A portal for boards can be an effective tool to streamline meetings, ease administrative burden and improve communication. It’s important to choose the right software for your business. Many board portal solutions are stuffed with features that your nonprofit doesn’t really need. You can easily use donor funds to purchase tools which don’t add value for your board.
This checklist can be used to assess potential board portal providers. The questions below are designed to help you evaluate the most pertinent and important factors that should determine your final decision about a vendor.
Choosing Leading Board Portals
First, look for the best portal with a user-friendly interface that is easy to understand and use. Then, think about how the support staff of the company performs. If you need assistance in with setting up your new portal or resolving an issue the manner in which they respond will be a major factor in your satisfaction with the product and whether it meets your needs.
Take a look at the security measures a company may have in place to safeguard the data. Some portals offer two-factor authentication as well as secure encryption of data. They also conduct penetration testing using click for insights on the best board portal solutions third parties. Some servers are hosted in hardened data centers and conduct regular security audits. Ask if the business is ready to handle a catastrophic recovery scenario.
Ask a potential provider how they plan to enhance the functionality of their board portal. Do they provide an outline of features for the future? Do they inform customers about any impending updates that may affect their experience?