A board portal is a powerful tool for streamlining meetings and reducing administrative burden and improving communication. It’s crucial to https://revetacorp.com/collaborate-effectively-with-real-time-activity-tracking-and-document-versioning-in-the-best-data-room/ select the appropriate software for your company. Many board portals are over-engineered and include features that your nonprofit doesn’t require. You can easily waste donor funds on tools that don’t do anything for your board.
To avoid this pitfalls, you can use this checklist to evaluate potential board portal providers. The questions below are designed to help you analyze the most relevant and important aspects that will determine your final decision about a provider.
Choosing Leading Board Portals
Look for a portal that has a user-friendly interface, which is easy to use and master. Also, think about how the company’s support team does. The way they respond to your request for assistance with setting up a new portal or solving an issue can have a big impact on the level of satisfaction you have with the product.
Check out the security measures a vendor may have in place to protect the data. Some websites offer two-factor authentication as well as secure encryption of data. They also conduct penetration testing using third parties. Some portals have their servers hosted in secure data centers and conduct regular security audits. Ask if the company is ready to handle a catastrophic recovery scenario.
Then, ask a potential provider about their plans to improve the capabilities of their board portal in the future. Do they include an agenda for features in the future? And do they warn clients about any impending updates that may impact their experience?