Boardable headquartered in Indianapolis offers their eponymous board portal and board management application.
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Dropbox DocSend
Score 8.8 out of 10
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DocSend is a secure file and document sharing solution that gives users analytics and control on sent documents to see who opens documents, who they forward them to, and how long they look at each page. Users can turn off access, password protect, or set an expiration at any time. DocSend integrates with SalesForce as well as Box, Dropbox, Google Drive, and OneDrive. Use cases include investor relations, board management, and similar transactions where secure sharing is required. Additionally,…
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.
DocSend works really great if you want to send out a doc to a prospect and want to track when they open it and what content they view. The reporting on this works really well and I've been happy with this functionality. Where it falls short is when you're trying to use it for a live demo utilizing the join.me integration. There are a lot of issues when you try to switch your screen and it only works 2/3s the time. I'd prefer an all-in-one solution instead of this Frankenstein model.
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.
DocSend has a newer feature called Spaces, it lets you place multiple files into a single "deal room". Unfortunately for us, we need it to support nested file structures for larger content sets. Their support team says this is on the way.
I'd like to be able to change the icons for links add to Space, currently, they're a default icon.
Navigating the UI is just a bit laborious, it feels like it should be easier to get to link creation since that is what you're doing 90% of the time you go to the site.
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!"
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.
DocSend is more convenient than DocuSign if you are already using Dropbox, otherwise a lot of these solutions come down to pricing and preference on user interface. For us, DocSend was great until our needs changed to needing a more sophisticated contract management tool. With further integrations and API accesses in the future, I think it will be easier to have all systems communicating and working together .
