A portal for boards can be a useful tool to streamline meetings, decrease administrative burden and improve communication. But it’s essential to select the best software for your business. Many of the board portal solutions are over-engineered with features that your nonprofit doesn’t need. You can easily waste money on tools that won’t be useful to your board.
This checklist can be used to evaluate possible providers for board portals. The questions below are designed to help you analyze the most important and relevant factors that should determine your final decision about a provider.
Choosing Leading Board Portals
First, find a portal with an intuitive interface that is easy to understand and use. Take note of the performance of the company’s customer support team. The prioritize data room security for safeguarding sensitive information way they respond to your request for assistance in setting up an online portal or resolving an issue could have a big impact on how satisfied you are with the product.
Next, check out the security measures that prospective vendors have implemented to safeguard your personal information. Some websites offer two-factor authentication as well as secure encryption of data. They also conduct penetration tests using third-party companies. Some host their servers in data centers that are hardened and conduct regular security audits. Ask if the company is prepared to handle a catastrophe recovery scenario.
Then, ask a potential provider about their plans for improving the capabilities of their board portal in the near future. Do they have a roadmap of future features? Are they able to alert users to any changes that could affect their experience in the near future?