About Diligent Boards


Diligent Boards is a content management solution for creating, distributing and collaborating on board meeting materials. Designed for small and large businesses, Diligent Boards aids in creating digital materials to support any organization with a board. Cloud-based and on-premise deployment options are available.

Users that are attending board meetings on Diligent Boards can view current and past meeting archives, manage annotations, view shared resource repositories and access contacts and calendars. Board members can access information online and offline with the option to store materials locally.

Administrators in charge of running meetings can maintain an agenda archive, update resource repositories, create custom questionnaires, count board votes and signatures and manage access to offline materials for board members.

Diligent Boards offers support via email or phone and periodic webinar tutorials for training on new materials. Diligent Boards is available for purchase on a per user per year basis.



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Supported Operating System(s):

Windows 7, Windows Vista, Web browser (OS agnostic), Windows 8

78 Reviews of Diligent Boards

Average User Ratings

Overall

4.69 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(61)

4 stars

(12)

3 stars

(3)

2 stars

(2)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 78 reviews

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July 2017

Sandra from People's Utah Bancorp / Bank of American Fork

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2017

We LOVE Diligent Boardbooks. Secure, user friendly, excellent features, excellent customer support.

It saves me time in preparing for board meeting and committee meetings. Less printing of documents, so it saves time. It is more secure with no hard copies getting left around. Paperless meetings are the best way to go. The board members can view or access the material anywhere in the world and on any device. You are never out of reach so you can always attend important meetings while out of town, and with carrying no paper copies. You always have it at your fingertips. Documents can be loaded quickly, even in the middle of a meeting. The users never know new documents are being loaded, so no interruptions. I always know where to go back to find documents. it has been a real asset in this company.

Pros

It's secure, password protected, easy to use, very little training needed to use, has many features "built in" that I love, i.e. automatic save as you build the sites. Can view documents from any device. I love the "note taking" feature and the ability to do questionnaires, vote for board items option, and fingerprint sign-on. I also love the drag and drop method to load documents onto your sight, and the ability to drag your tabs into another position. I love how there is always a new feature being implemented or developed. They listen to the customer and create what "you" think is important. The program moves you through the pages quickly. It never gets bogged down. Our Board of Directors love Boardbooks and plan to continue using this product for a long time. We have all of our committees and our main board meetings on Diligent Boardbooks. We love the paperless feature and the security of our documents. We never have to worry about confidential information being in the wrong hands. We are fans!! We can't say enough good things about Diligent Boards and the great people at Diligent. Great Customer Service! Friendly! Professional. Always available to help you day or night. We have used Diligent Boards since 2010 and they have never let us down. They are well trained professionals. They help make your job easier! Thanks Diligent!

Cons

Many more Pros than cons. If I have an issue with the product/software, its because I am not using it correctly. The only thing I can think of is, that it may be nice to have an "undo" feature in case I accidentally choose the incorrect option and something gets deleted. It has not happened yet.

Response from Diligent of

Replied November 2018

Thank you for your wonderful note, Sandra. We really appreciate you taking the time to share your experience. It was a delight to read your positive comment - thank you very much!

May 2019

Patricia from CIM Group

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

May 2019

Diligent Board Review

Diligent Boards is a great tool for assembling and housing board materials. It saves us hours of preparation time for our five boards and related committee meetings. It also functions well for directors to be able to access materials securely from anywhere in the world. We also use it to assemble other types of document packages rather than just board books.

Pros

It is easy to use and very intuitive for both administrators and directors. I like that there are several ways to accomplish certain tasks, depending on what works best for my company and directors.

Cons

There is no dedicated online training for directors or administrators. The help features are very good, but directors don't have the time or inclination to search how to handle basic functions.

In addition, the notification, table of contents and calendar features are the weak parts of the software. Administrators should be able to add other users to a notification, even if not listed as a member of the particular committee or board. The table of contents feature, while improved from a few years ago, still isn't editable or movable within the document. The new Agenda feature also should be more editable.

September 2018

Mary from GEO Group, Inc.

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

September 2018

Eileen Roth's Review

I like Diligent. I like uploading the books. I think the part of saving the book and having an easier time of choosing the correct people is rough. Also you can not change the email addresses or delete anyone on the email to notify the Board that the book has been released.

Pros

I like drag and drop of the documents for our Board of Directors committee meetings. I organized the documents in the correct order so when I put the book together it is a fast and easy process.

Cons

The four actions that I have experienced to create a problem.
1. When the difference sections of the book are uploaded, if you save the book and go back in, you have to save the whole book again or it will not be released.
2. When the book is completed, making sure the right people receive the book. Having to go out of the book to go back into the book to edit and chose who gets it.
3. Making sure that the Board Members have refreshed their iPads so they can see the books. We have had problems with the Board of Directors not being able to open their books. Sometimes it is IS settings that have to be updated. But NO One wants the Board yelling that they can not read their books.
4. We are going to have a test page the day before the Board Meetings to see if anyone is having a problem opening their book or documents.

Response from Diligent of

Replied October 2018

Hi Eileen, thank you for taking the time to post this review. We have some suggestions that may help with some of the issues you are experiencing, including an auto sync feature that will automatically update your directors' books. Please feel free to reach out to your Customer Success Manager to discuss further.

June 2018

Madeleyne from Alcaldia de Caracas

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

June 2018

Messenger is a fabulous communication tool easy and safe.

Messenger is an amazing work tool very easy to use. It is reliable, it gives me security when sending messages or information to my team in various work meetings. It is a secure tool that allows me to access it through the login.

Pros

It allows me a safe and transparent communication, it automatically saves me important messages. I can create conversation groups, share documents and files in meetings in a secure way. It's excellent.

Cons

If I had any difficulty in working with this application it would surely be due to mishandling on my part. I really do not see any disadvantage in this software.

Response from Diligent of

Replied October 2018

Thank you for the review, Madeleyne. We are so pleased to hear that Messenger has been adding so much value to your work!

June 2018

Linda from Chicago Commons Association

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2018

I find the software to be user friendly and very helpful - no more making copies for board members.

Makes my job easier.

Pros

The ease in creating and editing the books. Not about the software but Diligent has excellent customer service with reps who are well versed in their knowledge of the software.

Cons

The inability to move tabs you've created into another placeholder i.e. Tab 4 now needs to become Tab 1, you can't easily bump the tap up or down. I have added tabs above or below to get the results I'm looking for - it that could be done easier it would be great and perhaps a feature to make small edits on docs uploaded. Sometimes at the last minute, the board wants to make small changes. A time saver would be to have the ability to revise the doc without going back to the original one, revising and then reuploading.

Response from Diligent of

Replied November 2018

Hi Linda! Thank you for taking the time to write this great review. We would love to make your positive experience even better - please don't hesitate to reach out to your Customer Success Manager to learn more about reordering and reorganizing your tabs. Speak soon!

August 2018

Matt from Scotiabank

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2018

A board management software that delivers unparalleled excellence

Outstanding!

Pros

When we switched over to Diligent, we were expecting a bit of a transition period. But we were pleasantly surprised that everyone found it so easy to jump into this program because the design is so intuitive and very little training was required to operate it. The software has also has gorgeous and elegant aesthetics which makes it very appealing.
It's a fast and secure way to handle sensitive information. Our board members are able to access the information both in online and offline mode, while TouchID ensures that only those who have permission can see them. It also allows us to move away from a paper-based environment which are also a security risk.

Cons

I think the years that the developers have spent studying how board members work and interact has truly paid off because you have a simply outstanding software that serves its customers well. I think the only thing that could possibly make it better is if they increased the scrolling speed when you’re looking through a lot of files.

Response from Diligent of

Replied October 2018

Hi Matt! Many thanks for taking the time to tell us about your experience and leaving us such a wonderful review! We really appreciate you being our customer and helping to share the word about us. Thank you!

October 2018

Irene from JJ McAteer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2018

Board Meeting Portals easy and efficient

Paperless solution to Board Meetings. We have converted 8 Boards to Diligent with a seemless transition. Training is excellent and new products are always offered and existing features are updated. Diligent listens to end users for suggestions and better solutions and incorporates what they can.

Pros

Easy to load documents, user friendly for all Boards, great storage for secure historical meeting material and governance documents.

Cons

Cannot load short videos for viewing at Board Meetings. Cannot move items from board meetings to resource centre.

Response from Diligent of

Replied October 2018

Thanks for the 5-star review and sharing your feedback with us, Irene! We are thrilled that you enjoyed your experience with Diligent Boards. We will be sharing your feedback among our team. Thank you!

June 2019

Martins from Nigerian Air Force

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2019

Great App

Pros

Messenger is very good. One thing I like the most is that I can use it to perform my banking transaction. That alone even makes me give the app a 5 star. Communicate with ease and no hassle.

Cons

One thing I don't like about the app is that most times, i have to log in before I can access my messages. I hope this bug would be fixed as soon as possible.

November 2018

Susan from Eastern Bank

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2018

I am reviewing the Rountable held in Boston on 11/8/18

Pros

The roundtable was great - nice to meet everyone, talk about tips and future features.

Cons

My only comment would be to make this meeting longer! I felt that we did not have enough time.

Response from Diligent of

Replied November 2018

Hi Susan, thank you for attending our roundtable and taking time to write this review! We really appreciate your feedback and hope to see you at another event in the future.

March 2019

Rachel from CIRI

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

March 2019

Best Board program out there

Pros

I build the packets. The interface to make board packets, questionnaires and so forth is easy to use and intuitive.

Cons

I wish the added features didn't require additional licenses or contracts.

Response from Diligent of

Replied March 2019

Hi Rachel, thank you for leaving this review! We're so happy to hear you've has such a positive experience with Diligent Boards. Thanks for being a customer!

December 2018

Stephanie from HDI

Company Size: 5,001-10,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

December 2018

Review for Diligent Boards

The ease of use and effectiveness in sharing documents with board members around the world makes Diligent a software package I would highly recommend! The customer support is the best I have ever experienced. No machines, a real human being every single time!

Pros

This software is so simple to use. You can set up a board book in minutes. Uploading is mindless as you can upload any type of document (word, excel, pdf...). You can build from scratch to copy an old version and modify it.

Cons

I have been using Diligent for two years now and I honestly haven't experienced any cons yet...

Response from Diligent of

Replied December 2018

Hello Stephanie, Thank you for taking the time to write this positive review. It is wonderful to hear that you like our Customer Support and find Diligent Boards simple to use. Thanks again for this great feedback!

February 2019

Tanisha from Axovant Sciences, Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality