A board portal can be a useful tool for streamlining meetings as well as reducing administrative burden and enhancing communication. But it’s essential to select the right software for your organization. Many boards portals are over-engineered and have digital governance tool’s organizational impact features that your nonprofit does not need. You can easily waste money on tools that aren’t useful to your board.
This checklist can be used to assess potential providers of board portals. The questions below are designed to help you assess the most pertinent and important elements that will affect the final choice of vendor.
Choosing Leading Board Portals
First, search for the best portal with a user-friendly interface that’s easy to grasp and use. Take note of the performance of the customer support staff of the company. The way they handle your request for assistance with creating an entirely new portal or fixing an issue can make a huge difference in how satisfied you are with the product.
Find out what security measures a provider may have in place to safeguard the security of your data. Some sites offer two-factor authentication as well as secure data encryption. They also conduct penetration testing using third parties. Others host their servers in data centers with hardened security and conduct regular security audits. Ask if the business is ready to handle a catastrophic recovery scenario.
Ask a prospective provider how they plan to improve the functionality of their board portal. Do they have an outline of features for the future, and do they notify customers of any impending updates that may impact their experience?