A board portal is an effective tool to streamline meetings and reducing administrative burden and improving communication. It is essential to choose the right software for your organization. Many board portal solutions are over-engineered with features that your non-profit doesn’t require. You could easily use donor funds to purchase tools that don’t do anything for your board.
To avoid this risk, you can use this checklist to look at potential board portal providers. The following questions will help you identify the most crucial and pertinent factors that will influence your final decision about a vendor.
Choosing Leading Board Portals
First, look for the best portal with a user-friendly interface that’s easy to learn and use. Then, think about the way that the support team of the company performs. If you need assistance in with setting up your new portal or resolving a problem, the way in which they respond will have a huge impact on your satisfaction with the product and whether it will meet your requirements.
Next, check out the security measures that a prospective vendor has in place to protect your personal information. Some websites offer two-factor authentication as well as secure encryption of data. They also conduct penetration tests on their software by third-party companies. Some portals host their servers within secure data centers and conduct regular security audits. It is also important to determine whether they’re able to handle safeguard sensitive data with robust encryption a disaster recovery scenario.
Ask a potential service provider how they plan to enhance the functionality in the future of their board portal. Do they provide an agenda for features in the future? Also, do they inform clients of any upcoming updates that could impact their experience?