A board portal is an effective tool for streamlining meetings and reducing administrative burden and enhancing communication. However, it is important to choose the right software for your organization. Many of the board portal solutions are over-engineered with features that your non-profit doesn’t require. It is easy to spend money on tools that don’t do anything for your board.
This checklist can be used to evaluate potential board portal providers. The questions below will help you identify the most crucial and pertinent elements that will influence your final choice of vendor.
Choosing Leading Board Portals
First, look for a website with an intuitive interface that’s easy to learn and use. Consider the performance of the customer support team of the company. The way they respond to your request for assistance with creating an entirely new portal or fixing an issue could be a major factor in how satisfied you are with the product.
Check out the security measures a company may have in place to safeguard data. Some websites offer two-factor authentication as well as secure data encryption. They also conduct penetration testing on the software by third-party companies. Others host their servers in data centers that are hardened and conduct regular security audits. You should also determine whether they’re able for a disaster recovery scenario.
Ask potential providers what they are planning to do to improve the functionality of their board portal. Do they have a roadmap of get the more bonuses of recommended board portal platforms future features? Are they able to alert clients of any imminent changes that could affect their experience in the near future?