A board portal can be a useful tool for streamlining meetings, reducing administrative burden, and enhancing communication. It’s crucial to select the best software for your business. Many board portals are incredibly designed and contain features your nonprofit doesn’t need. You could easily use donor funds to purchase tools that don’t do anything for your board.
This checklist can be used to evaluate potential providers of board portals. The questions below are designed to assist you in data room software for your business evaluating the most important and relevant factors that should determine your final choice of a vendor.
Choosing Leading Board Portals
The first step is to find 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 setting up your new portal or to resolve an issue how they respond can be a major factor in your satisfaction with the product as well as how it will meet your requirements.
After that, look over the security measures that a prospective vendor has in place to protect your personal information. Some websites offer two-factor authentication, secure encryption of data and third-party penetration testing of the software. Some portals house their servers in secure data centers and conduct regular security audits. Find out if the company is prepared to handle a catastrophe recovery scenario.
Then, ask a potential provider about their plans to enhance the functionality of their board portal in the near future. Do they provide an agenda for features in the future, and do they inform customers about any updates coming that could impact their experience?