A board portal can be an effective tool to streamline meetings, decrease the administrative burden and boost communication. It’s crucial to select the right software for your organization. Many board portals are incredibly designed and contain features your nonprofit doesn’t require. You can easily spend money on tools which don’t add value for your board.

To avoid this risk You can use this checklist to review potential board portal providers. The questions below will help you identify the most important and relevant aspects that will affect your final choice of vendor.

Choosing Leading Board Portals

First, look for a website with an intuitive interface that is easy to understand and use. Then, consider the way that the support team of the company performs. If you need assistance in creating your new portal or solving a problem, the way in which they respond will have a huge impact on your satisfaction with the product and whether it is able to meet your needs.

Then, take a look at the security measures that a prospective vendor has implemented to safeguard your data. Some sites offer two-factor authentication and secure encryption of data. They also conduct penetration testing on the software performed by third parties. Other hosts their servers in data centers that are hardened and conduct regular security audits. Ask if the company is equipped to handle a disaster recovery scenario.

Ask potential providers how they intend to enhance the functionality of their board portal. Do they include an agenda for features in the future, and do they notify customers of any upcoming updates that could affect their experience?

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