BoardEffect

Board portal software for board members, execs & admins

4,7 /5 (51 reviews) Write a Review!

BoardEffect Overview

What is 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.

BoardEffect Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Full pricing information is available on request.


BoardEffect Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia
Supported Languages
English

Media

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
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

BoardEffect Reviews

BoardEffect Reviews

Overall rating
4,7
/
5
Excellent
35

Very good
16

Average
0

Poor
0

Terrible
0

Value for Money
4,7
Features
4,5
Ease of Use
4,5
Customer Support
4,9
100% recommended this app
Susan fieldhouse D.

Such a great tool

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.


Kelly R.

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.


Verified Reviewer

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.


Mona C.

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!


Tim A.

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.


Susan fieldhouse D.
Industry: Nonprofit Organization Management
Company size: 11-50 Employees

Such a great tool

Used Daily for 1+ year
Reviewed on 2018/09/16
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Kelly R.
Industry: Nonprofit Organization Management
Company size: 11-50 Employees

Saves Time and Eases Board Service

Used Monthly for 2+ years
Reviewed on 2020/09/08
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Nonprofit Organization Management
Company size: 51-200 Employees

BoardEffect review

Used Weekly for 1+ year
Reviewed on 2020/09/21
Review Source: Capterra

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 6.0/10

Mona C.
Industry: Hospital & Health Care
Company size: 10 000+ Employees

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.
Industry: Higher Education

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

User recommendation
9,2/10
Based on 51 user ratings
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BoardEffect Pricing

BoardEffect Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Full pricing information is available on request.

Full pricing information is available on request.

Value for Money
4,7/5
Based on 51 user ratings
Compare value for money rating with alternatives
Compare with alternatives

BoardEffect Features

BoardEffect Features

API
Access Control
Activity Dashboard
Activity Tracking
Automatic Notifications
Chat
Collaboration Tools
Collaborative Workspace
Commenting
Customizable Branding
Document Management
Document Storage
Drag & Drop Interface
File Management
Permission Management
Projections
Reporting & Statistics
Search Functionality
Third Party Integration
Workflow Management
Features
4,5/5
Based on 51 user ratings
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Categories

Additional information for BoardEffect

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

    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:

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

    BoardEffect integrates with the following applications:

    GoToMeeting, Google Drive, Okta, Tableau, Zoom

    Q. What level of support does BoardEffect offer?

    BoardEffect offers the following support options:

    Phone Support, FAQs, Knowledge Base, Video Tutorials