BoardEffect Reviews & Product Details

The BoardEffect library makes it easy to create meeting books, with the same kind of straightforward editing you’d expect when working on documents. Review collected by and hosted on G2.com.

It would be helpful if it could generate an agenda from an agenda that’s already been prepared, and then sort the attachments in the same order as the agenda. That way, you could potentially just move a folder into the Board Effect software and have it automatically create the document, including the agenda and the title page. Review collected by and hosted on G2.com.

The interface is easy to navigate. An all-in-one place shop for board members. It is simple to upload information. The app, with its offline feature, is perfect for those traveling and may want to read the board book. Pricing is a bit on the higher end compared to other products. Support and onboarding are responsive and straightforward. Review collected by and hosted on G2.com.

The pricing can be more competitive with other similar products. Performance within the Diligent platform can be improved. Review collected by and hosted on G2.com.

I like the layout and how easy it is to create a book for committee meetings. Review collected by and hosted on G2.com.

At times, support can be slow to respond to my inquiries, which can be frustrating when I need help quickly. Review collected by and hosted on G2.com.

BoardEffect has a variety of features that make it valuable for a Board, such as the ability to create meetings, gather RSVPs for those meetings, and generate workbooks that include the agenda and other supporting materials for each meeting. Review collected by and hosted on G2.com.

BoardEffect is not the most intuitive software and can be difficult to use for users who are not naturally inclined to understanding software quickly. Review collected by and hosted on G2.com.

Having everything in one place is most helpful. Review collected by and hosted on G2.com.

I don’t like that updating user profiles isn’t easy. I also don’t like the agenda format as it is now. I think it should be compatible with Word. Review collected by and hosted on G2.com.

One location for our board members and staff to access all of their materials. Review collected by and hosted on G2.com.

So far, Board Effect has been extremely helpful in having all of our information in one location. We are fairly new users and so far I haven't encountered any downsides. Review collected by and hosted on G2.com.

Incredible platform that is excellent in agenda creation and organizing Board materials and it has made it easier to share meeting schedules and the meeting materials with all the Directors. The support team has been very helpful when it comes to trainings and general assistance. Review collected by and hosted on G2.com.

No cons to mention here we have been very happy with the platform and the way it has made meeting management more efficient for our Board. Review collected by and hosted on G2.com.

The ease of everything. Not just on the admin end, but for users as well. Review collected by and hosted on G2.com.

Not providing more training on changes to the system before they happen Review collected by and hosted on G2.com.

It is very effective in helping organize Review collected by and hosted on G2.com.

I don't use some features as often and forget how to use them Review collected by and hosted on G2.com.

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.