A portal for boards can be an effective tool to streamline meetings, reduce administrative burden and improve communication. However, it is important to choose the appropriate software for your company. Many board portal solutions are over-engineered and include features your nonprofit doesn’t really need. You can https://revetacorp.com/quick-guide-to-taking-meeting-minutes/ easily spend donor money on tools that aren’t beneficial 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 choice of a provider.
Choosing Leading Board Portals
First, search for an online portal that has an intuitive interface that’s easy to learn and use. Be sure to consider the performance of the customer support team of the company. Whether you need help creating your new portal or resolving a problem, the way in which they respond will be a major factor in your satisfaction with the product and whether it meets your needs.
After that, look over the security measures that prospective vendors have implemented to safeguard your personal information. Some sites offer two-factor authentication, secure encryption of data and third-party penetration tests of the software. Some host their servers in hardened data centers and conduct regular security audits. Find out if the company is prepared for a disaster recovery scenario.
Ask potential providers how they plan to improve the functionality in the future of their board portal. Do they have a roadmap of future features? Do they inform users to any changes that could impact their experience in the near future?
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