BoardProUsed by 75% Professionals

BoardPro Reviews

Free | Paid

3.5

/5

(Alternatives.co rating)
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BoardPro is a board management software and board portal. It helps in streamlining the entire board processes and automates them for easy and effective governance. The platform offers best-in-class features to manage all your meetings pre-meetings, during-meetings, and outside meetings.

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BoardPro
4.8
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G2
4.8
Top Comments by G2
Positive Comments
  • Erika P.Secretary
    Review
    5.0

    To be quite honest, after hearing about BoardPro and trying it out for myself, it has been such an amazing experience! We use BoardPro for all our meetings and not only is it easy for us, it's proven to be easy to navigate with our not so tech savvy members as well! Its organized, it looks amazing when auditors need to confirm our minutes, and it's just THAT useful. As someone who uses it for all our meetings, please trust me when I say everything about this is absolutely easy. We have been using BoardPro for years now and its for a good reason! It has done everything and more for us. 1000000/10 RECOMMEND! Nothing I dislike but of course, anyone who is new to BoardPro may be intimidated at first. I had someone train me how to use BoardPro but it took me probably only one try before I got the hang of it during my other meetings. The more you use BoardPro and make the effort to learn how to use it, it really does just become habit. It doesn't take too much time to learn it though. Could be done within an hour, I promise! When I tell you that BoardPro is it's OWN program, please believe me. The ease, the convenience, the work pressure it reduces? It is WORTH it. I personally love BoardPro and it may sound biased, I promise you I am not. There is no other program quite like BoardPro To be fair, I started with BoardPro about 6 months ago however the company I work for has been using for years. Upon being a first time user, I in all honesty, have had no problems. More help towards this question though as to what benefits have I realized since using BoardPro is the ability to do a part of my job without me doing the actual task. That goes for meeting reminders, emailing board packs, and sharing information with everyone about whichever meeting we have for certain days. I am on BoardPro for two weeks every month because we have 3 big meetings a month. Most of the time I am busy scripting and building agendas but I promise you, the benefits alone from BoardPro have been so helpful with reducing the stress I feel on certain days.

  • Virginia C.Board Secretary
    Review
    5.0

    The structured approach makes it easy to compile agendas and Board packs and then use this same structure for creating well-organised minutes. Being able to search for previous decisions and minutes, as well as easily keep tabs on actions is fantastic. The reminders that BoardPro sends out keep everyone on task, without the Board Secretary needing to be too involved. Board members appreciate the easy navigation around the Board packs, which makes discussion in meetings flow better, and many Board members now use the handy annotation feature instead of printing out and scribbling notes. In fact, most Board members have moved to viewing all the papers online now, so that is a huge bonus in terms of sustainability - saving time and money sending out large paper packs. The Flying Minute feature that was introduced has been really useful to get resolutions passed between meetings which are automatically included in the next minutes. Board members being able to update their own interests in the Interests Register is also helpful. I support 4 NFP Boards and 3 sub-committees and wouldn't be without BoardPro to keep everything on track. BoardPro is continuing to add helpful features. I would like an option to create an action for all Board members at once, rather than only allocating it to one person only, but hope that is in development. Aside from that, I am extremely satisfied. As mentioned above, BoardPro features are all time-saving as well as ensuring meetings are well organised and I work efficiently.

  • Arieta D.Human Resource & Compliance
    Review
    5.0

    The best feature on Boardpro for me is that it is a one-stop-shop where you can have your meeting zoom link and meeting documents all in the same place. It is able to integrate very smoothly with all documents types, making it very easy to download every type of document required for your meeting. Navigating around Boardpro is super easy and very user friendly. The aesthetics of the screen layout is also very pleasing to the eyes and making working on Boardpro fun. The reminders for upcoming meetings are also a very useful tool to have. So far there is nothing I can think of that I dislike about Boardpro. All the features are accessible and user-friendly. In the past, preparations for Board meetings were a nightmare as there were always literally mountains of paperwork to prepare, photocopy and share with Board members. This was such a tedious task, not to mention not great for the environment. Now, with Boardpro, all meeting documents are virtual and there is no longer any need for photocopying and wasting so much paper. This has cut our meeting cost down significantly. And with the border closures due to COVID, virtual meetings have become a real thing for our organisation, so having all our meeting documents readily available on Boardpro is a bonus.

Negative Comments
  • Jen B.Governance Specialist
    Review
    5.0

    It is simple and logical to use and makes governance more efficient, clean and compliant. The product is time saving and solves audit and compliance issues easily. Excel spreadsheets don't appear in the boardpack. Re-built boardpacks create a duplicate in notes Best service at the click of a chat button, unlike other governance tools BoardPro offers everything packaged together in a simple logical point and shoot package. Even our tech challenged directors can use this! Time saving a heap Security - no more emailed documents One place - everything in one place Induction - easy induction process with everything in the cloud Access - board can access anywhere anytime Add advisors and guests with good security protocols Automatic action reminders and automation Thanks for your feedback Jen. We don't save excel to the boardPack as there are so many user page formatting options. We recommend saving the excel sheet as a pdf and then uploading this to the boardpack. Hope that response is useful.

  • Peter B.C
    Review
    5.0

    Board Pro is the single most useful and affordable tool I've discovered for working with a not-for-profit board. It's so good, that it ruined my idea for creating a software solution with an IT friend of mine. They got there first! They did it better! Do yourself a favour, it's so user-friendly. I recommended it to every not-for-profit that I work with in my consulting practice. It is a sensational value product for organisations that want to get things right in governance! There aren't really any downsides if you are used to working online. Not being able to convince every not-for-profit that I consult to use the software! I have saved six hours per board meeting using the software. It's brilliant. I have occasional glitches formatting in the online editor, which I'm sure they're working on. It's a small price to pay for such a simple, conceptually sleek software product. Thanks for your awesome review Peter.

  • Nick C.Director - Commercial Relationships
    Review
    4.5

    Managing all board documents and meetings from a single point. Ensuring board decisions are documented and follow-ups actioned. Managing meetings and sub-committees in a single place. BoardPro are responsive to feedback and are actively developing and implementing new capabilities which are relevant and useful. Need to integrate better with Microsoft Office and Teams. Would like to see support for an Android app not just iOS. Boardpro provides a "memory" of the historical actions and decision making of the organisation. We can review prior meetings and all documents presented in one place. Real-time minutes ensures that decsions are captured and follow-up actions are allocated and tracked. It has improved the workflow around board and committee metings and eleiminated the need to track actions through email chains. Thanks for your great review Nick.

Trustradius
4.7
Top Comments by Trustradius
Positive Comments
  • Virginia CattellBoard Secretary
    Review
    5.0

    StellarLibrary I looked at both of these products and preferred the BoardPro UI - my decision to go with this product was also based on recommendation from Board Members who had used it elsewhere. Since using it on one Board, I have purchased a licence for it on behalf of two more organisations.
    I am using BoardPro in two other organisations - one of which is a national NGO and the other a small charity. Without BoardPro, servicing so many Boards and sub-committees efficiently would be nearly impossible. I have recently implemented BoardPro in the small charity to help it on its journey developing its governance and growing its service. This has been welcomed by the Board. The structure provided within BoardPro is excellent and they offer discounted rates for Not-for-Profits. I see it as being suitable for all organisations.
    Agenda-setting and writing minutes is very easy with the built-in structure offered Compiling and distributing Board packs with BoardPro takes a fraction of the time it used to - and updates to papers are so much easier Ability to hold all governance documents in one central repository is useful for external Directors Directors find the Board paper annotation feature very useful. New updates to this have made it an extremely powerful tool. Flying Minutes feature is very useful for obtaining formal decisions between meetings and then automatically adding them to the next set of minutes. The ability for Directors to update their own interests in the Interests Register is efficient and puts the responsibility on them to ensure this is up to date - this is automatically included in each Board pack. The actions feature is fantastic - allocating a person responsible and an action deadline which then is followed up by BoardPro email reminders keeps people on tasks and allows the Chair to stay on top of actions as they are reported in the Board packs each meeting.
    One feature which I believe is being worked on is the ability to allocate an action to more than one Board member, so everyone gets a reminder if it's a group action. BoardPro are incredibly responsive to feedback and have continually enhanced their product over the years I've been using it and will no doubt continue to do so.

  • francesca turraProject Manager
    Review
    4.5

    BoardPro is a different way to think the teamwork and project management. Respect the other platforms with BoardPro you can have in a unique platform everything you need for the project you are managing. If the boss, team members, stakeholders or anyone different ask you something about the project, you can search the thing you need with a mouse click, without switching from outlook to other platforms. It seems easy and quite stupid, but it's essential for a PM. With Teams for sure you can work in a same document with the team members but you don't have the possibility to understand if the document in which you are working on is the last version or what version is it. And with Teams you have to create your own repository... here BoardPro create it for you
    BoardPro has potential when you have to manage different projects or, for the same project, different tasks. This because in my opinion, the main advantage is having in a unique board all the details for every single project without switch from outlook, to word, to one not or to local repository or so on. Moreover, when you have to manage different project often the subjects are different but the way to manage is quite similar (for instance, in the case of the "Agile method") and with BoardPro you can create some standard templates that you can re-use in different tasks. Less appropriate when you have to manage a simple task, with few people (groups of three/four people) to coordinate, because even if Board Pro can be use, you can have same results also with other instruments (basically only with outlook and its function of meetings and emails)
    Different boards for every projects in an unique platform A common space in which team members can participate in a project, using resources as documents and minutes and can annotate them in the personal local space For every project there are the details of every single meeting; and for every meeting you can easily look all the notes and the minutes taken
    development of an Android app (at the moment available only on the Apple store) a section for the Q&A answer for users at the beginning level upload also excel format documents

  • Fabio OrtizNational Coordinator of Youth Network
    Review
    4.5

    When using BoardPro, the first considerable advantage is the fact of having all the necessary and useful elements in one place. This particularity has improved and enhanced the ease of communication and integration of the multiple development teams for projects and events in the organization. In addition, the use in real time has favored the cooperation of the work in planning and execution of tasks, together with the differentiation of documentation, making it an excellent tool for classifying useful information for the different teams.
    The best scenarios for the use of BoardPro are highlighted when there is planning, development, coordination, execution and monitoring of projects and activities, in addition to being an information panel for all the members of the different teams of the organization, it provides the ability to hold meetings, an integrating element that stands out from other software. The management of the boards is exceptionally intuitive and easy to use, in addition to simplifying its content in a way that is easy to understand for all people, granting continuity and consistency to the work or works to be developed. An area of opportunity where it could be developed in a better way is offline work, since it will not be possible for your team members to work in this way.
    Exceptionally Intuitive. Easy to use. Collaborative and offline. Organization and tools adaptable to multiple needs.
    The ability to work offline. It need a good internet connectivity. Integration of automation elements. The ability to make private chats during meetings.

Negative Comments
  • Virginia CattellBoard Secretary
    Review
    5.0

    StellarLibrary I looked at both of these products and preferred the BoardPro UI - my decision to go with this product was also based on recommendation from Board Members who had used it elsewhere. Since using it on one Board, I have purchased a licence for it on behalf of two more organisations.
    I am using BoardPro in two other organisations - one of which is a national NGO and the other a small charity. Without BoardPro, servicing so many Boards and sub-committees efficiently would be nearly impossible. I have recently implemented BoardPro in the small charity to help it on its journey developing its governance and growing its service. This has been welcomed by the Board. The structure provided within BoardPro is excellent and they offer discounted rates for Not-for-Profits. I see it as being suitable for all organisations.
    Agenda-setting and writing minutes is very easy with the built-in structure offered Compiling and distributing Board packs with BoardPro takes a fraction of the time it used to - and updates to papers are so much easier Ability to hold all governance documents in one central repository is useful for external Directors Directors find the Board paper annotation feature very useful. New updates to this have made it an extremely powerful tool. Flying Minutes feature is very useful for obtaining formal decisions between meetings and then automatically adding them to the next set of minutes. The ability for Directors to update their own interests in the Interests Register is efficient and puts the responsibility on them to ensure this is up to date - this is automatically included in each Board pack. The actions feature is fantastic - allocating a person responsible and an action deadline which then is followed up by BoardPro email reminders keeps people on tasks and allows the Chair to stay on top of actions as they are reported in the Board packs each meeting.
    One feature which I believe is being worked on is the ability to allocate an action to more than one Board member, so everyone gets a reminder if it's a group action. BoardPro are incredibly responsive to feedback and have continually enhanced their product over the years I've been using it and will no doubt continue to do so.

  • francesca turraProject Manager
    Review
    4.5

    BoardPro is a different way to think the teamwork and project management. Respect the other platforms with BoardPro you can have in a unique platform everything you need for the project you are managing. If the boss, team members, stakeholders or anyone different ask you something about the project, you can search the thing you need with a mouse click, without switching from outlook to other platforms. It seems easy and quite stupid, but it's essential for a PM. With Teams for sure you can work in a same document with the team members but you don't have the possibility to understand if the document in which you are working on is the last version or what version is it. And with Teams you have to create your own repository... here BoardPro create it for you
    BoardPro has potential when you have to manage different projects or, for the same project, different tasks. This because in my opinion, the main advantage is having in a unique board all the details for every single project without switch from outlook, to word, to one not or to local repository or so on. Moreover, when you have to manage different project often the subjects are different but the way to manage is quite similar (for instance, in the case of the "Agile method") and with BoardPro you can create some standard templates that you can re-use in different tasks. Less appropriate when you have to manage a simple task, with few people (groups of three/four people) to coordinate, because even if Board Pro can be use, you can have same results also with other instruments (basically only with outlook and its function of meetings and emails)
    Different boards for every projects in an unique platform A common space in which team members can participate in a project, using resources as documents and minutes and can annotate them in the personal local space For every project there are the details of every single meeting; and for every meeting you can easily look all the notes and the minutes taken
    development of an Android app (at the moment available only on the Apple store) a section for the Q&A answer for users at the beginning level upload also excel format documents

  • Fabio OrtizNational Coordinator of Youth Network
    Review
    4.5

    When using BoardPro, the first considerable advantage is the fact of having all the necessary and useful elements in one place. This particularity has improved and enhanced the ease of communication and integration of the multiple development teams for projects and events in the organization. In addition, the use in real time has favored the cooperation of the work in planning and execution of tasks, together with the differentiation of documentation, making it an excellent tool for classifying useful information for the different teams.
    The best scenarios for the use of BoardPro are highlighted when there is planning, development, coordination, execution and monitoring of projects and activities, in addition to being an information panel for all the members of the different teams of the organization, it provides the ability to hold meetings, an integrating element that stands out from other software. The management of the boards is exceptionally intuitive and easy to use, in addition to simplifying its content in a way that is easy to understand for all people, granting continuity and consistency to the work or works to be developed. An area of opportunity where it could be developed in a better way is offline work, since it will not be possible for your team members to work in this way.
    Exceptionally Intuitive. Easy to use. Collaborative and offline. Organization and tools adaptable to multiple needs.
    The ability to work offline. It need a good internet connectivity. Integration of automation elements. The ability to make private chats during meetings.

Capterra
4.8
Top Comments by Capterra
Comments
  • Sandy G.Executive Assistant to CEO and Board Secretary
    Review
    4.0

    The time saved and the ease of preparing agendas and minutes. And a system to keep track of the actions is great. We used to do all of that manually so we're streets ahead of where we were. We set up 4 new subcommittees this year so having BoardPro has been hugely helpful. Initially, there was a steady stream of minor and major bugs/teething problems but those are steadily being worked through. I find that I don't need to get in touch with the Help Desk as often and clearly things are working well for us. Another great BoardPro feature is the ability to access it so readily from any of your electronic devices and from any location. I'm an administrator so I can complete an agenda at work or at home and, later, access the minutes to work on and simply pick up from where I left off. And my colleagues can be working on it at the same time too.
    Initially, there was a steady stream of minor and major bugs/teething problems, but I have to say those are steadily being worked through. I still get frustrated that there's no Undo button when I'm typing the minutes straight into BoardPro - I've lost work several times due to hitting the wrong area of the touch pad, which is a real pain. Ultimately, its important that our governors are happy with the software. They readily express their frustrations if they're unhappy, e.g. the page numbering in the board packs - the minutes have one set of numbering and the board packs have another. They also get confused about the different action points lists - in a board pack, there's a list of actions raised in the meeting at the end of the previous minutes (very useful). Then there's a list of actions reviewed in this meeting, plus an Action Item List. I don't clearly understand the distinction and if I'm not clear then I can't explain it and the governors start talking about other software options. That's not in my interest as I've invested lots of time and effort in getting BoardPro to work for us. For me, the action item reminders to owners are great. Because owners don't always react to their actions, (tongue in cheek), it would be good if it incorporated a graphic like a time bomb going off under a chair. That might prompt people to update/action their actions! :)

  • Julie C.Administration
    Review
    4.0

    My board and minute taking experience is limited but growing so I am learning all the time to the nuance of different boards. There seems to be a solution for all questions I have asked of your customer service team. They are helpful and fast and have been a great help to me. My only constructive criticism is it would be handy to have all the options for help in one location ie FAQs, chat box link, webinar date/times, tutorial vids etc. I seem to find new support options as I go exploring instead of in one location. Personally, I like to be able to investigate and troubleshoot problems I can figure out myself before asking for help and knowing how to use a program to its fullest possible use to get the most out of it. Having one location to get that help would be helpful.
    Being in the early stages of using this software we are still learning. The customer support with their instant messaging (to a real person) and the webinars to learn with have been invaluable. The software itself is is logical and covers most aspects that we use. That all the information for the board members are located in one spot and the ability to make notes is great. No more multiple emails to get lost in inboxes. On the administration side, the dragging and dropping/moving feature of the agenda items/sections and notes/decsions/actions is simple and ideal.
    No opening meeting agenda item template - for actual start time of meeting, special messages, or noting opening meeting customs like we have for our organisation, also no template to accept apologies, but in saying that we can do both of these items manually.

  • Tania J.Managing Director
    Review
    5.0

    Board Pro is a fantastic tool for Boards to be in control of their key documents. No more searching for latest versions or drafts vs final. The meeting documents are easy to search, and the Governance documents are secure and available. The software makes induction to a new Board member so much easier as all their key information is in one place and has automatic reminders for them about meeting dates and times. I recommend Board Pro to all organisations I work with.
    The collation of Governance documents and Meeting documents in a single place that is easy to navigate. Having the Conflict of interest register and person list clearly available and up to date, and able to be updated. No more searching around for the latest version of documents or current document in use as they are all secure in Board Pro. Easy to use agenda setting and minutes template.
    Only the Admin and Chair can edit the meeting agendas, but it would be great to have a feature where you could send in agenda items for consideration, especially as Vice Chair. This software doesn't include a meeting evaluation function that could go with the meeting documents to tell the whole story of the meeting. We still have to use an external survey system to capture the meeting evaluations then add that information into Board Pro.

  • Lindsay C.Marketing & Communications Manager
    Review
    5.0

    I used to compile the board reports for our organisation and it was such a huge task combining the various management reports and appendices. BoardPro significantly cut down the amount of time we spend on this; it's so easy for us to upload the various parts to create a cohesive whole! Plus it's so easy for our team to review and feed back on the contents of the pack. We also use this fortnightly for our management team meetings and it's a great way to circulate the agenda, minutes, actions and any papers to review before the next meeting.
    The ability to easily add multiple documents from various team members to create a cohesive board or meeting pack. Like having the agenda for upcoming meetings right there, along with any papers you need to review in clear defined sections. Also great that you can record comments, minutes and actions directly into the software. Having everything in one place i.e. being able to refer back to previous meetings and docs.
    It's great software, can't think of any cons right now from my user experience.

  • Matt S.Principal
    Review
    4.0

    Boardpro has saved me significant time in setting up and distributing board packs. It has increase the efficiency of our meetings and therefore reduced meeting lengths. It has also saved a heap of trees as I no longer need to print and send physical board packs.
    The best part about this software is for me in the ability to have continuity of how you report to your board. It ensures that there is a consistent meeting flow and process. The ease for adding supporting documents and the collating and number ensures simplicity for sharing.
    There is nothing I don't like about the product, I would just like to see some additional developments added to the product. e.g. in committee / private meeting agenda items and minutes. In a public setting such as a school where everything is held in public, we do have confidential matters that we are able to do in committee... This function would be awesome for us. Also being about to set out your annual plan actions and have them auto-populate into meetings throughout the year would be good too.

  • Andy M.CEO
    Review
    5.0

    Compared with other 'similar' products, BoardPro has most of the features of the more expensive products and is far easier to use. The sub-committee functionality along with the online minute are both great new features. BoardPro is an ideal choice for SME or NFP organisations.
    Diligent Boards was very expensive and generally harder to use. Although there are more features in Diligent, particularly when we first started to use BoardPro, theses features were seldom used.
    The software is logical, easy to use and easy to make changes. It allows for meeting agendas to be quickly built, populated with Board documents or referred to the document library and transmitted to Staff and Directors. The document library, decision and actions registers are clear, concise and automated. Directors can use tablets or laptops in meeting to annotate papers and make notes directly online.
    There are very little cons to BoardPro. Perhaps a document signing function would be helpful.