LR
Leigh R.
Mid-Market (51-1000 emp.)
"Secure Portal for Board Access to Sensitive Materials"
3/5
What do you like best about BoardEffect?

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.

What do you dislike about BoardEffect?

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.

Response from Bella Basso of BoardEffect

Thank you for sharing your experience with BoardEffect! We’re glad to hear the platform has provided your board with a secure and reliable place to access sensitive materials and meeting information.

We also appreciate your feedback around the Box functionality, and we’ll be sure to share this feedback with our team as we continue improving the overall user experience and usability of the platform.

Thank you again for your partnership and thoughtful feedback!

JJ
Jermaine J.
"Efficient Board Governance with Minor Support Challenges"
4/5
What do you like best 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 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.

What do you dislike about BoardEffect?

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.

AC
A C.
Chief of Staff
Mid-Market (51-1000 emp.)
"All Board Activities in One Platform—Surveys, Polls, Board Books, and More"
5/5
What do you like best about BoardEffect?

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.

What do you dislike about BoardEffect?

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.

Response from Bella Basso of BoardEffect

Thank you for sharing your experience with BoardEffect! We’re glad to hear the platform has helped keep board activities centralized and made it easier to manage surveys, polls, board books, communications, and library materials all in one place.

Verified User in Hospitality
AH
Verified User in Hospitality
Small-Business (50 or fewer emp.)
"User-Friendly, Easy-to-Navigate Experience"
5/5
What do you like best about BoardEffect?

It’s user-friendly and easy to navigate, with a clear layout that makes it simple to find what I need. Review collected by and hosted on G2.com.

What do you dislike about BoardEffect?

It sometimes takes a while to hear back from customer support. Review collected by and hosted on G2.com.

KR
Kayla R.
Board Administrator
Mid-Market (51-1000 emp.)
"Streamlined Board Management with Easy to Access Meeting Archives and Minutes Creation"
5/5
What do you like best about BoardEffect?

It works very well for creating an archive of corporate meetings and documents and the structure used for setting formal agendas is very helpful for streamlining board management. Review collected by and hosted on G2.com.

What do you dislike about BoardEffect?

There isn’t anything to like least the tool is super intuitive and easy for our board members to use and access. Review collected by and hosted on G2.com.

mannacare3108 i.
MI
mannacare3108 i.
"User-Friendly with Robust Features, Needs Better Microsoft Integration"
5/5
What do you like best about BoardEffect?

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.

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 Outlook calendars, which is a critical feature for seamless scheduling and organization. Review collected by and hosted on G2.com.

Response from Bella Basso of BoardEffect

We're thrilled to hear that BoardEffect has been incredibly user-friendly and has streamlined your board management tasks. We appreciate your input on the limited integration capabilities with Microsoft products, and we'll take this into consideration for future improvements.

We're also glad to hear that the setup process was straightforward and that the platform fits perfectly with your needs. Thank you for the solid recommendation score of 10!

AC
Ally C.
"Efficient Document Management, Needs Better Engagement Tools"
4/5
What do you like best about BoardEffect?

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.

What do you dislike about BoardEffect?

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.

Response from Bella Basso of BoardEffect

Thank you so much for sharing your experience with BoardEffect. It is great to hear that secure document access, committee workrooms, and the overall organization of materials are helping support your Foundation Board.

We hear this need often and are actively working on enhancements that will give administrators more visibility into board member activity. We are planning to introduce board engagement reporting that will help you see what materials board members are viewing, how they are interacting with their books, and other indicators of engagement. Our goal is to make it easier to support your board and keep everyone connected throughout the year.

We appreciate your feedback and are always here to help you get the most value from BoardEffect.

JT
Jill T.
Director of Executive and Board Affairs
Mid-Market (51-1000 emp.)
"The best solution for keeping all your board information in one place."
5/5
What do you like best about BoardEffect?

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.

What do you dislike about BoardEffect?

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.

Mary K.
MK
Mary K.
"Centralized Access with Minor Accessibility Hiccup"
5/5
What do you like best about BoardEffect?

I really appreciate the accessibility to all boards and committee materials through BoardEffect, which ensures that everything I need for meetings is in one place. The convenience of receiving notices of meetings and having all board and committee materials readily available significantly enhances my readiness for discussions. I find the library and directory features particularly useful as they provide extensive resources that are crucial for my activities within the organization. Additionally, the information on Zoom meetings is a valuable aspect that supports my virtual collaborations and planning. As a member of a large non-profit like Keystone, being able to easily access resources across the organization is an essential feature for me. Review collected by and hosted on G2.com.

What do you dislike about BoardEffect?

I am unable to access certain features, such as Book, through the app on my iPad. This is the main challenge I have encountered with BoardEffect. Review collected by and hosted on G2.com.

Response from Bella Basso of BoardEffect

Thank you so much for your wonderful feedback. We’re thrilled to hear how BoardEffect is helping you stay organized, prepared, and connected across your board and committee work. It’s great to know that features like meeting notices, the library, directory, and centralized access to all materials are making a meaningful difference in your experience at Keystone.

We also appreciate you mentioning the iPad app limitations. Our team is continually improving the mobile experience, and feedback like yours helps us prioritize what matters most to users.

Thanks again for the five-star review! We truly appreciate it!

CE
Chelsea E.
Small-Business (50 or fewer emp.)
"Easy, Secure Hub for Documents, Meetings, and Calendars"
4.5/5
What do you like best about BoardEffect?

I like that it houses all of our documents, meeting information, calendar invites, etc. It is fairly easy to use and allows secure sharing of information. Review collected by and hosted on G2.com.

What do you dislike about BoardEffect?

Some of the tasks are a bit clunky and require extra clicks. Review collected by and hosted on G2.com.

Response from Bella Basso of BoardEffect

Hi Chelsea!

We're glad to hear that BoardEffect has been helpful in organizing your documents, meetings, and calendars, and that you find it easy to use and secure for sharing information.

- Bella from BoardEffect