A board portal is a great tool for streamlining meetings, reducing administrative burden, and enhancing communication. It’s crucial to choose the appropriate software for your organization. Many boards portals are over-engineered and contain features your nonprofit doesn’t require. You can easily spend money on tools which don’t add value for your board.

To avoid this trap You can use this checklist to look at potential providers of board portals. The questions below are designed to help you evaluate the most important and relevant factors that will influence your final decision about a provider.

Choosing Leading Board Portals

The first step is to find an online portal that has an intuitive interface that’s easy to grasp and use. Be sure to consider website the performance of the company’s customer support team. Whether you need help creating your new portal or solving a problem, the way in which they respond could be a major factor in your satisfaction with the product and how it will meet your requirements.

Examine the security measures that a vendor might have in place to safeguard information. Some portals provide two-factor authentication as well as secure data encryption. They also conduct penetration tests on their software by third-party companies. Other hosts their servers in secure data centers and conduct regular security audits. It is also important to determine if they’re prepared to handle a disaster recovery scenario.

Ask a potential service provider how they plan to enhance the functionality in the future of their board portal. Do they offer an outline of features for the future, and do they inform customers about any imminent updates that could impact their experience?

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