--- title: BoardEffect Reviews meta\_title: 'BoardEffect Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 330 reviews by the users' company size, role or industry to find out how BoardEffect works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 330 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Collaboration & Productivity url: https://www.g2.com/categories/collaboration-productivity ---

### BoardEffect Pros and Cons: Top 5 Advantages and Disadvantages

#### Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users find **BoardEffect easy to use** , enhancing preparation for meetings and facilitating efficient board management and communication. [(96 mentions)](https://www.g2.com/products/boardeffect/reviews?filters%5Bsentiment_snippet%5D=1082627&qs=pros-and-cons#reviews)

Users value the **easy document management** in BoardEffect, enhancing productivity and streamlining communication for board meetings. [(54 mentions)](https://www.g2.com/products/boardeffect/reviews?filters%5Bsentiment_snippet%5D=1082984&qs=pros-and-cons#reviews)

Users value the **unified communication and document management** of BoardEffect, enhancing board effectiveness and confidentiality. [(40 mentions)](https://www.g2.com/products/boardeffect/reviews?filters%5Bsentiment_snippet%5D=1081992&qs=pros-and-cons#reviews)

Users appreciate the **excellent customer support** of BoardEffect, ensuring swift assistance and a smooth integration process. [(33 mentions)](https://www.g2.com/products/boardeffect/reviews?filters%5Bsentiment_snippet%5D=1082522&qs=pros-and-cons#reviews)

Users find the **agenda management features** of BoardEffect invaluable for streamlining meetings and enhancing productivity. [(30 mentions)](https://www.g2.com/products/boardeffect/reviews?filters%5Bsentiment_snippet%5D=1081374&qs=pros-and-cons#reviews)

Users find the **document management process cumbersome** with too many steps and non-customizable meeting minutes. [(19 mentions)](https://www.g2.com/products/boardeffect/reviews?filters%5Bsentiment_snippet%5D=1081707&qs=pros-and-cons#reviews)

Users find BoardEffect **not intuitive** , making it challenging for board members to learn and manage effectively. [(17 mentions)](https://www.g2.com/products/boardeffect/reviews?filters%5Bsentiment_snippet%5D=1081393&qs=pros-and-cons#reviews)

Users find that **agenda management can be time-consuming and lacks customization** , leading to a cumbersome experience overall. [(15 mentions)](https://www.g2.com/products/boardeffect/reviews?filters%5Bsentiment_snippet%5D=1081783&qs=pros-and-cons#reviews)

Users find the **limited functionality** of BoardEffect frustrating, leading to challenges with member management and registration processes. [(15 mentions)](https://www.g2.com/products/boardeffect/reviews?filters%5Bsentiment_snippet%5D=1082493&qs=pros-and-cons#reviews)

Users find BoardEffect lacks essential features like **messaging and minute-taking** , requiring additional tools and costs. [(13 mentions)](https://www.g2.com/products/boardeffect/reviews?filters%5Bsentiment_snippet%5D=1082418&qs=pros-and-cons#reviews)

### 5 Pros or Advantages of BoardEffect

##### 1. Ease of Use

Users find **BoardEffect easy to use** , enhancing preparation for meetings and facilitating efficient board management and communication.
[
See 96 mentions
](https://www.g2.com/products/boardeffect/reviews?filters%5Bsentiment_snippet%5D=1082627&qs=pros-and-cons#reviews)

See Related User Reviews

PB

Penny B.

Enterprise (\> 1000 emp.)

4.5/5

"Fund Administrator for a Board of Trustees"

What do you like about BoardEffect?

Ability to quickly create a meeting agenda using many types of formats without converting to PDF's such as Excel, Word, Power Point and PDF documents.

 ![Gianni D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gianni D.")
GD

Gianni D.

Mid-Market (51-1000 emp.)

4.0/5

"Centralized Board Workflows That Boost Transparency and Efficiency"

What do you like about BoardEffect?

Its strong governance design: it centralizes board workflows (agenda, materials, voting, compliance) in a secure, intuitive platform that genuinely re

##### 2. Document Management

Users value the **easy document management** in BoardEffect, enhancing productivity and streamlining communication for board meetings.
[
See 54 mentions
](https://www.g2.com/products/boardeffect/reviews?filters%5Bsentiment_snippet%5D=1082984&qs=pros-and-cons#reviews)

See Related User Reviews

PB

Penny B.

Enterprise (\> 1000 emp.)

4.5/5

"Fund Administrator for a Board of Trustees"

What do you like about BoardEffect?

Ability to quickly create a meeting agenda using many types of formats without converting to PDF's such as Excel, Word, Power Point and PDF documents.

JJ

Jermaine J.

4.0/5

"Efficient Board Governance with Minor Support Challenges"

What do you like 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 t

##### 3. Board Management

Users value the **unified communication and document management** of BoardEffect, enhancing board effectiveness and confidentiality.
[
See 40 mentions
](https://www.g2.com/products/boardeffect/reviews?filters%5Bsentiment_snippet%5D=1081992&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Enterprise (\> 1000 emp.)

4.0/5

"Boardeffect followup"

What do you like about BoardEffect?

The ability to keep all documents for a meeting In One location and refer your board to that location.

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Enterprise (\> 1000 emp.)

5.0/5

"Effortless Board Management with Intuitive Features"

What do you like about BoardEffect?

The complete management of multiple Boards and ease of functions within BoardEffect. Superior Customer Support and Number of Features

##### 4. Customer Support

Users appreciate the **excellent customer support** of BoardEffect, ensuring swift assistance and a smooth integration process.
[
See 33 mentions
](https://www.g2.com/products/boardeffect/reviews?filters%5Bsentiment_snippet%5D=1082522&qs=pros-and-cons#reviews)

See Related User Reviews

PB

Penny B.

Enterprise (\> 1000 emp.)

4.5/5

"Fund Administrator for a Board of Trustees"

What do you like about BoardEffect?

Ability to quickly create a meeting agenda using many types of formats without converting to PDF's such as Excel, Word, Power Point and PDF documents.

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Enterprise (\> 1000 emp.)

5.0/5

"Effortless Board Management with Intuitive Features"

What do you like about BoardEffect?

The complete management of multiple Boards and ease of functions within BoardEffect. Superior Customer Support and Number of Features

##### 5. Agenda Management

Users find the **agenda management features** of BoardEffect invaluable for streamlining meetings and enhancing productivity.
[
See 30 mentions
](https://www.g2.com/products/boardeffect/reviews?filters%5Bsentiment_snippet%5D=1081374&qs=pros-and-cons#reviews)

See Related User Reviews

PB

Penny B.

Enterprise (\> 1000 emp.)

4.5/5

"Fund Administrator for a Board of Trustees"

What do you like about BoardEffect?

Ability to quickly create a meeting agenda using many types of formats without converting to PDF's such as Excel, Word, Power Point and PDF documents.

BN

Beverly N.

Mid-Market (51-1000 emp.)

5.0/5

"New BoardEffect User - 3 Months"

What do you like 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

### 5 Cons or Disadvantages of BoardEffect

##### 1. Document Management

Users find the **document management process cumbersome** with too many steps and non-customizable meeting minutes.
[
See 19 mentions
](https://www.g2.com/products/boardeffect/reviews?filters%5Bsentiment_snippet%5D=1081707&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Mid-Market (51-1000 emp.)

5.0/5

"Executive Assistant"

What do you dislike about BoardEffect?

I was disappointed that the individual documents migrated from BoardPaq weren't kept as individual documents in the different months as they were save

AI

Ana I.

Small-Business (50 or fewer emp.)

4.5/5

"BoardEffect supports us with clear scheduling"

What do you dislike about BoardEffect?

I don’t like BoardEffect’s mobile app, because their app is glitchy and opens large documents very badly. Regretfully I have to wait or continue start

##### 2. Not Intuitive

Users find BoardEffect **not intuitive** , making it challenging for board members to learn and manage effectively.
[
See 17 mentions
](https://www.g2.com/products/boardeffect/reviews?filters%5Bsentiment_snippet%5D=1081393&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Gianni D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gianni D.")
GD

Gianni D.

Mid-Market (51-1000 emp.)

4.0/5

"Centralized Board Workflows That Boost Transparency and Efficiency"

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, analy

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"Good resource for our Board of Trustees"

What do you dislike about BoardEffect?

It is not as intuitive as I would have hoped.

##### 3. Agenda Management

Users find that **agenda management can be time-consuming and lacks customization** , leading to a cumbersome experience overall.
[
See 15 mentions
](https://www.g2.com/products/boardeffect/reviews?filters%5Bsentiment_snippet%5D=1081783&qs=pros-and-cons#reviews)

See Related User Reviews

BN

Beverly N.

Mid-Market (51-1000 emp.)

5.0/5

"New BoardEffect User - 3 Months"

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

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Mid-Market (51-1000 emp.)

4.5/5

"Effortless to Use and Highly Intuitive"

What do you dislike about BoardEffect?

We don't like the format of the agenda - it's messy.

##### 4. Limited Functionality

Users find the **limited functionality** of BoardEffect frustrating, leading to challenges with member management and registration processes.
[
See 15 mentions
](https://www.g2.com/products/boardeffect/reviews?filters%5Bsentiment_snippet%5D=1082493&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Enterprise (\> 1000 emp.)

3.5/5

"User-Friendly Interface, But Limited Features and Integrations"

What do you dislike about BoardEffect?

Some of its functions are a bit limited, no integrations

TH

Tony H.

Small-Business (50 or fewer emp.)

3.0/5

"IT Manager"

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

##### 5. Board Management

Users find BoardEffect lacks essential features like **messaging and minute-taking** , requiring additional tools and costs.
[
See 13 mentions
](https://www.g2.com/products/boardeffect/reviews?filters%5Bsentiment_snippet%5D=1082418&qs=pros-and-cons#reviews)

See Related User Reviews

 ![mannacare3108 i.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "mannacare3108 i.")
MI

mannacare3108 i.

5.0/5

"User-Friendly with Robust Features, Needs Better Microsoft Integration"

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 Ou

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Enterprise (\> 1000 emp.)

4.5/5

"Convenient Note-Taking That Streamlines Our Workflow"

What do you dislike about BoardEffect?

Have to subscribe to so many boards for our organization. I would be nice to simplify.

 ![Michelle H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michelle H.")
MH

Michelle H.

Director, Administrative Services and Communications

Small-Business (50 or fewer emp.)

5/8/2025

"BoardEffect has been a great Partner!"

5/5

What do you like best about BoardEffect?

The platform meets all of our needs, including meeting organization, communication, and minutes management. Review collected by and hosted on G2.com.

What do you dislike about BoardEffect?

It has a small glitch once in a while but it is very reliable. Review collected by and hosted on G2.com.

What problems is BoardEffect solving and how is that benefiting you?

BoardEffect helps us to communicate and provide materials to our board members in a timely and organized fashion. Review collected by and hosted on G2.com.

Show More

Response from Bella Basso of BoardEffect

[Editedit](https://www.g2.com/survey_responses/boardeffect-review-11142988/official_response/edit)

Hi Michelle!

We're thrilled to hear that BoardEffect has been a great partner for you! It's great to know that the platform meets all of your needs for meeting organization, communication, and minutes management.

- Bella from BoardEffect

Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Verified User in Investment Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Investment Management")
AI

Verified User in Investment Management

Small-Business (50 or fewer emp.)

5/8/2025

"Collaborative and Time Saver"

5/5

What do you like best about BoardEffect?

Since utilizing BoardEffect, our preparation time has been cut in half (if not more). We can review in real time with multiple parties in the Workroom together. Review collected by and hosted on G2.com.

What do you dislike about BoardEffect?

Only downside we have seen is the clunkiness at the beginning when learning the "agenda" and section headings. It was not as intuitive as the rest of the process Review collected by and hosted on G2.com.

What problems is BoardEffect solving and how is that benefiting you?

Time saver on the preparation and distribution of the board material. We were previously compiling it all by hand and binding the reports by hand. Review collected by and hosted on G2.com.

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Response from Bella Basso of BoardEffect

[Editedit](https://www.g2.com/survey_responses/boardeffect-review-11143273/official_response/edit)

Hi there!

Thank you for your thoughtful review! We're thrilled to hear that BoardEffect has helped streamline your board preparation and collaboration processes—cutting prep time in half is a fantastic result. It's great to know that the real-time collaboration and simplified distribution have made a meaningful impact for your team. Thanks again for choosing BoardEffect!

- Bella from BoardEffect

Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Cheretta C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Cheretta C.")
CC

Cheretta C.

Executive Director

Small-Business (50 or fewer emp.)

2/19/2025

"Governance Tool You Need"

5/5

What do you like best about BoardEffect?

Our organization is a small-staff association and efficiency is extremely important to us. BoardEffect has streamlined board book process and serves as a great tool for us to leverage onboarding with new board members. In the past materials were distributed through email now we have one central location for all resources and documents. Review collected by and hosted on G2.com.

What do you dislike about BoardEffect?

I would love to have more interactivity between video and Outlook. Review collected by and hosted on G2.com.

What problems is BoardEffect solving and how is that benefiting you?

Staff time sent on creating board packets, central location for all resources, board training/onboarding Review collected by and hosted on G2.com.

Show More

Response from Bella Basso of BoardEffect

[Editedit](https://www.g2.com/survey_responses/boardeffect-review-10859973/official_response/edit)

Hi Cheretta!

We're thrilled to hear that BoardEffect has been a great tool for onboarding new board members and streamlining your board book process. Your feedback about wanting more interactivity between video and Outlook is valuable to us, and we will take it into account as we work on enhancing our platform.

- Bella from BoardEffect

Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Lisa W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lisa W.")
LW

Lisa W.

Office Administrator

Small-Business (50 or fewer emp.)

11/7/2024

"Only using a year but really like it!"

4.5/5

What do you like best about BoardEffect?

The Resource Library is great, Workrooms for various committees also works well, online polling for motions. Quick response from tech/support team if I have a question or issue. Everything Board related in one place. Minute taking works well too! Review collected by and hosted on G2.com.

What do you dislike about BoardEffect?

Sometimes it is difficult to figure out how to do something (e.g. reply for a Board member) but once you locate how to do it usually everything works well. The support function is great and if I have questions I reach out to Carrie Forrester or put in a service request. Review collected by and hosted on G2.com.

What problems is BoardEffect solving and how is that benefiting you?

We still need to get Board Members relying on it and not emails but it is helping to get things unified, formatted, and organized. The work rooms for adding docs to collaborate on works well too. Review collected by and hosted on G2.com.

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Response from Bella Basso of BoardEffect

[Editedit](https://www.g2.com/survey_responses/boardeffect-review-10005562/official_response/edit)

Hi Lisa!

Thank you for your thoughtful review! We're so glad you're finding the Resource Library, Workrooms, polling, and minute-taking features helpful. It's great to hear Carrie Forrester and our support team have been there for you—she's truly amazing!

- Bella from BoardEffect

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![David S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "David S.")
DS

David S.

Governance Advisor

Small-Business (50 or fewer emp.)

3/7/2025

"Amazing secure platform to centralize all of your board & committee's governance processes"

5/5

What do you like best about BoardEffect?

Streamlined processes (meeting books, file storage, minutes, voting, and so much more). Unlimited training during implementation, and dedicated training rep to assist with ongoing trainings at any point. Review collected by and hosted on G2.com.

What do you dislike about BoardEffect?

Nothing, I am satisfied with BoardEffect and have no complaints! Review collected by and hosted on G2.com.

What problems is BoardEffect solving and how is that benefiting you?

BoardEffect centralizes all of your governance processes, stores the information securely, generates reports for leadership, and cuts down on the time it takes to manage the board. Review collected by and hosted on G2.com.

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Response from Bella Basso of BoardEffect

[Editedit](https://www.g2.com/survey_responses/boardeffect-review-10921787/official_response/edit)

Hi David!

We're thrilled to hear that you are satisfied with BoardEffect and that it has streamlined your governance processes. Thank you for your positive feedback!

- Bella from BoardEffect

Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Verified User in Banking](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Banking")
UB

Verified User in Banking

Mid-Market (51-1000 emp.)

5/12/2025

"BoardEffect application"

4/5

What do you like best about BoardEffect?

BoardEffect has an effective frame layout with the menu staying on the left for easy access. Review collected by and hosted on G2.com.

What do you dislike about BoardEffect?

I do not find BoardEffect to be very intuitive, or it could be the way we organize our data for on line use. Review collected by and hosted on G2.com.

What problems is BoardEffect solving and how is that benefiting you?

BoardEffect was our path to moving from countless pages of paper for our monthly board meetings, not even counting the pages of paper saved from all of our subcommittees. Review collected by and hosted on G2.com.

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Response from Bella Basso of BoardEffect

[Editedit](https://www.g2.com/survey_responses/boardeffect-review-11157155/official_response/edit)

Hi there!

Thanks for your review. We're glad BoardEffect has helped reduce paper use and streamline your board and committee meetings.

If your site ever feels tricky to navigate, our team is always here to help. You can always reach out to our support team or connect with our training team to review how your site is set up.

Thanks again for sharing your experience!

- Bella from BoardEffect

Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services")
AF

Verified User in Financial Services

Small-Business (50 or fewer emp.)

5/8/2025

"Innovative and Simplifying"

4.5/5

What do you like best about BoardEffect?

I love the controls that are included in the management of Board Members and their access to certain information. It's particularly beneficial for an Advisory Board Review collected by and hosted on G2.com.

What do you dislike about BoardEffect?

I think the platform could look to integrate the services of AI more intently. For example note taking abilities and its own video conferencing platform. Review collected by and hosted on G2.com.

What problems is BoardEffect solving and how is that benefiting you?

It allows the sharing of voluminous documenta and allows control of sensitive information. Review collected by and hosted on G2.com.

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Response from Bella Basso of BoardEffect

[Editedit](https://www.g2.com/survey_responses/boardeffect-review-11143175/official_response/edit)

Hi there,

Thank you for your thoughtful review! We're thrilled to hear that the controls and access management features have been especially helpful for your Advisory Board and are making a real impact. We also appreciate your suggestion regarding deeper AI integration, and it's a priority for our product team. If you have any specific ideas, we’d love to hear them. Please feel free to reach out to your Customer Success Manager anytime.

- Bella from BoardEffect

Current UserValidated ReviewerIncentivizedSource: Seller invite

JD

Joe D.

Executive Director

Small-Business (50 or fewer emp.)

8/14/2024

"Outdated & clunky, expensive for what you get, customer service ignored me once I expressed concerns"

0/5

What do you like best about BoardEffect?

The only thing thas was a positive was attentive trainers who were doing their best with the software at hand. Review collected by and hosted on G2.com.

What do you dislike about BoardEffect?

I have been very unsatisified to say the least. From the beginning I expressed concern that there was no trial period before making a commitement. Having trusted what the sales consultant was tell me, our organization took the plunge and paid for a year's subscription (over $4000). Once we received access to the software and began using it, it was immediately apparent we had made the wrong choice. The dashboard and tools seemed very outdated, switching between features was clunky, and some of the features that sales told us it could do required workarounds and were't intuative at all. I expressed my concerns during the first training session and was met with "I'm sorry but there are no refunds". Upon further investigation, the refund policy was buried in there contract. You could only find it after navigating through two different links because it wasn't on the actual page I signed. Every time I was given another person's email higher up the chain to talk to I either got completely ignored or "the no refund" policy thrown in my face. All I wanted was a simple conversation with someone to talk about options. Yes a refund would have been my preference, but I was open to other options. No one took my calls. At the end of the day, this company took our money and ran. Now we are left with a software we won't use because it doesn't work for our needs. I highly recommend any other option than BoardEffect and the Diligent Corporation. Review collected by and hosted on G2.com.

What problems is BoardEffect solving and how is that benefiting you?

It was intended to help me organize my board with our monthly agendas, minutes and reports, but it's not helping me solve anything because we didn't move forward in using it because of problems we were having. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

PA

Phillip A.

VP of Finance &amp; Operations

Mid-Market (51-1000 emp.)

2/19/2025

"Board Effect Review and Ratings"

4.5/5

What do you like best about BoardEffect?

One centralized location for all parties to communicate and share reports, news, etc. Review collected by and hosted on G2.com.

What do you dislike about BoardEffect?

Somewhat confusing at first--however, easy to find what is needed and navigate once you get accustomed to the website. Review collected by and hosted on G2.com.

What problems is BoardEffect solving and how is that benefiting you?

We no longer have to send reports, updates or other communications to the board and staff members. Everything is in on centralized place and updated in real time. Review collected by and hosted on G2.com.

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Response from Bella Basso of BoardEffect

[Editedit](https://www.g2.com/survey_responses/boardeffect-review-10860134/official_response/edit)

Thank you for sharing your experience with BoardEffect. It is great to hear that having one centralized place for communication and reports has been helpful for your board and staff.

If you ever need support or have questions, our Customer Success team is always here to help.

Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Rachel T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rachel T.")
RT

Rachel T.

Programs Manager, KW Cares

Small-Business (50 or fewer emp.)

8/15/2024

"Outstanding Board Portal"

4.5/5

What do you like best about BoardEffect?

We've been using BoardEffect since May 2021, and the experience has been very positive. This tool has transformed how we manage our board activities, making everything more organized, efficient, and accessible. The implementation process was fairly simple. We had a wonderful customer account manager assigned to us to ensure our successful implementation.

The agenda creation feature is wonderful. We can easily build detailed agendas with all necessary attachments and seamlessly share them with our board members. The minutes module is equally impressive, allowing us to take real-time notes and quickly circulate them after meetings. This has significantly reduced the time spent on post-meeting follow-ups and ensured that all decisions and action items are clearly documented and tracked.

The document storage capability is a game-changer. All our important documents are stored in a centralized, secure location, accessible to all authorized users at any time. This has eliminated the need for cumbersome email chains and made it incredibly easy to find the information we need during meetings.

I know there are other features that we are not using, but as soon as time allows, we will be digging into the additional features available.

Overall, BoardEffect has become an indispensable tool for our nonprofit board and staff. It has streamlined our processes, enhanced our productivity, and improved our overall governance. I highly recommend it to any organization looking to take its board management to the next level. Review collected by and hosted on G2.com.

What do you dislike about BoardEffect?

The minutes module can be difficult for reviewers who are not as familiar with BoardEffect to use. Review collected by and hosted on G2.com.

What problems is BoardEffect solving and how is that benefiting you?

Meeting Agendas and action items follow up, secure document storage Review collected by and hosted on G2.com.

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Response from Bella Basso of BoardEffect

[Editedit](https://www.g2.com/survey_responses/boardeffect-review-10008876/official_response/edit)

Hi Rachel,

Thank you for sharing your fantastic experience with BoardEffect! We're thrilled to hear that our platform has had such a positive impact on your board activities, making them more organized and efficient.

If you ever need assistance or further training on any aspect of BoardEffect, please don't hesitate to reach out to our support team. We're here to ensure you make the most of all our features.

Thank you for recommending BoardEffect, and we look forward to continuing to support your nonprofit board and staff in achieving your governance goals!

- Bella from BoardEffect

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

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