A board portal is a powerful tool for streamlining meetings to reduce administrative burdens and improving communication. It’s crucial to choose the right software for your organisation. Many board portal solutions are stuffed with features that your non-profit doesn’t require. You can easily waste money on tools that aren’t beneficial to your board.
To avoid this pitfall, you can use this checklist to review potential providers of board portals. The questions below will help you identify the most crucial and pertinent factors that will influence your final decision on a vendor.
Choosing Leading Board Portals
Choose a website that has an intuitive interface, which is simple to use and learn. Examine the performance of company’s customer support team. If you need assistance installing your new portal or to resolve an issue the manner in which they respond could affect your satisfaction with the product and how it meets your needs.
Find out what security measures that a vendor might have in place to safeguard data. Some portals offer two-factor authentication and secure encryption of data. They also conduct penetration tests on the software performed by third-party companies. Some portals host their servers in secured data centers and conduct regular security audits. You should also determine whether they’re equipped to deal with a disaster recovery scenario.
Ask a potential service provider how they plan to improve the functionality in the future of their board portal. Do they provide an agenda for features in the future? Also, do they warn clients about any imminent updates that could impact their experience?