Diligent Boards Software

4.73 / 5 (62)

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

62 Reviews of Diligent Boards

Average User Ratings

Overall

4.73 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(49)

4 stars

(10)

3 stars

(2)

2 stars

(1)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 62 reviews

Do you use this product?Write a review

July 2017

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

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

5 of 5

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 Diligent Corporation

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!

September 2018

Mary from GEO Group, Inc.

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

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 Diligent Corporation

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 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

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 Diligent Corporation

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 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

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 Diligent Corporation

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 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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 Diligent Corporation

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 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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 Diligent Corporation

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!

November 2018

Susan from Eastern Bank

Company Size: 1,001-5,000 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

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 Diligent Corporation

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 of 5

Customer support

5 of 5

Functionality

5 of 5

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 Diligent Corporation

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 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

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 Diligent Corporation

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 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2019

Great Support Service

Pros

Ease of use and accessibility to support.

Cons

Not many cons to speak of. Great product.

Response from Diligent of Diligent Corporation

Replied February 2019

Hi Tanisha, Many thanks for your 5 star rating! We're very happy to hear you're happy with Diligent Boards. Thanks for being our loyal customer and for taking the time to leave us a review!

February 2019

Liz from The Royal Mint Limited

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2019

Diligent Boards

It is fast, efficient and time saving. It's a quick and easy way to share important documents, etc.

Pros

It is easy to use and is a brilliant software package, saves so much time compared to the old system we had of printing and binding all papers.

Cons

Wish that you didn't have to keep scrolling down the Agenda each time you need to do a quick link, especially if your agenda is more than 1 page.

Response from Diligent of Diligent Corporation

Replied February 2019

Hi Liz, It is wonderful to hear that Diligent Boards has been easy to use, has helped you save time and has made sharing important documents more seamless. Thanks so much for taking time to write this thoughtful review!

October 2018

Patrice from Robert Half Legal

Company Size: 501-1,000 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 2018

Diligent is Best Board Portal Available

As a consultant working for various companies, it is awesome to have Diligent in my handful of tools that can provide services to my client and make me look like a magician. It has simplified my life and that of my clients and I can't imagine being without Diligent.

Pros

It is easy and intuitive both from an administrator perspective and a user perspective

Cons

The Resource Center - though I understand that improvements are coming and I am looking forward to that.

Response from Diligent of Diligent Corporation

Replied November 2018

We are thrilled to hear you are happy with Diligent Boards, Patrice. Thank you so much for writing this awesome review!

December 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Why I like Diligent

A excellent tool for Board members, both for Board papers and additional and supplementary papers.

Pros

Ease of use, ability to hold current and archived papers and quality of support.

Cons

Highlighter color could be stronger.
Would like to be able to look at two pages simultaneously when reviewing accounts.

Response from Diligent of Diligent Corporation

Replied December 2018

Hi! Thanks for being our customer and writing this awesome review! We're very happy to hear you like our 24/7/365 support and find Diligent Boards easy to use. Thanks again for this positive feedback!

March 2019

Jeff from MainStreet Bank

Company Size: 51-200 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

March 2019

Long-time user

Information security and distribution control. All at your fingertips. It doesn't get any better than that.

Pros

This solution is perfect. It makes management look good and it is so easy for board members to use. We've been using Diligent Boards for 11 years now, and the directors love it. I have board members from 44 to 79, and they all find it intuitive and easy to navigate.

Cons

Archiving books - you have to do it one at a time.

Response from Diligent of Diligent Corporation

Replied March 2019

HI Jeff, thank you for taking time to share your review! It's wonderful to hear that Diligent has been so positively received across your organization for over a decade. Thank you for being a customer!

October 2018

Anonymous

Verified Reviewer

Company Size: 1,001-5,000 employees

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 2018

Diligent is sought out by Board members

Our Board members asked our Company to implement this solution they liked it so much from prior experience. That speaks volumes for the end user experience. As an Admin user its generally pretty good too.

Pros

Collaborative, functional, allows board members to highlight text in presentations and post it notes for questions in meetings, everyone sees the same thing in the meeting, automatically resorts the folders and order when intermediate agenda items or items are added, available on ipad . Functionality has been added to conduct surveys and deal with minutes too.

Cons

Could do with an upgrade on look and feel, and some things just aren't intuitive, some defaults are the wrong way round (IMO - such as not automatically saving board members notes when a presentation is replaced - you have to elect for that), the client can appear a little slow on laptop at times but that may be due to where I am situated

Response from Diligent of Diligent Corporation

Replied November 2018

Thank you for the nice and valuable feedback! It is important to us that our customers are happy, and we are always looking for ways to make our products better. Thanks for taking the time to review us!

October 2018

Kelly from International Pacific Halibut Commission

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

4 of 5

October 2018

Big Time Saver

Diligent Boards has saved time and paper.

Pros

Building the board book is easy, and a big time saver. It makes preparing, and organizing the meeting documents simple and stream-lined. Love being able to export my book to PDF.

Cons

I wish some of the features and options had an explanation for use. Sometimes its not self explanatory what a feature is used for.

Response from Diligent of Diligent Corporation

Replied October 2018

Hi Kelly! Thank you for taking the time to leave us such a great review. We are absolutely delighted that you enjoy using Diligent Boards. Our team at Diligent strives to provide you with the absolute best, every day. If you have any questions about the product features, please do not hesitate to reach out to your Customer Success Manager to schedule a training. In addition, you can find detailed information about every feature in our Help Center online and join our Webinars and Admin Seminars to learn more. Speak soon!

February 2019

Lourdes from MEDNAX

Company Size: 10,000+ 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

Excellent

The product is excellent. It provides things you need even when you don't realize you may need it. To top it off, their customer service is beyond expectation.

Pros

Ease of use and excellent customer support

Cons

I have no con's. I have yet to run into anything that if I think it can be done, support says no.

Response from Diligent of Diligent Corporation

Replied February 2019

Dear Lourdes, Thanks so much for this review. We're very happy to hear that you find our Diligent Boards excellent and our customer service beyond expectation. Thanks so much for taking the time to share this feedback with us!

July 2018

Yaroslav from Consorcio OIV Tocoms

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

July 2018

A very safe tool for information management

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.

Response from Diligent of Diligent Corporation

Replied October 2018

Thank you for sharing such a positive review, Yaroslav! It means a lot to us.

February 2019

Kate from SLATER & GORDON LAWYERS

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

February 2019

Directors Perspective vs Administrator

Diligent support team are terrific

Pros

Very easy to use as a Director and navigation and clarity of pack is great

Cons

Updating docs or altering the agenda as an administrator is a little cumbersome but all in all works well

Response from Diligent of Diligent Corporation

Replied March 2019

Hi Kate, we really appreciate that you took the time to write a review, and we're happy to see that you've been enjoying using Diligent and working with our customer support team. We appreciate your feedback about the administrator view, and will take that into account as we continue to develop our product. Please know that you can always share specific product feedback with our team -- we really value your input!

January 2019

Doris from Enerplus Corporation

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

5 of 5

January 2019

Overall Review of Diligent Boards

This is an amazing software and a must have for any company with a board. It's fast, efficient and super easy to use. The support offered to the clients is the best I have ever had.

Pros

It makes creating boardbooks so easy and it's so efficient. I really don't know how anybody worked without it.

Cons

I'd like to see the word processing function work a little better within the questionnaires.

Response from Diligent of Diligent Corporation

Replied January 2019

Dear Doris, Thank you for leaving this review. We're very happy to hear that you find Diligent Boards efficient and easy to use. Thanks again, we really appreciate you taking the time to share your experience with us!