A portal for boards can be a useful tool to streamline meetings, decrease the administrative burden and boost communication. It is essential to choose the right software for your organization. A lot of board portals have features that your nonprofit doesn’t really need. You can easily waste money on tools that don’t add value to your board.

This checklist can be used to assess potential providers of board portals. The following questions will help you determine the most crucial and pertinent factors that will influence your final decision about a vendor.

Choosing Leading Board Portals

The first step efficient method for noting meeting discussions is to find the best portal with a user-friendly interface that is easy to master and use. Consider how the support team does. If you need assistance with setting up your new portal or solving a problem how they respond can affect your satisfaction with the product and whether it will meet your requirements.

Take a look at the security measures a vendor may have in place to safeguard data. Some sites offer two-factor authentication and secure encryption of data. They also conduct penetration testing using third-party companies. Some host their servers in secure data centers and conduct regular security audits. You should also determine whether they’re able to handle a disaster scenario.

Finally, ask a potential provider about their plans to improve the capabilities of their board portal in the near future. Do they have a roadmap of features for the future, and do they notify customers of any impending updates that may affect their experience?