being able to publish meetings electronically, saving on paper. it does what we need it to do. Review collected by and hosted on G2.com.

no longer allowed to do password resets for members since new platform change. could on the old platform. migration to the new platform is confusing at times. required everyone to reset password or reregister an account on board effect. created a lot of calls and walking members through the re- registration process. since the new platform we have way less flexibility for managing the members now. please bring all those features back.

I had to edit my review to add that, some of the questions of this review is imposable for me to answer. as our members don't use most of the features listed in the review. however, there was no way to skip or mark "not applicable" for these questions. Review collected by and hosted on G2.com.

I love having everything related to our board in one spot. It is user friendly and even our older trustees have been able to access everything they need with little to no help. Review collected by and hosted on G2.com.

The transition to the Diligent Platform has been a bit of a challenge. For some reason, we had to keep changing our password and I had to request special links for some of our trustees. But once that was done, they have been ok. Review collected by and hosted on G2.com.

BoardEffect has completely changed the way I operate as a Board Professional! It's intuitive, efficient and a game-changer. Review collected by and hosted on G2.com.

The Annotations functionality isn't clear and clean. Using the app on my iPad to handwrite notes causes me a lot of frustration. Review collected by and hosted on G2.com.

My organization previously used a different board portal before it was sunsetted last year. After evaluating a few options, we chose BoardEffect. Overall, it has been a positive experience, and we've received encouraging feedback from our board members about the new platform. While I’m still learning the ropes, I appreciate how easy it is to create board books and how seamlessly the minutes are integrated into the site. The overall layout is user-friendly, and we've definitely seen more board members actively engaging with the platform. The implementation and integration process was straightforward, and the customer support team provided excellent guidance throughout. Review collected by and hosted on G2.com.

It takes time to access the minutes section.

I wish there was a way to track when users view or open the board book.

It would be helpful to have a way to preview what users are seeing. Review collected by and hosted on G2.com.

I absolutely adore the fact that BoardEffect offers safe document management and distribution. Our board room documents are highly confidential therefore a highly encrypted platform offers us a great relief. The game changer is also the meeting management tools. It is easy to create agendas, handle RSVPs, and share whole board packets before meetings online digitally. It is not only a time saver but also they have done away with physical printing. All of that is stored and easily accessible to our board members which is great. Review collected by and hosted on G2.com.

But there is a pinch of new software solutions to replace the user interface which is a bit less modern. It is practical and not necessarily user-friendly as it might be to completely new board members. We also once in a while find the search capability in documents to be more interesting. Sometimes it is a small challenge to find particular notes or past discussions easily. They are rather minor details that do not hamper basic functions. Review collected by and hosted on G2.com.

I like that it a great connector for everyone in the organization and user friendly after one or two trainings. Review collected by and hosted on G2.com.

A lot of moving pieces that can be confusing especially to new users. Review collected by and hosted on G2.com.

My favorite aspect of BoardEffect is that it makes sure board members are following the same direction without needing to communicate all the time. I have mostly used it to keep our board materials and meeting notes in order. It’s obvious that the communication is always on the same level. Since everyone has access to the same documents, a lot of my responsibilities have been relieved. Review collected by and hosted on G2.com.

There have been times when board members didn’t notice important changes because they were not aware they were made. That little gap creates more problems when it results in confusion in meetings. Review collected by and hosted on G2.com.

We have been using BoardEffect and couldn't be more pleased with the experience. As an administrator, I find the platform incredibly intuitive and easy to navigate, which has saved us significant time when preparing for board meetings. Our board members have also found the interface simple and accessible, which has greatly improved engagement and communication.

What truly sets BoardEffect apart, however, is the exceptional customer service. Our Customer Success Manager (Pia Roper) has been consistently responsive, knowledgeable, and proactive in ensuring we get the most out of the platform. Whether it's onboarding, troubleshooting, or exploring new features, the support has been top-notch.

Highly recommend BoardEffect for any non-profit organization looking to streamline governance processes and improve board collaboration. Review collected by and hosted on G2.com.

If I had to point out one area for improvement, it would be that board members who serve on multiple boards using BoardEffect need separate logins for each organization. It would be much more convenient if there were a way to access multiple boards with a single sign-on or unified dashboard. Review collected by and hosted on G2.com.

BoardEffect has been tremendously helpful with putting together board packets, as well as updating them on the spot. The platform is so easy to use, and innovative. Review collected by and hosted on G2.com.

As with all technology, sometimes there are minor unpredictable issues, but those are far and few between. Review collected by and hosted on G2.com.

The best thing about BoardEffect, hands down, is how it brought everything into one clean, organized space. Before, I’d have to dig through email threads, Google Docs, and old PDFs just to prep for a single meeting. Now, I log in, and everything I need—agendas, past minutes, reports—is right there. It sounds simple, but it’s honestly taken a huge weight off. I feel more prepared, less stressed, and like my time’s actually being respected. That’s no small thing when you’re juggling a board role with a full-time job. Review collected by and hosted on G2.com.

Honestly, the learning curve in the beginning was a bit frustrating. When we first switched over, a few of us—especially the less tech-savvy board members—felt lost. It’s not the most intuitive platform right out of the gate, and I remember one meeting where we spent more time figuring out where a document was than actually discussing it.

Also, it’s not cheap. For smaller organizations like ours, the cost made us hesitate at first. It felt like a big leap.

That said, once we got past the early bumps and learned how to use it, those issues faded. But yeah, onboarding could definitely be smoother. Review collected by and hosted on G2.com.