Diligent Boards software


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.

Supported Operating System(s):
Windows 7 , Windows Vista , Web browser (OS agnostic) , Windows 8

15 Reviews of Diligent Boards

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  • Matt from Scotiabank

    Number of employees: 10,000+ employees

    August 2018

    A board management software that delivers unparalleled excellence

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Deborah from Brotherhood of St Laurence

    July 2018

    I find Diligent staff very professional and helpful

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

    Ease of putting documents into the system, customer support with any questions always answered and explained.

    Cons

    Putting notes onto papers - pencil option hard to control. Maybe use of a keypad would assist. I am not sure if this is the case, but was told that I would loose all notes once book went into Achieve.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Queenie from Aviso Wealth

    July 2018

    My company recently started using this software for our Board and we really like it.

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

    Diligent team is amazing, they are available 24/7 to answer any questions or queries, are always very helpful and resolves any issues immediately. The software is easy to use once you get used to it, has a nice look to the portal and building board packages couldn't be easier by using drag and drop.

    Cons

    It does take a little but to get familiar with the functions and creating board packages but once you learn the basics, its an amazing portal to use.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Yaroslav from Consorcio OIV Tocoms

    July 2018

    A very safe tool for information management

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    It favors the security in the handling of information and in the access control of the users

    Pros

    My experience regarding this program is as follows:
    The strength of this program is its security to prevent unauthorized access through TouchID and the safe handling of information, which is currently of vital importance to organizations.
    It promotes communication and integration to the work team.

    Cons

    In my opinion although it is very simple and intuitive, it is very rigid in terms of not being able to move the windows, which can generate waste of time for the users. I think it is necessary to continue improving this program in terms of navigation within it.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Linda from Chicago Commons Association

    Number of employees: 501-1,000 employees

    June 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Paul from Town and Country Housing Group

    Number of employees: 51-200 employees

    June 2018

    Overall from an administrator viewpoint the product is easy to use and upload.

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

    Ease of setting up minutes and linking to Reading Rooms where required. Ease of using product in meetings. I think the product will take a little while to bed in but I like the look of it. It is good for board directors to see archived books which was not the case with BoardPad.

    Cons

    Need to speed up scrolling through papers by allowing scrolling downwards rather than sideways.
    Need to allow users to email non-annotated pages.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Madeleyne from Alcaldia de Caracas

    June 2018

    Messenger is a fabulous communication tool easy and safe.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Mae from IGM Financial Inc.

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

    June 2018

    Board books at its best.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    There have many benefits reaped with our continued use of Diligent Boards. (1) Timely delivery of materials and any material updates; (2) Accessibility and portability of meeting and information materials; and (3) Cost savings on courier / mail, printing, office supplies, and personnel hours and resources.

    Pros

    (1) User Friendliness (2) Intuitive (3) Responsive Customer Success Team (4) 24/7 Global Support (5) Reasonable Cost

    Cons

    Please continue to explore and enhance the possibilities of your technology and no further comment.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Colleen from Invesco Canada & National Boilermakers

    June 2018

    Find Diligent relatively easy to use which is important with large Board packages

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

    Sharing of information via `sticky notes. We use it to provide comments and questions prior to meetings and this allows Management to be prepared with answers.

    Cons

    Folder presentation - have to search through to find folder with current date material. This is could be an administration filing issue and not a problem with the program

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Georgina from Newcastle Peramanent Building Society

    May 2018

    Exceeded expectations

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

    Intuitive - easily to use and well designed for the purpose. Simplifies and usually complicated process.

    Cons

    Slow loading times - this can be frustrating when time is of the essence and deadlines are close. The hyperlink function good be improved.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Fatima from Law Society of Ontario

    May 2018

    I love this product.Thank you for continuing to update with new features. Makes my job seem easy!

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

    The "drag and drop" feature is very effective instead of having to go through the browser to upload attachments. You require two monitors to do this.

    Cons

    Having to re-link the table of contents once it was final and a new addition had to be inserted but due to recent upgrades this is no longer the case.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Sandra from People's Utah Bancorp / Bank of American Fork

    Number of employees: 201-500 employees

    July 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Joan from Cox Enterprises, Inc.

    May 2017

    Absolutely the best board technology solution on the market

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

    Ease of Use by our board members and very easy to create books and upload documents. There are many additional features that make it such a great product. The customer service is excellent.

    Cons

    We utilize the Resource Center to store documents for the board members - this section could use some improvement.

    Review Source: Capterra
  • Linda from Pattern Energy Group

    Number of employees: 501-1,000 employees

    March 2017

    Switched to Diligent and never looked back

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Board portals are only useful if your directors and senior officers will use them. If they are not easy to navigate and lacking features, then most likely your directors and senior officers are going to continue to rely on paper copies. With Diligent, the majority of our directors and officers quickly requested not to be given printed versions of the board books. Having access to the book on an iPad or tablet allowed them to easily access board materials wherever and whenever they wished. The customer support is available 24/7/365 and is staffed by knowledgeable, friendly teams who can quickly assist the user at all levels.

    Pros

    Easy to use - very intuitive interface for administrators.

    Cons

    N/A

    Review Source: Capterra

    Response: Diligent, Diligent Corporation

    March 2017

    Thank you!

  • Denise from Partners

    March 2017

    Diligent has made my job so much more efficient

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Before Diligent I was making 50 paper copies of Executive presentations and materials every month and mailing them to meeting attendees. With Diligent its a one stop deposit of information that is shared with everyone at once and I can download a copy of the final report once it's complete. If a document needs to be edited I can easily go into Diligent and update the materials with a few clicks and everyone has what they need in minutes.

    Review Source: Capterra

    Response: Diligent, Diligent Corporation

    March 2017

    Thank you so much!

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