A board portal can be a useful tool to streamline meetings as well as reducing administrative burden and improving communication. It’s crucial to select the right software for your organization. Many board portals are over-engineered and have features that your nonprofit does not need. You could easily waste donor funds on tools which don’t add value for your board.
This checklist can be used to evaluate potential providers of board portals. The following questions will help you determine the most crucial and pertinent factors that will influence your final decision on a vendor.
Choosing Leading Board Portals
Choose a site with a simple interface, which is simple to use and master. Be sure to consider the performance of the customer support team of the company. The way they respond to your request for assistance with creating a new portal or solving an issue can have a big impact on the level of satisfaction you have with the product.
Then, take a look at the security measures that a prospective vendor has implemented to safeguard your data. Some portals provide two-factor authentication, secure data encryption as well as do business valuation methods work in virtual data room environment third-party penetration testing of the software. Some portals host their servers in secure data centers and conduct regular security audits. Find out if the company is ready to handle a catastrophic recovery scenario.
Ask a potential service provider how they plan to improve the functionality in the future of their board portal. Do they include an agenda for features in the future? Also, do they warn clients about any impending updates that may impact their experience?