A board portal is a powerful tool for streamlining meetings, reducing administrative burden, and enhancing communication. It’s important to choose the right software for your business. Many board portals are incredibly designed and have features that your nonprofit doesn’t need. You could easily spend money on tools that don’t add value to your board.
This checklist can be used to assess possible board portal providers. The questions below are designed to help you assess the most pertinent and important factors that should determine your final choice of vendor.
First, look for a website with an intuitive interface that is easy to master and use. Be sure to consider the performance of the customer support department of the company. The way they respond to your request for help in creating the new portal or resolving an issue can affect the level of satisfaction you have with the product.
After that, look over the security measures the potential vendor has in place to protect your personal information. Some portals provide two-factor authentication and secure encryption of data. They also conduct penetration tests using third parties. Others host their servers in data centers that are hardened and conduct regular security audits. You should also inquire whether they’re ready for a disaster recovery scenario.
In the final instance, ask a prospective provider about their plans to enhance the features of their board portal in the near future. Do they have a roadmap for future features? Do they alert customers to any upcoming changes that could affect their experience in the near future?
