BoardEffectUsed by 73% Professionals

BoardEffect Reviews

Paid

3.5

/5

(Alternatives.co rating)
  • Linux
  • Windows
  • Large Enterprises
  • Small Businesses

BoardEffect is a board portal management software that drives efficient, crystal clear, and security governance. The platform comes with the right set of tools and analytics for leaders of higher education institutions, nonprofits, healthcare professionals/organizations, etc.

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Alternatives.co has rated
BoardEffect
4.5
Select Application
  • 4.2
  • 4.7
G2
4.2
Top Comments by G2
Positive Comments
  • Verified User in LibrariesMid-Market(51-1000 emp.)
    Review
    5.0

    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.

  • Verified User in Higher EducationMid-Market(51-1000 emp.)
    Review
    4.5

    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)

  • Verified User in Hospital & Health CareMid-Market(51-1000 emp.)
    Review
    4.0

    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.

Negative Comments
  • Verified User in LibrariesMid-Market(51-1000 emp.)
    Review
    5.0

    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.

  • Verified User in Higher EducationMid-Market(51-1000 emp.)
    Review
    4.5

    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)

  • Verified User in Hospital & Health CareMid-Market(51-1000 emp.)
    Review
    4.0

    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.

Capterra
4.7
Top Comments by Capterra
Comments
  • Verified Reviewer
    Review
    4.0

    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

  • Mona C.Governance Liaison
    Review
    5.0

    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.

  • Mark W.Knowledge Mangement & Technology Officer
    Review
    4.0

    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.

  • Josephine H.Corporate Governance Manager/Corp Secretary
    Review
    5.0

    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.

  • Tim A.Vice President of Finance and Administration
    Review
    5.0

    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.

  • Kelly R.Executive Director
    Review
    4.0

    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.