A portal for boards can be a useful tool to streamline meetings, decrease administrative burdens and enhance communication. It is essential to choose the appropriate software for your business. Many of the board portal solutions are over-engineered and include features your nonprofit doesn’t need. You could easily spend money on tools that won’t be useful to your board.
This checklist can be used to assess potential board portal providers. The questions below are designed to assist you in evaluating the most pertinent and important aspects that will determine the final choice of provider.
Choosing Leading Board Portals
Choose a site that has an intuitive interface, which is simple to use and understand. Then, consider how the support team does. The way they handle your request for assistance in creating a new portal or solving an issue could make a huge difference in the level of satisfaction you have with the product.
After that, look over the security measures that a potential vendor has in place to protect your personal information. Some homepage portals offer two-factor authentication and secure data encryption. They also conduct penetration testing on the software performed by third parties. Others host their servers in secure data centers and conduct regular security audits. Ask the company if they are prepared to handle a catastrophe recovery scenario.
Ask a potential provider what they are planning to do to improve the functionality of their board portal. Do they offer an agenda for features in the future? Also, do they inform customers about any upcoming updates that could affect their experience?