A portal for boards can be a powerful tool to streamline meetings, lessen the administrative burden and boost communication. It is essential to choose the right software for your company. Many board portals are incredibly designed and have features that your nonprofit doesn’t require. You can easily spend donor money on tools that don’t do anything for your board.
To avoid this pitfalls to avoid this pitfalls, you can use this checklist to review possible providers for board portals. The questions below are designed to help you analyze the most important and relevant elements that will affect your final choice of vendor.
Choosing Leading Board Portals
First, look for an online portal that has an intuitive interface that is easy to understand and use. Examine the performance of customer support staff of the company. If you need assistance creating your new portal or solving a problem how they respond can affect your satisfaction with the product as well as how it meets your needs.
Then, you should look real time activity tracking and document versioning in the best data room into the security measures that a prospective vendor has in place to protect your data. Some sites offer two-factor authentication, secure encryption of data, and third-party penetration testing of the software. Some servers are hosted in secure data centers and conduct regular security audits. Ask if the business is prepared to handle a catastrophe recovery scenario.
Ask a potential provider what they are planning to do to improve the functionality in the future of their board portal. Do they have a roadmap for future features? Do they alert users to any changes that could impact their experience in the future?