A board portal is a powerful tool to streamline meetings, reducing administrative burden, and enhancing communication. However, it is important to choose the appropriate software for your company. Many boards portals are over-engineered and offer features that your nonprofit doesn’t require. It is easy to waste donor funds on tools that aren’t beneficial for your board.
This checklist can be used to evaluate possible providers for board portals. The questions below are designed to help you assess the most important and relevant elements that will affect your final choice of provider.
Choosing Leading Board Portals
First, search for a website with an intuitive interface that’s share data seamlessly using advanced data room options easy to grasp and use. Consider the performance of the customer support team of the company. If you need assistance in installing your new portal or solving a problem the manner in which they respond will affect your satisfaction with the product and how well it will meet your requirements.
Check out the security measures a vendor may employ to protect the security of your data. Some portals offer two-factor authentication as well as secure data encryption. They also conduct penetration tests using third parties. Other hosts their servers in data centers with hardened security and conduct regular security audits. Ask if the company is prepared for a disaster recovery scenario.
Then, ask a potential provider about their plans to enhance the features of their board portal in the future. Do they have a roadmap for future features? Do they inform users to any changes that could affect their experience in the near future?