BoardEffect
About BoardEffect
Most Helpful Reviews for BoardEffect
1 - 5 of 57 Reviews
Susan Fieldhouse
Verified reviewer
Non-Profit Organization Management, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2018
Such a great tool
A joy to use...wish I had been able to use this in my last few EA positions. I learned about it when I moved to my current association.
PROSSupper responsive support team at BoardEffect, fairly intuitive to use, makes the workflow for assembling Board materials so much easier and saves a lot of time. There are a steady stream of webinars to keep users up to date on the platform, and the BoardEffect team is always happy to get suggestions for improvements. For any company concerned with security of its Board materials, this is a must-have product.
CONSI would like to download the agenda pdf with no formatting, so that I can create an annotated agenda for the chair - have not found a way to do that but I am hoping BE will come up with a solution!
Vendor Response
Hi Susan, it's great to hear that BoardEffect has made workflow easier for you! Thank you for taking time to provide feedback -- please know that we are always looking to make improvements to our platform, and have taken your feedback into account.
Replied October 2018
Carey
Non-Profit Organization Management, 501-1,000 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed September 2022
Don't just think about what your board is doing now, think ahead to what the future may hold
Clear, consistent communications across all membership has been achieved as well as access to mission critical documents to help members support the organization.
PROSEase of set up, use, some flexibility to "customize" in the manner that you use it. Security, ease of building meeting books, events, and communicating to users through the portal. The reports feature is amazingly helpful.
CONSThird party integrations and the ability to use Microsoft products does not exist at this time. As a nonprofit, can't afford to move over the ever evolving Diligent parent platform. The knowledge base is not helpful as it leaves those seeking information with more questions.
Reason for choosing BoardEffect
Security, ease of set up, customer service, cost.
Reasons for switching to BoardEffect
BoardMax was acquired by Diligent
Anonymous
51-200 employees
Used weekly for less than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed September 2020
BoardEffect review
BoardEffect is great a a secure file sharing system, and offers good ways to cooperate, but our board has been very reluctant in adopting it and is not really happy. For them it is another system they need to learn in their busy lives. We try to steer most board interactions involving files into Board Effect but it is slow going. They do not use the discussion forum to interact amongst each other but stick to email. For admins I wish for greater ease in creating meeting books and editing them to make them look the way we want to.
PROS- I like having a secure file sharing system that offers safe communication and file archiving features. - I like having a dedicated system for board management - Amazing customer service! Fast and competent.
CONS- having to build a meeting book to get a preview - meeting book design is tedious and could be more flexible - agendas become giant as soon as documents are added and there is no way to change that - saving an existing meeting book as a template would be nice - the calendar subscription takes very long to push into personal calendars, sometimes re-subscribing is necessary - zoom add-on only possible with autogenerated links, we work with a dedicated zoom link for the board - I need an option to invite guest directors to join committee meetings, currently I need to create a separate calendar invite
Vendor Response
Hello! Thank you so much for your feedback. We would love to connect on the items you mentioned as there are solutions within the BoardEffect platform for these issues. Our training team is available to walk you through this functionality, please reach out to us at training@boardeffect.com. We hope to speak with you soon!
Replied October 2020
Kelly
Non-Profit Organization Management, 11-50 employees
Used monthly for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed September 2020
Saves Time and Eases Board Service
We have used BoardEffect for over a decade. Board Members love it. Support is excellent. There are numerous webinars which remain available to assist. Helpdesk is responsive. While there are many new options that were not available when we selected Board Effect, they require much more work from the administrative side and do not have all the built in features available in BoardEffect.
PROSBoardEffect was easy to set up and is intuitive to use. New Board Members are able to quickly orient themselves with minimal support. Handbook makes accessing essential documents easy and with administrator attention, the most current documents are at the fingertips of Board Members as needed. Meeting book is easy to organize and distribute.
CONSemails don't look great. Can't format font, etc.
Reason for choosing BoardEffect
Ease of set up and maintenance for administrator. Ongoing product support.
Mona
Hospital & Health Care, 10,000+ employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2018
It's the Perfect Tool for our large, 7-Board Health System
Our individual health system began using BoardEffect in 2012. Then, last year, we became part of a large, 7-board private, non-profit health system. The decision was made to utilize one board portal across the System, which meant 5 boards had to migrate to BoardEffect. The transition has been amazingly smooth. Training of the new workrooms and top level administrators has been excellent; customer service has been very responsive. The new (and existing) users are pleased with the product! The organization of our boards is perfect and we are able to make sure only the "right" board members have access to the "right" board materials. I am not surprised by these results - the BoardEffect staff has been serving us and attentive to our needs for years!
PROSI love the user-friendly design and the appearance and ease of use for the end-user. Finding documents is easy; iPad app is great; building meeting books is easy; customer support is very good.
CONSThere's not a lot of flexibility in what the agenda looks like after being built (but there's not a lot with other board portals, either). I would like to be able to better tailor the appearance of my agenda to my Boards' liking.
Vendor Response
Thank you for your review, Mona! We're so happy to hear BoardEffect has been able to evolve with your organization as your needs have changed.
Replied November 2018