BoardEffect review

BoardEffect, a Diligent brand, is a board portal for executives and administrators to simplify complex governance processes.

Over 3,500 customers, including governing bodies, community healthcare systems, educational institutions, and credit union organizations choose the BoardEffect platform. They use it for: 

  • Cooperation tools like agendas, meeting minutes, and board materials distribution
  • Board-related information management in real-time from any device
  • Framework, complemented by BoardEffect portal’s resource library full of sample documents
  • Tracking functionality that leads to overall organizational performance improvement
  • Effective communication due to a full contact directory feature built into the platform

BoardEffect’s main benefits

Let’s take a look at certain features designed by BoardEffect for truly easy management.

  1. Smart meeting scheduler. Schedule events and instantly collect RSVPs to optimize committee meetings attendance.
  2. Role-based access. Control who can view files and critical board information, including contact details and members headshots.
  3. Online board books. Create board books, annotate board meeting materials, add, change, and improve content so that board members keep up with all updates. 
  4. Surveys and polls. Gather feedback and conduct assessments to increase member engagement. 
  5. Library. Archive and easily access past meeting documents and minutes. 

How to start using BoardEffect?

Learn a few tips on how to start using BoardEffect and make the most use of it. 

1. Request a free demo

There’s no free trial, but clients can book a demo to see if the platform meets their requirements. Fill out the form on the company’s website and a BoardEffect team representative will contact you shortly. 

2. Read the company’s policies

It’s useful to get familiar with BoardEffect’s privacy policies to find out how they collect customers’ data. For example, they use third-party cookies and similar technologies for device identification or essential and optional cookies for advertising and measurement services. 

3. Take training 

In-person and online training is available for fast onboarding and easy management. Additionally, there are numerous training resources:

  • Basic user manual. You can download and access it anytime.
  • Orientation video. Watch a 20-minute video on how to get started.
  • Additional materials. Watch 2-5 minute videos, read various guides and FAQs.
  • Webinars. Learn about the latest trends and best practices in board management.

4. Contact customer support

In case of any additional questions on how to use the platform, you can get in touch with the client support team. The specialists are available 24/7 by phone, email, or live chat.

Pros and cons

Find out the advantages and disadvantages of the services provided by the company. 

Pros

  • Multi-device access. Users enjoy accessing the platform through any convenient way. The platform is available via a web browser or a mobile app for iOS, Android, and Kindle.
  • Certifications. To support critically important work and information controls of governing bodies, BoardEffect has acquired necessary certifications, including ISO 27001, ISO 27017, SOC 1, SOC 2, and HIPAA. 
  • Security features. Among the most highly praised by the BoardEffect’s users are granular role-based permissions, data recovery, and protection against data leaks.
  • User-friendly interface. Board members mention that onboarding is fast for the majority of boards. It is quite intuitive even for non-technical users.
  • Integration. Users report the convenience of integrating the platform with their favorite solutions. Integrations with popular services like Zoom or Google Drive are readily available.

Cons

  • Pricing. The platform’s cost is hidden and is available only upon request.
  • No free trial. Users can’t test the service for free before purchasing a subscription. 
  • Insufficient training. Some larger customers experience difficulties with onboarding. 
  • iPad app technical issues. There are no log-out and font formatting options.