BoardEffect Reviews (313)

Reviews

BoardEffect Reviews (313)

4.5
313 reviews

What do users say?

Generated using AI from real user reviews
Users consistently praise the ease of use and centralized document management that BoardEffect provides, making it simple to prepare for meetings and access important materials. The platform's intuitive design enhances organization and communication among board members, although some users note a steep learning curve for new users.

Pros & Cons

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KR
Kaitlin R.
Director of Executive and Board Affairs
Small-Business (50 or fewer emp.)
"Excellent for Board Agenda Creation, Meeting Coordination and Sharing Meeting Materials"
5/5
What do you like best about BoardEffect?

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.

What do you dislike about BoardEffect?

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.

BN
Beverly N.
Executive Assistant to the CEO
Mid-Market (51-1000 emp.)
"New BoardEffect User - 3 Months"
5/5
What do you like best 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 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.

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 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.

Response from Bella Basso of BoardEffect

Hi Beverly,

We're pleased to hear that you're finding our support to be incredible during the migration process. If there's anything else we can do to assist you as you transition to BoardEffect, please don't hesitate to contact us.

- Bella from BoardEffect

JD
Jennifer D.
Senior Executive Assistant
Mid-Market (51-1000 emp.)
"Superior Board Management Platform to Keep Minutes, Agendas and Past Discussions in One Place"
5/5
What do you like best about BoardEffect?

It’s easy to build minutes and streamlines our board and committee meeting process and I like that its very simple to publish board announcements and disseminate information to everyone on the board or committee. Review collected by and hosted on G2.com.

What do you dislike about BoardEffect?

I haven’t encountered any issues with the tool and my experience has been positive so at this point the it is worth using for board management. Review collected by and hosted on G2.com.

SN
Stephen N.
Board Administrator
Small-Business (50 or fewer emp.)
"The Best Platform for Board Pack Assembling, Meeting Scheduling and Reliable Decisions Tracking"
5/5
What do you like best about BoardEffect?

It is very straightforward to set up Board meetings and attach documents to the packs and I like that it has been extremely effective at recording decisions and distributing Board materials with automated notifications. Review collected by and hosted on G2.com.

What do you dislike about BoardEffect?

There aren’t any concerns worth highlighting and the team is responsive in working with us and able to add developments in a timely manner. Review collected by and hosted on G2.com.

MB
Madeline B.
Coordinator, Board Operations
Mid-Market (51-1000 emp.)
"Exceptional Board Governance Tool That Make Meetings More Efficient and Impactful"
5/5
What do you like best about BoardEffect?

It is very easy to use for pulling together agendas and related documents for our various management and governance groups. It is an exceptional tool for board governance that truly streamlines the entire process of managing board and committee meetings. Review collected by and hosted on G2.com.

What do you dislike about BoardEffect?

No limitations that the platform has presented it delivers very good functionality and the team is always supportive. Review collected by and hosted on G2.com.

GN
Gonzalo N.
Board Member
Small-Business (50 or fewer emp.)
"Incredibly Robust for Board Meeting Preparation, Voting Participation and Distribution of Materials"
5/5
What do you like best about BoardEffect?

Robust tool that allows me to access board materials and discuss the agenda during the meeting which has made board meetings much easier by having meeting schedules and all of our materials in one location. Review collected by and hosted on G2.com.

What do you dislike about BoardEffect?

It works smoothly with no issues and I can say I am satisfied with the software at this time. Review collected by and hosted on G2.com.

TH
Tony H.
IT Manager
Small-Business (50 or fewer emp.)
"IT Manager"
3/5
What do you like best about BoardEffect?

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.

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 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.

Response from Bella Basso of BoardEffect

Thank you for sharing your experience with BoardEffect. We are glad to hear that publishing meetings electronically has been helpful for your organization.

We appreciate your feedback about the transition to the new platform. The updates to password management were made to follow current security best practices, but we understand this created extra steps for your members. Your comments about flexibility and user management are valuable, and we are gathering feedback like yours to guide future enhancements.

Thank you again for taking the time to share your perspective. Your input helps us continue improving the experience for you and your members.

ES
Enrique S.
Board Governance Associate
Mid-Market (51-1000 emp.)
"Intuitive Platform That Streamlines Board Meetings, Document Annotations and Resolution Approvals"
5/5
What do you like best about BoardEffect?

The platform is great for organizing our meeting packets and provides an intuitive interface that allows our Board of Directors to review the meeting materials in advance and provides document annotations during board meetings. Review collected by and hosted on G2.com.

What do you dislike about BoardEffect?

Nothing that I would consider as a major dislike right now the platform is extensively used for board management with no issues. Review collected by and hosted on G2.com.

CD
Christine D.
Administrative Assistant to the Board of Governors
Mid-Market (51-1000 emp.)
"Great Board Management Tool to Prepare for Meetings, Easily Discuss Approvals and Vote as Needed"
5/5
What do you like best about BoardEffect?

I find that creating the agenda and being able to copy agendas is much more efficient than my previous solution. It is so much easier creating meetings, uploading meeting materials and minutes are more easily updated. Review collected by and hosted on G2.com.

What do you dislike about BoardEffect?

It has been a great board management tool and I have no cons to list since I have not come across any problems yet. Review collected by and hosted on G2.com.

Response from Bella Basso of BoardEffect

We're thrilled to hear that BoardEffect has made your board meeting preparation process more efficient! We strive to provide a user-friendly platform for creating agendas, uploading meeting materials, and updating minutes. Thank you for sharing your positive experience.

AV
Aleksandar V.
Chairman of the Board
Small-Business (50 or fewer emp.)
"Quick Access to Board Meeting Schedules, Secure Messaging and Organized Board Policies Record"
5/5
What do you like best about BoardEffect?

Easy to schedule board meetings so meeting preparation is predictable and focused and its simple to keep historical board documents organized. I like the secure messaging that keeps director discussions off email. Review collected by and hosted on G2.com.

What do you dislike about BoardEffect?

Nothing that I like least it meets all our board management needs and we are very satisfied with its performance. Review collected by and hosted on G2.com.