A board portal is an effective tool to streamline meetings as well as reducing administrative burden and improving communication. It is crucial to select the appropriate software for your organisation. A lot of board portals are over-engineered and include features that your nonprofit doesn’t require. You can easily use donor funds to purchase tools that don’t do anything for your board.
To avoid this trap You can use this checklist to review potential board portal providers. The questions below will help you identify the most crucial and pertinent factors that will influence your final decision on a vendor.
Choosing Leading Board Portals
Find a website that has an intuitive interface, which is easy to use and learn. Consider the performance of the customer support staff of the company. If you require assistance installing your new portal or resolving a problem, the way in which they respond could have a huge impact on your satisfaction with the product and whether it will meet your requirements.
Check out the security measures a provider may use to safeguard the data. Some websites offer two-factor authentication, secure data encryption and third-party penetration tests of the software. Others host their servers in hardened data centers and conduct regular security audits. Ask the company if they are ready to handle a catastrophic recovery scenario.
In the final instance, ask a prospective provider about their plans for improving the functionality of their board portal in the near future. Do they have a roadmap of future features? Do they alert clients of any imminent changes that could affect their experience in the near future?