BoardPaq Review
BoardPaq was a cloud-based board management tool for small and midsize organizations that needed digital board packs, structured agendas, minutes, and secure voting in place of paper-based processes. It provided a central portal for directors and administrators to access meetings, documents, notes, polls, and follow-up tasks via web and tablet apps.
After its acquisition, BoardPaq was gradually folded into Diligent’s broader governance ecosystem and is now being phased out as an independent product. For decision-makers, the relevant question is no longer “Should we buy BoardPaq?” but “How do BoardPaq’s historical strengths—simplicity, affordability, meeting workflows—compare with and transition into Diligent’s current board management solution?”
Historically, BoardPaq stood out with an easy Agenda Builder, Minutes Builder, SWOT analysis views, and secure document markups tailored to smaller boards. Today, similar or more advanced scheduling, board packs, reporting, and note-taking capabilities are available within Diligent Boards, which is where new feature development, integrations, and security enhancements are concentrated.
Contacts
Pros and Cons
BoardPaq is frequently described as simple to learn, with a clear layout for accessing meetings, documents, and tasks, which helps drive adoption among busy board members.
The integrated Agenda Builder and Minutes Builder streamline meeting preparation and documentation, helping administrators standardize agendas, track attendance, capture decisions, and store meeting minutes in a consistent, searchable format.
With relatively low starting prices and per-user add-ons, BoardPaq has been attractive to smaller companies, nonprofits, and local public bodies seeking professional governance tools without enterprise-level costs.
Third‑party sources indicate Diligent is sunsetting the BoardPaq platform, prompting existing customers to migrate to other board portals and limiting its suitability for new long‑term deployments.
BoardPaq offers fewer advanced analytics, integrations, and specialized modules, which may be a drawback for complex, highly regulated enterprises.
Because the platform is being discontinued, customers must plan for data extraction, migration, and user retraining, which adds time and cost beyond the core subscription price.
BoardPaq Pricing
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Main Features
- Agenda Builder for structured agendas with attachments and timings.
- Meeting calendar and scheduling for boards and committees.
- Minutes Builder to record attendance, motions, and voting outcomes.
- Notifications and reminders for meeting updates and deadlines.
- Central repository for board packs, policies, and historical meeting papers.
- Document management features with PDF annotations and markups.
- Offline access to downloaded documents on supported devices.
- Role-based permissions to control access to sensitive documents.
- SWOT analysis views to structure strategic board conversations.
- Task and action tracking tied to meetings and decisions.
- E‑voting and polls for approvals and quick decisions between meetings.
- Note‑taking tools so directors can keep private notes alongside agenda items.
- Encrypted connections (HTTPS/TLS) to protect board data in transit.
- Strict authentication policies, including strong passwords and enhanced access controls.
- Role-based access control to align visibility with board and committee structures.
- Audit‑friendly hosting and controls suitable for governance in regulated sectors when combined with Diligent’s current standards.
Best for
- Existing BoardPaq customers needing a secure migration path into a modern board portal.
- Mid-market and larger organizations looking for long-term vendor stability and governance capabilities.
- Nonprofits, public bodies, and educational boards that grew on BoardPaq and now need more advanced features and integrations.
- Financial and regulated entities that require robust security, audit trails, and formal support.
- Boards of directors and oversight bodies currently using BoardPaq who plan to standardize on Diligent.
- Audit, risk, and finance committees needing deeper reporting and documentation than BoardPaq historically offered.
- Governance and nominations committees that must maintain continuity of historical minutes and board packs through migration.
- Executive committees and project boards seeking integrated dashboards and reporting.
- Corporate secretaries and governance teams responsible for planning migration and configuring Diligent.
- Board chairs and committee leads who want improved visibility and analytics without losing historical records.
- Directors accustomed to BoardPaq’s simplicity who will transition to Diligent’s modern apps.
- IT and security stakeholders overseeing access controls, integrations, and compliance during and after migration.
- Migrating historical BoardPaq agendas, minutes, and documents into Diligent Boards.
- Re‑implementing recurring board and committee meetings on Diligent with updated templates and workflows.
- Enhancing legacy board processes with modern analytics, integrations, and mobile experiences.
- Centralizing governance data previously scattered across BoardPaq and other tools into a single Diligent platform.
FAQ
Is BoardPaq still available for new customers?
No. BoardPaq is being retired as a standalone product and is effectively no longer available for new deployments. New customers are directed to Diligent’s current board management solutions instead.
What does BoardPaq’s retirement mean for existing users?
Existing users must plan a migration to Diligent Boards or another board portal, including exporting data, mapping roles, and training users. Many partners provide guidance and services specifically aimed at ex‑BoardPaq customers.
Can historic BoardPaq data be moved into Diligent?
Yes, but migration requires careful planning around documents, minutes, user accounts, and security settings. Diligent and third-party providers typically support structured migrations to preserve governance records and auditability.
How should BoardPaq’s old pricing be used today?
BoardPaq’s historical pricing can be treated only as context for budgeting; current costs depend on Diligent’s pricing model and any migration-specific offers. Final numbers must be obtained directly from Diligent.
Which organizations are the best fit to move from BoardPaq to Diligent?
Boards that liked BoardPaq’s simplicity but now need a supported, scalable portal—with better analytics, integrations, and security—are prime candidates. This includes SMEs, nonprofits, and public bodies already familiar with digital board processes.
What’s New
Recent content about BoardPaq centers on its phase-out and on guidance for customers transitioning to other board portals, including Diligent. Articles and FAQs explain end-of-support timelines, recommended migration steps, and how to replicate critical workflows like agenda planning, minutes, and document management in newer tools.
In parallel, Diligent continues to update and expand its active governance suite—covering boards, entities, risk, and compliance—so the forward-looking “what’s new” is effectively about Diligent’s roadmap rather than BoardPaq itself.
BoardPaq Alternatives
Board Portal Comparisons
Key Takeaways
- BoardPaq no longer exists as an actively sold product; it is now a legacy solution within Diligent’s governance ecosystem.
- Historical BoardPaq strengths—simplicity, affordable SaaS pricing, and solid meeting workflows—are most relevant as migration reference points, not as a basis for new purchases.
- Existing users should prioritize structured migration to Diligent or another modern board portal, focusing on data export, role mapping, and user training.
- Diligent Boards represents the primary successor path, offering more advanced features, integrations, and security than BoardPaq ever did, albeit with a different pricing model.
- Alternatives such as BoardPro and Aprio can suit organizations that prefer simpler pricing or different support models while still upgrading from obsolete BoardPaq instances.
