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.



41 Reviews of BoardEffect

Overall rating

4.76 / 5 stars

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Showing 1 - 20 of 41 reviews

September 2018

Rebecca from Grief's Journey

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2018

Great Return on Investment

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.

Response from BoardEffect of Diligent Corporation

Replied October 2018

Thanks, Rebecca for taking the time to write this review. We're so happy to hear you¿ve found BoardEffect to be of value to you and your organization. In terms of upgrades and updates, we are always working to improve the BoardEffect platform, and try to keep our customers in the loop about any changes that might affect them. Please sign up for our email newsletter to stay in the loop!

September 2018

Kristen from National Fire Protection Association

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

September 2018

Board meetings made easier

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.

Response from BoardEffect of Diligent Corporation

Replied October 2018

We know how cumbersome the minute-taking process can be, Kristen! Glad to hear that BoardEffect has made it easier for you. Thanks for sharing your review!

September 2018

Joyce from Fulfill (formerly The FoodBank of Monmouth & Ocean Counties)

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2018

Secret Weapon!

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.

Response from BoardEffect of Diligent Corporation

Replied October 2018

Hi Joyce, we're so happy to be called your secret weapon! Thank you for sharing the positive experience you've had with our platform and our team.

September 2018

Mindy from Concordia Plan Services

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2018

2018 BoardEffect BESaavy conference

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.

Response from BoardEffect of Diligent Corporation

Replied October 2018

Thanks, Mindy for taking the time to write a review. We're so glad you enjoyed the BE Savvy conference this year, and that you were able to get acclimated as a new user. Please know that our customer support team is always available if you ever have questions!

September 2018

Gwen from Centerstone

Company Size: 5,001-10,000 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2018

Build a tool to make your board member successful

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.

Response from BoardEffect of Diligent Corporation

Replied October 2018

Hi Gwen, it's great to hear that you're enjoying BoardEffect! Thank you for taking time to share your review. Please let our team know if you ever have any questions about new products and features, and be sure to subscribe to our email newsletter so you can stay informed about upcoming webinars and training sessions.

September 2018

Kristina from Concordia Plan Services

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

September 2018

BoardEffect Review

Pros

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

Cons

The inability to move the order of books around.

Response from BoardEffect of Diligent Corporation

Replied October 2018

Hi Kristina, thank you for sharing that BoardEffect has made managing the distribution of board materials easy and convenient. We will certainly take your constructive feedback into account about reordering books. Thanks for taking time to share your review!

September 2018

Pamela from NCSLA

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

4 of 5

September 2018

BE Assessment

Pros

Centralization of association documents and meeting materials.

Cons

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

Response from BoardEffect of Diligent Corporation

Replied October 2018

Hi Pamela, thank you for taking time to write a review. We're happy to hear that you are having a positive experience with BoardEffect. Thank you for your constructive feedback about our agenda capabilities please know that the BoardEffect team is taking agenda formatting into account as we continue to make improvements to our product.

September 2018

cheryl from Connecticut Green Bank

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2018

Excellent Board Platform

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.

Response from BoardEffect of Diligent Corporation

Replied October 2018

Cheryl, we're thrilled to hear that BoardEffect has made your job easier and that your board members like the platform. Thank you for being a customer and sharing your review!

September 2018

April from Centerstone

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

September 2018

BoardEffect is a great board tool!

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!

Response from BoardEffect of Diligent Corporation

Replied October 2018

Thank you, April! It's great to hear that BoardEffect has been easy for your board members to use, and helpful for you as a Board Administrator. Thank you for being a customer!

September 2018

Danielle from University of Central Florida

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

September 2018

Beginning Stages but So Far So Good!

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.

Response from BoardEffect of Diligent Corporation

Replied October 2018

Thank you for sharing your review as a new user, Danielle! We appreciate that you've shared constructive feedback about template formatting please know that your suggestion has been taken into consideration as we continue to make improvements to the platform. Our team is always here to help should have any questions, or if you'd like to share any further feedback.

September 2018

Olivia from Northwest Area Foundation

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

4 of 5

September 2018

Great for small private family foundations

Pros

very user-friendly and easy to navigate.

Cons

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

Response from BoardEffect of Diligent Corporation

Replied October 2018

Thank you for the 5-star review, Olivia! We're glad to hear that BoardEffect has been helpful and easy-to-use. Thanks for being a valued customer.

September 2018

Nikki from University of Central Florida

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

4 of 5

September 2018

New User

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.

Response from BoardEffect of Diligent Corporation

Replied October 2018

Hi Nikki, thank you for your review! We're glad that BoardEffect is working well for you and your organization. Please know that we are always looking to make improvements to BoardEffect, and are taking your agenda formatting feedback into account -- thank you for sharing!

September 2018

Karen from ABEM

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2018

Terrific Communications Tool!

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.

Response from BoardEffect of Diligent Corporation

Replied October 2018

It's great to hear that BoardEffect has made communication with your board more effective, Karen! Thanks for sharing your review. If you're looking to expand your knowledge of BoardEffect and governance in general, please subscribe to our blog! It's a great resource and we update it with new content every week.

September 2018

Cassandra from National Senior Campuses, Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2018

You need BoardEffect's Platform!

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.

Response from BoardEffect of Diligent Corporation

Replied October 2018

Thank you for sharing this rave review, Cassandra! We're so happy to hear you've had such a positive experience working with us. It's wonderful to hear that we've created a product that makes your life easier as a board administrator.

September 2018

Kim from Sarah Bush Lincoln Health Center

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

4 of 5

September 2018

Great program for managing documents

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.

Response from BoardEffect of Diligent Corporation

Replied October 2018

Hi Kim -- thank you for your review! We love hearing that BoardEffect is easy-to-use, and that you've received helpful customer support. Thank you for being a customer!

September 2018

Scott from California Health Care Foundation

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2018

BoardEffect makes you and your team shine!

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.

Response from BoardEffect of Diligent Corporation

Replied October 2018

Thank you for the 5-star review, Scott! We love to hear that BoardEffect is helping make you and your team shine! And it's wonderful to know that we've helped you save time and paper at both of your organizations.

September 2018

Denise from Wells Fargo Regional Foundation & CDC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2018

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

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

Response from BoardEffect of Diligent Corporation

Replied October 2018

Thanks for the 5-star review, Denise! We love hearing that BoardEffect has saved you time and made you work more efficiently.

September 2018

Jennifer from University of North Carolina at Charlotte

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

September 2018

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

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!

Response from BoardEffect of Diligent Corporation

Replied October 2018

Thank you for the rave review, Jennifer! We're so happy to hear you are finding BoardEffect to be feature-rich and easy-to-use.

September 2018

Tammy from MPRO

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

September 2018

Simplify your life!

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

Response from BoardEffect of Diligent Corporation

Replied October 2018

Thanks, Tammy for sharing your review! It's great to hear that BoardEffect has helped simplify your life. If you are interested in having a board member training session, please let our customer success team know and we would be happy to assist!

September 2018

Anonymous

Verified Reviewer

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2018

BoardEffect

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.

Response from BoardEffect of Diligent Corporation

Replied October 2018

We're happy to hear that BoardEffect has helped streamline your governance process! Thanks for providing constructive feedback about notifications, and for sharing your review. We value your feedback.