BoardEffect software


39 reviews(5.0/5)
39 reviews(5.0/5)

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.

Supported Operating System(s):
Web browser (OS agnostic)

39 Reviews of BoardEffect

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  • Kristen from National Fire Protection Association

    Number of employees: 201-500 employees

    September 2018

    Board meetings made easier

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Joyce from Fulfill (formerly The FoodBank of Monmouth & Ocean Counties)

    Number of employees: 51-200 employees

    September 2018

    Secret Weapon!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Mindy from Concordia Plan Services

    Number of employees: 51-200 employees

    September 2018

    2018 BoardEffect BESaavy conference

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Gwen from Centerstone

    Number of employees: 5,001-10,000 employees

    September 2018

    Build a tool to make your board member successful

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Kristina from Concordia Plan Services

    Number of employees: 51-200 employees

    September 2018

    BoardEffect Review

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

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

    Cons

    The inability to move the order of books around.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Pamela from NCSLA

    Number of employees: 1 employee

    September 2018

    BE Assessment

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

    Centralization of association documents and meeting materials.

    Cons

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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • cheryl from Connecticut Green Bank

    Number of employees: 11-50 employees

    September 2018

    Excellent Board Platform

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • April from Centerstone

    Number of employees: 1,001-5,000 employees

    September 2018

    BoardEffect is a great board tool!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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!

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Danielle from University of Central Florida

    Number of employees: 10,000+ employees

    September 2018

    Beginning Stages but So Far So Good!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Olivia from Northwest Area Foundation

    Number of employees: 11-50 employees

    September 2018

    Great for small private family foundations

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    very user-friendly and easy to navigate.

    Cons

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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Nikki from University of Central Florida

    Number of employees: 10,000+ employees

    September 2018

    New User

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Karen from ABEM

    Number of employees: 11-50 employees

    September 2018

    Terrific Communications Tool!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Cassandra from National Senior Campuses, Inc.

    Number of employees: 11-50 employees

    September 2018

    You need BoardEffect's Platform!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Kim from Sarah Bush Lincoln Health Center

    Number of employees: 1,001-5,000 employees

    September 2018

    Great program for managing documents

    Ease-of-use
    Functionality
    Quality
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Scott from California Health Care Foundation

    Number of employees: 51-200 employees

    September 2018

    BoardEffect makes you and your team shine!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Denise from Wells Fargo Regional Foundation & CDC

    Number of employees: 2-10 employees

    September 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Jennifer from University of North Carolina at Charlotte

    Number of employees: 1,001-5,000 employees

    September 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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!

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Tammy from MPRO

    Number of employees: 11-50 employees

    September 2018

    Simplify your life!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 1,001-5,000 employees

    September 2018

    BoardEffect

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Stephanie from Michigan Health & Hospital Association

    Number of employees: 51-200 employees

    September 2018

    Your Board needs BoardEffect

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    My overall experience has been great. I always get fantastic customer service when i call the help desk.

    Pros

    BE is very user -friendly and secure, which was a top priority for our organization since it was mandatory to find a board portal that is HIPAA compliant.

    Cons

    Would like more control over formatting of agenda and page numbering.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
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