A board portal can be a useful tool to streamline meetings, reduce the administrative burden and boost communication. It’s crucial to choose the right software for your business. A lot of board portals are over-engineered and include features that your nonprofit doesn’t require. You could easily spend money on tools that don’t make a difference for your board.
This checklist can be used to evaluate potential board portal providers. The questions below are designed to help you analyze the most relevant and important factors that should determine your final choice of a provider.
Choosing Leading Board Portals
Choose a website that has an intuitive interface that is simple to use and understand. Consider how the company’s support team performs. The way they respond to your request for assistance with creating a new portal or solving an issue could affect the level of satisfaction you have with the product.
Take a look at the security measures a vendor may employ to protect data. Some sites offer two-factor authentication, secure data encryption as well as third-party penetration testing of the software. Others host their servers in secure data centers and conduct regular security audits. Find out if the company is prepared to handle a catastrophe recovery scenario.
In the final instance, ask a prospective provider about their plans to improve the features of their board portal in the near future. Do they have a roadmap of future features? Do they alert clients of any imminent changes that could impact their experience in the near future?