BoardEffect

BoardEffect

Board portal software for board members, execs & admins

4.7/5 (42 reviews)

BoardEffect Overview

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.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Australia, Canada, Europe, United States

Supported Languages

English

BoardEffect Reviews

Overall rating
4.7/5
100% positive reviews
31
Excellent
11
Very good
0
Average
0
Poor
0
Terrible
Mona C.

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

Used Daily for 2+ years
Reviewed on 2018/08/03
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Tim A.

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

Used Daily for 2+ years
Reviewed on 2018/03/08
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Mark W.

Solid software for boards with room for improvement

Used Monthly for 2+ years
Reviewed on 2018/03/08
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Gwen W.

Build a tool to make your board member successful

Used Daily for 1+ year
Reviewed on 2018/09/17
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Jamie Z.

I am our organization's site administrator.

Used Daily for 2+ years
Reviewed on 2017/07/20
Review Source: Capterra

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

BoardEffect Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Full pricing information is available on request.

BoardEffect Features

  • Access Control
  • Collaboration Tools
  • Collaborative Workspace
  • Document Storage

  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Chat
  • Commenting
  • Communication Management
  • Customizable Branding
  • Document Management
  • Drag & Drop Interface
  • File Management
  • Permission Management
  • Projections
  • SSL Security
  • Search Functionality
  • Third Party Integration

Additional information for BoardEffect

Key features of BoardEffect

  • 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

Benefits

  • 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.

  • BoardEffect FAQs

    Below are some frequently asked questions for BoardEffect.

    Q. What type of pricing plans does BoardEffect offer?

    BoardEffect offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Not Available

    Full pricing information is available on request.

    Q. What are the main features of BoardEffect?

    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

    Q. Who are the typical users of BoardEffect?

    BoardEffect has the following typical customers:

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

    Q. What languages does BoardEffect support?

    BoardEffect supports the following languages:

    English

    Q. What type of pricing plans does BoardEffect offer?

    BoardEffect has the following pricing plans:

    Subscription

    Q. Does BoardEffect support mobile devices?

    BoardEffect supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does BoardEffect integrate with?

    We do not have any information about what integrations BoardEffect has

    Q. What level of support does BoardEffect offer?

    BoardEffect offers the following support options:

    Phone Support