CUES® enhances leadership with BoardEffect – discover how!
Is your board management system slowing you down? Are you worried about the security and confidentiality of your board communications? You’re not alone. CUES is a membership organization serving over 50,000 credit union leaders. Their mission? Amplifying credit unions through leadership development, top-tier education, and robust networking opportunities. But their journey to streamlined board management wasn’t easy — then they found BoardEffect.
The challenge: Speed and confidentiality concerns
When Ruth Shirley joined CUES as the Executive Administrator, she quickly realized their existing board management system was a mess. It was clunky, time-consuming and anything but user-friendly.
Imagine spending two to three weeks just to gather information and prepare agendas. Worse yet, their top priority — security and confidentiality — felt constantly at risk. They needed a better solution, fast.
The solution: Enter BoardEffect’s secure and efficient technology
After a seamless demo, the CEO and Board Chair were sold. The transition was smooth and the benefits were immediate:
- Faster board book preparation: What once took up to three weeks now takes less than one.
- Effortless agenda management: Shirley loves the agenda management feature as it helps her create the book faster.
- Secure, accessible documents: Board members can now view, sign and approve documents quickly and securely.
The results: Enhanced efficiency and security
BoardEffect has revolutionized how CUES operates, cutting meeting preparation time from weeks to days, streamlining governance, ensuring only the right stakeholders have access to sensitive information and increasing collaboration.
“I post our financials monthly in the portal. The right stakeholders have access, and there’s no worry about this information being shared.” – Ruth Shirley, Executive Administrator and Board Liaison, CUES
Download the full case study to see how BoardEffect can transform your board’s efficiency and security just like it did for CUES.
“When looking for a board portal we reviewed several in the industry. BoardEffect met our functionality requirements equal to each of their competitors. Based on the function and price comparison BoardEffect was easily seen as the best solution. We have been pleased with our implementation and our ongoing support by BoardEffect. BoardEffect has a wide install base that gives them the experience to guide implementation decisions for best practice with their portal.”
Joyce Miller Evans
Vice President, Chief Information Officer, Ohio Presbyterian Retirement Services
