A portal for boards can be an effective tool to streamline meetings, ease administrative burdens and enhance communication. But it’s important to select the right software for your organization. Many of the board portal solutions are stuffed with features that your non-profit doesn’t require. You can easily waste money on tools that don’t add value to your board.
To avoid this pitfall to avoid this pitfalls, you can use this checklist to look at potential providers of board portals. The following questions will help you identify the most important and relevant factors that will influence the final decision you make about a vendor.
Choosing Leading Board Portals
First, look for the best portal with a user-friendly interface that is easy to master and use. Be sure to consider the performance of the customer support staff of the company. If you require assistance installing your new portal or to resolve an issue the way they respond could have a huge impact on your satisfaction with the product as well as how it is able to meet your needs.
Next, check out the security measures that a potential vendor has implemented to safeguard your personal information. Some sites offer two-factor authentication and secure data encryption. They also conduct penetration tests on the software performed by third parties. Some portals host their servers within secure data centers and conduct regular security audits. It is also important to determine if they’re prepared for a disaster recovery scenario.
Then, ask a potential provider about their plans for improving the functionality of their board portal in the future. Do they have a roadmap of features for the future? And do they notify customers of any impending updates that may impact their experience?
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