A board portal is a powerful tool to streamline meetings, ease administrative burdens and enhance communication. However, it is important to choose the right software for your organization. Many board portal solutions are over-engineered and include features your non-profit doesn’t require. You could easily spend donor money on tools that don’t make a difference for your board.
To avoid this pitfall You can use this checklist to evaluate potential board portal providers. The questions below are designed to help you evaluate the most important and relevant factors that will influence your final choice of vendor.
Choosing Leading Board Portals
The first step is to find an online portal that has an intuitive interface that is easy to master and use. Then, consider how the support team performs. How they respond to your request for help in setting up an online portal or resolving an issue could have a big impact on the level of satisfaction you have with the product.
Check out the security measures a company may employ to protect data. Some websites offer two-factor authentication as well as secure data encryption. They also conduct penetration tests on the software performed by third parties. Others host their servers in data centers that are hardened and conduct regular security audits. Ask if the company is ready to handle a catastrophic recovery scenario.
Ask share data seamlessly using advanced data room options a potential provider what they are planning to do to improve the functionality of their board portal. Do they have a roadmap of future features? Do they notify clients to any impending changes that could affect their experience in the future?