A board portal is an effective tool for streamlining meetings and reducing administrative burden and enhancing communication. It is essential to choose the right software for your organisation. A lot of board portals are over-engineered and offer features that your nonprofit does not need. It’s easy to waste money on tools that aren’t useful to your board.

This checklist can be used to evaluate possible providers for board portals. The questions below are designed to assist you in evaluating the most important and relevant factors that should determine your final choice of vendor.

Choosing Leading Board Portals

Choose a site with a simple interface, which is easy to use and understand. Consider how the company’s support team performs. If you need assistance creating your new portal or to resolve an issue, the way in which they respond will make a huge difference in your satisfaction with the product and whether it meets your needs.

Then, you should look into the security measures that a prospective vendor has in place to safeguard your data. Some sites offer two-factor authentication, secure data encryption and third-party penetration tests of the software. Some portals have their servers hosted in secured data centres and conduct regular security audits. Ask if the business is ready to handle a catastrophic recovery scenario.

Also, inquire with a potential provider about their plans for improving the functionality of their board portal in the near future. Do they include an agenda for features in the future? And do they inform customers about any upcoming updates that could affect their experience?

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