A board portal can be a powerful tool to streamline meetings, reduce administrative burdens and enhance communication. But it’s important to select the most appropriate software for your particular organization. Many of the board portal solutions have features that your nonprofit doesn’t really need. You could easily spend money on tools which don’t add value for your board.

To avoid this risk, you can use this checklist to assess possible providers for board portals. The questions below are designed to help you evaluate the most pertinent and important aspects that will determine your final choice of a provider.

Choosing Leading Board Portals

First, look for the best portal with a user-friendly interface that’s easy to grasp and use. Then, think about the way that the support team of the company performs. The way they respond to your request for assistance with creating the new portal or resolving issues can affect how satisfied you are with the product.

Examine the security measures that a vendor might have in place to protect information. Some portals provide two-factor authentication as well as secure encryption of data. They also conduct penetration tests on their software by third parties. Other hosts their servers in data centers with hardened security and conduct regular security audits. You should also determine whether they’re ready to handle a disaster scenario.

Then, ask a potential provider about their plans to enhance the functionality of their board portal compare data room software to find the perfect fit in the near future. Do they have a roadmap of future features? Do they inform clients to any impending changes that could impact their experience in the future?