A board portal is a powerful tool to streamline meetings as well as reducing administrative burden and improving communication. It’s crucial to choose the appropriate software for your organisation. Many boards portals are over-engineered and have features that your nonprofit doesn’t require. It is easy to use donor funds to purchase tools which don’t add value for your board.
To avoid this pitfalls, you can use this checklist to evaluate potential board portal providers. The questions below will help you identify the most crucial and pertinent factors that will influence your final decision about a vendor.
Choosing Leading Board Portals
Find a website that has an intuitive interface, which is easy to navigate and learn. Consider the performance of the company’s customer support team. The way they handle your request for assistance creating an online portal or resolving an issue could have a big impact on the level of satisfaction you have with the product.
Then, you should look into the security measures that the potential vendor has in place to safeguard your personal information. Some portals offer two-factor authentication as well as secure data encryption. They also conduct penetration testing on the software performed by third parties. Other hosts their servers in data centers with hardened security and conduct regular security audits. Ask if the business is equipped to handle a disaster recovery scenario.
Also, inquire with a potential provider about their plans for improving the features of their board portal in the near future. Do they include an agenda for features in the future, and do they inform customers about any upcoming updates that could affect their experience?