About BoardEffect


BoardEffect is a cloud-based board portal and management solution for businesses of all sizes. It caters to all industries including hospitals, health care systems, nonprofits, foundations, educational institutions and government entities. Primary features include board meeting management, document management, meeting annotation, policy management, budgeting, auditing, appointments and elections management.

BoardEffect helps board members, board administrators, senior management, corporate secretaries and information technology professionals to manage administrative and governmental requirements. Other features include recruitment management, nominations management, onboarding, board education, user access management, data security and recovery. It offers integration with Azure, Google Apps, Salesforce and others.

BoardEffect is offered via an annual subscription. It is compatible with Windows, Mac and Linux operating systems. Mobile applications for iOS, Android and Amazon Kindle devices are also offered. Support is offered via email and over the phone. Other help options include blogs, white papers and webinars.



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Supported Operating System(s):

Web browser (OS agnostic)

42 Reviews of BoardEffect

Average User Ratings

Overall

4.74 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(31)

4 stars

(11)

3 stars

(0)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 42 reviews

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August 2018

Mona from SC Health Company

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

It's the Perfect Tool for our large, 7-Board Health System

Our individual health system began using BoardEffect in 2012. Then, last year, we became part of a large, 7-board private, non-profit health system. The decision was made to utilize one board portal across the System, which meant 5 boards had to migrate to BoardEffect. The transition has been amazingly smooth. Training of the new workrooms and top level administrators has been excellent; customer service has been very responsive. The new (and existing) users are pleased with the product! The organization of our boards is perfect and we are able to make sure only the "right" board members have access to the "right" board materials. I am not surprised by these results - the BoardEffect staff has been serving us and attentive to our needs for years!

Pros

I love the user-friendly design and the appearance and ease of use for the end-user. Finding documents is easy; iPad app is great; building meeting books is easy; customer support is very good.

Cons

There's not a lot of flexibility in what the agenda looks like after being built (but there's not a lot with other board portals, either). I would like to be able to better tailor the appearance of my agenda to my Boards' liking.

Response from BoardEffect of Diligent Corporation

Replied November 2018

Thank you for your review, Mona! We're so happy to hear BoardEffect has been able to evolve with your organization as your needs have changed.

March 2018

Tim from Association of Independent Colleges & Universities of Pennsylvania (AICUP)

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2018

In our third year, with over 30 Member Colleges using the platform and it has been just great.

Secure, online Board management and communication services designed for non-profits to be successful.

Pros

Intuitive interface, very user-friendly, quick uptime for new users, a reasonable expense for a non-profit, ultra-secure data transmission and storage, and great people supporting the entire platform. Our non-profit member organization has endorsed this product (and this company) for over 3 years. We've grown from just 4 member customers of BoardEffect to well over 30 member customers - n just 3 years. I serve as a top-level administrator for a shared platform version pf BoardEffect and I find that this platform is so user-friendly to non-techies.

Cons

Every so often I would love to copy/print text from the screen but it is not always accessible as in the old days. This is probably the price for having a highly secure and intuitive interface.

Response from BoardEffect of Diligent Corporation

Replied October 2018

Tim, it's wonderful to hear that BoardEffect has been able to meet your needs! We so appreciate your endorsement, and love that we can provide support to everyone involved in your organization.

March 2018

Mark from Jessie Ball duPont Fund

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

March 2018

Solid software for boards with room for improvement

Pros

It does what it does very well. It is easy to get board materials loaded, the user experience for trustees is excellent, it is easy to use and the customer support is outstanding. There is every feature you really need to manage a board, but there are improvements that could be made to make it even easier, but it would require partnership with other software companies and a robust API. See below for more.

Cons

The one thing that nags me about this software is entirely not the fault of BoardEffect, but the lack of vision between this software and complimentary software platforms. Take us for example, we are a national private foundation. Our main business software is a grants management platform called Fluxx. All of the proposal for trustee review happen within this portal and it takes a lot of work to get these ,materials exported and prepared for upload into BoardEffect. Having a robust API and partnerships with software companies like Fluxx could allow a seamless flow of information between systems, which would negate the need for wasting time on export and preparation of documentation for BoardEffect.

Response from BoardEffect of Diligent Corporation

Replied October 2018

Hi Mark, thank you for taking time to leave us a review! We're happy to hear you've had a positive experience with our product and customer support team. BoardEffect currently supports external integration options with a range of services and technologies, but we are always looking to expand our integration offerings to support our customers. Thank you for telling us about your experience working with Fluxx -- it's invaluable for us to know about the tools and programs that are integral to the success of your organization, as we build out our product roadmap to create the best possible governance tool. If you are able, we invite you to share further feedback so we can better understand your needs.

September 2018

Gwen from Centerstone

Company Size: 5,001-10,000 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

September 2018

Build a tool to make your board member successful

I love BoardEffect. It is the one place we can all trust to have the latest documents and tools to help guide our board governance. It has made our board feel successful individually and successful as a whole.

Pros

This software is our central point for documents for all 9 of our boards. This is easy to use and is very intuitive on where to find documents and items for upcoming board meetings along with surveys, and required annual documents like Conflict of Interest forms. We have a wide age range of board members - from the young to the very old that are not tech savvy, but this seems to be overwhelming a tool that all of them.

Cons

There are always new products/pieces/upgrades coming out. Knowing how to incorporate those takes me a bit of time.

Response from BoardEffect of Diligent Corporation

Replied October 2018

Hi Gwen, it's great to hear that you're enjoying BoardEffect! Thank you for taking time to share your review. Please let our team know if you ever have any questions about new products and features, and be sure to subscribe to our email newsletter so you can stay informed about upcoming webinars and training sessions.

July 2017

Jamie from Offshore Technology Conference

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

July 2017

I am our organization's site administrator.

Pros

That the site provides one place for staff to post documents and information for our users to access.

Cons

That it takes a lot of clicks to access parts of the website. It would nice if that could be eliminated. Many of our users have a hard time finding things and it is mainly because they have to click quite a few links to find something and they get lost.

Response from BoardEffect of Diligent Corporation

Replied October 2018

We appreciate your feedback, Jamie! Thanks for leaving us a thoughtful review. We're happy to hear that BoardEffect has been well received at your organization, and we value your constructive feedback about the user experience. Our team is always working to improve the user interface to deliver the best possible experience for board members and board administrators. We will certainly take your feedback into account as we continue to develop our solution to support the work of boards. Feel free to contact our team with further suggestions at any time!

September 2018

Susan Fieldhouse from IADR/AADR

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2018

Such a great tool

A joy to use...wish I had been able to use this in my last few EA positions. I learned about it when I moved to my current association.

Pros

Supper responsive support team at BoardEffect, fairly intuitive to use, makes the workflow for assembling Board materials so much easier and saves a lot of time. There are a steady stream of webinars to keep users up to date on the platform, and the BoardEffect team is always happy to get suggestions for improvements. For any company concerned with security of its Board materials, this is a must-have product.

Cons

I would like to download the agenda pdf with no formatting, so that I can create an annotated agenda for the chair - have not found a way to do that but I am hoping BE will come up with a solution!

Response from BoardEffect of Diligent Corporation

Replied October 2018

Hi Susan, it's great to hear that BoardEffect has made workflow easier for you! Thank you for taking time to provide feedback -- please know that we are always looking to make improvements to our platform, and have taken your feedback into account.

September 2018

Allison from UMass Memorial Health Care

Company Size: 5,001-10,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2018

BoardEffect is awesome!

Very positive and all issues are resolved very quickly with a phone call.

Pros

Very easy to use, I'm learning alot of new information at this conference.

Cons

Only issue board members have pains about is the app on an iPad, there is no log out option.

Response from BoardEffect of Diligent Corporation

Replied October 2018

Allison, thank you so much for being a customer and for attending our BE Savvy user conference! It's great to hear that you've had such a positive customer experience! As for the iPad app, we intentionally designed the app without a login/logout option for ease-of-use, and instead ask that users authorize their accounts each time they would like to use the BoardEffect app on a tablet or mobile device. This authorization creates a connection between the app, your device and your account, and helps keep board materials secure. Please note that all users are timed out when they are no longer using the app. Please let our team know if you have any questions. Thank you for sharing this feedback!

September 2018

Cassandra from National Senior Campuses, Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2018

You need BoardEffect's Platform!

It's a brilliant platform! And the support team is absolutely incredible! I've never experienced such wonderful people, who are patient, informative and friendly.

Pros

It's EXTREMELY user-friendly, offers a VAST number of functionalities, app now mimics browser including offline use. It's customizable depending on the org's needs. It's secure. It flows. The platform is what one makes of it.

Cons

I can't say I dislike anything about this platform. It's designed based on clients' needs. Everything works the way it should and in the 2 years I've used it, I haven't had one bad thing to say.

Response from BoardEffect of Diligent Corporation

Replied October 2018

Thank you for sharing this rave review, Cassandra! We're so happy to hear you've had such a positive experience working with us. It's wonderful to hear that we've created a product that makes your life easier as a board administrator.

September 2018

April from Centerstone

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

4.0

September 2018

BoardEffect is a great board tool!

BoardEffect staff have been wonderful to work with from initial contract, to system set-up and to ongoing support. When I have questions, BoardEffect staff start with a yes in mind.

Pros

BoardEffect does two things very well. First, it is easy for our board members to use and super easy for admins to administer. Second, BoardEffect continues to push the envelope in a great way to move board governance forward.

Cons

I struggle to come up with this, but at the moment it is still difficult for some of my board members to log on, but enhancements are coming this year to allow for touch id log on. Can't wait!

Response from BoardEffect of Diligent Corporation

Replied October 2018

Thank you, April! It's great to hear that BoardEffect has been easy for your board members to use, and helpful for you as a Board Administrator. Thank you for being a customer!

September 2018

Scott from California Health Care Foundation

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

September 2018

BoardEffect makes you and your team shine!

BoardEffect saves time! I've regained free time (after work hours) during "board prep" times. My organization(s), both The San Francisco Foundation and the California Health Care Foundation save resources, such as copy paper and three-ring binders - now that we've gone paperless.

Pros

ease of use. from day one (back in 2011), "out of the box," I understood BoardEffects features, and after review of BE's knowledge base, I was soon able to train other users - and even train the trainers. the features are evaluated and enhanced regularly, and BE listens to its customer base to make the product even better.

Cons

I have no strong negative impressions to report.

Response from BoardEffect of Diligent Corporation

Replied October 2018

Thank you for the 5-star review, Scott! We love to hear that BoardEffect is helping make you and your team shine! And it's wonderful to know that we've helped you save time and paper at both of your organizations.

September 2018

Rebecca from Grief's Journey

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0