A board portal can be a useful tool to streamline meetings to reduce administrative burdens and improving communication. It's crucial to select the appropriate software for your company. Many board portal solutions are over-engineered with features that your nonprofit doesn't really need. You can easily spend money on tools that aren't beneficial for your board.
This checklist can be used to assess potential providers of board portals. The following questions will help you determine the most important and relevant factors that will impact the final decision you make about a vendor.
Choosing Leading Board Portals
Look for a portal that has an intuitive interface, which is easy to use real time activity tracking and document versioning in the best data room and learn. Examine the performance of company's customer support team. Whether you need help with setting up your new portal or solving a problem how they respond can be a major factor in your satisfaction with the product and how it meets your needs.
Check out the security measures a vendor may use to safeguard the security of your data. Some sites offer two-factor authentication, secure encryption of data as well as third-party penetration testing of the software. Some host their servers in data centers that are hardened and conduct regular security audits. You should also inquire if they're prepared to handle a disaster recovery scenario.
Ask a prospective provider how they plan to enhance the functionality of their board portal. Do they include an agenda for features in the future? And do they inform clients of any imminent updates that could impact their experience?
