Our organization moved to iPads and "Diligent Boardbooks" software in early 2012. With proper introduction and instruction/tech support, we successfully transitioned from Board Binders to secure delivery of materials. Regardless of technical ability, every director and manager has embraced the new process.

We thoroughly researched software providers and chose Diligent. This product is amazing. The time saved with preparation of Board packages is significant. Any changes/additions to the "published" Board package are easy to do with minimal impact. In signing onto the Diligent app, the published packages need to be synced to be read but these packages are clearly marked for Directors to sync (upload).The "cloud" storage for Board packages, achieved packages and a Resource centre puts any and all information at a Director's finger tips and navigation is simple.

One con could be a records management requirement to print paper to be formally filed but printing and pdf of packages is easy. The pros are limitless. I'm still learning new things that further streamline my processes.

Our Board and CU moved to paperless meetings in January of 2012. We provided each Board Director with an iPad and moved the Board packages to Aprio. This provider assisted us in training the Board on how to utilize the iPad and access Aprio for their information.

Initially, it was a struggle to have the Board not refer to a large paper filled binder, but to review all information on their iPad. Once they got used to it, it was very easy to manage. The cost savings alone in not printing hundreds of pieces of paper, courier costs, labour costs etc. was reason enough to move to Aprio. It also moved the CU along in the progressive technology world.

We learn a new feature on the system each month and are always pushing the envelope. Minute approvals - surveys - feedback - meeting attendance - communication - all features that you can utilize through Aprio.