A portal for boards can be a powerful tool to streamline meetings, lessen administrative burdens and enhance communication. It is essential to choose the right software for your organisation. Many boards portals are over-engineered and have features that your nonprofit doesn’t need. You can easily waste 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 will help you determine the most crucial and pertinent factors that will influence your final choice of vendor.
Choosing Leading Board Portals
Look for a portal that has a user-friendly interface that is easy to use and learn. Be sure to consider the performance of the customer support department of the company. If you require assistance installing your new portal or resolving a problem how they respond could make a huge difference in your satisfaction with the product and how well it will meet your requirements.
Next, check out the security measures that a potential vendor has in place to safeguard your data. Some portals offer two-factor authentication and secure data encryption. They also conduct penetration testing on their software by third parties. Other hosts their servers in data centers that are hardened and conduct regular security audits. Ask the company if they are prepared to handle a catastrophe recovery scenario.
Ask a prospective provider how they plan to improve the functionality in the future of their board portal. Do they include a feature roadmap for the future? Also, do they warn clients about any impending updates that may impact their experience?