Choosing Leading Board Portals

A board portal can be a useful tool for streamlining meetings, reducing administrative burden, and improving communication. It’s crucial to select the most appropriate software for your particular organization. A lot of board portals are over-engineered and offer features that your nonprofit does not need. You can easily waste money on tools that aren’t beneficial to your board.

This checklist can be used to assess potential board portal providers. The questions below will help you determine the most important and relevant factors that will influence the final decision you make about a vendor.

Choosing Leading Board Portals

Find a website that has an intuitive interface that is simple to use and master. Consider the performance of the company’s customer support team. If you need assistance creating your new portal or resolving a problem the way they respond could be a major factor in your satisfaction with the product and whether it will meet your requirements.

Take a look at the security measures that a vendor might use to safeguard data. Some portals offer two-factor authentication and secure encryption of data. They also conduct penetration tests on the software performed by third parties. Some portals host their servers within hardened data centres and perform regular security audits. Ask the company if they are prepared for a disaster recovery scenario.

Finally, ask a potential provider about their plans for improving the features of their board portal in the near future. Do they provide an agenda for features in the future? And do they notify customers of any impending updates that may affect their experience?

revetacorp.com blog post

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