BoardEffect Reviews

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.

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!

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.

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

- 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.

- 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

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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

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

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.

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.

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.

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.

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

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.

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

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

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.

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!

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.

I have no strong negative impressions to report.

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

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

BoardEffect is a fantastic tool for Board member engagement and an incredible time-saver when it comes to filing and pulling important information -- such as archived meeting minutes, financial reports, and the like.

Various technology upgrades/updates for all of the platforms being used.

The platform is easy to use and Board Effect has many webinars to keep administrators up to date. Updates are made on a regular basis and communicated to the administrators.

Very easy for Board Members to use
One place for board materials
Easy to find historical information

Administrator permissions- need more levels of permissions

BoardEffect has greatly decreased the amount of time needed to put together materials for a board meeting.

It's difficult to get all of our Board on the same version. Not everyone updates as the versions come out and things move just enough that it's always a little bit of a struggle to help them. Since they want help right before the meeting starts, doing the updates at that time isn't really an option.

When we do have a problem or a question, the customer support is very quick and always helpful. I have attended a few of the annual conferences and they are awesome. It is a great experience to network with other users of the platform. I highly recommend attendance if possible.

There is nothing that I don't like. When users have suggestions to make it better, the team always works hard to make it happen.

It is easy to navigate the platforms and build materials.

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

I appreciate the ease of use both from an administrator standpoint and from the board members' use.

The hardest thing to determine is the portal setup (folders in library, meeting rooms, etc.). This is not really a software issue. It just takes time to use the product to determine how your board members will best find and utilize the information in it.

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.

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

This software program is my secret weapon to keeping me and my board organized, focused and engaged. I shutter when I think back to how we did things before moving to an electronic platform.

Like most programs, it just takes time and commitment to learn everything.