The best thing is that Boardable manages to make our board communications centralized. The availability of all meeting minutes, agendas and supporting documents in a single secure and accessible location implies we will use less time to find stuff and more time to plan. The approvals are also easily tracked by the audit trail, which has also been a great help to the compliance team. Review collected by and hosted on G2.com.

The access to archived documents would be more convenient in the mobile application. Moreover, although the platform is usually user friendly, the process of adding new individuals with certain permission levels can be slightly more difficult than I would like it to be in the cases of the fast team building. Review collected by and hosted on G2.com.

Boardable eliminate manual task like meeting schedule reminder via email or messenger, now, the schedule is automatically sync with board members calendar and automatically sent-out link to join the virtual meeting session when the time come. Meeting tools like voting, notes, agenda and minute is readily available, the operation is similar like face to face meeting, but digital. Review collected by and hosted on G2.com.

Getting all board member to onboard to virtual meeting wasn't easy at first, many are rejecting the changes because they need to learn the new technology and prefer the old way of conduct. Customer support is very helpful in providing training so ease the transition from physical meeting to virtual meeting. Review collected by and hosted on G2.com.

The other thing that I truly like about Boardable is the fact that it makes the entire distribution of board materials so easy. Agendas and supporting documents can simply be uploaded and assembled, and our board members are no longer sifting through a ton of email attachments. It also provides an easy trail of approvals that can be followed and this has made our compliance checks a lot easier. Review collected by and hosted on G2.com.

In some cases, the interface may get somewhat crowded when you are going through previous meeting minutes in a hurry. I have also discovered that having recurring templates of meetings takes up a little more manual work than I expected. Finally, though it is safe, I would like to have somewhat of a smoother access to temporary guest access to outside advisors. Review collected by and hosted on G2.com.

Being the Executive Assistant of a small foundation, the possibility to assign tasks at Boardable has been very helpful to me. It is so good that one can delegate action items to do and do so fairly quickly during and after meetings, and it is so easy to keep track of them. There is also the option to be able to store and retrieve vital documents such as grant agreements without the fear of misplacing them, a massive time saver and it is much safer than our previous system. Review collected by and hosted on G2.com.

I would like to see a little bit more of an integration with our existing CRM software. The automatic syncing of contact information of board members would facilitate the process. It is also limited to some extent in the development of custom reports; it is not as flexible as it could be in regards to the data we can pull. Lastly, the mobile application is functional yet it needs design and user-friendliness. Review collected by and hosted on G2.com.

The ease with which Boardable distributes all our pre meeting documents is something I indeed value. Since reports and proposals are uploaded in the agenda builder, no one will have to waste their time on frequent email attachments anymore. It ascends to a situation whereby there is an absolute lack of confusion as to what version is current. We also like the safe document locker as it gives assurance to confidential financial data. Review collected by and hosted on G2.com.

I would like mobile app to refine annotation tools It is inconvenient sometimes to note down notes quite fast on the move within documents. In addition, it is a little less intuitively possible to find a particular comment by navigating through very old archived meeting notes. Review collected by and hosted on G2.com.

I have to say, Boardables is a tremendous resource for us in that our advisory boards have continuously changed agendas. Unlike a share of a static document I can replace a critical pre-read or append a last minute discussion point, and everyone will immediately see the update in real time, fully eliminating any version disorder due to out of date email attachments. The document annotation feature has been surprisingly the integrated capability. Our advisors may pin individual parts of a financial report/ a product roadmap and post a question there days in advance of a meeting so that I can collect responses and respond to them before they become an issue. Review collected by and hosted on G2.com.

It is also a little cumbersome to locate a particular comment in a long thread pointing to deep discussion; the pathing is not always straight forward. I would also like additional granularity in the activity log, especially when I want to see a document view may not be sufficient to determine engagement. Review collected by and hosted on G2.com.

The one thing I like most is the very elaborate permission system. It enables us to provide various committee members with access to their papers only without concurrency or confusion. The integrated announcements option was surprisingly handy as well, since it helps to deliver short, official messages which bypass the noise of the email. This will guarantee that every individual receives the much-needed updates in front of the governance portal. Review collected by and hosted on G2.com.

I would like the search of internal documents to be more potent particularly when it comes to searching key phrases whilst rolling through years of minutes. The dashboard could also be more flexible by providing granular reporting as to the engagement of the individual board members. It is a little bit stiff at times to custom analytical views. Review collected by and hosted on G2.com.

Boardable naturally does a fantastic job of getting our grant committee members to come to any of our sessions completely ready to work on the materials. Its ability to collate all the pertinent background materials next to each item on the agenda such that zero time is lost seeking background information is the other thing we like as we continue with discussions. Moreover, the built in voting system, which is simple, provides us with an immediate auditable record of all the decisions, and this is priceless as far as our regulatory compliance goes. Review collected by and hosted on G2.com.

The one-time account setup by new users is less user-friendly to first-time visitor guest presenters who are not familiar with Boardable. I further want more freedom of the way that items can be graphically grouped or collapsed during terribly long meetings that have a large number of subtopics. It seems to take one or two clicks too many to go about creating an entirely new series of meetings, particularly with consideration to having different groups of members in each meeting. Review collected by and hosted on G2.com.

Probably a 7 out of 10. Actually, it has been useful to have everything from the meetings more organized. We are no longer looking for files all over the place or trying to remember who was supposed to do what. It works well if your team is not very large or if they are just starting to get more organized. I would recommend it, but with the caveat that it does have its quirks. Review collected by and hosted on G2.com.

Sometimes I feel like it makes me run around more than I need to. For example, finding certain documents or adjusting the schedule isn't always as straightforward, and that frustrates a bit when you're short on time. I've also noticed that some things load slowly or don't sync well with my calendar. Not that it's bad, but those little details take you out of the rhythm a bit Review collected by and hosted on G2.com.

We like best that Boardable has an effective archive option. We are capable of finding a particular previous decision or discussion topic many years ago with any internal or external request without any problem. This is priceless assurance of our posture of compliance. We also like the level of control who can view what documents in certain committees. Review collected by and hosted on G2.com.

One minor disadvantage is the lack of rich text editing of the discussion boards that occasionally complicate the detailed collaborative drafting. We want to have stronger solutions to monitor external compliance deadlines and our internal meetings schedules as well. Review collected by and hosted on G2.com.