BoardEffect

RATING:

4.7

(58)

About BoardEffect

BoardEffect is a dynamic board management software designed to empower volunteer boards. With our platform, you can streamline board processes, enhance communication, and promote accountability. Specifically tailored to meet the unique needs of nonprofit organizations, our software allows you to focus on your mission. As a Diligent brand, we proudly serve over 14,000 mission-driven organizations, providing them with the tools to drive positive change. Discover a new era of governance for your mission-driven organization.
Schedule a meeting and instantly collect RSVPs to help optimize attendance for any upcoming board meeting or ad hoc event.

BoardEffect Reviews

Overall Rating

4.7

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for BoardEffect

1 - 5 of 57 Reviews

User Profile

Susan Fieldhouse

Verified reviewer

Non-Profit Organization Management, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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!

Vendor Response

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.

Replied October 2018

Carey

Non-Profit Organization Management, 501-1,000 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2022

Don't just think about what your board is doing now, think ahead to what the future may hold

Clear, consistent communications across all membership has been achieved as well as access to mission critical documents to help members support the organization.

PROS

Ease of set up, use, some flexibility to "customize" in the manner that you use it. Security, ease of building meeting books, events, and communicating to users through the portal. The reports feature is amazingly helpful.

CONS

Third party integrations and the ability to use Microsoft products does not exist at this time. As a nonprofit, can't afford to move over the ever evolving Diligent parent platform. The knowledge base is not helpful as it leaves those seeking information with more questions.

Reason for choosing BoardEffect

Security, ease of set up, customer service, cost.

Reasons for switching to BoardEffect

BoardMax was acquired by Diligent

Anonymous

51-200 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed September 2020

BoardEffect review

BoardEffect is great a a secure file sharing system, and offers good ways to cooperate, but our board has been very reluctant in adopting it and is not really happy. For them it is another system they need to learn in their busy lives. We try to steer most board interactions involving files into Board Effect but it is slow going. They do not use the discussion forum to interact amongst each other but stick to email. For admins I wish for greater ease in creating meeting books and editing them to make them look the way we want to.

PROS

- I like having a secure file sharing system that offers safe communication and file archiving features. - I like having a dedicated system for board management - Amazing customer service! Fast and competent.

CONS

- having to build a meeting book to get a preview - meeting book design is tedious and could be more flexible - agendas become giant as soon as documents are added and there is no way to change that - saving an existing meeting book as a template would be nice - the calendar subscription takes very long to push into personal calendars, sometimes re-subscribing is necessary - zoom add-on only possible with autogenerated links, we work with a dedicated zoom link for the board - I need an option to invite guest directors to join committee meetings, currently I need to create a separate calendar invite

Vendor Response

Hello! Thank you so much for your feedback. We would love to connect on the items you mentioned as there are solutions within the BoardEffect platform for these issues. Our training team is available to walk you through this functionality, please reach out to us at training@boardeffect.com. We hope to speak with you soon!

Replied October 2020

Kelly

Non-Profit Organization Management, 11-50 employees

Used monthly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2020

Saves Time and Eases Board Service

We have used BoardEffect for over a decade. Board Members love it. Support is excellent. There are numerous webinars which remain available to assist. Helpdesk is responsive. While there are many new options that were not available when we selected Board Effect, they require much more work from the administrative side and do not have all the built in features available in BoardEffect.

PROS

BoardEffect was easy to set up and is intuitive to use. New Board Members are able to quickly orient themselves with minimal support. Handbook makes accessing essential documents easy and with administrator attention, the most current documents are at the fingertips of Board Members as needed. Meeting book is easy to organize and distribute.

CONS

emails don't look great. Can't format font, etc.

Reason for choosing BoardEffect

Ease of set up and maintenance for administrator. Ongoing product support.

Mona

Hospital & Health Care, 10,000+ employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Vendor Response

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.

Replied November 2018