BoardEffect

Board portal software for board members, execs & admins

About BoardEffect

BoardEffect is a cloud-based board management and portal solution designed to manage regular meeting cycles, annual board cycles, and longer-term board development cycles. The software is suitable for all organizations with governing bodies, whether they are in healthcare, education, corporate, or nonprofit.

BoardEffect allows users to manage their regular board meeting cycle, whether meetings are monthly, bi-monthly, quarterly, or sporadic. The integrated book builder can be used to create board books, and the archives preserve a clean copy of each book which users can access at any time. Through the scheduler, users can arrange upcoming meetings, allowing members to RSVP with a click. New members, policies, and meeting minutes can all be approved electronically in BoardEffect, using the voting tool, and the task tool allows board members to set task reminders and check off completed tasks.

BoardEffect’s tools for managing annual board meetings include policy handbooks which can be annotated by board members, and an onboarding system for new members. The survey creation tool allows users to create a range of forms to solicit feedback, assess conflicts of interest, provide self-assessments for board members, and more. The board development cycle can also be managed through BoardEffect, using the board education resource library, ad hoc group creation, customizable board member profile fields, and collaboration tools including discussion groups, surveys, and polls.

Key benefits of BoardEffect

  • Upcoming board meetings and impromptu gatherings can be scheduled in BoardEffect, with board members able to RSVP with a single click.

  • New board members, policies, and meeting minutes can all be approved using the built-in voting tool, allowing members to view options and vote electronically.

  • The task tool allows board members to set task reminders and check off completed tasks, and board administrators can also provide tasks for board members to complete.

  • Board members can use the survey tool and included templates to create self-assessments, collect feedback, assess conflicts of interest, and more.

  • Information needed for member onboarding can be stored in BoardEffect, and the built-in resource library can be utilized for managing ongoing education and training.

  • Devices

    Business size

    S M L

    Markets

    United States, Canada, United Kingdom, Australia

    Supported Languages

    English

    Images

    Users can create and store multiple board books
    Upcoming meetings and events can be scheduled
    Polls can be created and opened for member feedback and input
    A range of surveys and forms can be created
    Users can set up task reminders
    Board books can be stored indefinitely in the archive
    Policy handbooks can be created, annotated, and stored
    Ad hoc groups can be created
    Orientation tools are included for onboarding new members
    A full directory of board members can be viewed and downloaded
    View 11 more
    BoardEffect screenshot: Users can create and store multiple board books BoardEffect screenshot: Upcoming meetings and events can be scheduled BoardEffect screenshot: Polls can be created and opened for member feedback and input BoardEffect screenshot: A range of surveys and forms can be created BoardEffect screenshot: Users can set up task reminders BoardEffect screenshot: Board books can be stored indefinitely in the archive BoardEffect screenshot: Policy handbooks can be created, annotated, and stored BoardEffect screenshot: Ad hoc groups can be created BoardEffect screenshot: Orientation tools are included for onboarding new members BoardEffect screenshot: A full directory of board members can be viewed and downloaded

    Features

    Total features of BoardEffect: 23

    • Access Control
    • Action Management
    • Archiving & Retention
    • Calendar Sync with Google
    • Collaboration Tools
    • Collaborative Workspace
    • Content Library
    • Custom Fields
    • Customizable Reporting
    • Customizable Templates
    • Document Management
    • Document Storage
    • Forum / Discussion Board
    • Personalized Profiles
    • Policy Management
    • Recruitment Management
    • Reminders
    • Role-Based Permissions
    • Single Sign On
    • Survey Management
    • Surveys & Feedback
    • Task Management
    • Voting

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    Reviews

    Overall rating

    4,7 /5
    (51)
    Value for Money
    4,7/5
    Features
    4,5/5
    Ease of Use
    4,5/5
    Customer Support
    4,9/5

    Already have BoardEffect?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 51
    Susan fieldhouse D.
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 11-50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Such a great tool

    Reviewed on 2018/09/16

    A joy to use...wish I had been able to use this in my last few EA positions. I learned about it...

    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!

    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.

    Kelly R.
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 11-50 Employees
    • Used Monthly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Saves Time and Eases Board Service

    Reviewed on 2020/09/08

    We have used BoardEffect for over a decade. Board Members love it. Support is excellent. There...

    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.

    Verified Reviewer
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 51-200 Employees
    • Used Weekly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    BoardEffect review

    Reviewed on 2020/09/21

    BoardEffect is great a a secure file sharing system, and offers good ways to cooperate, but our...

    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!

    Mona C.
    Overall rating
    • Industry: Hospital & Health Care
    • Company size: 10 000+ Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

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

    Reviewed on 2018/08/03

    Our individual health system began using BoardEffect in 2012. Then, last year, we became part of a...

    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.

    Tim A.
    Overall rating
    • Industry: Higher Education
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

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

    Reviewed on 2018/03/08

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

    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.

    Showing 5 reviews of 51 Read all reviews

    BoardEffect FAQs

    Below are some frequently asked questions for BoardEffect.

    BoardEffect offers the following pricing plans:

    • Pricing model: Subscription
    • Free Trial: Not Available

    Full pricing information is available on request.

    BoardEffect offers the following features:

    • Ad hoc groups
    • Approvals
    • Archives
    • Board policy handbooks
    • Collaboration tools
    • Customizable fields
    • Discussion groups
    • Document sharing
    • Electronic voting
    • Follow-up management
    • Meeting minute annotation
    • Meeting scheduling
    • Member profiles
    • New member orientation tools
    • Nominations management
    • Online board books
    • Recruitment management
    • Resource library
    • Survey templates
    • Surveys & polls
    • Task reminders
    • User access controls

    BoardEffect has the following typical customers:

    Small Business, Large Enterprises, Non Profit, Mid Size Business

    BoardEffect supports the following languages:

    English

    BoardEffect supports the following devices:

    Android, iPhone, iPad

    BoardEffect integrates with the following applications:

    GoToMeeting, Google Drive, Okta, Tableau, Zoom

    BoardEffect offers the following support options:

    Phone Support, FAQs, Knowledge Base, Video Tutorials

    Related categories

    See all software categories found for BoardEffect.