Boardable vs. Diligent Boards vs. OpenText Documentum

Boardable is definitely worth the cost. It’s extremely valuable and there are new tools and updates being released all the time. Their staff reaches out for feedback and is easy to reach. It is a great resource for managing our board meetings and being effective, supportive, and interactive for our Trustees. I never want to waste our board members' time and Boardable helps us deliver an outstanding and engaging board experience.

Incentivized

We had a meeting and after the meeting, additional information was added to the book and it was easy to navigate just the information that was update. This made it efficient when we had a follow-up meeting to discuss the updates and be able to reference the updated information. This allowed us to have an effective meeting with a purpose.

Incentivized

Documentum is best used in medium to large institutions that can afford it, have alternate solutions for web publishing, and who have either in-house developers or can hire good Documentum developers (not the ones who know Java but do not understand ECM). It is, in my opinion, the best heavy duty ECM solution out there, assuming OT is not gutting it as we speak. That is my only hesitation to not giving it a 10, OpenText is an unknown quantity in this and I worry that they will only support Documentum until they have figured out how to fill the gap between Documentum and OT and then offer a migration path to OT with a Documentum sunsetting as an incentive.

Incentivized

• Organize and execute Board & Committee meetings through the "Meetings" which allows you to build your agenda, attach documents, create minutes, and send out a summary of the meeting once completed.
• Provide a very versatile Document Center where you can archive all types of documents for current and future use.
• Polls, Tasks, & Decision-making features. These tools allow for broadcasting to members at large or to committees important information to be acted upon. It also keeps a record of responses.
• Reports--this is an area we are just beginning to appreciate since it provides overviews of board member engagement and progress made within committees and the board at large.
• People Directory--an invaluable tool for orienting new board members to current members as well as allowing for board members to contact each other.
• Goal Setting: this is a tool we are just starting to use. It allows for the tracking of progress for board projects and/or fundraising.

Incentivized

• The confidential sandbox is a must, and Diligent Boards provides that environment. Most of the info we put on the diligent board is not downloadable and printable.
• It is very easy to make notes, highlights important info and bookmark pages. I used these functions all the time.
• Its excellent organization features.

Incentivized

• Records management: Compared to other content management systems, this provides a efficient and scalable solution. It gives lot of flexibility in managing the content as Records or Legal holds.
• Workflow system has external plugins to connect with FAX, Mail, Database and FTP servers etc. which gives an option to integrate with any system with documentum.
• Creation of websites and maintenance is easy. Content authors can create the pages with effective mechanism.

Incentivized

• Meeting scheduling can be wonky with polling for a date
• A lot of the most valuable features are at a higher price point beyond the basic package.
• Opportunity to improve the minutes builder

Incentivized

• not so easy to handle access when we have to arrange a specific, non-standard set up of access: sometimes we have to limit the access to one or few of the members of a particular book
• calendar function will be useful, but it is an additional cost
• flexible view options: vertical vs. horizontal

Incentivized

• WDK framework has been the biggest drawbacks from the application speed point of view, as well as client complexity and not so natural look and feel. Yes, with the latest releases much of these features are improved.
• EMC is very expensive to buy, own and support, where some products require many dependent Docuemntum products to be installed to work at its best.

If it was solely up to me it would be a no-brainer, however, it has to be a board decision.

Incentivized

We find the Boards portal to be an effective tool for our board meeting documents. It is user friendly and allows for amendments, additions as needed without compromising documents that have already been uploaded. Additionally, our Board members are comfortable with the platform and confident in their ability to navigate it.

Incentivized

Stability is a key factor as well as its flexibility. Also, any organization that deploys Documentum will have made a significant investment in terms of time and money, so not renewing its commitment can come with a significant cost. That said, the decision to deploy Documentum initially should come only after extensive evaluation, knowing that once deployed it will likely remain the platform of choice.

Incentivized

Boardable is very user-friendly, easy to manage, and building agendas and setting up meetings is functionally easy.

Incentivized

Again, it is a very easy program to use. What would I change… There’s some features in the agenda that I would like to have. The ability to add different bullets underneath items. the ability to do an AYE vote. Because sometimes they don’t individually vote, my superintendent or School Board chair will say I’ll say hi or I’ll say, and it would be really nice to have a button that automatically fills for that.

Incentivized

Diligent helpdesk (Team Topaz) is a click away, their response is very quick

Incentivized

Quick service, specially on loading.

Very responsive, but only through a ticketing system at this time.

Incentivized

The turnaround time is great, and the customer support team usually resolves queries in one go. However, customer support can improve by suggesting additional helpful activities to improve user experience, rather than limiting it to the specific requests made. Overall, it has been a positive experience with the customer support team.

Incentivized

Support is better than with ECM, but could use some improvement.

Incentivized

Comprehensive. I didn’t feel like I was confused or didn’t have the knowledge to begin using Diligent Boards immediately

Incentivized

Boardable provides ample videos, information, and support to enable new members to learn how to navigate the platform. However, not all members are motivated to learn a new software system. Lessons learned with onboarding new members is to do a Spotlight meeting with them that utilizes as many of the popular features our board uses so that they shorten their learning curve. As with anything new, "practice makes permanent!"

Incentivized

easy implementation process

Incentivized

The main issue is this platform is designed and geared toward nonprofits vs. adapting a for-profit board portal. The second is the price point, while it has gone up significantly, is still in line with nonprofit budgets.

Incentivized

Diligent Entities is already great, as I used it before Diligent Boards, and it was very helpful and very cost-effective as a product provided to my previous team that used it. So I can only vouch for the platform and note that Diligent Boards is also fantastic. It certainly is.

Incentivized

At the time it was purchased it was one of the best, most robust solutions available on the market.

Incentivized

the pricing is quite steep and if you under-utilise some products it becomes a loss to you as the user.

Incentivized

It is really worth it.

Diligent's professional services have been reliable

Incentivized

• Allows for a quicker turnaround in getting docs to board members.
• Provides a one-stop location for all board proceedings and documents.
• Pricing plans for getting up and running are easily among the best available with similar tools providers.

Incentivized

• Ease of dissmeniation and administration of packages (errors can be easily corrected)
• Directors can read packages from anywhere in the world at any time. It makes prep for Dircetors a lot easier
• Keeping records of meetings, doing searches for information has become easier and less time consuming

Incentivized

• After this product, the client is able to manage content security and due to it, the client is able to use the business process, and this really reduces effort and increases the profit in business.
• It provides integration with SAP easily which really helps the client to manage this effectively and with minimum effort system is ready to use.
• Also searching, automated flows also create a bigger impact and reduce a lot manual effort.

Incentivized