A board portal is a great tool to streamline meetings as well as reducing administrative burden and improving communication. It is crucial to select the appropriate software for your business. Many board portals are over-engineered and have features that your nonprofit doesn’t require. You could easily use donor funds to purchase tools that aren’t beneficial for your board.
To avoid this pitfalls to avoid this pitfalls, you can use this checklist to review 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
First, look for a portal with an intuitive interface that is easy to master and use. Examine the performance of customer support department of the company. The way they respond to your request for assistance setting up an entirely new portal or fixing an issue can have a big impact on how satisfied you are with the product.
Examine the security measures a provider may employ to protect data. Some portals provide two-factor authentication and secure data encryption. They also conduct penetration tests using third parties. Some portals have their servers hosted in secured data centres and conduct regular security audits. Ask if the company is prepared to handle a catastrophe recovery scenario.
Ask potential providers how they plan to enhance the functionality of their board portal. Do they have a roadmap of future features? Are they able to alert users to any changes that could impact their experience in the future?