A board portal is a powerful tool to streamline meetings, lessen administrative burdens and improve communication. It’s crucial to choose the appropriate software for your organisation. Many board portal solutions are stuffed with features that your non-profit doesn’t require. You can easily use donor funds to purchase tools which don’t add value for your board.

This checklist can be used to assess possible providers for board portals. The following questions will help you determine the most crucial and pertinent aspects that will affect the final decision you make about a vendor.

Choosing Leading Board Portals

Look for a portal with an intuitive user interface, which is easy to use and learn. Take note of the performance of the customer support team of the company. Whether you need help setting up your new portal or solving a problem how they respond can have a huge impact on your satisfaction with the product and whether it meets your needs.

Next, check out the security measures that a prospective vendor has implemented to safeguard your personal information. Some portals offer two-factor authentication and secure data encryption. They also conduct penetration tests on the software by third parties. Some servers are hosted https://revetacorp.com/do-business-valuation-methods-work-in-virtual-data-room-environment/ in data centers that are hardened and conduct regular security audits. You should also inquire whether they’re able to handle a disaster scenario.

Ask a potential provider how they plan to enhance the functionality in the future of their board portal. Do they include an agenda for features in the future? Also, do they inform clients of any updates coming that could affect their experience?