OnBoard

Azeus Convene

Govrn

eScribe

ContractZen

Azeus Convene is a smart, simple, and secure board management software that provides complete control over the entire meeting process to directors and executives across the globe. 



Convene is the multi-awarded board management and portal solution from Azeus. It simplifies the board meeting process and provides complete control over the entire meeting process, right from pre-meeting preparation to post-meeting document distribution - all while ensuring good governance driven by accountability and top-notch security. 
 
Designed specifically for board directors, C-suite executives, corporate secretaries, and IT personnel Convene works flawlessly in all sorts of meeting scenarios from committee meetings and business sessions to lectures, presentations, and workshops. That&rsquo;s because it packs in a full suite of real-time collaboration features, powerful meeting &amp; presentation tools, integrated video conferencing, and voting and resolution tools such as E-signature and review rooms. 
 
Convene is built for multi-platform capability, so works flawlessly across iOS, Android, Mac, or Windows. No matter what device or location you access it from, it&rsquo;s able to provide enterprise-grade security with advanced security measures like remote data wipes, auto-purge, and biometric authentication. Managing users, groups, roles and permissions is also easy with the software as it provides full control of the system and settings to the users. 
 
According to the company, Azeus Convene is being used by FTSE 100 companies, Fortune 500 companies, banks, nonprofits, and governments (like Queensland Government, NSW Government, and the Digital Transformation Agency) in over 100 countries worldwide. 
 
The list of other products developed by Azeus Systems, Convene&rsquo;s developer, are ConveneAGM (Shareholder Meetings Platform), Convene in Teams (Microsoft-integrated Board Portal Built into Teams), and Convene ESG (Digital Platform for ESG). 
 
Benefits of Azeus Convene:

<ul>
	<li>Offers a paperless meeting environment, which not only saves money, paper, and time but also makes the whole meeting process more eco-friendly and efficient.</li>
	<li>Improves boardroom performance by setting the right tone for the organization&rsquo;s direction and allowing board members to indulge in engaging and interactive discussions using its strong presentation tools.</li>
	<li>Ensures seamless collaboration by providing board members with a unified space to do everything from voting on resolutions and reviewing documents to completing surveys or answering questionnaires.</li>
	<li>Features enterprise-grade security measures that ensure that confidential information of businesses or individuals stays protected.</li>
	<li>Keeps board materials and documents safeguarded at all times through its permissions-based settings, which allows designated individuals to be given rights to access certain levels of data.</li>
</ul>

 
 
​​​​​​​Convene offers native integration support for many Microsoft tools and other popular platforms including Dropbox Business, Microsoft 365, OneDrive, Box, Microsoft SharePoint, and Blissfully. Azeus hasn&rsquo;t made the plans or pricing details of Convene available. A demo is available upon request.

Allows adding private or shared annotations even without internet & auto-sync changes across devices. 


Annotations

Makes it possible to effortlessly add, remove, and rearrange documents and agenda items from the desktop. 


Drag & Drop

Makes real-time communication possible through embedded video conferencing, chats, notes, and annotations. 


Communication & Collaboration Tools 

Automatically measures invited participants’ attendance for record-keeping, right at the start of the meeting. 


Attendance Tracking  

Provides meeting summary with annotations & action points for the directors’ reference.


Post-Meeting Reviewal 

Tracks and checks the progress of action items and deadlines & updates action status for accomplished tasks.


Action Items & Deadlines

monetization

Free

organizationtypes

Large Enterprises

platforms

Linux

Paid

Small Businesses

Windows

Boardable provides one place to manage your board by offering easy-to-learn and adapt tools, fully integrated video conferencing, 24/7 service and technical support, and fair and flexible pricing. 


Boardable is a unified board management software known for its 24/7 service and technical support, fair and flexible pricing, fully integrated video conferencing, and easy-to-learn and adaptive tools. The platform features tools to collaborate, streamline operations, and focus on the most important matters, which provide a comprehensive board management experience from before to after the meeting. 
 
With its centralized board portal, Boardable not only takes teams from merely planning to execution but also makes it easy to stay connected with your team from anywhere in the world. Featuring a wide range of features and flexible packaging options, it&rsquo;s able to accommodate the needs of businesses of any size. However, one thing where Boardable really stands out is the expert support team that provides all the requisite resources and support to everyone from those using it for the first time to those looking for altogether replacing their outdated board management platform. As many as 80% customer support staff of Boardable works on serving and resolving issues of boards and committees! 
 
Boardable is designed to meet the needs of administrators, board leaders, board members, CEOs, and executives, working across a variety of industry types such as associations, nonprofits, community organizations, education, government, healthcare, real estate, and technology. The platform provides native integration support for Microsoft Ecosystem, Google Suite, Dropbox, LinkedIn, Zoom, and Calendar. 
 
Benefits of Boardable:

<ul>
	<li>With its document center, one can browse all the files from one secure place, which eliminates the hassle of digging through email attachments.</li>
	<li>Features a discussions portal that not only centralizes and tracks important conversations but also minimizes back-and-forth emails.</li>
	<li>Offers the option to schedule meetings, which makes it possible to book your most productive mission-critical meetings whenever you want.</li>
	<li>Features a powerful minute maker for capturing important information, assigning tasks, and minimizing risk, with the provision to even instantly notify the team.</li>
	<li>Contains a built-in E-signatures feature which is perfect for increasing compliance, saving money, and most importantly, automating paper-based processes.</li>
	<li>The platform has been designed to be easy to navigate, easy to read, and easy to focus, and features customizable interface settings to support a variety of needs and preferences.</li>
	<li>Offers the highest industry-standard security for protecting all user information, data, and documents.</li>
</ul>

 
 
​​​​​​​Boardable has 4 plans to meet everyone&rsquo;s needs including a free version to meet the needs of all sorts of businesses from small boards to multi-level enterprises. The vendor offers a handsome 14-day free trial to try out the professional plans&rsquo; features.

Provides custom templates and the ability to easily share them across the team. 


Agenda Builder

Allows recording votes virtually for both survey purposes and for making important decisions. 


Polls & Votes

Stores all the meeting materials that a board needs in one place, with easy anywhere, anytime accessibility. 


Board Packet

Provides one place to share meeting agendas, minutes, and recordings, building trust in the community. 


Public Meeting Page

Features to-do lists that provide clarity on individual or board tasks. 


Task Manager

Team-focused workspaces make it easy for members to accomplish their assigned initiatives. 


Groups

Boardable

It includes:

<ul>
	<li>​​​​​​​Preparation &amp; Collaboration</li>
	<li>Engagement &amp; Participation</li>
	<li>Accountability &amp; Effectiveness</li>
	<li>Support &amp; Success</li>
</ul>

Free 

Essentials

Streamline your board experience by centralizing communications, document storage, and meeting planning.

Professional

Take advantage of e-Signatures, Meeting Recordings, and a designated Success Manager for a more efficient board experience.

Enterprise 

BoardPro is a cloud-based board management platform that helps you manage your boards and keep track of all the important details related to your board meetings. 


BoardPro is a cloud-based board management platform designed to manage board workflows and daily enterprise functions, including board minutes and agendas; board minutes; daily meetings; Self-guided workflows; and document mapping. The platform offers a variety of features to help you organize your board meetings, keep track of your committee activities, and communicate with your board members. 
 
With an easy and intuitive interface, it&#39;s easy to input the information into your board, and it will automatically generate completed documents for you! That way, you can spend less time looking for documentation to do or worrying about missing out on essential documents. Plus, with multiple devices supported, you can manage all of your board documents from anywhere, at any time. The platform seamlessly integrates with existing systems, including timesheets, invoices, expense reports, approvals, reviews, and production calendars. BoardPro includes a range of application templates that can be customized for any business process and which can be easily applied and replicated to other offices without the need for IT support. 
 
Benefits of BoardPro:

<ul>
	<li>Calendar view for tracking meeting dates and times.</li>
	<li>Email notification for all meeting reminders.</li>
	<li>Integrated chat feature for communicating with committee members in real time.</li>
	<li>Upload files for sharing documents during meetings.</li>
	<li>Integrated task manager to help keep track of committee work.</li>
</ul>

 
 
 
In addition, the platform streamlines board meetings in a more secure way and boosts productivity by automating manual processes. This helps the business leaders focus on key aspects of the business and make critical divisions with ease. Furthermore, BoardPro offers 5-star customer support and live chat (no bots) - 24/7. In regards to the pricing, BoardPro offers pricing for Commercial, Education, Non-Profit, etc.

Easily create and manage your committees by creating profiles for each committee member. 


Committee Management

Send email notifications about key board meetings to all members automatically. 


Communication Tools 

Schedule all your board meetings with BoardPro's convenient online calendar.


Board Meeting Scheduling

Keep track of the progress and activities of all your board members.


Board Tracking

Allows you to securely send reports to your board or store reports on the go.


Report Sharing

Offers 5-star chat support with real executives. No bots are used. 


Chat Support 

BoardPro

Includes:

<ul>
	<li>Unlimited Users</li>
	<li>Agenda Builder</li>
	<li>Board Packs</li>
	<li>Minutes</li>
	<li>Actions</li>
	<li>Decision Register</li>
	<li>Interest Register</li>
	<li>Governance Repository</li>
	<li>Multi-factor authentication</li>
</ul>

The essential features for running your board efficiently. Create agendas, board packs and minutes, and other thoughtful features to streamline your processes.

Includes:

<ul>
	<li>Everything in Essentials</li>
	<li>Board Pack Annotations</li>
	<li>Voting</li>
	<li>Between Meeting Reports</li>
	<li>Flying Minutes</li>
	<li>2hr Priority Support Target</li>
</ul>

Premium

The essentials you need, along with premium features to optimize your board. Including annotations, voting, flying minutes, and between-meeting reports.

Includes:

<ul>
	<li>Everything in Premium</li>
	<li>2 Dedicated Training Session per Year</li>
	<li>Dedicated Customer Success Rep</li>
	<li>2 Data Recovery Events per Year</li>
	<li>1hr Priority Support Target</li>
</ul>

Ultimate 

The premium features you want, enhanced with dedicated training and account management, and elite support for the busiest boards.

BoardDocs is an easy-to-use school board management software that helps in tracking attendance, minutes, and other important school board-related data.


BoardDocs is a powerful school board management software that gives boards, principals, and administrators the power to govern their whole school district, from classrooms to hallways to libraries. The software also makes it possible for a board president to sort through all of his board meetings from the past year, or a principal to look up a student&#39;s attendance record and make sure she/he is getting the necessary assistance. 
 
The platform provides a set of products and services that help a board manage its board meeting, agendas and notices, transactional data, and calendar tasks. It saves time by providing these services in a cloud-based environment that is accessible from any computer or mobile device. From small-town acquisitions through to large-scale rezoning and zoning processes, BoardDocs provides municipalities with innovative tools to streamline data management, reduce costs, and increase access to data. Boards of education can manage student records and more, while municipalities can manage all of their community services, inspections, and permits. 
 
Benefits of BoardDocs:

<ul>
	<li>It provides you with all the information that you need to make informed decisions, and keep track of all the relevant data.</li>
	<li>You can access BoardDocs from any device that has an internet connection.</li>
	<li>BoardDocs software also helps you keep track of the performance of your school board members.</li>
	<li>You can manage your school board&#39;s finances, calendar, and communication easily.</li>
	<li>You can also receive real-time notifications for important school board meetings.</li>
	<li>Allows integration with social media platforms like Twitter, Facebook, etc.</li>
</ul>

 
 
​​​​​​​BoardDocs is currently available in three variants - (1) BoardDocs Pro, (2) BoardDocs LT, and (3) BoardDocs Plus. BoardDocs Pro offers a wide range of tools that help plan agendas, conduct meetings, set policies for meetings, organize content, etc. It allows users to download meeting documents in different formats or print them if required. BoardDocs LT is a lite version of BoardDocs Pro that is best for small-scale education firms and startups looking for basic features and paperless solutions. BoardDocs Plus, an extension to BoardDocs Pro, allows the setting up of confidential meetings that restrict administrative access.

Offers context-specific searching combined with metasearch of all related public documents.


Fast Search

Offers a template-based minutes generator with a variety of editing options. 


Templating

Gives you complete control and security over your agenda items, attachments, or meetings. 


Customizable Security

Allows linking of existing policy systems. Manage and publish all your policy books anytime, anywhere.


Linking Documents

Offers support for countless policy books, manuals, procedures, codes, and standards. 


Infinite Support 

Offers features like goal tracking, user-defined library categories, policy-cross referencing, etc. 


Goal Tracking

BoardDocs

BoardPAC is an award-winning and simple-to-use board meeting and board governance solution that provides simple, secure, sustainable and experiential communications to board and executive members.


BoardPAC is an award-winning, multinational board meeting automation software designed to meet the needs of company secretaries, board members &amp; executive committee members as well as IT managers &amp; CISOs. This user-friendly platform features the highest standards of enterprise-grade confidentiality and security, and thanks to its cross-platform nature, works flawlessly on iPads, Windows, and Android. 
 
Offering easy provision to conduct video-enabled virtual meetings, BoardPAC supports collaboration, easy feedback, and quicker decision-making regarding meeting documents. With its real-time ability, one can view the latest copy of meeting documents and make changes to that on the go, reducing business expenses on printing meeting documents. 
 
Companies&rsquo; secretaries can use it for meetings, resolutions and agenda management, meeting minutes and action tracking, board voting, approvals and surveys, pre and post-board facilities, as well as presenter management. Board members and executive committee members can use it to deliver videos with the agenda, add annotations, take notes, e-sign and approve, compare pages side-by-side, and many other things. 
 
BoardPAC currently boasts of 20,000 global users across 20 countries including, the United States, Singapore, Malaysia, Hong Kong, Indonesia, and India among many more. All thanks to its superb user management, privilege management, and security features, the software is also used by leading enterprises like XL Axiata, Prudential, Hong Leong Banking Group, Bursa Malaysia (Stock Exchange of Malaysia), Bombay Stock Exchange, and Power Grid Corporation of India. 
 
Benefits of BoardPAC:

<ul>
	<li>The software digitizes both meeting-related documents and feedback, which not only allows for easy access and archiving but also saves paper-related expenses and environmental impacts.</li>
	<li>Encrypts data and features tons of customizable security policies, allowing organizations to work with peace of mind and flexibility.</li>
	<li>Packs in a number of essential pre-boarding features (like reminders, scheduling, and support for multiple file formats) and post-boarding facilities like ready-made templates, integrated inclusion outcomes, and direct access and tracking of communication between the divisions and the board organizers.</li>
	<li>Features an interactive agenda that allows performing all sorts of tasks from viewing the papers and annotating papers to version comparisons and e-signing.</li>
	<li>With its secure encrypted in-app chat, meeting participants or elected groups of persons can enjoy a seamless collaboration across the complete paradigm of the meeting lifecycle.</li>
</ul>

 
​​​​​​​No information related to plans or pricing has been provided by BoardPAC. Those interested to test or deploy it has the option to either request a demo or request additional information from the company.

Features easy-to-set-up agendas and allows for uploading of agenda items. 


Meeting & Resolution Management 

Makes compiling post-meeting minutes a breeze with tasks assignment, reminders, and follow-ups. 


Meeting Minutes 

Provides a user-friendly facility to set up board voting and includes a survey module for complex scenarios. 


Voting & Surveys 

Tracks meetings’ complete lifecycle from a pre-board set of tasks to post-meeting tasks. 


Action Tracking 

Keeps presenters informed about the next slot through status sound alerts & internal messaging.


Presenter Management

Offers the ability to add videos, providing additional information about crucial decisions.


Videos Support 

BoardPAC

Govenda is a leading board success platform for corporate governance to accelerate and build deeper connections with your organization’s bench strength, stakeholders, shareholders, etc. 

Govenda is a comprehensive board management software that helps board executives manage meetings, agendas, minutes, and other important records. This efficient tool can help reduce the time spent on administrative tasks and make it easier for directors to track progress and accountability. Govenda makes it easy to share documents with fellow board members in a secure format. 
 
Using this platform, administrators can schedule meetings, publish news, keep records of historical board-related documents, keep track of and maintain board rosters, create electronic board books, and more - all in a single platform. Apart from this, admins can also share their screens with fellow members on various devices, or even sync data automatically. 
 
The intuitive user interface provides an overview of all changes made to meeting materials so that everyone understands what happened during the meeting. This saves time as administrators no longer have to go back through old copies of files to find relevant information. This platform offers many features that make it ideal for small businesses, including task management, calendar entry, email notifications, communication logs, and more. Additionally, Govenda provides reports on performance metrics so you can track progress and ensure compliance with regulations. 
 
Benefits of Govenda:

<ul>
	<li>The software provides organizations with a comprehensive view of their operations, allowing them to make informed decisions about where and how to focus their resources.</li>
	<li>Using the annotations feature, users can make notes with ease on Agenda Docs. They can also highlight, add sticky notes, and even write freehand.</li>
	<li>You can send surveys to all your board members as well as manage all responses using this platform. It also allows you to set permissions.</li>
	<li>Offers easy-to-use templates that can be used for your D&amp;O questionnaires, assessments, and more.</li>
	<li>It helps companies improve communication and collaboration among team members by providing easy access to data files and reports.</li>
	<li>One of the most important benefits is that board management software can help organizations cut costs associated with unnecessary bureaucracy. By automating the tedious tasks involved in board governance, this software allows boards more time to devote themselves to strategic decision-making or other higher-value activities.</li>
</ul>

 
 
​​​​​​​By improving transparency and accountability across all levels of an organization, Govenda helps ensure that policies are being followed consistently.

These signatures are completely safe, and cannot be stolen, hacked, or lost. 


E-signatures

Offers a directory that can be used to search relevant info of all members of the company. 


Directory Search

Store all data in Govenda portal for review. Invite users, edit, and approve them via any device. 


Meeting Minutes

Create Board Books from scratch, all within the Govenda portal to streamline the meeting process. 


Board Book

Allows users to automate the entire analysis/reporting process, which is fully customizable. 


Survey Analytics

Allows publishing of all votes so that they are visible to the voters once closed.  


Votes

Govenda

Diligent Boards, with the right tools, insights, and analytics, empowers boards and executives to gather real-time information, access board material, track company performance, and achieve good governance.

Diligent Board is a popular and high-rated board portal software that allows boards and executives to track company performance, securely access board materials, gather real-time information around competitive news &amp; meet the challenges of modern governance. 
 
The simple board portal software makes it easy to quickly and securely conduct and manage everything from agendas and documents to board meeting minutes. The software supports all operating systems, including Windows, Android, and iOS. The software provides real-time updates, secure collaboration, and virtual meeting support. The software also provides a whole host of functionalities like real-time industry and company analytics, curated news, and director resources - all to ensure that businesses stay abreast of this fast-paced business world. 
 
Diligent Boards software is perfect for members and executives at public, private, and nonprofit organizations whose main motto is to digitally transform and integrate organization-wide governance, risk, audit, and compliance functions. 
 
The software is part of Diligent Corporation, a SaaS platform known for providing governance, risk, compliance, and ESG solutions. 
 
Benefits of Diligent Boards:

<ul>
	<li>Diligent Boards platform is designed with simplicity and ease of navigation in mind. The intuitive user interface makes it easy for everyone from beginners to experienced board members to operate the software efficiently.</li>
	<li>Saves time and expenses that go into printing documents by allowing you to create, print, and email board-related documents quickly and easily besides offering electronic signatures to ensure secure &amp; accurate document signing.</li>
	<li>Comes with a web-based version that allows all members of the board the ability to access and edit documents at any time, making sure that they are always on the same page.</li>
	<li>Enables board members to receive push button notifications and vote with the click of a button from their personalized dashboard, eliminating the need for them to log in to access or stay updated.</li>
	<li>Makes managing boards much easier by providing an easy way to control versioning and revisions which helps keep your board&#39;s documents organized and accurate.</li>
</ul>

 
 
​​​​​​​Diligent Boards hasn&rsquo;t provided any information related to plans or pricing. Those interested in testing or deploying it have the option to request a demo from the company.

Manages agendas, annotations, documents, meeting discussions & board meeting minutes. 


All-In-One 

Regarding board materials accessible from phones, tablets, and computers - online or offline.  


Real-Time Updates

Makes it easy to collaborate and make & share annotations with board members at any meeting phase. 


Secure Environment 

Features virtual meeting capabilities that allow for easy, confident, and secure meetings. 


Meeting Capabilities 

Help to improve governance oversight on issues like board diversity or director interlocks. 


Director Data Access 

Supports D&O questionnaires filing, board evaluations conducting, and provides leadership insights. 


Modern Governance 

Diligent Boards

Boarlogic’s board management technology allows directors of small and mid-sized enterprises to do everything from organizing meetings to sharing sensitive documents through its robust and essential features. 


Boardlogic is board management software purpose-built for small and mid-sized enterprises. It provides the board of directors with all the necessary features to organize meetings, communicate and make decisions, and manage and share sensitive documents, all at an affordable and sensible price. With Boardlogic, businesses can maximize data and role-based security, time management; board insights and strategic oversight, collaboration amongst directors, and digital corporate governance. 
 
Through Boardlogic, directors can review materials, look up board records, collaborate, meet, and sign documents from anywhere. By providing a single platform to schedule meetings, create agendas, track tasks, take minutes, and compile digital board packs, Boardlogic streamlines directors&rsquo; all board meeting administration tasks and eliminates the need for multiple apps. As the central hub for board information, the platform enables everyone to work with updated and accurate information by providing a secure single source and version of truth for the board. To protect sensitive information from unauthorized access and data breaches, Boardlogic places sensitive information on an independent highly secure, and encrypted platform, reducing data breaches and cyber-attack mishaps. 
 
While Boardlogic is most suitable for small and mid-sized businesses, it can be used by boards of all sizes, all thanks to its design built on top of a scalable architecture. Non-profits, schools &amp; higher education institutes too could benefit immensely from its capabilities. The user groups who would benefit the most are Directors, CEOs, Executives, Company Secretaries, and Board Administrators. 
 
Benefits of Boardlogic:

<ul>
	<li>The platform helps your board stay organized and efficient and encourages collaborative decision-making, all thanks to paperless task management and collaboration tools embedded right within it.</li>
	<li>Packs in all the essential and practical features that a board needs, as well as an intuitive user interface for enabling maximum adoption and reducing the learning curve.</li>
	<li>As the platform is cloud-based, implementing and managing anything from activation to scheduling a meeting takes only a few minutes.</li>
	<li>Provides enhanced corporate governance by capturing all the important data and minutes from each Board meeting. This aids in better decision-making as disagreements can be identified early on, leading to a more productive and harmonious relationship between Board members.</li>
	<li>Ensures top-notch data privacy through its rigorous security frameworks and ISO27001-certified data centers (one of the stringent ISMS standards of its kind).</li>
</ul>

 
​​​​​​​One of the best parts about Boardlogic is its pricing. They offer just one plan (priced at just $39 for five users) that provides access to all the necessary features without compromising on data security and service reliability. A free demo is also available.

Allows reviewing from any device, features live updates and provides easy navigation and search. 


Digital Board Packs

Embed handwritten e-signature or digital certificate-based signature securely onto any document. 


e-Signatures

Add private sticky notes & annotations in the board pack or use shared notes for thought sharing. 


Notes & Annotations

For meeting notices, signature requests, board pack updates, or other matters that require immediate action.


In-App Notifications

Securely communicate with directors right through the platform instead of relying on emails. 


Secure Messaging

Allows casting votes on important issues, providing voting results instantly in the dashboard.


Voting & Approvals

Boardlogic

Key Highlights: 

<ul>
	<li>5 members support </li>
	<li>Meeting Administration</li>
	<li>Board Member Features</li>
	<li>Board Management</li>
	<li>24/7 Phone &amp; Email Support</li>
</ul>

Basic

BoardEffect is a board portal management software that provides every organization with a governing body with all the tools, analytics, and insights to fulfill their responsibilities and ensure seamless board management. 
 
The intuitive and flexible board meeting management software meets the needs of directors, executives, and administrators by offering a suite of tools that enable communication, collaboration, and efficiency. That, the best one is its action-oriented solution for the Board, which provides access and management capabilities for board-related elements with 24/7 access at the fingertip. And thanks to its real-time update, all of this data stays updated with the latest data, all of which can be accessed through the platform&rsquo;s intuitive and fluid design. The functionality and workflows of BoardEffect enable businesses to manage the demanding, interdependent cycles, present within their complex, mission-critical cycles. 
 
To protect sensitive board information, BoardEffect comes with a multi-layered defense coupled with its state-of-the-art dedicated SOC2-certified infrastructure. 
 
BoardEffect supports board and leadership teams across all sorts of industries including Nonprofits, Associations and Foundations, Healthcare, Higher Education, Credit Unions, and Community Banks. 
 
Benefits of BoardEffect:

<ul>
	<li>Through its board portal, directors can perform everything from approving board meeting minutes and new members to policies on the go.</li>
	<li>Helps increase member participation in strategic updates or changes with customized surveys and polls that allow administrators to conduct board assessments, solicit feedback, and obtain preferences.</li>
	<li>Stores all of the information that a new board member will need for effective board service, thus helping in streamlining the new member&rsquo;s onboarding process.</li>
	<li>With its directory-based customizable fields that capture information unique to one&rsquo;s board, brands can identify their strongest areas and evaluate the needs of members.</li>
	<li>Hosts all sorts of ad hoc groups from executive searches to special event planning, and allows disassembling them whenever one needs to.</li>
</ul>

 
 
​​​​​​​Regarding pricing, we couldn&rsquo;t find any precise information about BoardEffect&rsquo;s plans or pricing as the vendor hasn&rsquo;t made any of those details public. But a free demo option is available for those who want to try it.

Allows to securely access & manage board books, scheduling, surveys, approvals, tasks, and archives. 


Multi-Faceted 

Perfect for speeding up preparation, collaboration, and review of critical board management materials.


Intuitive Design 

Supports real-time planning, action, and execution of meeting management materials from any device. 


Unified Experience 

Provides modern governance to a range of industries from the healthcare system to a general nonprofit. 


Widest Niche Support 

Allows scheduling a meeting and supports RSVPs collection to optimize upcoming events attendance. 


Meetings Scheduler

Provides one location to store everything board-related like strategic plans, policies, and procedures. 


Central Storage 

BoardEffect

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. - 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.

 - 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

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! 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. 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.

It does what it does very well. It is easy to get board materials loaded, the user experience for trustees is excellent, it is easy to use and the customer support is outstanding. There is every feature you really need to manage a board, but there are improvements that could be made to make it even easier, but it would require partnership with other software companies and a robust API. See below for more. The one thing that nags me about this software is entirely not the fault of BoardEffect, but the lack of vision between this software and complimentary software platforms. Take us for example, we are a national private foundation. Our main business software is a grants management platform called Fluxx. All of the proposal for trustee review happen within this portal and it takes a lot of work to get these ,materials exported and prepared for upload into BoardEffect. Having a robust API and partnerships with software companies like Fluxx could allow a seamless flow of information between systems, which would negate the need for wasting time on export and preparation of documentation for BoardEffect.

Boardvantage was a klunky platform that our users felt was missing the professional look for Board and Board Committee meetings.  The uploading of documents to meeting books along with removing/replacing documents to meeting books was just not an easy task to complete.

Using the Board Effect platform to house our corporation's governance and meeting documents created one location for all our users (in the US and worldwide). All our users are prepared for upcoming meetings and all users follow along together on the site when in meetings (whether in-person or virtual) - all of this is a positive. Boardvantage was a klunky platform that our users felt was missing the professional look for Board and Board Committee meetings. The uploading of documents to meeting books along with removing/replacing documents to meeting books was just not an easy task to complete. The Board Effect product is easy to use; intuitive for all of our 30+ users. Really like the 'build an agenda' feature as it creates a clean, professional agenda each time. If there was a way to offer "Minute Taking" feature as part of the annual cost versus an additional cost, that would be a plus! Nothing else comes to mind at this time.

Secure, online Board management and communication services designed for non-profits to be successful. 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. 
 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.

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. 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. emails don't look great. Can't format font, etc.

I love BoardEffect. It is the one place we can all trust to have the latest documents and tools to help guide our board governance. It has made our board feel successful individually and successful as a whole.
 This software is our central point for documents for all 9 of our boards. This is easy to use and is very intuitive on where to find documents and items for upcoming board meetings along with surveys, and required annual documents like Conflict of Interest forms. We have a wide age range of board members - from the young to the very old that are not tech savvy, but this seems to be overwhelming a tool that all of them. There are always new products/pieces/upgrades coming out. Knowing how to incorporate those takes me a bit of time.

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. 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. 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!

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

BoardEffect saves time! I've regained free time (after work hours) during "board prep" times. My organization(s), both The San Francisco Foundation and the California Health Care Foundation save resources, such as copy paper and three-ring binders - now that we've gone paperless. ease of use. from day one (back in 2011), "out of the box," I understood BoardEffects features, and after review of BE's knowledge base, I was soon able to train other users - and even train the trainers. the features are evaluated and enhanced regularly, and BE listens to its customer base to make the product even better. I have no strong negative impressions to report.

BoardEffect staff have been wonderful to work with from initial contract, to system set-up and to ongoing support. When I have questions, BoardEffect staff start with a yes in mind. BoardEffect does two things very well. First, it is easy for our board members to use and super easy for admins to administer. Second, BoardEffect continues to push the envelope in a great way to move board governance forward. I struggle to come up with this, but at the moment it is still difficult for some of my board members to log on, but enhancements are coming this year to allow for touch id log on. Can't wait!

It's a brilliant platform! And the support team is absolutely incredible! I've never experienced such wonderful people, who are patient, informative and friendly. It's EXTREMELY user-friendly, offers a VAST number of functionalities, app now mimics browser including offline use. It's customizable depending on the org's needs. It's secure. It flows. The platform is what one makes of it. I can't say I dislike anything about this platform. It's designed based on clients' needs. Everything works the way it should and in the 2 years I've used it, I haven't had one bad thing to say.

I was reluctant to take the plunge due to cost, but this tool has saved our organization (me, in particular) an enormous amount of time and hassle. I'm grateful we went this direction. BoardEffect is a fantastic tool for Board member engagement and an incredible time-saver when it comes to filing and pulling important information -- such as archived meeting minutes, financial reports, and the like. 
 Various technology upgrades/updates for all of the platforms being used.

Ease of Board Book preparation; especially those last minute changes. When we do have a problem or a question, the customer support is very quick and always helpful. I have attended a few of the annual conferences and they are awesome. It is a great experience to network with other users of the platform. I highly recommend attendance if possible. There is nothing that I don't like. When users have suggestions to make it better, the team always works hard to make it happen.

they had always had decent support. Once I let them know we were transitioning us over to a different product, they were still very supportive, worked out the contract end and showed me how to extract all of our data a range of features that came standard instead of having to be purchased separately the whole thing just felt clunky. board members felt it wasn't intuitive to navigate. some management of features was hard, such as the meeting scheduler

Our board of directors are able to see all pertinent documents prior to any meetings . They are easily able to pull up financials, minutes and any correspondence before or after they need it. Ease of seeing data. The fact that information both current and archived is available in a user friendly format. Nothing. The software makes it possible to due away with all paper documents and have current information at your fingertip.

BoardEffect has greatly decreased the amount of time needed to put together materials for a board meeting. It's difficult to get all of our Board on the same version. Not everyone updates as the versions come out and things move just enough that it's always a little bit of a struggle to help them. Since they want help right before the meeting starts, doing the updates at that time isn't really an option.

We have been using Board Effect since 2015 and managing board materials sn meetings continue to get easier and easier. The one stop shop for all board and committee meeting fmdates and materials has made my life so much easier. Very easy for Board Members to use
One place for board materials 
Easy to find historical information 

 Administrator permissions- need more levels of permissions

Some of our favorite things about BoardEffect include: it is available on a variety of platforms; easy to set up and use; provides an archive for historical information; everything our board needs can be found in one simple and safe location. There is not much that we don't like about BoardEffect. One thing I'd like to have is unlimited groups without having to pay more.

I appreciate the ease of use both from an administrator standpoint and from the board members' use. The hardest thing to determine is the portal setup (folders in library, meeting rooms, etc.). This is not really a software issue. It just takes time to use the product to determine how your board members will best find and utilize the information in it.

That the site provides one place for staff to post documents and information for our users to access. That it takes a lot of clicks to access parts of the website. It would nice if that could be eliminated. Many of our users have a hard time finding things and it is mainly because they have to click quite a few links to find something and they get lost.

As a new user I've had an excellent experience. Tech support is very helpful, and the resources available under the Help tab are very helpful. It is easy to navigate the platforms and build materials. Some of the functionality can be enhanced to mirror non-board specific resources. However, having everything in one place is very convenient.

My overall experience has been great. I always get fantastic customer service when i call the help desk. BE is very user -friendly and secure, which was a top priority for our organization since it was mandatory to find a board portal that is HIPAA compliant. Would like more control over formatting of agenda and page numbering.

Very positive and all issues are resolved very quickly with a phone call. Very easy to use, I'm learning alot of new information at this conference. Only issue board members have pains about is the app on an iPad, there is no log out option.

An easier cleaner way to present Board packages to our Directors. The platform is easy to use and Board Effect has many webinars to keep administrators up to date. Updates are made on a regular basis and communicated to the administrators.


Board Effect is a great solution to keep track of board documents. We have used it for a few years now, but we were especially grateful for the product during the pandemic this year. All board members could access the board information easily and quickly. If we had to have an emergency meeting, we were able to gather and create a board book without difficulty. We also use the product for our Foundation and Friends Boards and for our executive and director meetings. I highly recommend BoardEffect for anyone with boards. 
The biggest drawback is if you make an edit to a document you must re-upload the document. You can't open the uploaded document and edit it in the board book. 
This product has saved our organization many hours of time. We used to compile our documents by a PDF compiler. With this product, we can upload all types of files and when you see one typo or need one change, you can make the adjustment with only a few clicks. Bringing in last minute documents was always a hassle, now its no problem. Also, the Table of Contents with automatic pagination is amazing! This used to be such a struggle for last minute changes doing it our old way. 


It's easy to upload meeting documents and modify meeting information in this platform. I like the built-in calendar and the ability to RSVP or designate RSVP privileges to someone else. The interface is very, very clean, and you can access the platform easily via browser or your phone. 
Now that we've been using this for several months, I still find switching between workrooms and libraries to be a little confusing. Maybe it's just how my organization has this set up internally, but I think this could be streamlined to make things easier for end users 
Give it a shot! There is a bit of work to do on the front end to get started, but it was worth it for us 
We use this to manage content for our monthly board meetings. Before switching to BoardEffect, we were using a homegrown dashboard that was not very user-friendly; this new software has completely changed how we prepare for and run our meetings (in a good way) 


This application is great to keep everyone in a committee or Board that is off campus updated. Its easy to post documents and note meetings dates and times. 
Theres not too many negative aspects of BoardEffect, the only thing that isnt the most sophisticated is the messaging tool to message users from within BoardEffect. When sending a message you never really know if it went through unless you send it to yourself and see it pop up in your email. I have learned to do that so its not a big issue anymore but can be tough when learning BoardEffect for the first time. 
Take advantage of the meeting book feature if you have a lot of attachments in a meeting along with your agenda.. it combines them easily into one document. 
BoardEffect allows us to communicate and post information for all our Boards and committees within our organization. Its a one stop shop which is nice for all. 


It helps me  assemble voluminous  Board books  and put together governance committee manuals.  
I have had a few problems (logo placement) that took months for BoardEffect to fix. 
Great product.  The team at BoardEffect try to update the product in response to customer feedback.  I was disappointed in how long a logo upload issue took to get resolved, but in general feedback is quick.  I attended a BoardEffect conference recently and had mixed reviews, but was never sent a survey after the conference, and that to me is a negative.  
Creating Board materials manually is not necessary and anyone doing so is wasting time.  BoardEffect has streamlined the process  tremendously. I can create a manual and a table of contents/cover page all at once. This is a major time saver for me.  I can store materials in a library for our Board to access - very helpful.   


Centralized platform for all board materials; cuts down on email; more secure than emailing data via pdf attachments. 
Antiquated, clunky, and slow system, that most of our board members refuse to use (meaning they continue to email the board liaison for all their needs). Also expensive for what it is. Doesnt provide any sort of dashboard for administrators to easily view metrics, such as login activity, frequency of use, etc. 
Cuts back on some back and forth via email with board members, for things like calendar updates, dial in details, etc.

Data security has vastly improved with Board Effect. 


Its multiple functionalities are extremely easy!  At this point, I feel like they've thought of every aspect in creating this platform. 
I can't think of anything I don't like about the platform. 
If you are looking to keep you organization organized with everything in one location, this is the platform to use! The support staff are also responsive, friendly and timely. I've not had one bad experience with BoardEffect. 
One very minor issue. I wouldn't even consider it a problem, but the option to turn off GoToMeeting doesn't work. They're working on that.  


Being able to jump to different agendas and materials for different committee meetings or just downloading pdf of entire meeting booklet.  
It's not as intuitive as I'd like; you have to look around to find the area where you can download to pdf booklet. 
We switched from printing huge binders for all participants to just distributing materials via Board Effect. No more lugging around giant binders! We've saved thousands of sheets of paper and can now pull up materials on ipads for review prior to and during meetings. 


The features and the ability for integrations with video conferencing software 
Board books have limited design. There isnt much freedom to change the look of the auto generated agenda 
Determine what your needs are. Boardeffect has many products to choose from 
Saving tons of time and money not having to manually print the board books 


Ease pf operation for all technology levels. 
Having separate workroom libraries is a little cumbersome.  Would prefer a central library with the ability to add security to the various folders. 
Savings in paper and staff time moving from printed to electronic materials. 


I love the culture of the company and how they specifically target non for profit organizations.  
The structure of the business could be on a larger scale, providing more opportunity for expansion in some areas.  
Really enjoy the board meeting capabilities!  


It was super seamless learning more information! Highly recommend. 
I do not have any complaints. I thought the experience was super informative and helpful. 
Learning more information about technology users.  

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