All BoardPro Reviews
1-25 of 685 Reviews
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Kyle
5,001 - 10,000 employees
Used less than 6 months
OVERALL RATING:
4
Reviewed November 2021
Great value governance and Board management solution
Craig
Verified reviewer
Accounting, 51-200 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2020
Useful, practical, and easy to use.
Allows me to focus on my governance job.
PROSBoardPro makes coordination and logistics of board meetings and papers easy for board members. All info in the same place and and not mucking about with lots of different systems and software.
CONSAs a user I have no major gripes. It works for me
Reason for choosing BoardPro
I use both these other tools in one other board role each. I currently use BoardPro for 3 boards. Diligent is good but expensive. Also seems to require more administrator skill and expertise to set up and use well. Not a big fan of BoardTrac. Seems a bit limited in functionality - but maybe I just haven't invested enough time to understand it and its features fully. And therein lies one of the reasons I like BoardPro - because I can spend most of my time and effort in just using it rather than learning how to use it. Very intuitive.
Vendor Response
Hi Craig, Thanks for writing such a comprehensive review for us. Have a great 2021. Regards The BoardPro team
Replied December 2020
Mihi
Non-Profit Organization Management, 501-1,000 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2023
Final review
Overall, I love BoardPro. The previous platform I was using was outdated and clunky.
PROSVery easy to use from setting up meetings, building agenda and adding documents.
CONS1. There is no facility to restrict meetings to attendees only, ie. Board committee time. We have a monthly board committee meeting, but there is no facility to restrict minutes, documents and discussion to the board only. Senior management can also access these documents. As a workaround, I must capture these discussions via Word or another software. 2. There is no option for members to "share" their notes or questions before the meeting.
Reason for choosing BoardPro
Price and had most features we were looking for.
Reasons for switching to BoardPro
Outdated and time-consuming. It did not have the features required as governance software.
Blake
Non-Profit Organization Management, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2021
Outstanding
Happy! It's a fantastic system for board papers.
PROSI like the fact that members of the Code Authority can vote on motions to changes to the work plan and vote on other items. The ability to set up meetings is seamless and easy, anyone can do it!
CONSI wish we could hold live voting via Boardpro during our meetings.
Reason for choosing BoardPro
Easy to use.
Vendor Response
Hi Blake, thanks for your review. I have passed your comments on to our support team who will reach out to you. We do have a live meeting voting feature. They'll show you how to do that. Regards The BoardPro Team
Replied January 2021
Simon
Education Management, 51-200 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2024
Board Management software
I've spent many years on a variety of small not for profits and school boards with little capacity to efficiently organise themselves. We looked at a number of similar products and following a short trial it was clear that was a good fit for our needs. Staff appreciated the ease in setting up agendas and by including recommendations in the agenda minute taking is very easy. Board members appreciate the ease of use, consistency and accountability. Meetings are much easier to chair and the ability to have multiple administrators collaborating on the agenda preparation is a great feature - I love it!
PROSIt was easy to set up, easy to use and the price is extremely reasonable.
CONSNone issues to date. Staff are helpful and prompt to reply.
Reason for choosing BoardPro
Price, features, and the ability to trial it and roll into a full user was great and very seamless.
Amber
Education Management, 11-50 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2023
Perfect value for money option.
I think the customer service and overall experience with BoardPro is great. I would definitely recommend it to any business looking for a good value for money option. Excellent functionality and affordable enough to convince your CEO that the software is good value.
PROSBoardPro is a fantastic product. I like the functionality of the software in that the minutes integrate actions and decisions directly into each register. The documents also look great. They aren't too clunky and they are laid out nicely.
CONSI think the security settings could definitely be improved. Quite often there are papers that I would only like for the Board to see but I can't lock them down by individual paper and so I have to limit executive access to all papers and / or run a separate set of papers to remove the confidential papers. I also think that you should be able to add a paper under an agenda item instead of having to create another agenda item below as sometimes it will duplicate. For example, it would be great to drop the CEO's Report under a CEO section item rather than having to drop it down into e.g. 1.1.
Reason for choosing BoardPro
Best value for money product with the most functionality. Other software only exports pdf copies of papers for mark up which doesn't make sense to me. The whole point is the security of your documents.
Reasons for switching to BoardPro
There was no functionality at Boardable. I have also used Diligent (who I actually also highly rate) but it's too expensive for any organisation that I have worked for.
Hamish
Accounting, 2-10 employees
Used monthly for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
FUNCTIONALITY
4
Reviewed October 2023
Great for our Charitable Trust
BoardPro helps our charity prepare for and run our board meetings with more clarity, accuracy and efficiency.
PROSBoardPro offers great features aside from the traditional word processing options that money conscious charities usually default to. I especially appreciate the agenda setting, document upload, personal mark ups/notes and automatic minutes features. It was an easy (and very welcome) transition from using MS Word.
CONSIt would be great if BoardPro could have any audio/video capture feature to record the meeting and mark that recording with headings. We have looked into software that could facilitate this function, but it would be better if it was part of our Board management software.You could also add "digital signatures" so that appropriate users could login and digitally sign off the minutes.
Reasons for switching to BoardPro
BoardPro made it easier for board members to access documentation and information. It also made it easier to include documents from a variety of sources and to prepare the minutes from the board meetings.
Barry
Verified reviewer
Accounting, 201-500 employees
Used more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2020
User Friendly Board and Committee Meetings Sogtware
Good, I was an early adopter and seen it's functionality grow steadily over time - I am happy to recommend it for my clients and contacts to consider. Very good communication with the company.
PROSI really like the ability to access all the areas via browser, add in notes to my copy of the papers, find past papers and actually generate / print a Board pack if I needed to. The responsivity of the help from the company is very good too.
CONSActually I struggle to think of anything material as a con.
Reason for choosing BoardPro
Diligent required Ipads and was targeted at the "big end of town" - entry level for BoardPro was much lower.
Vendor Response
Hi Barry, Thanks for writing a review for us and thanks for the many referrals you send us. Regards The BoardPro team
Replied November 2020
Benjamin
Verified reviewer
Civic & Social Organization, 2-10 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2019
Perfect for the small-medium not for profit board.
Intuitive. Simple. Easy to use. And probably more importantly saves board members (who are all voluntary) time and effort. This is why we choose BoardPro. Everything in one place. Everyone on the same page.
CONSThere are a couple of features I’d love to see implemented, and the great thing is that BoardPro has been super responsive to incorporating this feedback.
Reason for choosing BoardPro
BordPro was responsive and appropriate for a small not for profit organisation and board. It made the essential governance processes easy and well managed without being ‘corporate’ style and bloated.
Vendor Response
Hi Benjamin, Great to see your positive comments about BoardPro. Our roadmap features and functionality comes from our many clients around the world. The link below will take you to our ideas portal. https://ideas.boardpro.io/ Regards Sean McDonald
Replied October 2019
Anonymous
2-10 employees
Used weekly for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed September 2021
Non profits profit from BoardPro!
Very positive. Two organisations with sub committees also and all that use it love it!
PROSEase of use and the intuitive interface. Documents for meetings and governance all in one place.
CONSLittle slow to load when the connections are poor. Displaying documents could do with streamlining
Reason for choosing BoardPro
Expense and previous experience of our admin staff
Kelly
Construction, 11-50 employees
Used monthly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed February 2024
Board Pro review
easy to use, keeps me up to date, easy to access
CONSHaven't seen anything I don't like......
Michelle
Non-Profit Organization Management, 51-200 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2019
Does exactly what it says
- We have been trying to get our board members to transition from paper-based board packs to online for a while now and they have found BoardPro so easy to use that we have converted all our board to online. It has been a great time-saver for me as the administrator. Not only have we lessened the impact on the environment with not printing the documents but also the cost of printing and couriering the packs. - Questions are answered in a timely manner and the set webinar trainings are also a great feature. - Because of the success with our Board, we have also extended using BoardPro to two other committees.
PROS- Ease of use. Uploading of documents without having to convert into a PDF a great time saver. - Easy to create agendas and move documents within the agenda sections. - Separate action items which can be emailed to those responsible and timely reminder emails also a great feature to enable items to be actioned.
CONS- Cannot enter multiple entries under the Interest Registers for one person. Currently you have to make a new entry under each person (not ideal when board members have multiple interests). Governance Documents cannot be seen in the Ipad version. - Currently no spell-checker.
Reason for choosing BoardPro
As a non-for-profit organisation, cost was a big factor for our organisation. The easy functionality of using Boardpro (as an administrator and feedback from users) was also a factor in the decision making with our Board members. Our Board just wanted something they could open and user-friendly.
Maardi
Non-Profit Organization Management, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
3
CUSTOMER SUPPORT
1
FUNCTIONALITY
5
Reviewed December 2022
Boardpro
Great, super easy to use once you have been introduced
PROSThis makes it so much easier as an administrator to manage. You can duplicate members over various groups
CONSWaiting for customer support it, however once they are available, they are awesome
Reason for choosing BoardPro
Because the functions able us to track special votes and document management
Reasons for switching to BoardPro
They didnt provide what BP provides
Tim
Sports, 2-10 employees
Used monthly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed October 2019
Board Pro is the way forward
Sports Administration has many differing levels of technology ability. Having one system that is simple to use helps user focus on the important matters at hand not worry about how to write and distribute information to the relevant stakeholders. The support has been great when we need it and overall the experience with Board Pro has been very positive.
PROSIt makes finding, taking and distributing minutes fast and efficient. It is not a problem to take minutes so there is a good rotation of minute takers. Organising the next meeting is a breeze and reminders make sure everyone is aware of where and when they need to meet. Action items are included into the minutes with a date so everyone can see what is on track what needs attention. All the governance documents are easily accessible as well which saves time and keeps everyone well organised.
CONSIt works well and takes a few meeting to get used to how the layout and system works.
Reason for choosing BoardPro
More cost effective and more personal support
Vendor Response
Hi Tim, That was awesome feedback. Thanks for taking so much time with your review. I have passed on your great comments to the development and support teams. Best Regards Sean McDonald
Replied October 2019
Mark
Non-Profit Organization Management, 11-50 employees
Used monthly for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed October 2020
Board Pro Review - Not-For-Profit
Excellent - it just works exactly as it says it does!
PROSWe can now update and publish Board Papers for Directors & Management seamlessly without cutting down more trees to print hard copies! The ability for everyone to annotate papers on their own devices - tablet, laptop, mobile - gives us all the flexibility that we need. We absolutely love the ability to preview documents with just one or two recipients before publishing to a wider group - overall, it's significantly reduced our time to put Board Papers together!
CONSSharing annotated notes among sub-groups may prove useful for us moving forward (e.g. Board or Management Committees).
Reason for choosing BoardPro
Best NFP fit for our organisation's needs in terms of features and pricing - NZ owned & operated was BIG plus factor too for us in terms of local support! (NB My disclaimer is that I know [SENSITIVE CONTENT HIDDEN], one of BoardPro's Governance Practice Advisory Board Members very well, having previously served on a Tech Start-Up Board with him.)
Vendor Response
Hi Mark, Thanks for taking the time to complete a comprehensive review. The 'notes sharing' function is on our roadmap. Regards The BoardPro team
Replied October 2020
Daryl
Education 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
4
Reviewed May 2019
Using BoardPro
BoardPro has reduced the time it used to take for me to compile meeting agendas. I can build agendas through the month and load relevant papers as they come to hand. Access to documentation by Board members is much easier. The decision register is very useful as it is no longer kept in a separate database programme. Also the interest register is in the same programme as other board information.
PROSI compile agendas for several companies, committees and a trust. Using BoardPro has reduced the time these processes have taken significantly because the names of those who will be expected at the meeting are already available and so is my template for the meeting agendas. It is very easy to make changes as necessary. The Trustees, Directors and Committee members like the notification process that advises them when meeting papers are ready for them to view and when they have actions to complete. I also like that support from BoardPro is available quickly and ideas that users have to improve the features of the product are invited, considered and often implemented so that we all gain the benefit of better board papers.
CONSNothing really. A challenge can be that the programme is cloud based, so if access to the Internet is interrupted getting to the board papers can be difficult. Consequently, I always have a hard copy of the agenda available at each meeting and a way in which to record minutes that does not rely on the cloud. I have been using BoardPro for just over a year now and so far have only needed to employ my alternative method once.
Vendor Response
Hi Daryl, Thanks for your great feedback. We do have a companion IOS application for the iPad which you can download for free at the Apple store. I hope that helps. Regards Sean McDonald
Replied June 2019
Marian
Accounting, 11-50 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2020
BoardPro Review
BoardPro has provided our organisation (consisting of several entities) to have a consistent approach and format with the management of minutes. I cannot stress enough the ability to have a one stop shop that allows for committee to have ease of access when and where required.
PROSOne stop shop. The ability to store all associated meeting documents and policies in one location. Ease of use from an auditing perspective. Ease of dragging in documents to add to the meeting agenda. The save function as minutes are taken. Capability of inviting guests to specific meetings. Being able to send out notifications to the committee members within the application, provision of action item reports and emailing these directly from within boardpro, receiving an email with the link for ease of access to the board pack. Ease of adjusting the agenda items and cloning being a time saver. Able to access from any location including the utilization of the app on smart devices.
CONSOverall the product provides and meets our business requirements adequately. The only thing that I really need to add is that the board pack view alters to the view / layout compared to what the minute taker sees and can at times be a little confusing.
Reason for choosing BoardPro
Other members had experienced Board Effects as participants and directors of other boards. In comparison, BoardPro proved to be much easier to manage.
Vendor Response
Hello Marian, Thanks for your considered feedback. Regards The BoardPro Team
Replied June 2020
Sally
Non-Profit Organization Management, 2-10 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed February 2021
Comprehensive, professional Board management AND more time. Win-Win.
Great customer service for a tech-tragic such as myself. Very patient and proactive. A benefit of being nimble and and smaller than others. Good value for money. My Board members love the ease and can be confident we are exceeding the requirements of our constitution.
PROSSmall non-profits really struggle to manage Boards, as the reporting requirements are so demanding. Boardpro revolutionises this by automating all the time consuming notices, action points, minute taking and associated functions. Probity is preserved, risk lowers substantially and productivity is greatly improved. Love the new functionality of minutes that can be created between formal meetings.
CONSVery little. Perhaps a more graphically interesting format might help, but functionality is great
Reason for choosing BoardPro
Boardpro is NZ based and invests locally here. Their smaller size and need to compete with Diligent (who were earlier to market and seem focussed on bigger, listed company processes) make this a more flexible option. I can add to the Board reporting sophistication as my organisation expands, but it does not overwhelm me or my Board in the interim as we grow. It's often said that simplicity takes the most effort- that's BoardPro's very real strength.
Vendor Response
Hi Sally, thanks for taking the time to write a review for us. We particularly enjoyed your comments regarding our support team!. We try hard to go above and beyond when it comes to supporting our customers around the world. Regards The BoardPro team
Replied February 2021
Gaelle
Civic & Social Organization, 1 employee
Used monthly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2019
A Big Fan
The record keeping and consistency of information is the greatest asset to the small organisations as they often do not have the administrative fire power to keep everything consistent. It has stopped the "reinvention of the wheel" that each new administration person often tries to bring to the orrganisation. It has meant that funders (& auditors) can given access to records during audit processes and they are up today and accurate.
PROSThis software is so special for small community organisations. It is affordable and it is an open and transparent record of the organisations activities, accountabilities and history. It keeps all the governance team informed and up to date. It makes the communication easier and consistent. And is especially good record keeping for any annual audits regarding processes and record keeping. This has been a real boost to the professionalism of the small organisations that I have encouraged to take this software on board.
CONSSometimes, if governance members are not using it often, they do get a bit confused as to the process. If there could be a scaled down, simpler version for very small organizations?
Reason for choosing BoardPro
Did not switch from another product, but do use another product with a different organisation. Diligent BoardBooks. A much more complicated and time consuming product too use. Not simple and not intuitive. I also note that it is very expensive.
Vendor Response
Thanks for your feedback Gaelle, It does take time for some board members to come around to a new way of doing things. Remember, we do offer free training sessions specifically for board members. We run these each week. To book a session simply reach out to the team on chat Thanks again Sean McDonald
Replied September 2019
Anonymous
1,001-5,000 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed January 2022
For simplify the Agenda of a Project Manager/Scrum Master
As a Project Manager the aspects that I like most in BoardPro are linked with the simplification of the Agenda, the possibility to take minutes, add actions, record decisions in real time. Moreover, I appreciate the possibility to search for important meeting papers or past decision without switch in other platforms (like outlook, word, ppt and so on) and last but not least the possibility to manage board responsabilities in one phase.
CONSThere isn't and Andoid app for this platform (only the IoS version). So, I think this is the only weakness point
Virginia
Mental Health Care, 201-500 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 January 2022
BoardPro is indispensable
From agenda setting, through to taking minutes and action reminders, every feature of BoardPro has enhanced my workflow as a Board Secretary. Board members appreciate the Board packs that are compiled at the touch of a button and are easy to navigate and having everything recorded in one place means it's easy to search for past decisions/resolutions and topics in the papers with the powerful search function.
CONSThe only challenges I have experienced are with some Board members who are not particularly tech savvy, but the Help system is very comprehensive and can usually overcome any obstacle.
Kayla
Non-Profit Organization Management, 51-200 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2019
Easy way to manage multiple boards
It has been a great system so far and it gets used by me multiple times a week, and our other users have enjoyed having an easy straightforward way to find minutes, documents and everything just in the one place. The customer support team are also amazing - there have been things I havent found or didn't quite know how to do in the beginning implementation and they respond extremely quickly and always have the answer for you (usually with a video or photos of step by step instructions so it couldnt be easier to follow).
PROSIt is very straightforward to use and it is easy to navigate, especially when you are looking after multiple boards or groups. I also enjoy the prompts that it gives me at different stages of meetings, so it's almost impossible to miss a step.
CONSThe only thing I would like that it doesn't 100% cater for is the ability to take minutes in a board only time when the secretary isn't there - so for them to be able to take minutes and not have them visible by admins. However, there is the hidden folder options which work for this purpose, they just have to load a document in separately.
Reason for choosing BoardPro
We didn't chose over alternative products - we didn't even research others as a board member of ours uses Boardpro for a different Board they sit on and they couldn't recommend it highly enough so it was an easy choice.
Daniela
Research, 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
4
Reviewed August 2019
Board and 2 Sub Committees Accounts with BoardPro
Communication with Board and S/Cs is going well as a result of using BoardPro, we are all connected and accessing any recent or old documents at the click of a button.
PROSEnvironmentally friendly, moving away from hard copies. Accessing and updating at any point any papers or governance documents. Being a live system. We are very connected with the Board and S/Cs.
CONSThe formatting is limited. The formatting is not working in all areas of BoardPro.
Reason for choosing BoardPro
We decided to support a NZ Business and we knew the service will be good which it is, and easy to access it at any point. Outstanding service by [SENSITIVE CONTENT HIDDEN] and the rest of the team.
Vendor Response
Hi Daniela, thanks for your kind feedback. Regards Sean McDonald
Replied September 2019
William
Verified reviewer
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed October 2017
Making good boards great is what BoardPro is all about
We have saved time and money improved forward planning and communication, it's been a game changer.
PROSFor those that are needing an idea where to start, BoardPro gives you that. For those that then need flexibility to adapt their board meeting, BoardPro handles it with ease. For those directors and chair's that sit on multiple entities, BoardPro is a must have. On the move needing access when you what where you are, BoardPro is Cloud based. Quite simple it's a game changer
CONSThis product is constantly being developed, as such you need to be using it regularly to get the full benefit. Training for those directors who are still used to paper board packs will need a little extra effort to help on-board them well
James
Religious Institutions, 51-200 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2023
BoardPro saves us days of time
BoardPro saves us days of time each month in collation and preparation of board packs, and in searching back over prior board decisions.
PROSBoardPro makes preparation of meeting agendas, packs and minutes so fast and easy. The product helps our chair and committee secretaries keep meetings focussed and on track, and assists with clarity around decisions made and the history of the board. Search functions are powerful and help us to maintain consistency in decision making over time.
CONSSome features related to managing people and profiles could be streamlined, particularly when sharing people between the board and subcommittees.