BoardDocs

RATING:

4.71

(59)

About BoardDocs

BoardDocs is cloud-based board management software for small and midsize municipalities, schools and governments. Primary features include meeting agenda management, policy management, event management, advanced search, document management and voting. The meeting agenda feature allows users to create agendas, designate current meetings, access meeting minutes, add future meetings to the calendar, track changes, approvals and submittals and prepare meeting documents. Other features include audio and video playback of meetings, date and time stamps for documents, user-customizable templates, user account management, video support and security management. BoardDocs integrates with social networking platforms such as Twitter and Facebook. BoardDocs is offered in a monthly...
BoardDocs draft meeting
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BoardDocs Reviews

Overall Rating

4.71

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Showing 1 - 5 of 59 reviews

User Profile

Priscilla

Verified reviewer

Company size: 1,001-5,000 employees

Industry: Education Management

Time used: More than 2 years

Review Source: Capterra 

This review was submitted organically. No incentive was offered

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

March 2018

As a past executive secretary to the school board in St. Charles Parish, I used BoardDocs daily!

Pros

The software is a tremendous Time savings for my position. The accuracy of voting and record keeping is top quality, the transparent for constituents is absolutely amazing and acceptable. The fact that users submit agenda items with attachments if need be is a plus! Capability of making corrections is a big help to me. . Record keeping is definitely a plus! The customer service is quick and knowledgeable. They are very friendly and efficient with concerns and returning phone calls.

Cons

I can honestly say that since day one of using the board docs software we have had no downtime, no issues, and no major problems . I cannot think of any cons with the software. The annual conference is great but could use more sessions for users with more experience. Otherwise, I have no problems or suggestions for the program. We have implemented almost 99 percent of the software options. Thanks for an amazing service!

Response from BoardDocs

Hi Priscilla, thank you for sharing this review! We are so happy to hear that you've had such a positive experience with the BoardDocs product and team.

Replied November 2018

Jan

Company size: 1,001-5,000 employees

Industry: Government Administration

Time used: More than 2 years

Review Source: Capterra 

This review was submitted organically. No incentive was offered

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

October 2018

Choose BoardDocs

BoardDocs has enabled our group to go from a paper agenda with supporting documents to an electronic agenda with the same documentation in an efficient manner. It offers transparency to our constituents who can access any information concerning the business of our School Board. Our users frequently comment on the ease of using BoardDocs and cannot imagine any other option of accessing public records, agendas, Minutes, and policies, by any other means.

Pros

BoardDocs is user friendly. We have over 35 administrative users and with one walk-through of instruction from our local Super Publisher, a new user understands and is able to navigate the system. At the request of the customer, BoardDocs offers webinar support for new users as well, offering hands-on instruction. BoardDocs is user friendly to the public users as well. They can access Board member information, policies, agendas, Minutes, and supporting documentation with ease and little to no questions. BoardDocs programmers upgrade annually to enhance their product without interruption to the users and with no drastic cosmetic changes that are confusing. BoardDocs makes going paperless easy. A very reliable software program. Little to no server shutdown occurrences that prevent usage.

Cons

Corrections to reported "bugs" are slow. Up to a year in a lot of cases. Programming issues are not resolved in a timely manner (in the instances that have affected our group). Ring Central for remote access does not work for our group; perhaps a second option could be offered. NOTE TO BOARDDOCS: The survey that BoardDocs offers occasionally after support resolutions. I do not complete the survey due to the time it takes and the repeated entry of user information that is required. A recommendation would be to offer a survey with embedded user information (so user information does not need to be entered); and is already completed with checked boxes at the #5 rating (offering boxes for ratings 1-5); the user has the option to click "Submit" (with all boxes checked as is), or can opt to change a rating of any boxes, and a box to type in remarks at the bottom. It would take about 5 seconds for the user to complete; and it gives valuable feedback to the company regarding the performance of their support team.

Response from Diligent

Hi Jan, thanks so much for taking time to write a detailed review and for sharing constructive feedback. We love getting suggestions from our users as we continue to make improvements to our platform and our processes, and will certainly take your comments into account. It's wonderful to hear that overall your experience with BoardDocs has been positive. Thank you for being a customer!

Replied November 2018

John

Company size: 51-200 employees

Industry: Education Management

Time used: More than 2 years

Review Source: Capterra 

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

EASE OF USE

3

FUNCTIONALITY

4

November 2022

Good enough software

Pros

I find it useful as a single repository for information for a public body, such as historical documents on a meeting and for keeping calendar information

Cons

Search is terrible. The mobile usability was just updated, but it's still very clunky on a mobile phone.

Ann

Company size: 201-500 employees

Industry: Education Management

Time used: More than 2 years

Review Source: Capterra 

This review was submitted organically. No incentive was offered

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

March 2018

My experience using BoardDocs has been extremely positive. The software is very user friendly.

It provides for a much less stressful work environment especially when preparing for a Board meeting. The district saves money by not having to copy huge amounts of paper for each Board meeting.

Pros

I love the ease of use and the technical support provided by BoardDocs. The Help feature in the software is great and the response time when I call BoardDocs directly with a question is exemplary. I can count on an immediate response. I use both the online Policy and Board Meeting software. I was able to confidently work in the programs almost immediately. Using BoardDocs has made preparing for Board meetings so much easier and less stressful for me. I'm impressed with the ability to attach all backup documents directly into BoardDocs and to be able to determine who can view which documents. Preparing minutes after Board meetings is also a smooth process. Finally, I believe BoardDocs has made it much more efficient for the Board of School Directors to provide information to the community it serves. Administrators, teachers and community member quickly view Board Policies and review Board meeting agendas and minutes from the district's website via a direct link to BoardDocs. Reviewing and updating Board policies is very easy and efficient, as well, and again provides a direct link for anyone to review all current policies. I've worked as the Administrative Assistant to the Superintendent for almost 30 years and I can say without hesitation that BoardDocs has been the most useful software I've ever been asked to learn and has saved me the most time and effort in my work day.

Cons

In the 2+ years I've been working in the BoardDocs, I can't think of anything I really don't like about the software

Response from BoardDocs

Hi Ann, it's wonderful to hear that we have helped relieve board meeting related stress! Thank you for sharing this positive and thoughtful review, and for being a valued customer.

Replied November 2018

Michele

Time used: More than 2 years

Review Source: Capterra 

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

June 2017

Outstanding use of time, organization and transparency. I will never work again without BoardDocs!

Benefits I get from using BoardDocs are numerous. First of all, it is so fun to use, the support from BoardDocs staff is great. The immediate benefit was the time savings and ease of distribution. Instead of stopping to research a federal doctrine, mandate, state statute or form is merely a click on the link. I never tire of showing others how fast and easy it is to use BoardDocs.

Pros

Hard to describe what I like most because I value all of the BoardDocs offerings. Since we started using BoardDocs in 2009, the time savings alone is invaluable, and it is truly paperless! Upgrades just make it better and better. But the efficiency of using this software, the support, the webinars, transparency, policies, archived documents, and uses in board meetings is truly incredible. Through BoardDocs, I make our District open and transparent, I can retrieve data in seconds, and I am able to use BoardDocs on my phone, iPad, computer, as it is truly mobile. I am a valued employee in helping make this School District shine! The training is outstanding and easy to grasp. For all that, I am so grateful for the software that I will not do what I do without BoardDocs!

Response from BoardDocs

Michele -- it's great to hear that we've saved you time in prepping for board meetings. Thank you for sharing your positive experience with the platform and team!

Replied November 2018

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