BoardEffect
Board portal software for board members, execs & admins
4,7 /5 (51 reviews) Write a Review!
Such a great tool
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
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.
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.
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
Response from BoardEffect
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 [email protected] We hope to speak with you soon!
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
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.
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
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.
Board Effect review Aug 2020
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.
Pros
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.
Cons
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.
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
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.
Keeping Board Current
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.
Pros
Ease of seeing data. The fact that information both current and archived is available in a user friendly format.
Cons
Nothing. The software makes it possible to due away with all paper documents and have current information at your fingertip.
Private Non-Profit’s 1st Year
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.
Pros
It is easy to navigate the platforms and build materials.
Cons
Some of the functionality can be enhanced to mirror non-board specific resources. However, having everything in one place is very convenient.
Response from BoardEffect
Hi Joy -- thank you for your review! We're happy to hear that you are finding BoardEffect to be a valuable platform for your non-profit. It's great feedback to hear that you would be interested in tweaking the user experience. If you are open to providing more detailed feedback, please contact our team so we can take your suggestions into account as we continue to develop the platform.
We've been a very happy BoardEffect client for five+ years. A great tool for our board.
Pros
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.
Cons
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.
Response from BoardEffect
Hi there -- we're so happy to hear you have been a happy customer for more than five years! Thank you for taking time to write your review -- we really value your opinion.
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
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.
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
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.
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
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!
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
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!
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
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!
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
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.
Great Return on Investment
I was reluctant to take the plunge due to cost, but this tool has saved our organization (me, in particular) an enormous amount of time and hassle. I'm grateful we went this direction.
Pros
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.
Cons
Various technology upgrades/updates for all of the platforms being used.
Response from BoardEffect
Thanks, Rebecca for taking the time to write this review. We're so happy to hear you¿ve found BoardEffect to be of value to you and your organization. In terms of upgrades and updates, we are always working to improve the BoardEffect platform, and try to keep our customers in the loop about any changes that might affect them. Please sign up for our email newsletter to stay in the loop!
Robust system with a secure platform that can be accessed through multiple devices.
An easier cleaner way to present Board packages to our Directors.
Pros
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.
Response from BoardEffect
Hi Judi, thank you for the 5-star review! We're so glad you've had a positive experience using BoardEffect at your organization, and that you've been able to attend some of our webinars.
Great for Board Management
We have been using Board Effect since 2015 and managing board materials sn meetings continue to get easier and easier. The one stop shop for all board and committee meeting fmdates and materials has made my life so much easier.
Pros
Very easy for Board Members to use
One place for board materials
Easy to find historical information
Cons
Administrator permissions- need more levels of permissions
Overall, it has been a good experience.
Pros
BoardEffect has greatly decreased the amount of time needed to put together materials for a board meeting.
Cons
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.
Response from BoardEffect
Thanks for taking time to review us, Amy! It's great to hear that BoardEffect has overall been positively received across your organization. We're sorry to hear that board members aren't always updating the app before board meetings, and understand your frustration. Thanks for sharing this valuable feedback, we will certainly take it into account as we continue to make improvements to our customer experience.
We have used BoardEffect since 2011 and are glad we chose them after looking at other options.
Ease of Board Book preparation; especially those last minute changes.
Pros
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.
Cons
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.
Response from BoardEffect
Hi Patti -- thank you for the rave review! We love supporting our customers, so that you can continue to govern effectively and help those affected by your organization. Glad to hear you've enjoyed attending some of our user conferences, we hope to see you again next year!
BoardEffect is very easy to administer and is easy for our board to use.
Pros
I appreciate the ease of use both from an administrator standpoint and from the board members' use.
Cons
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.
Response from BoardEffect
Peggy -- we're thrilled to hear that BoardEffect has been effective for both administrators and board members at your organization. As an administrator, we value your opinion about board member adoption -- please know that our customer success team is always available if you ever have any questions about how best to structure the platform for board member ease of use.
Your Board needs BoardEffect
My overall experience has been great. I always get fantastic customer service when i call the help desk.
Pros
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.
Cons
Would like more control over formatting of agenda and page numbering.
Response from BoardEffect
Thank you for the review, Stephanie! It's wonderful to hear that BoardEffect has been effective for your healthcare organization, and that you've received guidance from our customer support team. Thank you for your note about agenda formatting and pagination -- it's something our product team is taking into account as they continue to develop the platform.
Secret Weapon!
I have used the support systems a lot and am extremely impressed with the level of support, the timeliness, and the vast knowledge of everyone you speak with.
Pros
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.
Cons
Like most programs, it just takes time and commitment to learn everything.
Response from BoardEffect
Hi Joyce, we're so happy to be called your secret weapon! Thank you for sharing the positive experience you've had with our platform and our team.
Board meetings made easier
Pros
The ease of use and user friendly interface. Also, making board meeting paperless. Now having the ability to take minutes will be a life saver!
Cons
Teaching old dogs new tricks and training board members how to use the program and getting board members to use the collaboration tools. But BoardEffect has several tools and resources available to help make this easier so very grateful.
Response from BoardEffect
We know how cumbersome the minute-taking process can be, Kristen! Glad to hear that BoardEffect has made it easier for you. Thanks for sharing your review!
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.