copies], it may be time to act on this aspect of maturation and modernization.
  2. Administration is wasting time with menial tasks
    Your board administrator(s) should be using their time wisely, focusing on coordinating the board. Time spent forwarding documents and sending follow up emails to inquiries (e.g., “when is the finance committee meeting?”) is wasteful and unproductive. Using a portal like BellesBoard will allow administration to upload documents with ease, and then have those documents available for the intended recipients. When the administrator inputs a date by which those documents need to be signed, the portal will send follow up and reminder emails. BellesBoard maintains your minutes and keeps all files organized. By removing the need to handle menial tasks, the portal soothes the heavy load of responsibilities placed on your staff.
  3. Board members want the ease of modern technology
    Listening to your board is essential to open communication. Give consideration to whether board members are tiring of sorting and digging through papers to make references and keep track of issues. If this occurs with your board, it may very well be time to provide them with the ease of use that a secure portal can provide. BellesBoard will keep files neat and orderly, resulting in peace of mind for your users. Furthermore, younger members are likely to be more accustomed to modern technology in the workplace to further their productivity. Providing up-to-date software will attract the brightest of the young minds in the workforce as you recruit for new members of the board. They will see your organization as progressive and enjoyable to work with if you are already engaged with technology in this way.

It is essential to look at converting to BellesBoard’s software as an investment, not an expense. Using such a refined portal will enable your board to further progress in maturity and allow them to be as productive as possible. It will further show your board how much you value their time. Worrying about sorting through papers and trying to remember important dates will slow down the great work they are performing. Having a digital source to safely file and keep relevant documents easily accessible will keep your members focused on the tasks at hand. BellesBoard will empower your board to continue progressing with efficiency and ease.

App Ease

Ease of Use
BellesBoard is dedicated to ease of use and convenience for all our customers. One essential way BellesBoard has optimized usage is through our mobile app. Mobile apps are perfect for regular users of BellesBoard, providing on-the-go quick and easy access to desired information.

Accessibility
Statistics show that in today’s hectic world, 55% of web traffic stems from mobile devices, proving them to be a foundational way of accessing the internet. Using the BellesBoard app will ensure that your board has access to the information they need even if they are not in front of their computer.
 
Why Mobile? 
Since the early 2010s, cell phones have dominated technology and the world. In turn, industries, both for-profit and nonprofits alike, are now dependent on mobile devices to conduct business effectively. As a director on a board, having all your relevant information securely stored on your phone is essential for working smarter – maintaining deadlines and compliancy standards – yet with marked ease.


Everything at the Tip of Your Fingers!

With the BellesBoard app, everything you can find on the desktop version is accessible on your mobile device through your personal account. Check in with your board or take care of required tasks without opening your laptop. Stay up to date and informed without being at a desk in front of your computer, review, and sign documents, anywhere anytime.

Studies show that smart phone users spend 88% of their time on apps as opposed to websites. It is fair to conclude that if that is where the community is, then that is where your directors are as well. The convenience of accessing a portal through an app is essential to board engagement. Directors who are spending most of their connected moments on a mobile device may spend more time on the BellesBoard app than on the desktop version. The longer your members spend on the app, the more they are engaged in the mission of your organization or agency. Further, if they are frequently checking in via the app, they will consistently be up to date with the work they need to complete, bettering their productivity. Other portals that do not offer an app version, simply cannot offer this level of convenience to their users.

Speed and Efficiency 
The BellesBoard app is excellent for our customers often on the move. In today’s world, everyone has a smartphone on hand. Even when accessing a laptop or desktop is inconvenient or impossible, directors can remain linked into the goings on of the board via the tap of a button on their phone.

The app is high speed and efficiency focused. Oftentimes, mobile apps have faster response times than websites, with documents loading and opening with a greater speed. Speed is an asset for non-profits, and the BellesBoard app provides that.

Seamless
For those who have begun using the website version, getting accustomed to the BellesBoard app requires no adjustment period. Moving from website to app is a smooth transition. Everything has been tweaked to best fit a mobile screen without changing the visual or user experience drastically.

So go ahead, download the app in the version designed for your device. Log in and try it for yourself.

BellesBoard…comprehensive, secure, and convenient!

Enhancing Board and Senior Staff Relationships with BellesBoard

One Mission – One Team

A strong relationship between your board and senior staff is essential for truly effective operations. BellesBoard strengthens this relationship by improving communication, emphasizing transparency, and clearly stating the roles each individual fills. Using BellesBoard as your board portal will not only help foster this relationship when a new CEO or other senior leadership team member joins the organization, it may help assuage less than optimal relationships between existing board members and senior staff, should any exist.

Communication is Key

Communication is fundamental in any professional environment. With BellesBoard, communication between users is simplified. Information is disseminated through the click of a button, and everyone is kept up to date with clear instructions, identification of roles, and reminders. Important documents and data will no longer get lost in translation between a board member and senior staffer. Instead, it is streamlined for maximum efficacy. All the information your board needs – is uploaded to one central location – empowering any user to simply log on to retrieve the data they need. 

“Who’s on my committee? When is that meeting? Where are the minutes?”

Contact information for board members and staff is readily available when needed. Board and committee meeting information is available with a click, thereby eliminating the time spent playing phone tag or searching through emails to find that information. And, with the mobile app, users can ‘chat’ quickly and easily. This added layer of convenience is quickly becoming a favorite among our users.

Boards Benefit with Increased Transparency 

With BellesBoard’s emphasis on ensuring information is easily accessible, transparency is increased and mission impact grows.  As a result, the following benefits will be realized:

  • More effective communication and sharing
  • Better board member engagement and satisfaction
  • Stronger organization culture
  • Better relationships with constituents
  • Improved perception of prospective board members

BellesBoard Preserves & Secures Your Organization’s Institutional Knowledge

BellesBoard keeps all documents as a digital copy that can be adjusted or updated at any time. This reassures both the board and senior staff, knowing that all necessary documents are accessible online, in a secure environment. It also keeps all relevant parties informed when a new policy is implemented, such as diversity and inclusion policies, which, now more than ever, are crucial to shareholders and investors. 

Less Stress – Better Results

BellesBoard helps eliminate the stress of handing everyday administrative and management work. By setting well timed reminders and better distributing tasks, BellesBoard eases the tension that may be caused by having to remind others to complete their tasks. Once this stress has been alleviated, boards and their senior staff are better able to work together as a team. In doing so, trust and camaraderie will increase, helping to sustain  a successful collaborative environment. In such an environment, strategic thinking, advancing the organization’s mission, and a collective sense of pride for a job well done will be the outcome.

Use BellesBoard to inspire trust between your board and your senior staff; without that trust, you will be fighting the process every step of the way.

Be sure to read upcoming posts on our blog for information on how to leverage the tools within the BellesBoard platform to best serve your Board and your organization.

Increase Board Engagement with BellesBoard

The number one concern reported by nonprofit CEOs, Executive Directors, and admins surrounding using digital portals is ease of use. BellesBoard strives to assuage those fears by creating the most user-friendly portal around. All members of your board being comfortable and confident in their handling of and familiarity with BellesBoard will increase engagement and make for smoother operations. 

Board engagement is essential for an organization. An engaged team functions better, makes more informed decisions, and is dedicated to their group goals. This increased engagement can and has led to benefits like more opportunities for the organization as a whole, along with increased board recruitment. 

We live in a digital age. Paper-centric methods can no longer match the benefits offered by digital portals like BellesBoard, and what other digital portals cannot offer is the effortlessness and innate user-friendliness of BellesBoard. The nonprofit world is comprised of multi-generational participation – just the internet-raised generation; BellesBoard was crafted around the idea of intuitively ensuring that any user can navigate and access all the benefits this portal has to offer. 

BellesBoard stores all documents in a centralized location, keeping files neat and organized. These files are findable at the click of a button, eliminating the need to dig through filing cabinets or access multiple links. Having all this information available in one place makes it simple and convenient for board members to keep themselves up to date and to be responsive with their thoughts and opinions on discussions related to board business. Having this information readily accessible means no wasted time during meetings or extraneous emails inquiring after whereabouts. Maximizing your team time is central to increased engagement.  

Meeting invitations are automatic, guaranteeing all members of your board are alerted in advance. Furthermore, BellesBoard reminds your board of important dates for signings, ensuring regulatory compliance maintenance is not a concern. When a contract needs to be renewed with a signature, there is no need to worry about a lapse in activity, as BellesBoard will alert you to the approaching deadlines and dates. And, with the document available at your fingertips, all you need to do is open your portal to sign digitally and securely. BellesBoard will maintain a schedule for you, updating your board members and keeping everyone up to date without overwhelming their calendars. 

Attendance is easily maintained through BellesBoard. As a result of features like meeting invitations and reminders, attendance on BellesBoard is generally higher than the average organization’s in-person or virtual meetings. Materials are guaranteed to be distributed to all attendees, eliminating printing fees and the possibility of forgetting a document or not making enough. 

All the above creates better communication. Outside of meetings, a regular and ongoing line of communication is fundamental to board engagement. This open dialogue can often create a sense of camaraderie, prompting smoother dialogue during meetings – whether scheduled or ad-hoc.

BellesBoard is the perfect portal for organizations looking to streamline processes, knowledge gathering, participation, and overall engagement. Your comfort level with technology is irrelevant, as BellesBoard is user-friendly for everyone making board service easy for all.

Interested to learn more about BellesBoard? Start your 60-day FREE Trial today! No credit card is required.

Organizational Compliance and Safeguarding

Adapting your organization for the digital age is essential to not only keep up with industry best practices, but also maintain maximum security. Information leaks and hackers [attempting to access your precious data] are common dangers. As your secure online board portal, BellesBoard stores and protects documents uploaded and utilized by your Board or management team. Custom permissions may be established, ensuring proper access granted to each user on the portal. Further, BellesBoard enhances your organization’s regulatory compliance, providing added protection in the event of any legal action. 

Enhanced adherence to regulatory and compliance needs may aid in your organization’s ability to secure favorable D&O liability insurance rates. Too many entities are feeling the pinch of increased D&O rates. BellesBoard as your management tool can help ensure that your organization stays in compliance (and lessens the chances of an uncomfortable and potentially devastating investigation by your state’s attorney general’s office or regulatory body).

Protected online voting is a feature of BellesBoard that speaks to security. Voting outside of scheduled meeting times eliminates the need to call emergency meetings. Instead, voting can be hosted on the secure, yet convenient, BellesBoard portal. While allowed in most parts of the country, be sure email and online voting are permissible, and under what conditions, in your state to ensure compliance. Geographic factors and time commitments will no longer be impediments to ensuring the maximum number of members complete a vote. 

BellesBoard also allows for digital signing. Nondisclosure agreements and conflict of interest (COI) disclosures can be signed and stored on BellesBoard – no more searching through emails to find all of the disparate and messy PDFs! Critical documents made available digitally – and all in one place – for signature helps achieve total compliance. When annual renewal of signatures is due, members can simply open their portal and sign. The platform allows for establishing a window of time to complete the task. This goes a long way toward guaranteeing documents are signed and processed within specified timeframes set by legal standards and organization policies.

BellesBoard stores all relevant organization materials in one location – allowing for easy retrieval. Meeting minutes may be safely housed on the BellesBoard portal, where accessibility [for audits, legal proceedings, etc.] is swift and convenient. 


Similarly, BellesBoard becomes an additional reference center where organization information can be found and retrieved. The team at BellesBoard knows that nonprofit leadership changes and evolves. Using a board portal ensures a seamless continuum of information storage and the preservation of vital institutional knowledge. Members need only open their portal to access necessary and current information, all while knowing there is an expert level of privacy and security in place.  

BellesBoard adheres to and ensures that nonprofits and individuals within the nonprofit adhere to requirements related to D&O liability insurance. Having D&O coverage is essential for nonprofits and foundations so that board members are not held personally financially liable for an organizational matter. The portal ensures the organization is compliant with D&O liability insurance rules, reducing stress for members, directors, trustees, and officers. The portal keeps company’s bylaws on hand to further clarify any potential confusion about the board’s operations. BellesBoard is designed to help organizations striving for best practices.

The use of BellesBoard may aid in securing more favorable rates and policies offered by insurance carriers for D&O liability insurance. Showing a marked improvement in compliance and care is easy when you have digital records of activities and actions. Helping your nonprofit appear more attractive to potential carriers is baked into the operations of the portal.

BellesBoard helps your nonprofit work toward improved compliance with regulatory laws and best practice. The portal secures your organization’s information, while making it readily accessible to trusted members. These trusted members will take heart in knowing that they can easily get the job done and feel protected in doing so with BellesBoard. 

Are you sure your organization is compliant with your state’s government regulations? If you’re not sure, now is the time to contact BellesBoard.