BoardEffect Software


 

BoardEffect is a cloud-based board portal and management solution for businesses of all sizes. It caters to all industries including hospitals, health care systems, nonprofits, foundations, educational institutions and government entities. Primary features include board meeting management, document management, meeting annotation, policy management, budgeting, auditing, appointments and elections management.

BoardEffect helps board members, board administrators, senior management, corporate secretaries and information technology professionals to manage administrative and governmental requirements. Other features include recruitment management, nominations management, onboarding, board education, user access management, data security and recovery. It offers integration with Azure, Google Apps, Salesforce and others.

BoardEffect is offered via an annual subscription. It is compatible with Windows, Mac and Linux operating systems. Mobile applications for iOS, Android and Amazon Kindle devices are also offered. Support is offered via email and over the phone. Other help options include blogs, white papers and webinars.

 

BoardEffect - Directory
 
  • BoardEffect - Directory
    Directory
  • BoardEffect - Home page
    Home page
  • BoardEffect - Polls
    Polls
  • BoardEffect - Schedule management
    Schedule management
  • BoardEffect - Settings
    Settings
  • BoardEffect - Task management
    Task management
Supported Operating System(s):
Web browser (OS agnostic)

40 Reviews of BoardEffect

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Rebecca from Grief's Journey
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Great Return on Investment

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
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Support

I was reluctant to take the plunge due to cost, but this tool has saved our organization (me, in particular) an enormous amount of time and hassle. I'm grateful we went this direction.

Pros

BoardEffect is a fantastic tool for Board member engagement and an incredible time-saver when it comes to filing and pulling important information -- such as archived meeting minutes, financial reports, and the like.

Cons

Various technology upgrades/updates for all of the platforms being used.

Review Source: Capterra
 

Kristen from National Fire Protection Association
Number of employees: 201-500 employees Employees number: 201-500 employees

September 2018

September 2018

Board meetings made easier

Ease-of-use

Functionality

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Customer Support

Value for Money

Ease-of-use
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Pros

The ease of use and user friendly interface. Also, making board meeting paperless. Now having the ability to take minutes will be a life saver!

Cons

Teaching old dogs new tricks and training board members how to use the program and getting board members to use the collaboration tools. But BoardEffect has several tools and resources available to help make this easier so very grateful.

Review Source: Capterra
 

Joyce from Fulfill (formerly The FoodBank of Monmouth & Ocean Counties)
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2018

September 2018

Secret Weapon!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Support

I have used the support systems a lot and am extremely impressed with the level of support, the timeliness, and the vast knowledge of everyone you speak with.

Pros

This software program is my secret weapon to keeping me and my board organized, focused and engaged. I shutter when I think back to how we did things before moving to an electronic platform.

Cons

Like most programs, it just takes time and commitment to learn everything.

Review Source: Capterra
 

Mindy from Concordia Plan Services
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2018

September 2018

2018 BoardEffect BESaavy conference

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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A lot of our questions were answered during our tuneup session. I’m a new user.

Pros

Security of the material within platform; compatible with Zoom; workroom and flow; collaboration.

Cons

I’m still getting acclimated with product.

Review Source: Capterra
 

Gwen from Centerstone
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

September 2018

September 2018

Build a tool to make your board member successful

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
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Support

I love BoardEffect. It is the one place we can all trust to have the latest documents and tools to help guide our board governance. It has made our board feel successful individually and successful as a whole.

Pros

This software is our central point for documents for all 9 of our boards. This is easy to use and is very intuitive on where to find documents and items for upcoming board meetings along with surveys, and required annual documents like Conflict of Interest forms. We have a wide age range of board members - from the young to the very old that are not tech savvy, but this seems to be overwhelming a tool that all of them.

Cons

There are always new products/pieces/upgrades coming out. Knowing how to incorporate those takes me a bit of time.

Review Source: Capterra
 

Kristina from Concordia Plan Services
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2018

September 2018

BoardEffect Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
Value for Money
Value
Support
Pros

BoardEffect makes managing the distribution of board materials easy and convenient.

Cons

The inability to move the order of books around.

Review Source: Capterra
 

Pamela from NCSLA
Number of employees: 1 employee Employees number: 1 employee

September 2018

September 2018

BE Assessment

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

Centralization of association documents and meeting materials.

Cons

Lack of flexibility to reformat the meeting agenda in the meeting books.

Review Source: Capterra
 

cheryl from Connecticut Green Bank
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

Excellent Board Platform

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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overall, my experience with BE is excellent. I am very happy that we chose BE to manage our board materials.

Pros

Boardeffect makes my job extremely easy. Very easy to navigate, its saves plenty of time and my board members love it.

Cons

I haven't found anything negative about the software.

Review Source: Capterra
 

April from Centerstone
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

September 2018

September 2018

BoardEffect is a great board tool!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
Product Quality
Quality
Value for Money
Value
Support

BoardEffect staff have been wonderful to work with from initial contract, to system set-up and to ongoing support. When I have questions, BoardEffect staff start with a yes in mind.

Pros

BoardEffect does two things very well. First, it is easy for our board members to use and super easy for admins to administer. Second, BoardEffect continues to push the envelope in a great way to move board governance forward.

Cons

I struggle to come up with this, but at the moment it is still difficult for some of my board members to log on, but enhancements are coming this year to allow for touch id log on. Can't wait!

Review Source: Capterra
 

Danielle from University of Central Florida
Number of employees: 10,000+ employees Employees number: 10,000+ employees

September 2018

September 2018

Beginning Stages but So Far So Good!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Support

I am looking forward to further streamlining our process and communication with board members.

Pros

I have used this software for under one year but I have no complaints thus far. The platform is relatively user friendly and if there is something that doesn't make sense, chances are there is a webinar available to help you learn.

Cons

Some templates cannot be manipulated to help end users identify why they are being contacted or receiving certain information.

Review Source: Capterra
 

Olivia from Northwest Area Foundation
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

Great for small private family foundations

Ease-of-use

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Pros

very user-friendly and easy to navigate.

Cons

Having a designated contact person to continue the relationship for the organization

Review Source: Capterra
 

Nikki from University of Central Florida
Number of employees: 10,000+ employees Employees number: 10,000+ employees

September 2018

September 2018

New User

Ease-of-use

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So far so good!!

Pros

I am learning so much about how this can benefit my organization!

Cons

The agendas will never be approved for our use based on look, which is unfortunate we can't make more edits to the style! I would love to use the feature.

Review Source: Capterra
 

Karen from ABEM
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

Terrific Communications Tool!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Product Quality
Quality
Value for Money
Value
Support

Looking forward to getting more familiar with all the BoardEffect portal has to offer.

Pros

BoardEffect has given us the ability to communicate with our board more effectively.

Cons

No cons at this time.

Review Source: Capterra
 

Cassandra from National Senior Campuses, Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

You need BoardEffect's Platform!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Support

It's a brilliant platform! And the support team is absolutely incredible! I've never experienced such wonderful people, who are patient, informative and friendly.

Pros

It's EXTREMELY user-friendly, offers a VAST number of functionalities, app now mimics browser including offline use. It's customizable depending on the org's needs. It's secure. It flows. The platform is what one makes of it.

Cons

I can't say I dislike anything about this platform. It's designed based on clients' needs. Everything works the way it should and in the 2 years I've used it, I haven't had one bad thing to say.

Review Source: Capterra
 

Kim from Sarah Bush Lincoln Health Center
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

September 2018

September 2018

Great program for managing documents

Ease-of-use

Functionality

Product Quality

Customer Support

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Support

Using the BoardEffect software is very useful and great for our Board of Directors to use on iPads.

Pros

The board portal is easy to use once it is set up, customer support and training are excellent, and the documents and resources are at your finger tips.

Cons

It keeps getting better with each upgrade.

Review Source: Capterra
 

Scott from California Health Care Foundation
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2018

September 2018

BoardEffect makes you and your team shine!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Value for Money
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BoardEffect saves time! I've regained free time (after work hours) during "board prep" times. My organization(s), both The San Francisco Foundation and the California Health Care Foundation save resources, such as copy paper and three-ring binders - now that we've gone paperless.

Pros

ease of use. from day one (back in 2011), "out of the box," I understood BoardEffects features, and after review of BE's knowledge base, I was soon able to train other users - and even train the trainers. the features are evaluated and enhanced regularly, and BE listens to its customer base to make the product even better.

Cons

I have no strong negative impressions to report.

Review Source: Capterra
 

Denise from Wells Fargo Regional Foundation & CDC
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Thank you for providing this service...I love BoardEffect!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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totally saves time and makes my job more efficient

Pros

I like that the portal is so easy to use and I appreciate how it has grown over the years.

Cons

I can't think of anything because my experience has been so positive.....everything is great

Review Source: Capterra
 

Jennifer from University of North Carolina at Charlotte
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

September 2018

September 2018

My third board portal--and BoardEffect is by far the best

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Product Quality
Quality
Value for Money
Value
Support
Pros

BoardEffect is designed from the user's point of view, it's chock-full of useful features that other board portals don't have, and the BE team is highly responsive to user suggestions.

Cons

I haven't found a least-like feature yet!

Review Source: Capterra
 

Tammy from MPRO
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

Simplify your life!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Value for Money
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Support

It takes me a lot less time to prepare for meetings, but my Board doesn't ever have time to learn how to use it effectively

Pros

Easy to use, great customer service, intuitive design

Cons

A little pricey, Board must be willing to use in order to get your moneys worth

Review Source: Capterra
 


September 2018

September 2018

BoardEffect

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

BoardEffect tools help streamline tedious and time consuming processes.

Cons

some limitations such as not being able to set the date and time daily digest notifications go out.

Review Source: Capterra
 
 
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