BoardBookit Reviews & Product Details

BoardBookit Overview

What is BoardBookit?

BoardBookit is a secure board portal software, architected by corporate governance professionals to transform the way companies engage and collaborate with their board. By providing a unified solution for preparing and managing board meetings, file sharing, electronic voting, eSignatures and more, companies increase efficiency and save time. Trusted by more than 15,000 board members worldwide, BoardBookit ensures a streamlined and persistent partnership between organization executives and their board of directors.

BoardBookit Details
Product Description

BoardBookit Provides Board Portal Software Simplified for Organizations and Boards of Directors.

How do you position yourself against your competitors?

BoardBookit is one unified solution that enhances engagement and collaboration between executives and board members. Every feature, including Meeting Minutes, Voting, Polling, Agenda Creation, Collaboration Tools, eSignatures and more are fully integrated into our application. Access board materials, collaborate with other users, vote, and sign from any device anywhere. BoardBookit offers a full-featured application across Apple, Android, and web that are always updated in real time and function on the latest release.

BoardBookit doesn’t have setup fees to get started. Most of our customers are up and running within minutes. We also offer unlimited users, groups, and committees along with unlimited data storage for your board materials. Our Customer Success team will guide you every step of the way with 24/7 365 support. BoardBookit is trusted by more than 10,000 board members in every industry worldwide.


Seller Details
Seller
BoardBookit
Company Website
Year Founded
2012
HQ Location
Pittsburgh, PA
Twitter
@BoardBookit
969 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®

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BoardBookit Reviews

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Administrative Coordinator
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The platform streamlines many of my administrative functions involving communication with the board. I like the ability to import a previous agenda into a new meeting as a template and to import previous minutes into the agenda. Review collected by and hosted on G2.com.

What do you dislike?

The word processor for creating Minutes leaves much to be desired. The document is pre-formatted and difficult to override the settings, and there is no way to view the coding to determine why formatting goes wonky. I often draft the minutes in a Word document then copy and paste the text back into the Minutes template, but the formatting is not retained.

Would like the ability to create a meeting amongst individuals without first having to create a group for that meeting. Would also like to be able to include attachements in emails sent via the portal. Would also like the ability to upload fillable PDF forms to the Documents folder. Currently, anything uploaded there becomes a non-editable PDF file, but would be great to be able to distribute forms via the platform. This may be solved with the soon-to-be-released survey feature. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

My board has 40 trustees residing in disparate geographic locations. Board Bookit has allowed me to reduce the number of steps it takes to complete routine tasks and communications with the board. Review collected by and hosted on G2.com.

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Response from Caitlin Brunner of BoardBookit

Hi Michael,

Thank you for your review! It's great to hear that BoardBookit has streamlined communication and routine tasks for you and your board! We'll be sure to pass along your suggestions to our engineering team for future updates an enhancements. Thanks again!

Board Chair
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

There are so many things that i love about this product that it's hard to say what is best. The board meeting tools make developing and modifying the agenda super easy. Attaching documents and creating agenda templates is efficient. Having a repository for critical documents that ensure organizational history is a relief.

All that said, one thing that has really knocked my socks off is the tech support - always super helpful and focused on creating a positive customer experience. Review collected by and hosted on G2.com.

What do you dislike?

The thing that I dislike is not within the product but it's hard to get some of our older board members accustomed to using technology and learning a new tool. i honestly don't know the solution to that problem. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

An exceptional product! Highly recommended. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It creates efficiency - board agenda templates, easy to modify are one example. Another is the ability to maintain our critical corporate records and parse out permission to access. Review collected by and hosted on G2.com.

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Response from Caitlin Brunner of BoardBookit

Hi Lisa,

Thank you for such a positive review! It's so wonderful to hear that our board meeting tools including agenda creation and a repository for historical documents are making your job easier.

Also, our Customer Success team would be more than happy to schedule some time with board members who are having a hard time making the switch to BoardBookit. We can walk them through every step of our functionality and hopefully make it easier for them to adopt! Thanks again!

Open Discussions in BoardBookit
Clinical Director
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

It has been a game changer for us in working with our board. The ability to build an interactive agenda, attach necessary files, meeting notice, and user engagement features has made board meetings, voting and internal communications so much more meaningful and efficient. Review collected by and hosted on G2.com.

What do you dislike?

Would be great if there was a messaging feature in the app or portal so that members could communicate directly. Would also be helpful if there was a note taking/to do list widget within the app so that notes didn't have to be annotated. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I highly recommend BoardBookit to those considering. They are constantly updating features which only helps to improve productivity of meetings and ease of use. I have not found anything better. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Board members are more engaged with the process during board meetings. We have found that that they have become more likely to review materials ahead of time, reference other documents available to them and even engage in more meaningful ways. It has eliminated the need for us to print materials for meetings and be able to have members offsite view materials in real time with onsite members. Review collected by and hosted on G2.com.

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Response from Caitlin Brunner of BoardBookit

Hi Nikki,

Thank you for taking the time to review BoardBookit! It's incredible to hear how transformative you've found BoardBookit to be for fostering engagement and creating more meaningful board meetings. We'll be sure to pass along your suggestions to our engineering team for future updates and enhancements. Thank you again!

Executive Director
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

I like that all of our important documents and contact information is in one place for all our board members to access at their convenience. Review collected by and hosted on G2.com.

What do you dislike?

I wish there was a tutorial on how to use BoardBookit for my board members. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Take some time to train your board members how to use BoardBookit. Don't assume they'll take the time themselves to get familiar with it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

BoardBookit has streamlined my board meeting prep which saves me a lot of time. I especially like the Minutes feature that allows me to upload our meeting agenda to use when documenting the minutes. Review collected by and hosted on G2.com.

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Response from Caitlin Brunner of BoardBookit

Hi Jill,

Thank you for reviewing BoardBookit! It's great to hear that BoardBookit has streamlined your board meetings and you're loving our integrated meeting minutes and easy access to important documents.

Also, feel free to have your board members reach out to our Customer Success Team. We'd love to take the time to walk them through BoardBookit's functionality and answer any questions they may have! Board members can also easily access their Help section of the app to find access to helpful user guides and BoardBookit tips & tricks articles.

AG
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

All the information is contained in one spot and the council can review it all off of the network. Additionally i like the fact that i can see when people log in.

I liked it that they provided training to everyone. Review collected by and hosted on G2.com.

What do you dislike?

I am unable to see a calendar.

I sometimes forget to publish information, it would be nice to have an automatic publish. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

To other users using boardbookit i recommend utilizing all training aspects given. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The meeting viewers are no longer able to say they did not receive documents.

There is no longer loud paper shuffling on audio recordings and it is easier to hear. Review collected by and hosted on G2.com.

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Response from Caitlin Brunner of BoardBookit

Hello,

Thank you for reviewing BoardBookit! It's great to hear that BoardBookit has helped you better organize materials for your board and you're finding a paperless boardroom more effective. We'll be sure to pass along your suggestions to our engineering team for future updates and enhancements. Also, feel free to contact our Customer Success Team if you ever have any questions regarding BoardBookit's functionality!

Sr. IT Recruiter (US Recruitment)
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Board Bookit is an awsome software to use. Its very helpfull and very much user friendly. Review collected by and hosted on G2.com.

What do you dislike?

As of now have not found any dislikes about Board Bookit So far so godd to use it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Board Bookit is an awsome software to use. Its very helpfull and very much user friendly. Review collected by and hosted on G2.com.

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Response from Caitlin Brunner of BoardBookit

Hi Dhruv Jain,

Thank you for taking the time to tell us what you like best BoardBookit! It's great to hear that our user-friendly platform is helpful for your board!

AN
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Ease of use and ability to ensure documents are connected to our executive meetings and reference is easy Review collected by and hosted on G2.com.

What do you dislike?

May be a little confusing when it comes to adding comments to any documents we have for our executive team. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

none at this time Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Ensuring we have everything in one place and secure Review collected by and hosted on G2.com.

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Response from Caitlin Brunner of BoardBookit

Hello,

Thank you for taking the time to review BoardBookit! It's wonderful to hear that your board is more organized and secure with BoardBookit! Feel free to reach out to our Customer Success team if you have any questions regarding our Discussions feature or how to Annotate documents. We'd love to answer any questions you may have! Thanks again!

AF
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

I like how this product helps me be more productive at work, and makes my job easier. Review collected by and hosted on G2.com.

What do you dislike?

I have not encountered any issues at this time. The tech support is very helpful for troubleshooting. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I do not have any recommendations at this time for BosrdBookit Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The tech support is very helpful. This product helps to manage my work load and content much faster. Review collected by and hosted on G2.com.

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Response from Caitlin Brunner of BoardBookit

Thank you for reviewing BoardBookit! It's wonderful to hear that our Customer Success team has helped you through the implementation and you're better managing your board materials!

UA
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

An excellent technology fintech, with BoardBookit work meetings are easy to prepare, the administrative processes taken from the cloud allow a more efficient management of my company. Review collected by and hosted on G2.com.

What do you dislike?

It's really a pity not to have met this wonderful platform before, I hope to improve your corporate promotion service Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Improvement of administrative processes, efficient management Review collected by and hosted on G2.com.

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UF
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

I like that the app makes it easy to create and manage board meetings. Review collected by and hosted on G2.com.

What do you dislike?

I dislike how slow the application can be. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I realized that it's much easier than before to plan meetings. I realize that it's much easier to communicate in my board because of this application. Review collected by and hosted on G2.com.

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UE
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

I love how effective and productive it is to have boardroom meetings. You can use it on any device Review collected by and hosted on G2.com.

What do you dislike?

It’s expensive in the end but you do get a free trial. More for larger businesses Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It helps with global communication issues. Many people from all over can meet Review collected by and hosted on G2.com.

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Response from Caitlin Brunner of BoardBookit

Thank you for taking the time to review BoardBookit! It's great to hear that you're board meetings are more productive and communication is more streamlined!