BoardPro Software


BoardPro is a cloud-based board management platform to manage board workflows, daily enterprise functions and documentation. It caters to nonprofits and small to midsize enterprises.

Features include meeting management, agenda management, minutes management, action items, document management and more.

BoardPro’s meeting logistics feature focuses on managing events such as scheduling, creating minutes and other outstanding actions. The agenda builder helps users set agendas for meetings and assign task to presenters. They can also attach documents and other items related to meetings.

The BoardPro documents repository lets users store data in a single place. Support is available over the phone and via email.

27 Reviews of BoardPro

Overall rating

4.63 / 5 stars

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Showing 1 - 20 of 27 reviews

November 2017

Sandy from Lake Taupo Forest Trust

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

3 of 5

November 2017

We set up a number of new subcommittees this year so lots more agendas and meetings. Yay BoardPro.

Pros

The time saved and the ease of preparing agendas and minutes. And a system to keep track of the actions is great. We used to do all of that manually so we're streets ahead of where we were. We set up 4 new subcommittees this year so having BoardPro has been hugely helpful. Initially, there was a steady stream of minor and major bugs/teething problems but those are steadily being worked through. I find that I don't need to get in touch with the Help Desk as often and clearly things are working well for us. Another great BoardPro feature is the ability to access it so readily from any of your electronic devices and from any location. I’m an administrator so I can complete an agenda at work or at home and, later, access the minutes to work on and simply pick up from where I left off. And my colleagues can be working on it at the same time too.

Cons

Initially, there was a steady stream of minor and major bugs/teething problems, but I have to say those are steadily being worked through. I still get frustrated that there's no Undo button when I'm typing the minutes straight into BoardPro - I've lost work several times due to hitting the wrong area of the touch pad, which is a real pain. Ultimately, its important that our governors are happy with the software. They readily express their frustrations if they're unhappy, e.g. the page numbering in the board packs - the minutes have one set of numbering and the board packs have another. They also get confused about the different action points lists - in a board pack, there's a list of actions raised in the meeting at the end of the previous minutes (very useful). Then there's a list of actions reviewed in this meeting, plus an Action Item List. I don't clearly understand the distinction and if I'm not clear then I can't explain it and the governors start talking about other software options. That's not in my interest as I've invested lots of time and effort in getting BoardPro to work for us. For me, the action item reminders to owners are great. Because owners don't always react to their actions, (tongue in cheek), it would be good if it incorporated a graphic like a time bomb going off under a chair. That might prompt people to update/action their actions! :)

October 2017

William from Waikato Chamber of Commerce

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

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.

Pros

For 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

Cons

This 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

February 2019

Sean from MOBIT

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2019

Could not live withour Boardpro

What I liked most about BoardPro was its ease of use and best practise templates. It was also effortless to setup and the BoardPro team were there if I needed them. I have used dozens of 'Cloud Apps' and without exception, most had steep learning curves and ' time to value'. BoardPro is an exception this. Within 30 minutes, I had built my first board pack and distributed the meeting agenda and items to my directors.

Pros

What I liked most about BoardPro was its ease of use and best practise templates. ' Time to value' was exceptionally fast. Within 30 minutes I had built my first board pack and had distributed the meeting agenda and documents to my directors.

Cons

Like all great Saas platforms, the early days were a bit challenging but the counter to this was the awesome service provided by the Boardpro team. They were always there to lend a helping hand.

October 2017

Imelda from Trust Waikato

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2017

BoardPro is the most effective meeting management tool I've used in a long time.

The time saving from having this software cannot just be measured financially. The benefits are many but mostly to having a consistent board meeting structure, approach and set up. I have already recommended this product to anyone I meet that could use it.

Pros

It is very intuitive, fields are customisable, its not rocket science and it makes our work lives so much more effective. The team provide updates that are relevant and simple. I love that I can customise our own agenda to suit our work place.

Cons

Its not this software, but I would love to be able to create a repository where every paper I upload is held, is easily searchable and has any actions or decisions assigned to that topic also held in a trackable area - but all of that is in my head and hard to describe :) - I remain totally happy with BoardPro and the team that provide the support. Thank you.

November 2017

Pamela from Go Eco

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2017

BoardPro provides easy to use, cost effective software for managing board documentation for SME's.

BoardPro allow our nonprofit board to streamline our agenda creation, minute taking, board pack distribution and management of action items between meetings. It provided an easy-to-use interface for creating agendas between the GM and Board Chair when they are working at a distance from each other. BoardPro allowed us to introduce more professionalism into our board practices.

Pros

I particularly like how easy it is to produce a tidy board book in a usable format for board members in accordance with their personal preference (e.g. paper-based or electronic). And I also like the action reminder emails - keeps everything moving forward between meetings. BoardPro's online customer service is first rate - if I have a query while developing an agenda or document, I always get a very quick response.

Cons

I'd like the ability to customize the board pack a bit more, such as adding 'for information only' sections outside of the agenda or having standing attachments, such as the board work plan, so that I don't have to attach it each time.

October 2017

Bridget from University of Canterbury Students' Association

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

October 2017

My experience has been very positive with using Boardpro, it is easy to use and saves time

Saving of my time, paper and money (no longer printing out board papers and couriering them to board members), ease of access for board members, less stress and more time to concentrate on other areas of the role when board papers are due to be sent out. I would highly recommend any small to medium business converting to Boardpro

Pros

Ease of use, saves time and is stressless. Easy to create an agenda and modify agenda items and move documents, minute taking is effortless, action points are circulated to board members. The team are proactive in making improvements to Boardpro which is great to see.

Cons

Sometimes the minutes take up too many pages when it is printed due to the formatting. I would also like to see more options for present, early departure and lateness added which I will email Boardpro directly about.

October 2017

Krystyna from IHNZ

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2017

My experience was exceptional. Enabled quick processing of critical information. Highly recommend.

Personally I found the software enable the meetings we help to run much better, with a flow of information prior, during and afterward far superior to manually documenting the meeting process. Please note we are a sporting entity with no employed staff. The company size question below does not allow for a volunteer answer. I am grateful for the opportunity to have access to Board-Pro.

Pros

The ability to capture discussion formulate outcomes, and followup tasks assigned correctly as the meeting progressed, saving time and providing a fast and efficient record.

October 2017

Chris from Tennis Canterbury Region Incorporated

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

October 2017

BoardPro makes managing the governance process more efficient and convenient.

Pros

The software is intuitive so it is easy to quickly upload Board agendas, write minutes during the meeting, retrieve old meeting documentation and have your own assigned actions emailed directly to you. It is also useful to steer new Directors to a document repository as part of their induction.

Cons

The software is evolving quickly so more features will arrive in time e.g. online voting, online meetings within the software.

October 2017

Harmoney from New Zealand Recreation Association

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

3 of 5

October 2017

I find BoardPro saves me valuable time, and the ease of use of the system is great.

Time saving, ease of access for meetings, being able to find necessary information quickly, having the governance documents with easy access for the board members.

Pros

All my meetings and documents are kept together in one place for easy access. Being able to send the board pack direct to my board members and committee members without having to build the board pack myself, then email saves me so much time.

Cons

Having the Register of Interest attached to the committee rather than the member means I need to load the interest for the same person more than once.

July 2018

Ross from New Zealand Drug Foundation

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2018

Our Board have only used it for a short time, and they love it!

Saves me time, it's great value for money.

Pros

It's so easy to use, and has all the functionality we need. It was very simple to start using, and has clearly been designed by people who understand how Boards work. I didn't need much help to get started, but the times where I made mistakes the Customer Support was fast and so helpful.

It creates really professional looking board papers, and takes away the hassle of compiling these documents manually.

It allows Board members to access documents from previous meetings, and helps track things like Board attendance, interests register and more.

Cons

There's nothing we don't like, and the Customer Support has been open to receiving suggestions for new functionality.

October 2017

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

October 2017

huge help in saving time writing up minutes and keeping all docs together

save time improve accuracy keep all docs in one place

Pros

writing up minutes as we go - saves time and improves accuracy
sending out minutes with actions and papers attached is a breeze

Cons

some of the stages of agendas and minutes don't quite make sense so I'm often not sure whether I'm at the right stage for others to add board papers for example

October 2017

Wendy from Waikato Milking Systems

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

October 2017

I love Boardpro, it's easy to use, effective and the board members also like it.

It suits my busy work life, simple and effective to set up board packs etc. I recommend this alot.

Pros

It's simple and effective. From setting up meetings, sending out the board pack, and writing and sending the minutes. Love it.

Cons

The board would like to be able to take notes on their ipads directly onto the screen - not sure if this is achievable? I'll send an email and ask the team.

October 2017

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

October 2017

Very easy to use and to pick up with little or no training.

made my job easier, saved me time and looks professional

Pros

It's simple, the end product looks good and it does what I need. I have now set this up for 2 companies and it doesn't take long to set up and get it going

Cons

I haven't found any issues yet. The online support has helped me with any queries I have had. It might be good to have a larger logo but that's it for present.

October 2017

Geoff from Trade Aid

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

October 2017

Great software, filling a niche in the market

Pros

Logical software, great record storage. Great support. Constantly being improved. Great monthly price. Easy for Board members to learn how to use.

Cons

There have been some bugs with the software but the developers have been quick to fix them when I raise them.
Can run a bit slow when network is poor

October 2017

Karaitiana from Purapura Whetu Trust

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

3 of 5

October 2017

boardPro is our 21st century board management tool .

Pros

It is great for board members to have a central portal for board papers and documents of interest. The secretariat is particularly happy with the efficiencies the Boardpro product has provided, which is making their job easier, using templates to take minutes and preparing board packs. Members are responding to the prompts and follow up items system through boardPro which is assisting busy members to complete tasks.

Cons

There is very little not to like, however boardPro requires a bulletin board for members to post interest pieces or make comments, post changes, apologies etc. securely without the need to email,txt etc.

October 2017

Gemma from Family Planning

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

October 2017

Simple, easy to use, intuitive and great support

Ease of use, ability to track actions easily.

Pros

How easy it is to use as an administrator and for the board who weren't previously familiar with the product.

Cons

Not being able to annotate documents within BoardPro itself, however I imagine this may be standard across all board paper software as a security measure!

October 2017

Dave from smartAR

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

October 2017

BoardPro is organized and consistently being upgraded based on our user feedback. We love it.

Tidy, accurate reporting and management.

Pros

The best thing about the software is the cloud hosting so it available to everybody all the time. Our board secretary drives the content collation but board members all use in slightly different ways and on different types of device - but they all use it.

Cons

Constantly get lost with the minutes action items and the open action items on the published agenda. Maybe that's just me.

October 2017

Barry from Grant Thornton New Zealand Limited

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

October 2017

A strong, functional alternative to email and dropbox.

Ease of location and access to upcoming meeting info and historic ones - visbility of tasks

Pros

A simple clean UI that makes use straight forward, affordable pricing, online access. The ability to attach papers to the agenda and generate to do items as well as minutes is very useful.

Cons

The developments in recent months have removed any needs i had. I am looking forward to a iphone app to continue the ease of access.

October 2017

Margaret from Engine Room Chartered Accountants, Pukekohe & Tauranga

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

October 2017

Great for our Charity

Pros

We use Boardpro to keep us on track at our Board meetings - whether they are by skype or face to face. We take minutes as we go, saving time and making sure we records everything. We have really lifted our game.

Cons

For a small charity it is a bit pricey - though this has to be weighed up against the benefit of making sure everything is recorded

October 2017

Ross from NZMCA

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

October 2017

As relatively new users to BoardPro I have to say the whole experience has been great.

Pros

The software is very user friendly. We have a broad range of skills on our board & they have all found the ease of use is great. Our board meetings are quite long and we have found that the use of BoardPro has made each member significantly more productive. Enjoy the ease with which you can look up the past minutes, agendas & appendices. The elimination of piles of paper & carrying lots of reference files is brilliant.