A portal for boards can be an effective tool to streamline meetings, lessen administrative burdens and enhance communication. It’s crucial to choose the appropriate software for your business. A lot of board portals have features that your nonprofit doesn’t really need. You could easily waste donor funds on tools that aren’t beneficial for your board.

This checklist can be used to evaluate possible providers for board portals. The questions below will help you identify the most important and relevant aspects that will affect the final decision you make about a vendor.

Choosing Leading Board Portals

First, look for a portal with an intuitive interface that’s easy to grasp and use. Be sure to consider the performance of the customer support department of the company. If you need assistance with setting up your new portal or resolving a problem, the way in which they respond could affect your satisfaction with the product and how well it is able to meet your needs.

Check out the security measures a vendor may use to safeguard data. Some sites offer two-factor authentication and secure encryption of data. They also conduct penetration testing on the software performed by third-party companies. Some host their servers in data centers with hardened security and conduct regular security audits. Ask the company if they are prepared to handle a catastrophe recovery scenario.

In the final instance, ask a prospective provider about their plans for improving the functionality of their board portal in the future. Do they have a roadmap of future features? Do they alert users to any changes that could impact their experience in the future?

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