Board Intelligence Reviews & Product Details

Board Intelligence is a type of board technology solution designed to help organizations enhance the effectiveness and efficiency of their governance processes. This innovative platform is tailored for board members and governance teams, providing them with the tools necessary to streamline board operations and improve decision-making. By leveraging advanced AI-powered software and advisory services, Board Intelligence transforms traditional boardroom practices into a more dynamic and impactful experience. Targeted primarily at leaders within large organizations, including those in the Fortune 500, FTSE 100, and OMX 30, Board Intelligence serves a diverse audience of executives, directors, and governance professionals. The platform is particularly beneficial for those seeking to optimize their board processes, ensuring that meetings are more productive and that strategic decisions are made with greater insight. By distilling two decades of boardroom experience into its offerings, Board Intelligence addresses the unique challenges faced by governance teams in today’s fast-paced business environment. Key features of Board Intelligence include a suite of AI-driven tools that facilitate the preparation and management of board meetings, as well as comprehensive analytics that provide insights into board performance. These tools help governance teams save time by automating routine tasks, such as document distribution and agenda setting, allowing members to focus on strategic discussions. Additionally, the platform offers tailored reporting capabilities that enable boards to assess their effectiveness and identify areas for improvement, ultimately enhancing their contribution to organizational success. The benefits of using Board Intelligence extend beyond mere efficiency gains. By improving the quality of board interactions and decision-making processes, organizations can experience a significant impact on their overall performance. The platform empowers boards to operate more cohesively, fostering better communication and collaboration among members. This, in turn, leads to more informed decisions that align with the organization’s strategic goals, thereby driving long-term success. In a landscape where effective governance is paramount, Board Intelligence stands out as a comprehensive solution that combines technology with deep industry knowledge. Its focus on enhancing board effectiveness not only saves time but also elevates the role of governance teams within organizations, making them integral to achieving strategic objectives.

Product Website

Seller

Board Intelligence

Discussions

Board Intelligence Community

Languages Supported

English

Product Description

Board Intelligence provides software tools, advisory services, and training, that enable boards to make smart decisions and drive better outcomes for all stakeholders.

Overview by

Tim Brook (Creative Director)

Value at a Glance

Averages based on real user reviews.

Time to Implement

1 month

View More Pricing Information

Board Intelligence Integrations

(4)

Verified by Board Intelligence

Board Intelligence Media

Board Intelligence Demo - Marketing Leading Board Portal app

The simplest, most secure way to access your board papers. Available on iPad, iPhone and Windows devices.

Board Intelligence Demo - Board Pack Manager

Create your board's agenda with drag and drop ordering and automated timings then publish to the board in just a few clicks.

Board Intelligence Demo - Agenda planner

With the ease of drag and drop, you can move your agenda items seamlessly between meetings and the timings will automatically update across your agenda.

Board Intelligence Demo - Virtual board meeting integration

Integration with video conference apps, ensuring your remote meetings remain secure.

Board Intelligence Demo - Director collaboration

Ask clarification questions and share notes with other board members ahead of the meeting — to use time effectively.

Board Intelligence Demo - “Stunningly good” service and support

True 24/7 support from BI24, our specialist support team.

Board Portal - board management software with enterprise-grade security and support. Board Intelligence’s board portal software is a highly secure platform where board members can view, comment, and collaborate on their board documents.

Find out how implementing the QDI Principle drove consistently higher-quality board papers and board discussions for Trustpilot after their IPO.

“You understood what it was we needed to do, to improve the effectiveness of the board. Your model around the board papers was just brilliant.”~ Guy Dunlop, General Counsel, TSB.

Find out why fast-growing bank OakNorth chose Board Intelligence. “Board meetings run more effectively and more professionally.”~ Annie Woodward, Director and Company Secretary

With e-Signatures, manage document approvals directly from your Board Intelligence board portal and sign documents straight from the app. Perfect for approving minutes, signing motions and resolutions, or authorising a contract.

G2 reviews are authentic and verified.

Here's how.

Verified User in Logistics and Supply Chain

Enterprise (> 1000 emp.)

11/19/2024

"An excellent, intuitive portal for keeping Boards updated"

5/5

What do you like best about Board Intelligence?

BI is very easy to navigate and also easy to upload if you are an Administrator. Great search funtion. Very easy to use tools to highlight, annotate and share comments. This makes it very convenint to use during meetings to guide when to raise a question or probe further. A very useful product Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

It would be nice to have an eraser to "unhighlight" text which was highlighted in error Review collected by and hosted on G2.com.

What problems is Board Intelligence solving and how is that benefiting you?

Keeping everything in one place, so that everyone hears/reads the same information and that information is available to the key individuals any time of the day and night, and whatever the location. great that it is easily accessible on phones as well, meaning less relaince on bigger devices when overseas. Review collected by and hosted on G2.com.

Response from Lewis Morley of Board Intelligence

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Hello,

Its amazing to see you are utilising the app and its annotation features to their fullest and that these helpful tools and our easy to use app are benefitting you in so many areas.

I notice you mention an option to remove highlighted text and wanted to provide a couple of small tips to help with this.

Firstly if you unselect the highlight tool and then click on the highlighted text you will be given the option to delete the highlight, alternatively when clicking the highlighted text you will notice 2 white dots at each end of the highlight, dragging one of these dots will allow you to edit the text that is highlighted.

Should you wish, our support team would be happy to demo this for you, please do get in touch if this is of interest.

Many thanks again for your feedback.

The BI Team.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

11/1/2024

"The service team acts promptly,efficiently & deals with requests in a professional & friendly manner"

4.5/5

What do you like best about Board Intelligence?

The presentation of the bookcase and shelves provides order and structure to company documents. The system is user friendly and the functions are easy to understand. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

The formatting and presentation of page numbers and the tabs in a downloaded version of a document can be distracting an eyesore. Review collected by and hosted on G2.com.

What problems is Board Intelligence solving and how is that benefiting you?

BI has offered our Boards a place to not only host board meeting documents but it also afforded them the opportunity to build an extensive library of board related documents and knowledge. Easy access to historical documents comes at the push of a button.

I realise there are many other functionailities of BI most which we have not yet explored or applied. We will however look into all the possibility this product offers going forward. Review collected by and hosted on G2.com.

Response from Lewis Morley of Board Intelligence

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Hello and thank you for your kind words.

It is great to hear of all the ways in which you are benefitting from the platform and the functionality it provides and hope that as you continue to explore BI your experience continues to be equally positive.

We would love to hear from you more in the future as you try some of the extended features and we look forward to supporting you along on this journey.

With warm regards.

The BI Team.

Morgan C.

Company Secretarial Administrator

Mid-Market (51-1000 emp.)

9/23/2024

"I like Board Intelligence, it's user friendly and the customer service team are incredible."

5/5

What do you like best about Board Intelligence?

I use Board Intelligence frequently, at least a couple times a week.There are many things I like about Board Intelligence.

It's user friendly.

Customer service are approachable, knowledgeable, kind and helpful. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

Sometimes I can't upload powerpoint slides because the formatting changes. Sometimes I can't upload a PDF without having to compress it.

It would be nice to have a template function, whereby those regular committies we have, we could have a template available and just copy/paste/change dates. Review collected by and hosted on G2.com.

Response from Lewis Morley of Board Intelligence

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Hi,

Thank you for taking the time to share your experience with Board Intelligence. We are delighted to hear you are enjoying our board portal and the benefits it has brought to your organisation. I will also pass your kind words along to our customer service team.

In relation to being unable at times to upload PowerPoints, we do recommend printing these to pdf with a maximum size of 50mb however our dedicated support team are on hand 24/7 should you ever have any difficulties in the future.

You also mentioned the desire for a template function and I wanted to provide a couple of tips that may be of use with this.

The first is the option to clone a previous pack, to do this click the 3 dots on the front of the pack and select the option to "clone pack", this will make a carbon copy of the pack that you can then edit. Alternatively when creating a new pack, once you have selected the location you will be asked if you would like to select a pack to copy or to start from scratch, picking a pack here will again create a copy of this pack that you can then edit.

I do hope these tips will prove to be of use to you and that you continue to have great experiences using the Board Intelligence platform.

Best wishes,

The BI Team

Verified User in Consulting

Small-Business (50 or fewer emp.)

9/30/2024

"Simple to use yet powerful"

5/5

What do you like best about Board Intelligence?

Board Intelligence deals with most of the challenges that we encountered with our board meetings.

On the administrator’s side, it means we don’t have to rely on email chains anymore to put the board packs together and distribute them to our directors. The agenda feature is also quite clever and a big time-saver.

On the directors’ side, the application is uncluttered and easy to use. Board papers can be accessed even when offline and the customer support is top-notch. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

New features used to take time to become available, but they seem to have picked up the pace in the last year or so. Review collected by and hosted on G2.com.

Response from Lewis Morley of Board Intelligence

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Your kind feedback is hugely appreciated & thank you for recognizing our support team, they will be so please to hear your kind words.

We aim to provide the tools required to create impactful and effective board packs, so I am incredibly happy that both the platform and app have been well received and that the features are proving to be continually useful, time saving and enjoyable.

We would like to better understand your comment in relation to features being pushed out quicker so please do get in touch if you would like to discuss this or any other experiences you have had.

Best wishes,

The BI Team.

Joshua C.

Chief of Staff

Enterprise (> 1000 emp.)

9/23/2024

"Great service, easy collaboration and standardisation"

5/5

What do you like best about Board Intelligence?

The Board Intelligence team are very responsive and the training given was engaging. Lucia makes it very easy to write board papers and collaborate with the team. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

It could be made easier to view the changes that the team are making to the paper, and then being able to accept / decline those changes. Review collected by and hosted on G2.com.

Response from Lewis Morley of Board Intelligence

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Hello,

Thank you for your feedback its fantastic to hear the training was well received, I will pass along your kind comments to the team.

I am very happy to hear the benefits Lucia has brought you and your organisation in particular the standardisation this has offered.

We do make quality of life improvements and I will be sure to raise this with the development team for consideration.

Many thanks,

The BI Team.

Verified User in Financial Services

Mid-Market (51-1000 emp.)

8/8/2024

"Very easy and simple to use"

5/5

What do you like best about Board Intelligence?

I love how simple it is to use, you can teach it how to use pretty much to anyone. The easy drag and dropping of files makes it quicker and more efficient to send out reports and packs. I am rating the new improvements to the app and website - especially now that you do not have to press the enter key for it to save. I have been at the business for about 2years and being it my first job, it has been really easy to implement BI into my general tasks and using almost as a library to acknowledge all we have done over time, it is really easy to pull out packs instead of using our normal method of file searching on File Explorer. We are currently having an Audit Trail and BI has been of extreme help pulling information out and providing to our Auditors. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

I would appreciate if there was a way that the paper titles were longer than 40 characters - I know it feels impossible to fit it all onto the bookcase cover, but if something even increasing a few more characters would mean that they are easier to find considering if we have multiple reports to send out in a day; often we will have to shorten down words for them all to fit, i.e calling Reports "Rpts" and they are going out to the NEDs. Review collected by and hosted on G2.com.

Response from Lewis Morley of Board Intelligence

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Thank you for taking the time to share your feedback.

We are delighted to hear you find our portal simple and intuitive, we aim to make the experience easy for all, so I am pleased this is hitting the mark.

We are always aiming to improve the overall user experience, so it is great to see that some of these improvements have already been of benefit to you.

Your feedback on the title character limit is incredibly valuable to us, I will ensure to put this forward for consideration for future development.

Wishing you the best,

The BI Team.

Verified User in Legal Services

Mid-Market (51-1000 emp.)

5/12/2025

"Life changing for assembly of board pack"

5/5

What do you like best about Board Intelligence?

The possibility of sending prompts, the ease of assembly of the board pack, responsive helpdesk Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

I love everything about BI. The only problem is that not all clients prefer to implement it yet Review collected by and hosted on G2.com.

Response from Lewis Morley of Board Intelligence

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Hello

Thank you for your wonderful review!

We're thrilled to hear that our platform has made such a positive impact on your board pack creations and has been so easy to use and that your experience with our support team has contributed to your experience.

If you have any suggestions or feedback on how we can further improve, please don't hesitate to share.

All our best wishes.

The BI Team.

Verified User in Investment Management

Mid-Market (51-1000 emp.)

2/14/2025

"Overall good platform"

3.5/5

What do you like best about Board Intelligence?

The bookshelfs give a good overview and are practical. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

Not possible to download docs from the app.

That I need to login again to switch from one board (platform) to another as user with multiple access. Review collected by and hosted on G2.com.

Response from Lewis Morley of Board Intelligence

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Hello and thank you for taking the time to provide your feedback on you experience with Board Intelligence.

I am pleased to hear that you are finding some benefit in having all of your documents in one easy to access, practical, safe space and hope that as you continue to use the system you will find many more of the features available to you just as useful.

In reference to switching between your accounts, depending on how you are accessing your account, we do have a couple of options that I would love to have the opportunity to discuss with you. Additionally hearing more about your experience will help us give the right feedback to our teams.

If this is of interest please reach out to our dedicated support team who will be able to assist you with this and any other questions you may have.

Best regards

The BI Team

Anthony L.

Company Secretary and Head of Risk & Assurance

Mid-Market (51-1000 emp.)

10/24/2024

"A practical and user friendly tool which has transformed ways of working in meetings management"

4.5/5

What do you like best about Board Intelligence?

Creating agendas is very easy and is attuned to how clerks and committe secretaries would build agendas in accordance with best practice. It saves you the time it used to take to add attachments to emails if you did not have a board software system. It is unfussy and clear. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

A minor quibble but the numbering of sub items by BI does cause some confusion. You get there in the end but you're never quite sure how. Review collected by and hosted on G2.com.

Response from Lewis Morley of Board Intelligence

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Hello Anthony,

Thank you very much for your feedback, it's great to hear how the system is saving you time and that the app has been well received by your trustees.

I would be very keen to speak with you more to better understand the minor issue you have mentioned about the sub item numbering.

We can then provide you with some tips and training to help you get more from this feature.

Please do reach out to our support team who will be happy to help you with this.

Wishing you all the best,

The BI Team.

Verified User in Financial Services

Mid-Market (51-1000 emp.)

6/7/2023

"Intuitive and very user friendly, guaranteed to impress board directors!"

5/5

What do you like best about Board Intelligence?

Easy to navigate interface both for directors and administrators alike. Fantastic onboarding team and follow up support is quick and effective. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

To date, I cannot think of anything except to say perhaps that compared to other products in the market, it may have fewer capabilities. But it is a board portal, and as a board portal compared to other products out there, it is the best! Review collected by and hosted on G2.com.

Response from Michael McPherson of Board Intelligence

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Thank you for sharing your feedback of Board Intelligence. We are so pleased you have had such a positive experience and found our platform intuitive and easy to use. We are grateful for your continued support. Best wishes, the BI Team