A portal for boards can be a powerful tool to streamline meetings, reduce the administrative burden and boost communication. It is homepage crucial to select the appropriate software for your organisation. Many board portals are incredibly designed and have features that your nonprofit doesn’t need. You could easily use donor funds to purchase tools which don’t add value for your board.
To avoid this risk to avoid this pitfalls, you can use this checklist to assess possible providers for board portals. The questions below are designed to help you evaluate the most relevant and important factors that will influence your final decision about a provider.
Choosing Leading Board Portals
Find a website with an intuitive user interface, which is simple to use and understand. Take note of the performance of the customer support staff of the company. Whether you need help installing your new portal or resolving a problem, the way in which they respond will affect your satisfaction with the product and how well it is able to meet your needs.
Find out what security measures a vendor may have in place to safeguard data. Some portals provide two-factor authentication and secure encryption of data. They also conduct penetration testing on the software by third parties. Some host their servers in secure data centers and conduct regular security audits. You should also determine whether they’re able to handle a disaster scenario.
Then, ask a potential provider about their plans to enhance the functionality of their board portal in the future. Do they have a roadmap for future features? Do they notify clients to any impending changes that could impact their experience in the near future?