BoardEffect Reviews & Product Details

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

being able to publish meetings electronically, saving on paper. it does what we need it to do. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The ease of creating the meeting books, storing and accessing, the events feature, the library features. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

All board material in one secure location. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I appreciate that it's a secure portal where our board can access sensitive materials. BoardEffect has always seemed to prioritize security and privacy. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

It helps keep board activities on a single platform, including surveys, polls, board books, communications, and library materials. Review collected by and hosted on G2.com.

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?). Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.