BoardEffect

4.5 (62)
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Cloud-based platform for managing board meetings

About BoardEffect

BoardEffect is a comprehensive board portal management software designed to empower governance leaders in mission-driven organizations, including nonprofits, higher education institutions, community healthcare organizations, and credit unions. The software provides the right tools, analytics, and insights to drive more efficient, transparent, and secure governance.

The intuitive and flexible board meeting management features of BoardEffect address the needs of directors, executives, and administrators, enabling better communication and collaboration. The action-oriented solution allows board members to securely access and manage board books, scheduling, approvals, surveys, tasks, and archives. The feature-rich design accelerates the preparation, collaboration, and review of critical board management materials, delivering a unified and seamless experience for board members to plan, act, and execute meeting management in real-time from any device.


Key benefits of BoardEffect

  • Action-oriented solution for the Board to securely access and manage board books, scheduling, approvals, surveys, tasks and archives with access to 24/7 support at your fingertips.
  • Intuitive, feature-rich design to accelerate preparation, collaboration, and review of critical board management materials.
  • Deliver a unified and seamless experience for Board members to plan, action and execute meeting management materials in real-time from any device.

  • Images

    BoardEffect Software - BoardEffect online meeting book
    BoardEffect Software - BoardEffect meeting scheduling
    BoardEffect Software - BoardEffect approving board meetings
    BoardEffect Software - BoardEffect task tool
    BoardEffect Software - BoardEffect accessing meeting documents
    BoardEffect Software - BoardEffect surveys and polls
    BoardEffect Software - BoardEffect document library
    BoardEffect Software - BoardEffect onboarding a board member
    BoardEffect Software - BoardEffect workroom and group settings
    BoardEffect Software - Use customizable fields in the Directory to capture important information unique to your board so you can see where your board is strong and identify the needs of incoming members.
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    Reviews

    Overall rating

    4.5 /5
    (62)
    Value for Money
    4.5/5
    Features
    4.4/5
    Ease of Use
    4.4/5
    Customer Support
    4.7/5

    Already have BoardEffect?

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    Showing 5 reviews of 62
    amit
    amit
    Overall rating
    • Industry: Program Development
    • Company size: 501–1,000 Employees
    • Used Daily for Free Trial
    • Review Source

    Overall rating

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

    Simplifies Board Meetings

    Reviewed on 2024/12/13

    It's an effective solution for organizing and streamlining board communications and meetings.

    It's an effective solution for organizing and streamlining board communications and meetings.

    Pros

    Preparing for board meetings was much easier as I could share documents securely and update agendas in real-time.

    Cons

    The app could use a more modern interface, but it’s still functional and reliable.

    Carey
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 501–1,000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Don't just think about what your board is doing now, think ahead to what the future may hold

    Reviewed on 2022/09/14

    Clear, consistent communications across all membership has been achieved as well as access to...

    Clear, consistent communications across all membership has been achieved as well as access to mission critical documents to help members support the organization.

    Pros

    Ease of set up, use, some flexibility to "customize" in the manner that you use it. Security, ease of building meeting books, events, and communicating to users through the portal. The reports feature is amazingly helpful.

    Cons

    Third party integrations and the ability to use Microsoft products does not exist at this time. As a nonprofit, can't afford to move over the ever evolving Diligent parent platform. The knowledge base is not helpful as it leaves those seeking information with more questions.

    Alternatives Considered

    Nasdaq Boardvantage and Board Intelligence

    Reasons for Choosing BoardEffect

    BoardMax was acquired by Diligent

    Reasons for Switching to BoardEffect

    Security, ease of set up, customer service, cost.
    Daniel
    Overall rating
    • Industry: Banking
    • Company size: 11–50 Employees
    • Used Monthly for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 0.0 /10

    Absolutely Deficient for the Intended Purpose -

    Reviewed on 2025/02/26

    Could not be worse. Inferior programming design.

    Could not be worse. Inferior programming design.

    Pros

    After 12 years of BoardPaq, which was a superior product, we will be leaving BoardEffect. Any other software users would never rate this product as capable. Our Board has unanimously decided to leave this product after 4 months

    Cons

    Difficult to navigate, poorly designed. This software should be intended to publish board level agenda's with attachments and libraries. There should never be a descriptor as a "workbook" at a board level. This appears to be designed by programmers. I have recommended BoardPaq to several organizations for the past decade. Not one past referral is satisfied with this product.

    Charles
    Overall rating
    • Industry: Accounting
    • Company size: 51–200 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 2.0 /10

    Not Efficient Agenda Platform

    Reviewed on 2025/01/03

    Very poor. Would not suggest this platform.

    Very poor. Would not suggest this platform.

    Pros

    Ability to upload multiple documents, drag and drop features, uploading different doc types without having to convert to PDF. Platform could handle all documents.

    Cons

    Constant issues with platform bugs, customer service would answer to tickets but not fix issues, not easy for board to navigate, unintuitive document uploading to agendas, minutes integration ineffective and clunky, publishing agendas was a nightmare.

    Alternatives Considered

    iDeals Board and BoardSpot

    Reasons for Switching to BoardEffect

    Easiest to move to at the time since they were sunsetting the original program "BoardPaq" and replacing it with BoardEffect.
    Kelly
    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.

    Alternatives Considered

    Microsoft SharePoint

    Reasons for Switching to BoardEffect

    Ease of set up and maintenance for administrator. Ongoing product support.
    Showing 5 reviews of 62 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 has the following typical customers:

    2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    BoardEffect supports the following languages:

    Brazilian Portuguese, Chinese, Dutch, English, French, German, Italian, Japanese, Spanish

    BoardEffect supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    BoardEffect integrates with the following applications:

    GoTo Meeting, Google Drive, Microsoft 365, Microsoft PowerPoint, Microsoft Word, Okta, Salesforce.org Nonprofit Cloud, Zoom Workplace

    BoardEffect offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep)

    Related categories

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