BoardEffect Review
BoardEffect is a board management platform that is designed for mission-driven organizations. Around 14,000+ organizations globally choose BoardEffect as their go-to nonprofit board management software. Among its key users are nonprofits, credit unions, and community healthcare providers. For these companies, the platform handles document storage and meeting planning. It also has some AI features that help to streamline board operations.
BoardEffect reviews on Capterra, G2, and other review platforms highlight that this software is intuitive and user-friendly. Even volunteer board members with minimal tech experience can easily navigate it and manage tasks without much training.
As a Diligent brand since 2016, BoardEffect software also integrates with governance tools to give administrators a clear view of their organization’s board effectiveness.
This overview covers BoardEffect’s advanced security features, pros and cons, pricing plans, use cases, alternatives, and more. Discover whether BoardEffect is the right software to enhance collaboration and communication for your board members.
Contacts
Pros and Cons
BoardEffect’s intuitive tools are specifically designed for nonprofit and purpose-built organizations. Board members with limited technical skills can navigate the platform with confidence and collaborate right away.
The platform combines encryption, multi-factor authentication (MFA), and remote shredding to protect sensitive information.
Users consistently praise the responsive assistance services and useful training resources, including webinars and guides.
Some users report fewer template options and less flexibility in customizing meeting agendas compared to competing board management solutions.
While the basics are intuitive, some advanced navigation and functionality can be confusing for new users and require time to master fully.
Users also mention that sometimes the server goes down at inconvenient times without advance notification. This causes temporary access disruptions during critical board activities.
BoardEffect Pricing
Discover everything you need to know about board portals
Main Features
- Calendar integration with the scheduler feature
- Zoom and GoTo Meeting integrations
- Event subscription that syncs to external calendars (Outlook, iCalendar, Google)
- Real-time meeting updates and notifications accessible from any mobile device
- Microsoft 365 integration for collaborating on documents directly within the platform
- Resource library and workroom library with familiar folder structure
- Drag-and-drop file upload supporting PDF, MS Word, Excel, and multiple file formats
- PDF annotation tools
- Task management with reminders and completion tracking
- Digital approval workflow to streamline agendas
- The AI Meeting Minutes and Actions feature that generates minutes from board materials and transcripts
- Surveys, polls, and discussion groups that enhance communication between board members
- ISO 27001, SOC 1, SOC 2 certifications, and HIPAA compliance
- Data encryption, multi-factor authentication, and remote shredding capabilities
- Single Sign-On (SSO) integration with Azure AD, Google Apps, Salesforce, Okta, SAML2, and other providers
- Watermarking and granular permissions controls ensure all board processes remain secure
Best for
- Nonprofit organizations and charitable foundations
- Community healthcare organizations and hospital systems
- Higher education institutions and credit unions
- Mission-driven boards and volunteer governance bodies
- Executive committees and working groups
- Community bank boards and social enterprise leadership teams
- Board directors and board members
- Board administrators and executive assistants
- Corporate secretaries and governance leaders
- Managing the entire board’s governance journey
- Annual governance activities (policy review, budget approval, and compliance tracking)
- Remote collaboration and secure document sharing for distributed board engagement
FAQ
Does BoardEffect support e-voting?
Yes, BoardEffect supports e-voting. Using the BoardEffect board portal, board members can vote conveniently and from any location.
Does BoardEffect offer online board books?
Yes, BoardEffect offers online board books for privacy-robust information security. It allows users to create, manage, and securely share digital board books with board members, which can be accessed on various devices. This drives efficiency, saves time, and simplifies decision-making.
Which integrations are available?
BoardEffect portal integrates with Microsoft 365, Microsoft PowerPoint, Microsoft Word, Google Drive, Zoom Workplace, GoTo Meeting, Salesforce.org Nonprofit Cloud, and Okta.
How long does it take to implement?
Implementation timelines vary based on organization size and complexity. New users receive comprehensive training to help them understand platform functionality, and the onboarding support team is noted for being particularly helpful.
Is there a mobile app available?
Yes, the BoardEffect app is available for free download on both iOS and Android devices. The app offers access and allows board members to complete critical work anytime and from anywhere, regardless of Wi-Fi connectivity.
What’s New
Some of the recent platform updates and enhancements include:
- AI board book summarization. This is one of their GovernAI features that transforms lengthy board materials into concise, actionable insights with a single click.
- Microsoft 365 integration enhancement mentioned in their recent features roundup now allows to create new Word and PowerPoint documents directly within the platform and collaborate in real-time with version control.
- Enhancements in BoardEffect iOS app. This BoardEffect update allows users to access published AI summaries of their board books for a quick reference and read-through of the board materials.
BoardEffect alternatives
Board Portal Comparisons
Key Takeaways
- Diligent Boards is a board management platform that automates governance tasks like creating board books and generating minutes.
- The software is designed for large enterprises, public companies, as well as other companies in highly regulated industries.
- Key features include AI meeting tools and governance intelligence like compensation benchmarking.
- Diligent pricing is not publicly listed and you need to communicate with their sales team to get a direct quote.
- Top alternatives include Ideals Board, Nasdaq Boardvantage, and OnBoard.
