# BoardEffect Reviews **Vendor:** Diligent Corporation **Category:** [Board Management Software](https://www.g2.com/categories/board-management) **Average Rating:** 4.5/5.0 **Total Reviews:** 313 ## About BoardEffect BoardEffect is an AI-powered board management software designed for mission-driven organizations. It equips volunteer boards with the tools to streamline board processes, enhance communication and promote accountability. Serving more than 5,000 mission-driven organizations, we empower volunteer boards with the tools to drive positive change. Our board management software is purpose-built with the unique needs of nonprofit organizations in mind, making it easier for you to focus on your mission. ## BoardEffect Pros & Cons **What users like:** - Users value the **ease of use** of BoardEffect, appreciating its intuitive design and seamless integration into operations. (107 reviews) - Users value the **efficient document management** in BoardEffect, enhancing productivity and streamlining board meetings significantly. (55 reviews) - Users love the **ease of managing Board materials** , facilitating quick creation and updates for Board meetings. (42 reviews) - Users praise the **excellent customer support** provided by BoardEffect, enhancing their experience and confidence in the product. (38 reviews) - Users value the **template-driven agenda management** in BoardEffect, greatly enhancing meeting preparation and efficiency. (31 reviews) - Users appreciate the **collaborative work features** of BoardEffect, enhancing meeting organization and allowing for easier task delegation. (30 reviews) - Efficiency (26 reviews) - Centralization (24 reviews) - Meeting Management (24 reviews) - Simple (22 reviews) **What users dislike:** - Users find BoardEffect's **document management cumbersome** , especially when accessing files on the mobile app during meetings. (20 reviews) - Users find the **limited functionality** of BoardEffect's mobile app restricts complex tasks and usability for new users. (18 reviews) - Users find the **not intuitive** design of BoardEffect challenging, especially when learning agenda and section headings. (18 reviews) - Users find the **agenda management cumbersome** due to time-consuming processes for attendees and voting details in meeting minutes. (16 reviews) - Users experience **access delays and reporting deficiencies** in BoardEffect, hindering efficient board management and overview. (13 reviews) - Poor Customer Support (9 reviews) - Formatting Issues (8 reviews) - Login Issues (8 reviews) - Limited Features (7 reviews) - Navigation Difficulty (7 reviews) ## BoardEffect Reviews ### 1. Excellent for Board Agenda Creation, Meeting Coordination and Sharing Meeting Materials **Rating:** 5.0/5.0 stars **Reviewed by:** Kaitlin R. | Director of Executive and Board Affairs, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about BoardEffect?** Incredible platform that is excellent in agenda creation and organizing Board materials and it has made it easier to share meeting schedules and the meeting materials with all the Directors. The support team has been very helpful when it comes to trainings and general assistance. **What do you dislike about BoardEffect?** No cons to mention here we have been very happy with the platform and the way it has made meeting management more efficient for our Board. **What problems is BoardEffect solving and how is that benefiting you?** It helps with the coordination of Board meetings and ensures that Directors receive timely and accurate information before meetings which improves execution of strategic priorities. ### 2. New BoardEffect User - 3 Months **Rating:** 5.0/5.0 stars **Reviewed by:** Beverly N. | Executive Assistant to the CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** September 09, 2024 **What do you like best about BoardEffect?** The migration from Diligent's BoardPaq to BoardEffect was extremely easy and the support I received during the process was very helpful. It is obvious the BoardEffect Team has put a lot of thought and work into the training, available Webinars and materials for this particular Diligent product. I have completed two (2) Board meetings using BoardEffect. The Directors and Executive Team found the App easy to install and the internal training we scheduled with small groups was also easy and informative to get them started with the new product. Creating the Board Meeting Book for each meeting is intuitive and easy to update the order of agenda items as well as attachments through the edit process. I am still learning BoardEffect and appreciate the enhancements that continue to be communicated by the BoardEffect Support Team. **What do you dislike about BoardEffect?** Preparing the meeting minutes is the only area so far that takes more time than it did using the Diligent BoardPaq product. The following areas are a bit clunky and take additional time in BoardEffect / Diligent's Meeting Minutes area: 1. Identifying the meeting attendees would be easier if the members of the workroom were already listed to select from a list. My name is the only name that pre-populates for meeting attendance. Once I start typing the names, the name selections pop up to select from, but this is time consuming due to the meeting attendees varying from meeting to meeting. 2. Reporting of voting details for meeting agenda items would be easier and quicker if a system tool was available to enter each step of the voting process. BoardPaq's system for automatically provided an area to select names for the "Move", "Second", and "Status" recording of agenda items submitted for approval. In BoardEffect, I am currently entering this information manually within a table for each agenda item receiving approval. If I am missing something within BoardEffect/Diligent Meeting Minutes for both of these items, I would love to receive some additional training or "how-to" information. Thank you! Beverly **What problems is BoardEffect solving and how is that benefiting you?** BoardPaq is being sunset soon and BoardEffect is our replacement Board Management system. **Official Response from Bella Basso:** > Hi Beverly, We're pleased to hear that you're finding our support to be incredible during the migration process. If there's anything else we can do to assist you as you transition to BoardEffect, please don't hesitate to contact us. - Bella from BoardEffect ### 3. Superior Board Management Platform to Keep Minutes, Agendas and Past Discussions in One Place **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer D. | Senior Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2026 **What do you like best about BoardEffect?** It’s easy to build minutes and streamlines our board and committee meeting process and I like that its very simple to publish board announcements and disseminate information to everyone on the board or committee. **What do you dislike about BoardEffect?** I haven’t encountered any issues with the tool and my experience has been positive so at this point the it is worth using for board management. **What problems is BoardEffect solving and how is that benefiting you?** The effectiveness of our board meetings is increased because directors receive organized and timely documents and agendas for discussion. Every discussion is documented so it ensures we have exemplary decision records. ### 4. The Best Platform for Board Pack Assembling, Meeting Scheduling and Reliable Decisions Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Stephen N. | Board Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2026 **What do you like best about BoardEffect?** It is very straightforward to set up Board meetings and attach documents to the packs and I like that it has been extremely effective at recording decisions and distributing Board materials with automated notifications. **What do you dislike about BoardEffect?** There aren’t any concerns worth highlighting and the team is responsive in working with us and able to add developments in a timely manner. **What problems is BoardEffect solving and how is that benefiting you?** Agenda creation, meeting scheduling and document collation are automated in one workflow and this efficiency shortens the Board preparation timeline and ensures materials are distributed consistently for timely decision making. ### 5. Exceptional Board Governance Tool That Make Meetings More Efficient and Impactful **Rating:** 5.0/5.0 stars **Reviewed by:** Madeline B. | Coordinator, Board Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2026 **What do you like best about BoardEffect?** It is very easy to use for pulling together agendas and related documents for our various management and governance groups. It is an exceptional tool for board governance that truly streamlines the entire process of managing board and committee meetings. **What do you dislike about BoardEffect?** No limitations that the platform has presented it delivers very good functionality and the team is always supportive. **What problems is BoardEffect solving and how is that benefiting you?** It streamlines production and distribution of board meeting packs and directors are able to annotate documents and share insights directly within the platform which helps maintain smooth business operations. ### 6. Incredibly Robust for Board Meeting Preparation, Voting Participation and Distribution of Materials **Rating:** 5.0/5.0 stars **Reviewed by:** Gonzalo N. | Board Member, Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2026 **What do you like best about BoardEffect?** Robust tool that allows me to access board materials and discuss the agenda during the meeting which has made board meetings much easier by having meeting schedules and all of our materials in one location. **What do you dislike about BoardEffect?** It works smoothly with no issues and I can say I am satisfied with the software at this time. **What problems is BoardEffect solving and how is that benefiting you?** It helps prepare for meetings which makes board participation efficient and voting and decision-making are handled in the platform so approvals happen without additional email chains or paper ballots. ### 7. IT Manager **Rating:** 3.0/5.0 stars **Reviewed by:** Tony H. | IT Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2025 **What do you like best about BoardEffect?** being able to publish meetings electronically, saving on paper. it does what we need it to do. **What do you dislike about BoardEffect?** no longer allowed to do password resets for members since new platform change. could on the old platform. migration to the new platform is confusing at times. required everyone to reset password or reregister an account on board effect. created a lot of calls and walking members through the re- registration process. since the new platform we have way less flexibility for managing the members now. please bring all those features back. I had to edit my review to add that, some of the questions of this review is imposable for me to answer. as our members don't use most of the features listed in the review. however, there was no way to skip or mark "not applicable" for these questions. **What problems is BoardEffect solving and how is that benefiting you?** saving on paper, **Official Response from Bella Basso:** > Thank you for sharing your experience with BoardEffect. We are glad to hear that publishing meetings electronically has been helpful for your organization. We appreciate your feedback about the transition to the new platform. The updates to password management were made to follow current security best practices, but we understand this created extra steps for your members. Your comments about flexibility and user management are valuable, and we are gathering feedback like yours to guide future enhancements. Thank you again for taking the time to share your perspective. Your input helps us continue improving the experience for you and your members. ### 8. Intuitive Platform That Streamlines Board Meetings, Document Annotations and Resolution Approvals **Rating:** 5.0/5.0 stars **Reviewed by:** Enrique S. | Board Governance Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2026 **What do you like best about BoardEffect?** The platform is great for organizing our meeting packets and provides an intuitive interface that allows our Board of Directors to review the meeting materials in advance and provides document annotations during board meetings. **What do you dislike about BoardEffect?** Nothing that I would consider as a major dislike right now the platform is extensively used for board management with no issues. **What problems is BoardEffect solving and how is that benefiting you?** It allows us to distribute board information easily and it’s been a central platform for board meeting invites, documents storage and resolution approvals. ### 9. Great Board Management Tool to Prepare for Meetings, Easily Discuss Approvals and Vote as Needed **Rating:** 5.0/5.0 stars **Reviewed by:** Christine D. | Administrative Assistant to the Board of Governors, Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2026 **What do you like best about BoardEffect?** I find that creating the agenda and being able to copy agendas is much more efficient than my previous solution. It is so much easier creating meetings, uploading meeting materials and minutes are more easily updated. **What do you dislike about BoardEffect?** It has been a great board management tool and I have no cons to list since I have not come across any problems yet. **What problems is BoardEffect solving and how is that benefiting you?** It has made Board meeting preparation process smooth and it allows Board members to find resources they need, review documents, discuss approvals and vote as needed. **Official Response from Bella Basso:** > We're thrilled to hear that BoardEffect has made your board meeting preparation process more efficient! We strive to provide a user-friendly platform for creating agendas, uploading meeting materials, and updating minutes. Thank you for sharing your positive experience. ### 10. Quick Access to Board Meeting Schedules, Secure Messaging and Organized Board Policies Record **Rating:** 5.0/5.0 stars **Reviewed by:** Aleksandar V. | Chairman of the Board, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2026 **What do you like best about BoardEffect?** Easy to schedule board meetings so meeting preparation is predictable and focused and its simple to keep historical board documents organized. I like the secure messaging that keeps director discussions off email. **What do you dislike about BoardEffect?** Nothing that I like least it meets all our board management needs and we are very satisfied with its performance. **What problems is BoardEffect solving and how is that benefiting you?** It standardized board meetings, lets me approve and release the final agenda and I use the repository to maintain a record of board policies and past precedents. ### 11. Supporter of BoardEffect for communications with Boards **Rating:** 4.0/5.0 stars **Reviewed by:** Kim C. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about BoardEffect?** The ease of creating the meeting books, storing and accessing, the events feature, the library features. **What do you dislike about BoardEffect?** I am not a fan of the format of the cover page or the generated agenda. I like the concept but wish I had more editing capacity with them. **What problems is BoardEffect solving and how is that benefiting you?** We were emailing massive PDFs in multiple sections to the Board and now have a single email with a link to share meeting materials. They have a single source to access previous materials, via the device they prefer. No more SharePoint headaches! **Official Response from Bella Basso:** > Thank you for sharing your feedback on BoardEffect! We're thrilled to hear that you find creating meeting books, storing, and accessing materials easy, and that the events and library features are helpful. We appreciate your input on the cover page and agenda format - we'll definitely take that into consideration for future updates. Thank you for choosing BoardEffect! ### 12. All Board Materials in One Secure Location **Rating:** 5.0/5.0 stars **Reviewed by:** Rhonda M. | Enterprise (> 1000 emp.) **Reviewed Date:** April 22, 2026 **What do you like best about BoardEffect?** All board material in one secure location. **What do you dislike about BoardEffect?** As a system admin, the move to Diligent One has been a little bumpy. Not enough information or training on how the move to Diligent One will impact system admins. **What problems is BoardEffect solving and how is that benefiting you?** We often have meetings where certain material should only be available to specific Board members. BoardEffect gives me the ability to designate who sees what items. It also allows me to add notes for our Board Chair and CEO that only they are able to view. ### 13. Secure Portal for Board Access to Sensitive Materials **Rating:** 3.0/5.0 stars **Reviewed by:** Leigh R. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 23, 2026 **What do you like best about BoardEffect?** I appreciate that it's a secure portal where our board can access sensitive materials. BoardEffect has always seemed to prioritize security and privacy. **What do you dislike about BoardEffect?** I wish it had a little more functionality, specifically with Box. Sometimes it feels a little clunky navigating so I'm hoping the new rollouts will improve the ease of use. **What problems is BoardEffect solving and how is that benefiting you?** It allows us to have a secure place to store and access Board materials and helps the Board know where to go for meetings materials and other information. **Official Response from Bella Basso:** > Thank you for sharing your experience with BoardEffect! We’re glad to hear the platform has provided your board with a secure and reliable place to access sensitive materials and meeting information. We also appreciate your feedback around the Box functionality, and we’ll be sure to share this feedback with our team as we continue improving the overall user experience and usability of the platform. Thank you again for your partnership and thoughtful feedback! ### 14. Efficient Board Governance with Minor Support Challenges **Rating:** 4.0/5.0 stars **Reviewed by:** Jermaine J. **Reviewed Date:** December 01, 2025 **What do you like best about BoardEffect?** I genuinely appreciate BoardEffect for its ability to actively sync documents in real-time during meetings, which ensures that everyone is always on the same page with the most updated information. The convenience of managing minutes and reference documents within the same platform is another aspect I find valuable, as it consolidates important information in a single location, making access and reference straightforward and organized. Furthermore, BoardEffect acts as a secure depository for documents, which gives me peace of mind regarding the safekeeping and future accessibility of critical documents. These features collectively enhance my experience with BoardEffect, providing efficiency and security in board governance and document management. **What do you dislike about BoardEffect?** I find that assisting users who may have password issues or end user-level technical concerns could be handled better. It would be more efficient if these issues were managed by the administrators of the platform rather than referring them to customer care support whenever such issues arise. **What problems is BoardEffect solving and how is that benefiting you?** I use BoardEffect for board governance and secure document management, easing navigation for tech-challenged trustees and allowing real-time document synchronization during meetings. ### 15. All Board Activities in One Platform—Surveys, Polls, Board Books, and More **Rating:** 5.0/5.0 stars **Reviewed by:** A C. | Chief of Staff, Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2026 **What do you like best about BoardEffect?** It helps keep board activities on a single platform, including surveys, polls, board books, communications, and library materials. **What do you dislike about BoardEffect?** The training materials are not easy to navigate and don't always reflect the training content in the training titles. I would appreciate a free text option to search for the closest content (assisted with AI?). **What problems is BoardEffect solving and how is that benefiting you?** Seeing real examples of best practices using the tools available at the conference was truly eye-opening and helped me understand how to apply them more effectively. **Official Response from Bella Basso:** > Thank you for sharing your experience with BoardEffect! We’re glad to hear the platform has helped keep board activities centralized and made it easier to manage surveys, polls, board books, communications, and library materials all in one place. ### 16. Streamlined Board Management with Easy to Access Meeting Archives and Minutes Creation **Rating:** 5.0/5.0 stars **Reviewed by:** Kayla R. | Board Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2026 **What do you like best about BoardEffect?** It works very well for creating an archive of corporate meetings and documents and the structure used for setting formal agendas is very helpful for streamlining board management. **What do you dislike about BoardEffect?** There isn’t anything to like least the tool is super intuitive and easy for our board members to use and access. **What problems is BoardEffect solving and how is that benefiting you?** This tool allows our organization to streamline board governance and conduct meetings more efficiently. ### 17. User-Friendly with Robust Features, Needs Better Microsoft Integration **Rating:** 5.0/5.0 stars **Reviewed by:** mannacare3108 i. **Reviewed Date:** November 18, 2025 **What do you like best about BoardEffect?** I find BoardEffect incredibly user-friendly, which drastically eases the management tasks of our Board of Directors. It offers a wealth of features that are built specifically for our needs, allowing us to securely store all our important documents like reports, minutes, agendas, policies, and files in one centralized location. This not only streamlines our processes but also enhances the security of our information, providing a more efficient and sustainable program. The availability of training makes it even more accessible and beneficial for us. Additionally, the setup process was straightforward and easy to navigate, which was a significant advantage during our transition from SharePoint to BoardEffect. Overall, the platform fits perfectly with our needs, and I am highly satisfied with its performance, giving it a solid recommendation score of 10. **What do you dislike about BoardEffect?** I dislike the limited integration capabilities with Microsoft products in BoardEffect. Specifically, it lacks the ability to populate events to our Outlook calendars, which is a critical feature for seamless scheduling and organization. **What problems is BoardEffect solving and how is that benefiting you?** I use BoardEffect to efficiently and securely organize Board of Directors information, storing important documents like reports and minutes in one place, which makes the process more sustainable. **Official Response from Bella Basso:** > We're thrilled to hear that BoardEffect has been incredibly user-friendly and has streamlined your board management tasks. We appreciate your input on the limited integration capabilities with Microsoft products, and we'll take this into consideration for future improvements. We're also glad to hear that the setup process was straightforward and that the platform fits perfectly with your needs. Thank you for the solid recommendation score of 10! ### 18. Efficient Document Management, Needs Better Engagement Tools **Rating:** 4.0/5.0 stars **Reviewed by:** Ally C. **Reviewed Date:** November 18, 2025 **What do you like best about BoardEffect?** I appreciate how BoardEffect allows us to effectively manage our Foundation Board through its features. One of the key aspects I love is the way it secures and makes documents easily accessible to all board members whenever needed. This access enhances our productivity by ensuring that valuable information is always within reach. Additionally, I find the ability to have different workrooms for various committees incredibly beneficial. It helps me keep track of members on each committee and organize content tailored to specific groups, which simplifies our board management process. **What do you dislike about BoardEffect?** I wish I knew of a better way to get board members to engage in conversation during virtual meetings and during times that we have a big break between meetings. I'd like to be able to post topics for them to discuss and have an engaging conversation through the platform. **What problems is BoardEffect solving and how is that benefiting you?** I use BoardEffect to keep documents secure and easily accessible for board members and manage committee-specific workrooms, making content management and member tracking efficient. **Official Response from Bella Basso:** > Thank you so much for sharing your experience with BoardEffect. It is great to hear that secure document access, committee workrooms, and the overall organization of materials are helping support your Foundation Board. We hear this need often and are actively working on enhancements that will give administrators more visibility into board member activity. We are planning to introduce board engagement reporting that will help you see what materials board members are viewing, how they are interacting with their books, and other indicators of engagement. Our goal is to make it easier to support your board and keep everyone connected throughout the year. We appreciate your feedback and are always here to help you get the most value from BoardEffect. ### 19. The best solution for keeping all your board information in one place. **Rating:** 5.0/5.0 stars **Reviewed by:** Jill T. | Director of Executive and Board Affairs, Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2025 **What do you like best about BoardEffect?** I love having everything related to our board in one spot. It is user friendly and even our older trustees have been able to access everything they need with little to no help. **What do you dislike about BoardEffect?** The transition to the Diligent Platform has been a bit of a challenge. For some reason, we had to keep changing our password and I had to request special links for some of our trustees. But once that was done, they have been ok. **What problems is BoardEffect solving and how is that benefiting you?** We tend to be last minute with agenda changes and documents needed for committee and board meetings. This is perfect for adding items and not having to redo the packets and send more lengthy emails to the board. ### 20. Centralized Access with Minor Accessibility Hiccup **Rating:** 5.0/5.0 stars **Reviewed by:** Mary K. **Reviewed Date:** November 11, 2025 **What do you like best about BoardEffect?** I really appreciate the accessibility to all boards and committee materials through BoardEffect, which ensures that everything I need for meetings is in one place. The convenience of receiving notices of meetings and having all board and committee materials readily available significantly enhances my readiness for discussions. I find the library and directory features particularly useful as they provide extensive resources that are crucial for my activities within the organization. Additionally, the information on Zoom meetings is a valuable aspect that supports my virtual collaborations and planning. As a member of a large non-profit like Keystone, being able to easily access resources across the organization is an essential feature for me. **What do you dislike about BoardEffect?** I am unable to access certain features, such as Book, through the app on my iPad. This is the main challenge I have encountered with BoardEffect. **What problems is BoardEffect solving and how is that benefiting you?** I access all board and committee materials in one place and utilize resources across the organization, enhancing collaboration and preparedness. **Official Response from Bella Basso:** > Thank you so much for your wonderful feedback. We’re thrilled to hear how BoardEffect is helping you stay organized, prepared, and connected across your board and committee work. It’s great to know that features like meeting notices, the library, directory, and centralized access to all materials are making a meaningful difference in your experience at Keystone. We also appreciate you mentioning the iPad app limitations. Our team is continually improving the mobile experience, and feedback like yours helps us prioritize what matters most to users. Thanks again for the five-star review! We truly appreciate it! ### 21. Easy, Secure Hub for Documents, Meetings, and Calendars **Rating:** 4.5/5.0 stars **Reviewed by:** Chelsea E. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about BoardEffect?** I like that it houses all of our documents, meeting information, calendar invites, etc. It is fairly easy to use and allows secure sharing of information. **What do you dislike about BoardEffect?** Some of the tasks are a bit clunky and require extra clicks. **What problems is BoardEffect solving and how is that benefiting you?** It has cut down on the number of subscription services we need. It also is a more effective board book solution that requires less staff time. **Official Response from Bella Basso:** > Hi Chelsea! We're glad to hear that BoardEffect has been helpful in organizing your documents, meetings, and calendars, and that you find it easy to use and secure for sharing information. - Bella from BoardEffect ### 22. Excellent Control for Reviewing the Full Book Before Sharing **Rating:** 5.0/5.0 stars **Reviewed by:** Susan D. | Executive Assistant to the CEO & Board Liaison, Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2026 **What do you like best about BoardEffect?** I really like the control - especially reviewing the full book prior to sharing with others. **What do you dislike about BoardEffect?** wish the options were a bit more similar to diligent board software **What problems is BoardEffect solving and how is that benefiting you?** system allows users to access data from anywhere (once logged in) - as compared to sending physical board books in a binder via FedEx 10 business days prior to the board meetings (think early 1990s) **Official Response from Bella Basso:** > Thank you for the 5-star review and for sharing your experience with BoardEffect. We’re glad to hear the platform has helped simplify reviewing and sharing board materials while making information more accessible for your users. We also appreciate your feedback regarding feature differences between BoardEffect and Diligent Boards. We’d be interested in learning more about the specific functionality you’d like to see within BoardEffect as we continue enhancing the experience for our users. Please feel free to reach out to our Product Marketing Manager, Verushka Alvarez, at valvarez@diligent.com — we’d love to continue the conversation and hear more about your feedback. ### 23. Easy, Flexible Board Book Building with Amazing Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** mary j. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 23, 2026 **What do you like best about BoardEffect?** The ease and flexibility for building board books and the amazing customer support that is provided. **What do you dislike about BoardEffect?** We currently have 200+ workrooms that live in multiple workgroups. The ability to search for a particular association. **What problems is BoardEffect solving and how is that benefiting you?** My team is responsible for also providing alignment across 250 associations. BE provides us the opportunity for through templateing ect. **Official Response from Bella Basso:** > Thank you for sharing your experience with BoardEffect! We’re thrilled to hear that the flexibility of the platform and support from our team have helped make board book management easier for your organization. Thank you again for your partnership and support! ### 24. BoardEffect Brings Great Organization to Our Team **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa H. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2026 **What do you like best about BoardEffect?** I love the organization that BoardEffect brings to my organization. **What do you dislike about BoardEffect?** There are times that the knowledge base does not fully align with what we see in BoardEffect due to the change to Diligent. **What problems is BoardEffect solving and how is that benefiting you?** Board effect makes it easy for me to share our current and store our historical Board documents. **Official Response from Bella Basso:** > Thank you so much for the 5-star review and for sharing your experience with BoardEffect! We’re thrilled to hear the platform has helped bring greater organization to your team and made it easier to manage and store important board materials. We also appreciate your feedback regarding the knowledge base and will be sure to share it with our team as we continue improving the experience and supporting resources. Thank you again for your partnership and support! ### 25. Great Access for Volunteer Directors **Rating:** 5.0/5.0 stars **Reviewed by:** Susie D. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2026 **What do you like best about BoardEffect?** The access for directors who are volunteers and do not access to our platforms. **What do you dislike about BoardEffect?** Not as user friendly for new directors. The learning curve is longer than I think is reasonable. **What problems is BoardEffect solving and how is that benefiting you?** Access, security and confidentiality - great for not for profits when systems do not allow volunteers to access. **Official Response from Bella Basso:** > Thank you for the review and for sharing your experience with BoardEffect. We’re glad to hear the platform has helped provide secure and accessible board communication for your volunteer directors. We understand that there can be a learning curve for new board members, and we’d be more than happy to help with additional onboarding or board member training. Please reach out to your Customer Success Manager, who would be happy to help set something up for your team. ### 26. Centralized, Secure Hub That Significantly Boosted Our Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Audra A. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 23, 2026 **What do you like best about BoardEffect?** Centralized confidential location for materials. Efficiency has increased significantly **What do you dislike about BoardEffect?** Some board members resist or act like its difficult (usually login info not usage) **What problems is BoardEffect solving and how is that benefiting you?** It’s easy to make last-minute changes to meeting materials, and directors don’t have to guess where to find the meeting join information. **Official Response from Bella Basso:** > Thank you so much for taking the time to share your feedback and experience with BoardEffect! We’re thrilled to hear that having a centralized and secure hub for your board materials has helped improve efficiency for your team and made it easier to manage meeting updates and information. We also appreciate your honest feedback regarding board member adoption and login challenges. If it would be helpful, your Customer Success Manager would be more than happy to coordinate additional training or refresher support for board members to help make the experience even smoother for everyone. Thank you again for your partnership and for sharing your experience with us! ### 27. Easy to Use and Efficient for Managing Agendas **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** April 23, 2026 **What do you like best about BoardEffect?** Ease of use and customer support typically provides fast and accurate questions **What do you dislike about BoardEffect?** Having some challenges since the Diligent update. Agendas are poorly formatted differently that before with a lot of blank spaces that even the BE help people are unable to correct. Also long lags and sometimes difficulty signing in **What problems is BoardEffect solving and how is that benefiting you?** Easy to organize board packages that are quick and easy to distribute to members without having to spend time copying, collating, etc. Changes are fast and easy to push out. **Official Response from Bella Basso:** > Thank you for sharing your feedback and experience with BoardEffect! We’re glad to hear the platform has helped simplify agenda management and that you’ve had positive experiences with our support team. We also appreciate you sharing your feedback regarding agenda formatting and login challenges since the update. We’ll be sure to share these insights with our team as we continue improving the user experience and platform performance. Thank you again for taking the time to share your experience with us! ### 28. Centralized Board Documents and Smooth Meeting Approvals **Rating:** 4.0/5.0 stars **Reviewed by:** Julie S. | Corporate Governance Advisor, Enterprise (> 1000 emp.) **Reviewed Date:** April 22, 2026 **What do you like best about BoardEffect?** continuous housing of board documents, contact with board regarding meetings and approvals **What do you dislike about BoardEffect?** Inability to utilize all of the features - time management in learning **What problems is BoardEffect solving and how is that benefiting you?** Utilizing the collaboration tab; adding more features that sync with Microsoft 365; availability of support **Official Response from Bella Basso:** > Thank you for the review and for sharing your feedback. We’re glad to hear BoardEffect has helped improve communication, approvals, and document management for your board. If you’re interested in additional training or learning more about the platform’s features, we’d encourage you to connect with your Customer Success Manager, who would be happy to help. ### 29. Smooth, Easy-to-Use Interface, AI Summary needs work **Rating:** 4.0/5.0 stars **Reviewed by:** George C. | Associate Professor, Computer Science and Information Systems, Mid-Market (51-1000 emp.) **Reviewed Date:** April 23, 2026 **What do you like best about BoardEffect?** Smooth easy-to-use interface, keeps documents organized **What do you dislike about BoardEffect?** AI summary only worked one time for me, an admin, and the report was overly complicated (based on 300-pages of pdfs) **What problems is BoardEffect solving and how is that benefiting you?** Repository of documents, collaboration between board members, granular permissions/authorizations **Official Response from Bella Basso:** > Thank you for sharing your feedback and experience with BoardEffect! We’re glad to hear the platform has helped keep documents organized and supported collaboration and permissions management for your board. We also appreciate you sharing your experience with the AI summary feature. Feedback like this is valuable as we continue refining and improving the experience for administrators working with large and complex documents. Thank you again for your partnership and insights! ### 30. Efficient Document Storage, Lacks AI for Minutes **Rating:** 4.0/5.0 stars **Reviewed by:** Shamin D. **Reviewed Date:** November 25, 2025 **What do you like best about BoardEffect?** I like BoardEffect for its ease of use, which simplifies the process of storing board meeting papers and documents. The document storage feature, referred to as the 'Library,' is particularly valuable as it streamlines the management and accessibility of important meeting documents. The initial setup of BoardEffect was effortless, contributing to a smoother adoption experience overall. **What do you dislike about BoardEffect?** I am disappointed that BoardEffect does not have an AI tool to automatically take meeting minutes, which would significantly enhance productivity and ease the workload during meetings. **What problems is BoardEffect solving and how is that benefiting you?** I use BoardEffect for storing board meeting papers and documents, which makes managing meeting materials easy. **Official Response from Bella Basso:** > Thank you so much for sharing your experience with BoardEffect. We are glad to hear the Library feature and overall ease of use have supported your work. You mentioned wishing BoardEffect had an AI tool to help automate meeting minutes. We do offer this capability depending on your subscription package. Your Customer Success Manager can walk you through how it works and confirm whether it is included in your current plan. If you would like individualized guidance or a quick overview, they would be happy to help. We appreciate your feedback and are always here to support you in getting the most value from BoardEffect. ### 31. Streamlined Board Document Management Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Cheyney T. | Manager of Administration and Governance, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2026 **What do you like best about BoardEffect?** Streamlining our document management for our board **What do you dislike about BoardEffect?** I feel like the interface could be upgraded **What problems is BoardEffect solving and how is that benefiting you?** Efficiency when it comes to governance management ### 32. Simple, Smooth Document Uploading and Viewing for Board Meetings **Rating:** 4.5/5.0 stars **Reviewed by:** Lorraine L. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2026 **What do you like best about BoardEffect?** The simple method of uploading and viewing documents for Board Meetings. **What do you dislike about BoardEffect?** Nothing, besides when I can't figure out something. **What problems is BoardEffect solving and how is that benefiting you?** No problems. **Official Response from Bella Basso:** > Thank you for sharing your positive experience with BoardEffect! We're thrilled to hear that you find the document uploading and viewing process simple and smooth for your board meetings. If you ever encounter any difficulties or have questions about using BoardEffect, please don't hesitate to reach out to our customer support team. We're here to help and ensure you have a seamless experience. Thank you for choosing BoardEffect for your board meeting needs! ### 33. Boardeffect followup **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** November 24, 2025 **What do you like best about BoardEffect?** The ability to keep all documents for a meeting In One location and refer your board to that location. **What do you dislike about BoardEffect?** Timing and ability to learn all the new tips and tricks and teaching my board how to use them. **What problems is BoardEffect solving and how is that benefiting you?** Platform changing from BoardEffect to Diligent - making sure I have the information in sufficient time. Issue with being notified of Cyber breaches - and later finding out that it didn't necessarily affect my users? Not sure that I understand the issues surrounding the cyber threat and has been escalated to our Internal Audit department. ### 34. BoardEffect: Intuitive and Efficient—A Game-Changer for Board Professionals **Rating:** 5.0/5.0 stars **Reviewed by:** Aimee W. | Director of Alumni Engagement - Board & Honoree Relations, Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2025 **What do you like best about BoardEffect?** BoardEffect has completely changed the way I operate as a Board Professional! It's intuitive, efficient and a game-changer. **What do you dislike about BoardEffect?** The Annotations functionality isn't clear and clean. Using the app on my iPad to handwrite notes causes me a lot of frustration. **What problems is BoardEffect solving and how is that benefiting you?** BE is helping me, as a Board Professional, build the board books so much quicker. No more struggling with PDF Builders!! **Official Response from Bella Basso:** > Thank you so much for sharing your experience! We’re thrilled to hear that BoardEffect has transformed how you work as a Board Professional and that building board books has become faster and more efficient for you. ### 35. Good experience as a newer user! **Rating:** 4.5/5.0 stars **Reviewed by:** Kaitlin D. | Governance Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2025 **What do you like best about BoardEffect?** My organization previously used a different board portal before it was sunsetted last year. After evaluating a few options, we chose BoardEffect. Overall, it has been a positive experience, and we've received encouraging feedback from our board members about the new platform. While I’m still learning the ropes, I appreciate how easy it is to create board books and how seamlessly the minutes are integrated into the site. The overall layout is user-friendly, and we've definitely seen more board members actively engaging with the platform. The implementation and integration process was straightforward, and the customer support team provided excellent guidance throughout. **What do you dislike about BoardEffect?** It takes time to access the minutes section. I wish there was a way to track when users view or open the board book. It would be helpful to have a way to preview what users are seeing. **What problems is BoardEffect solving and how is that benefiting you?** -All board materials are conveniently available in one accessible location. -Users can RSVP easily. -Users can comment on board books. - Overall, nice, attractive layout. **Official Response from Bella Basso:** > Hi Kaitlin! We're thrilled to hear that BoardEffect has been a positive experience for you and your organization! We appreciate your feedback about the convenience of accessing board materials and the user-friendly layout. We understand your suggestions for improving access to the minutes section and tracking user activity, and we will consider these for future updates. - Bella from BoardEffect ### 36. Good safe tool for communicating with board **Rating:** 2.5/5.0 stars **Reviewed by:** Elana T. | Administrative Assistant, Executive Administration, Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2025 **What do you like best about BoardEffect?** I like how everything is in one place, it is easy to communicate with everyone at once, and it is easy to test features as ad admin. **What do you dislike about BoardEffect?** I think sometimes the coding with messages and RSVP templates can be a little finicky. **What problems is BoardEffect solving and how is that benefiting you?** We have a secure central place to organize and communicate with our board. ### 37. BoardEffect makes meeting prep a breeze, ensuring all our sensitive documents are secure **Rating:** 4.5/5.0 stars **Reviewed by:** Lucrezia R. | Supervisory board member, Food Production, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2025 **What do you like best about BoardEffect?** I absolutely adore the fact that BoardEffect offers safe document management and distribution. Our board room documents are highly confidential therefore a highly encrypted platform offers us a great relief. The game changer is also the meeting management tools. It is easy to create agendas, handle RSVPs, and share whole board packets before meetings online digitally. It is not only a time saver but also they have done away with physical printing. All of that is stored and easily accessible to our board members which is great. **What do you dislike about BoardEffect?** But there is a pinch of new software solutions to replace the user interface which is a bit less modern. It is practical and not necessarily user-friendly as it might be to completely new board members. We also once in a while find the search capability in documents to be more interesting. Sometimes it is a small challenge to find particular notes or past discussions easily. They are rather minor details that do not hamper basic functions. **What problems is BoardEffect solving and how is that benefiting you?** This is helping because BoardEffect has addressed our key problems with insecure and inefficient communications among the board. Prior to its usage, we used to depend a lot on the transmission of physical board books or communicate in unsecured email one of which was sensitive in nature. This exerted immense administrative overhead and a massive security risk. All our secretive information and meeting documents are also being shared and stored safely on the same platform. This has literally cut down our administrative overhead and boosted up the security level of our board work. The availability of all needs will now be accessible by our board members in real time and in a secure way regardless of being in different locations. **Official Response from Bella Basso:** > Hi Lucrezia! Thank you for sharing your positive experience with BoardEffect. We're glad to hear that the platform has helped address your key problems with insecure and inefficient communications among the board. We understand your feedback about the user interface and search capabilities, and we'll work to enhance the user experience. - Bella from BoardEffect ### 38. Centralized Board Workflows That Boost Transparency and Efficiency **Rating:** 4.0/5.0 stars **Reviewed by:** Gianni D. | VP, Head of European Cloud Management Services, Mid-Market (51-1000 emp.) **Reviewed Date:** January 07, 2026 **What do you like best about BoardEffect?** Its strong governance design: it centralizes board workflows (agenda, materials, voting, compliance) in a secure, intuitive platform that genuinely reduces admin overhead while improving transparency and decision quality. **What do you dislike about BoardEffect?** Limited flexibility in customization and reporting, and the UX can feel dated compared to newer governance platforms.. especially around search, analytics, and cross-board insights. **What problems is BoardEffect solving and how is that benefiting you?** Integration with my echosystem ### 39. Great Connector and User-Friendly After Training **Rating:** 4.5/5.0 stars **Reviewed by:** Damilola A. | Philanthropy Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2025 **What do you like best about BoardEffect?** I like that it a great connector for everyone in the organization and user friendly after one or two trainings. **What do you dislike about BoardEffect?** A lot of moving pieces that can be confusing especially to new users. **What problems is BoardEffect solving and how is that benefiting you?** It's connecting every member of the organization, but Board, volunteers and staff. **Official Response from Bella Basso:** > Thank you for sharing your experience with BoardEffect. We are thrilled to hear that it has become a user-friendly connector for your board, volunteers, and staff. Our team is always here to support you and help your organization get the most out of the platform. We appreciate your feedback! ### 40. All Your Materials in One Secure Place **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** April 22, 2026 **What do you like best about BoardEffect?** Having all material in one secure place. **What do you dislike about BoardEffect?** It takes a while to learn all the features. **What problems is BoardEffect solving and how is that benefiting you?** It’s helpful to have everything in one secure place, and it’s easy for the BOD and admins to upload and view documents. **Official Response from Bella Basso:** > We’re glad to hear that you appreciate having all your materials in one secure place. We understand that learning all the platform’s features can take some time, and we’re here to support you along the way. We’d encourage you to reach out to your Customer Success Manager, who would be happy to set up additional time and training resources for you and your team. ### 41. A Better Way to Communicate with Our Board Member **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Enterprise (> 1000 emp.) **Reviewed Date:** April 22, 2026 **What do you like best about BoardEffect?** Better way to communicate with our Board Members **What do you dislike about BoardEffect?** Lack of training and what Boardeffect offers to our Board members. Training for our Board members **What problems is BoardEffect solving and how is that benefiting you?** Better way of Communication with our Board members **Official Response from Bella Basso:** > Thank you for the review and for sharing your feedback. We’re glad to hear BoardEffect has helped improve communication with your board members. We’d encourage you to reach out to your Customer Success Manager, as we’d be happy to help coordinate additional training opportunities and resources for your board. Thank you again for your feedback and for being a BoardEffect user. ### 42. Easy to Use With Clear, Intuitive Design **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Executive Office | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about BoardEffect?** Ease of use and clarity, with the agenda created. **What do you dislike about BoardEffect?** I can’t upload video, audio, or picture files. **What problems is BoardEffect solving and how is that benefiting you?** Solving the problem of paper only. provides a clear picture of the board meeting. **Official Response from Bella Basso:** > Thank you for taking the time to leave a review and share your experience with BoardEffect. We’re glad to hear that you’ve found the platform easy to use with a clear and intuitive design. We also appreciate the feedback regarding file uploads. It depends where files are being uploaded to within the platform. MP4 video and audio files can be uploaded to the library. Picture files cannot be uploaded directly to the library, though pictures can be embedded into a file. Thank you again for your feedback and for being a BoardEffect user. ### 43. User-Friendly and Easy to Use, but Missing Some Diligent Boards Features **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Utilities | Mid-Market (51-1000 emp.) **Reviewed Date:** April 23, 2026 **What do you like best about BoardEffect?** BoardEffect is user friendly, easy of use **What do you dislike about BoardEffect?** BoardEffect doesn't include features that Diligent Boards offer as part of the plan **What problems is BoardEffect solving and how is that benefiting you?** Creating Board books and delivering meeting materials to Board members **Official Response from Bella Basso:** > Thank you for taking the time to leave a review and share your experience with BoardEffect. We’re glad to hear that you’ve found the platform user-friendly and easy to use, especially for creating board books and delivering meeting materials to board members. We also appreciate your feedback regarding feature differences between BoardEffect and Diligent Boards. Our teams are always looking for ways to continue enhancing the experience and understanding what functionality is most valuable to users. If you’d be open to sharing more about the specific features you’re looking for, we’d love to continue the conversation. Please feel free to reach out to our Product Marketing Manager, Verushka Alvarez, at valvarez@diligent.com , as we’d appreciate the opportunity to learn more about your experience and feedback. Thank you again for your review and for being a BoardEffect user. ### 44. Easy Material Building and Seamless Sharing with Boards **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about BoardEffect?** ease of building materials and sharing them with the boards. **What do you dislike about BoardEffect?** limitations on generated agenda spacing. **What problems is BoardEffect solving and how is that benefiting you?** Building the materials easier saves time to focus on other meeting tasks. **Official Response from Bella Basso:** > We're thrilled to hear that BoardEffect is helping you save time and focus on other meeting tasks by making material building easier. We will take your feedback about agenda spacing into account as we continue to improve our platform. ### 45. Easy to Use and Straightforward **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** April 23, 2026 **What do you like best about BoardEffect?** The platform is easy to use and support is very helpful. **What do you dislike about BoardEffect?** There have been several glitches since the platform update. **What problems is BoardEffect solving and how is that benefiting you?** Having organized board packages for our Directors. **Official Response from Bella Basso:** > Thank you for your positive feedback on the ease of use and helpful support provided by BoardEffect. We apologize for the glitches experienced after the platform update. Our team is actively working to resolve these issues. We are pleased to hear that BoardEffect is helping you organize board packages for your Directors. ### 46. Exceptionally User-Friendly with Outstanding Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** May 29, 2025 **What do you like best about BoardEffect?** We have been using BoardEffect and couldn't be more pleased with the experience. As an administrator, I find the platform incredibly intuitive and easy to navigate, which has saved us significant time when preparing for board meetings. Our board members have also found the interface simple and accessible, which has greatly improved engagement and communication. What truly sets BoardEffect apart, however, is the exceptional customer service. Our Customer Success Manager (Pia Roper) has been consistently responsive, knowledgeable, and proactive in ensuring we get the most out of the platform. Whether it's onboarding, troubleshooting, or exploring new features, the support has been top-notch. Highly recommend BoardEffect for any non-profit organization looking to streamline governance processes and improve board collaboration. **What do you dislike about BoardEffect?** If I had to point out one area for improvement, it would be that board members who serve on multiple boards using BoardEffect need separate logins for each organization. It would be much more convenient if there were a way to access multiple boards with a single sign-on or unified dashboard. **What problems is BoardEffect solving and how is that benefiting you?** BoardEffect has allowed for improved Board engagement and communication. **Official Response from Bella Basso:** > Hi there! Thank you so much for the thoughtful review! We're so glad BoardEffect has helped simplify your board operations and that you’d recommend it to other nonprofits. We couldn’t agree more about Pia! She’s a key part of our team and we’ll be sure to pass your kind words along. The ability to switch between boards with a single login is something we've heard from users like you, and we’re excited to share that this will be available in a future update. We're always listening to customer feedback to improve the product and your overall experience. If you have any questions in the future, feel free to reach out to our team or connect with Pia directly. ### 47. Effortless Board Packet Management with Innovative, User-Friendly Tools **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Individual & Family Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2025 **What do you like best about BoardEffect?** BoardEffect has been tremendously helpful with putting together board packets, as well as updating them on the spot. The platform is so easy to use, and innovative. **What do you dislike about BoardEffect?** As with all technology, sometimes there are minor unpredictable issues, but those are far and few between. **What problems is BoardEffect solving and how is that benefiting you?** The simplicity of building and updating board packets in real time to reach everyone at once. BoardEffect makes my life easier. **Official Response from Bella Basso:** > We're thrilled to hear that BoardEffect has been tremendously helpful for putting together and updating board packets. Our user-friendly platform is designed to make the process effortless. ### 48. From Email Overload to Organized Clarity **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Research | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2025 **What do you like best about BoardEffect?** The best thing about BoardEffect, hands down, is how it brought everything into one clean, organized space. Before, I’d have to dig through email threads, Google Docs, and old PDFs just to prep for a single meeting. Now, I log in, and everything I need—agendas, past minutes, reports—is right there. It sounds simple, but it’s honestly taken a huge weight off. I feel more prepared, less stressed, and like my time’s actually being respected. That’s no small thing when you’re juggling a board role with a full-time job. **What do you dislike about BoardEffect?** Honestly, the learning curve in the beginning was a bit frustrating. When we first switched over, a few of us—especially the less tech-savvy board members—felt lost. It’s not the most intuitive platform right out of the gate, and I remember one meeting where we spent more time figuring out where a document was than actually discussing it. Also, it’s not cheap. For smaller organizations like ours, the cost made us hesitate at first. It felt like a big leap. That said, once we got past the early bumps and learned how to use it, those issues faded. But yeah, onboarding could definitely be smoother. **What problems is BoardEffect solving and how is that benefiting you?** Before we started using BoardEffect, everything felt scattered — agendas came late, documents were all over the place, and tracking board decisions was a nightmare. One time, we literally had to delay a vote because half the board couldn’t find the right version of a policy draft. BoardEffect solved that by giving us one centralized, secure place for everything. Now we don’t waste time chasing files or digging through emails. Voting is quick, we stay on schedule, and everyone comes to meetings more prepared. It’s honestly saved us time, reduced stress, and helped us function more like the professional board we want to be. **Official Response from Bella Basso:** > Hi there! We're thrilled to hear that BoardEffect has brought everything into one clean, organized space for you, making it easier to prepare for meetings and reducing stress. Thank you for sharing your experience! - Bella from BoardEffect ### 49. BoardEffect gets the job done =) **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2025 **What do you like best about BoardEffect?** I really love how BoardEffect acts as a one-stop shop for everything board related. It makes communicating with board members super easy and keeps all our important docs safe and in one place. What I really appreciate is how it simplifies getting ready for meetings, helping everyone stay organized and in sync. From a board member's point of view, having all the info and materials in one spot is efficient and they heavily rely on this functionality. Overall, BoardEffect has really smoothed out our board processes. **What do you dislike about BoardEffect?** I don't think BoardEffect is a standalone. You have to use other tools to do what it cannot. If board members go there to RSVP, view the board book, see upcoming events, I believe there should also be a messenger feature within the software. Minute-taking is also a core part of board management. It unfortunate that you have to pay extra for a baseline need. **What problems is BoardEffect solving and how is that benefiting you?** Building a board book would be much more difficult without having BoardEffect. It is a huge time-saver. **Official Response from Bella Basso:** > Hi there! Thank you for sharing your experience with BoardEffect! We’re glad it’s made communicating with board members, securing documents, and preparing for meetings easier. We appreciate your suggestions on messaging and minute-taking and will share them with our team. It’s great to hear BoardEffect saves you time and helps keep your board processes running smoothly! Thank you again for your positive review! - Bella from BoardEffect ### 50. DFA BoardEffect Review 2024 **Rating:** 5.0/5.0 stars **Reviewed by:** Joyce B. | Grants Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2024 **What do you like best about BoardEffect?** BoardEffect is easy to work with. Creating Board Books and building the library for our trustees is a seamless process. The conversion process was easy and we were able to begin using it immediately. Our staff and trustees were all trained quickly and were able to integrate the tools into the every day work process easily. I feel confident in the customer service group whenever an issue comes up, which has been very little. We build out information for 4 board meetings every twelve months which consists of 3 board books for each meeting for a total of 12 a year, however, there have been instances when an additional one was utilized. All staff and trustees have access to the library 24/7 which is a definite asset for our foundation. **What do you dislike about BoardEffect?** In the beginning, there was an issue that prevented automated notification when the meeting materials were ready and available to the trustees, however, new updates have ressolved that issue. As of today, we have no issues with how BoardEffect is working for us. **What problems is BoardEffect solving and how is that benefiting you?** BoardEffect removes the mannual process of photocopying and compiling board materials as well as mailing them to each trustees through the mail service. **Official Response from Bella Basso:** > Hi Joyce, We're glad to hear that BoardEffect has helped streamline the process of creating and accessing board materials for your foundation. Eliminating manual processes and providing 24/7 access to the library are key benefits of using BoardEffect. We appreciate your feedback and look forward to continuing to support your organization. - Bella from BoardEffect - [View BoardEffect pricing details and edition comparison](https://www.g2.com/products/boardeffect/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-03+09%3A24%3A48+-0500&secure%5Bsession_id%5D=715e15a4-717e-4b32-accd-cb3ef7088c5c&secure%5Btoken%5D=cc66d5adb9eabf05acf601493e9225eebc57b19b1847d05fea8ccbcd796d6033&format=llm_user) ## BoardEffect Integrations - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Zoom Events and Webinars](https://www.g2.com/products/zoom-events-and-webinars/reviews) ## BoardEffect Features **Meeting Management** - Scheduling - Agenda builder - Meeting Minutes - Document Management - Voting - Polls and Questionnaires - Task Manager **Pre-Meeting Tools** - Templates - Scheduling - Agenda **Board Tools** - E-Signatures - Permissioning - Annotations and Notes - Video Conferencing Integration - Meeting Archives - Single Sign On (SSO) - Skills Tracking - Board Assessments - Roles & Terms - D&O Questionnaires - Storage & File Sharing Integration - Email Integration - E-Signature Integration **Meeting Tools** - Minutes - Notes - Digital Workspace - File Sharing **Generative AI - Board Management** - AI Text Summarization **Post-Meeting Tools** - Task Delegation - Participant Email - Meeting Analytics **Agentic AI - Board Management** - Autonomous Task Execution - Cross-system Integration - Natural Language Interaction **Agentic AI - Meeting Management** - Autonomous Task Execution - Cross-system Integration - Proactive Assistance ## Top BoardEffect Alternatives - [Boardable](https://www.g2.com/products/boardable/reviews) - 4.5/5.0 (277 reviews) - [Nasdaq Boardvantage](https://www.g2.com/products/nasdaq-boardvantage/reviews) - 4.6/5.0 (209 reviews) - [OnBoard Board Management Software](https://www.g2.com/products/onboard-board-management-software/reviews) - 4.7/5.0 (646 reviews)