BoardEffect

Simplifies Board Meetings

Kommentare: It's an effective solution for organizing and streamlining board communications and meetings.

Vorteile:

Preparing for board meetings was much easier as I could share documents securely and update agendas in real-time.

Nachteile:

The app could use a more modern interface, but it’s still functional and reliable.

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

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

Vorteile:

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.

Nachteile:

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.

Not Efficient Agenda Platform

Kommentare: Very poor. Would not suggest this platform.

Vorteile:

Ability to upload multiple documents, drag and drop features, uploading different doc types without having to convert to PDF. Platform could handle all documents.

Nachteile:

Constant issues with platform bugs, customer service would answer to tickets but not fix issues, not easy for board to navigate, unintuitive document uploading to agendas, minutes integration ineffective and clunky, publishing agendas was a nightmare.

Saves Time and Eases Board Service

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

A platform that will be missed.

Kommentare: Great platform that should have been kept active.

Vorteile:

It was a reliable platform, easy to navigate and train our clients on.

Nachteile:

The transfer to Diligent Boards - this was an automatic move from Diligent as it no longer supported its historic platforms (BoardPacks etc). Diligent Boards isn't as easy to use.

Such a great tool

Kommentare: 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.

Vorteile:

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.

Nachteile:

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!

You need BoardEffect's Platform!

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

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

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

Vorteile:

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.

Nachteile:

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.

Private Non-Profit’s 1st Year

Kommentare: As a new user I’ve had an excellent experience. Tech support is very helpful, and the resources available under the Help tab are very helpful.

Vorteile:

It is easy to navigate the platforms and build materials.

Nachteile:

Some of the functionality can be enhanced to mirror non-board specific resources. However, having everything in one place is very convenient.

Your Board needs BoardEffect

Kommentare: My overall experience has been great. I always get fantastic customer service when i call the help desk.

Vorteile:

BE is very user -friendly and secure, which was a top priority for our organization since it was mandatory to find a board portal that is HIPAA compliant.

Nachteile:

Would like more control over formatting of agenda and page numbering.

1 year post use

Vorteile:

All of the features are great. Going from creating 30 binders with 50-100+ pages with last minute changes has been a wonderful time saver. Need to make an edit on the agenda super easy as well. Not to mention all of the templates. Make one agenda from each work room and you can reuse it for the rest of the meetings. Plus, all of the information is in one place. You don't have to keep separate records for historical or retainment. Support is always helpful.

Nachteile:

I have not used all the features that are available. At this time I don't have any thing that i feel s needs to improve.

Best in the Industry!

Kommentare: Excellent Great tool fir board and high performing organizations.

Vorteile:

Content, format and user friendly. Board members are very satisfy with it!

Nachteile:

None at all. Good product. I don’t have any recommendation .

BoardEffect review

Kommentare: 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.

Vorteile:

- 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.

Nachteile:

- 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

Solid software for boards with room for improvement

Vorteile:

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.

Nachteile:

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.

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

Kommentare: 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!

Vorteile:

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.

Nachteile:

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.

Not Bad, Just Not For Us

Kommentare: they had always had decent support. Once I let them know we were transitioning us over to a different product, they were still very supportive, worked out the contract end and showed me how to extract all of our data

Vorteile:

a range of features that came standard instead of having to be purchased separately

Nachteile:

the whole thing just felt clunky. board members felt it wasn't intuitive to navigate. some management of features was hard, such as the meeting scheduler

Board Effect review Aug 2020

Kommentare: Using the Board Effect platform to house our corporation's governance and meeting documents created one location for all our users (in the US and worldwide). All our users are prepared for upcoming meetings and all users follow along together on the site when in meetings (whether in-person or virtual) - all of this is a positive.

Vorteile:

The Board Effect product is easy to use; intuitive for all of our 30+ users. Really like the 'build an agenda' feature as it creates a clean, professional agenda each time.

Nachteile:

If there was a way to offer "Minute Taking" feature as part of the annual cost versus an additional cost, that would be a plus! Nothing else comes to mind at this time.

Build a tool to make your board member successful

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

I am our organization's site administrator.

Vorteile:

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

Nachteile:

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.

BoardEffect is awesome!

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

Vorteile:

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

Nachteile:

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

We've been a very happy BoardEffect client for five+ years. A great tool for our board.

Vorteile:

Some of our favorite things about BoardEffect include: it is available on a variety of platforms; easy to set up and use; provides an archive for historical information; everything our board needs can be found in one simple and safe location.

Nachteile:

There is not much that we don't like about BoardEffect. One thing I'd like to have is unlimited groups without having to pay more.

BoardEffect is great for board management

Vorteile:

I love the ease and functionality. It makes board management easy given the many other aspects of coordinating a board.

Nachteile:

There is not any thing to dislike at the moment.

HIGHLY EFFECTIVE TOOLS FOR BOARD MEMBERS IN AN ORGANISATION

Kommentare: I am using it to effectively prepare the Board Members for Board Meetings. Also, to pass down essential information to Board Members easily instead of sending emails to the individual Directors.

Vorteile:

One feature about the BoardEffect software i like is that one can easily use it to create a meeting book for Board Members. It is easily used to pass essential information amongst Board Members.

Nachteile:

It can be complex for a beginner as getting to find the materials can be a bit tricky.

Keeping Board Current

Kommentare: Our board of directors are able to see all pertinent documents prior to any meetings . They are easily able to pull up financials, minutes and any correspondence before or after they need it.

Vorteile:

Ease of seeing data. The fact that information both current and archived is available in a user friendly format.

Nachteile:

Nothing. The software makes it possible to due away with all paper documents and have current information at your fingertip.

BoardEffect is a great board tool!

Kommentare: 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.

Vorteile:

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.

Nachteile:

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!