Choose a platform by how well it supports the community’s operating model, not by feature count.

Prepare before the market scan

Define purpose, members, tasks, current channels, obligations and accountable owners. Rank requirements. Identify unacceptable business models or data practices.

Compare with scenarios

Ask suppliers to demonstrate complete journeys for a new member, publisher, group coordinator, moderator and departing administrator. Include mobile, accessibility, errors and support.

Score the whole service

Assess:

  • information architecture and search;
  • membership, roles and permissions;
  • communication and knowledge;
  • participation and moderation;
  • privacy and data minimisation;
  • security evidence;
  • accessibility evidence;
  • integrations and supplier dependencies;
  • export, portability and exit;
  • implementation, support and total lifecycle cost.

Verify claims

Request documentation and current evidence. Check certification scope and dates. Put material promises into the agreement. Record gaps and roadmap dependencies separately from existing capability.

Include the people affected

Test a realistic configuration with representative members, disabled people, administrators, moderators and support teams. Assess task success and understanding, not only visual preference.

Decide with exit in view

Review export formats, migration support, deletion and contract termination before purchase. A platform should earn renewal through useful service rather than artificial lock-in.

The related article explains what to look for in community portal software. Portal Page’s public site describes intended product direction and should be assessed with the same rigour.

Written by

Portal Page editorial team

Original guidance from Portal Page for people building, choosing and governing responsible digital communities. Corporate and product claims are reviewed against verified information.