Diligent Boards Erfahrungen

Easy & secure

Kommentare: Overall, a secure place to keep all of our Board data in one place. Easy gif new Board members to review old materials for onboarding.

Vorteile:

It’s a safe pls e yo organize our documents.

Nachteile:

If not configured correctly with the right “books” it can be hard to find materials. I hate that our administrator has it looked down to not print. Hard for 10ks and 10Qs

A Safe Old School Platform

Kommentare: Generally good - it's certainly up there as one of the preferred platforms used by our clients and our internal team. However I do feel they need to seriously compare their offering to others now available on the market to make sure they don't fall behind.

Vorteile:

A few years ago, Diligent was certainly the preferred provider. Although since the move of all historic Diligent-owned platforms (Board Effect etc) it feels as though there hasn't been a lot of investment in developing the platform to make sure it keeps up with peers.

Nachteile:

Compared to other current platforms, it's quite clunky, especially building packs and navigating through them in meetings. The pricing structure also doesn't work for a number of our clients who are now looking to other platforms who provide different fee formats.

Dashboards are good

Kommentare: Not very user friendly, should be easier to navagate.

Vorteile:

Dashboards are customized, everything is right there.

Nachteile:

Customizing the dashboard is extremely difficult.

Diligent Review - RNC

Vorteile:

Most important is the fact that Diligent Boards is a secured platform that shares the information between the whole board avoiding diferences on the amount of information to each member of the board.

Nachteile:

During the implementation phase, some members of the board were already had their e-mails registered in the platform. So, to link the same e-mail in different organisations, Diligent required the user approval and that the user informed the organisations which he/she had the e-mail registered. As this information is pointless for the person that is implementing the platform (me) and for confidentiality matters this same person should never had the information, I understand Diligent should check this information by itself or exclude this requirement, keeping only the user's formal approval for linking the e-mails.

Diligent: Enterprise Board Document Management

Kommentare: To date DB has proven to be reliable and secure solution for board management, streamlining corporate document sharing, meeting preparation, and governance processes. While there is a learning curve for new users, the platform’s efficiency, strong security protocols, it is like using MS OneNote.

Vorteile:

User friendly interface with intuitive navigation, making it easy to access and manage board confidential documents. Its security is robust.

Nachteile:

Some of our users may find the initial setup and onboarding process time consuming. Additionally, occasional system updates can temporarily affect usability, viewing videos or quality of graphics in word documents at times might be problematic.

Diligent Boards is great for creating and sharing content with Board of Directors

Kommentare: Overall it has been a very good product that our board members are happy with. There are other features we have yet to take advantage of.

Vorteile:

Well recognized and familiar platform for hosting board materials for review by directors, with multiple product offerings and 24/7 support. Also, it is a secure, MFA protected way to share content securely rather than sharing it by email.

Nachteile:

Support is sometimes not timely enough when emailing the day-to-day account reps or teams allocated.

Love Diligent Boards!

Vorteile:

Using it as a repository of information for our trustees.

Nachteile:

The fact that OneClick will be disabled at some point. I also do not like that you cannot add placeholder names to the files that are uploaded online.

Review of Diligent

Kommentare: Overall it has been great. The help line is awesome! They have spent numerous hours on the phone with me. Very patient.

Vorteile:

I love the help they provide whenever I have a question.

Nachteile:

The cost. It is extremely expensive compared to the competitors.

Diligent is a solid solution for a Board portal

Kommentare: Overall, Diligent has been and excellent tool that is easy to setup meetings and easy for participants to log into to review posted materials.

Vorteile:

It is extremely easy to create an agenda and post files to Diligent. Also, you can copy prior meetings to create new ones, which is especially helpful if the agenda has few to no changes.

Nachteile:

Diligent has sporadically been buggy. However, customer support is very responsive.

Good system

Kommentare: Overall would recommend to any legal professional.

Vorteile:

Different functionalities that are available.

Nachteile:

Sometimes more technical issues than expected.

Air Canada Diligent Boards Review

Kommentare: My experience has been very good and seamless transition from previous portal - very user friendly. [sensitive content hidden] has been a really great help and his promptness to my questions are much appreciated and evident. It truly goes a long way.

Vorteile:

Very user friendly which makes creating books seamless and easy, secure sharing and everything is available in 1 platform for all board members. Easy to communicate to them through the platform.

Nachteile:

Little details that are manageable but having to have the same # of pages when you replace with options, having to re-link your full agenda if there is a change made, not being able to upload videos rather than getting a link

Recommend Diligent

Kommentare: Long term user. Like the improvements rolled out over the years.

Vorteile:

Intuitive and simple. Diligent Boards is very easy to use.

Nachteile:

Nothing. Generally very pleased overall with the product.

Diligent makes Board Books easy

Kommentare: Diligent has been an invaluable tool for our company and for our team. It makes it possible for us to construct and distribute documents for our Board in a quick and efficient manner, from wherever we may be working.

Vorteile:

The ease of use from any location. The straightforward manner of loading documents. The outstanding technical support.

Nachteile:

Adding QuickLinks - it's involves opening a folder, then another folder, then another, and finally finding the doc you'd like to link to. It becomes tedious.

Diligent review

Kommentare: My and my board’s experience has been very positive.

Vorteile:

The ease of posting Board and Committee materials

Nachteile:

Not quick to make improvements based on customer feedback

Very useful but needs some improvement

Kommentare: Have been using since inception. Overall it’s very useful. One feature that I have been suggesting is automatic accessing pages. In other words, a leader could be looking at a page and all other attendees would see the same page automatically.

Vorteile:

Organization , ease of access.Previously we used printed board books so this is a vast improvement.

Nachteile:

Page numbers are not tied to headers so jumping from section to another is challenging.

Board Books

Kommentare: Overall good. Be sure to download material when you have WiFi

Vorteile:

Nice having all meeting materials in one place to access

Nachteile:

Getting locked out and difficulty getting back in

Happy Customer!

Kommentare: My overall experience has been very positive. The product is great and the service is always quick and reliable.

Vorteile:

It is very efficient as it is structured and designed for usage by board directors.

Nachteile:

It would be helpful to have more parameters when searching for prior documents or files. If they could add date range, or other parameters to narrow down what comes up would be helpful.

Diligent - solid system

Kommentare: Good system that's relatively easy to use. Support is usually quite helpful as well.

Vorteile:

fairly intuitive system, clean interface.

Nachteile:

replacing, updating and re-linking docs can be confusing. Would be great to have a certain amount of free read only logins.

Great tool

Kommentare: I find Diligent Boards easy to use with great customer service.

Vorteile:

Pretty easy to use, intuitive. Great resources/FAQs when needed. Customer service is responsive.

Nachteile:

Housekeeping items like it might be nice to be able to set up something that would auto archive books based on a set schedule... every 6 months, etc.

Good system

Vorteile:

The system is user friendly, I like the ability to add notes and highlight.

Nachteile:

Sync process takes a while. The system often requires a reset of the password.

Diligent is great!

Kommentare: I find Diligent comprehensive in tools to build board documents and easy to use. The resource center keeps things organized

Vorteile:

Easy to navigate and plenty of options and tools to keep Boards and committees organized

Nachteile:

Links to resource center disappear if you have to update the agenda

10/10 Would Recommend!

Kommentare: I have had nothing short of a great experience with Diligent and would highly recommend.

Vorteile:

I like how easy it is to use and how there are rarely any technical issues.

Nachteile:

I wish there was a quicker linking process.

This makes my board life easier

Vorteile:

Access for directors, historical documents availability

Nachteile:

Challenges with downloading documents very good

Diligent review

Kommentare: Our overall experience with diligent has been great!

Vorteile:

What I like most about diligent is the ease of use

Nachteile:

Some of the updates made the functionality a bit confusing.

Good tool for Boards

Kommentare: Diligent works well for the intended purpose. Some of the navigating especially on a computer is a bit clunky. Easier to navigate on an ipad.
A huge improvement would be a feature that allows someone to know what has been added each time there is a new sync.

Vorteile:

Nice to have all Board materials in one place. Printing function is pretty good Easier to use on an ipad than a computer re: turning pages

Nachteile:

Would like some way to know when things are added and what was added.