BoardEffect a Diligent Brand vs. Sherpany

BoardEffect is well-suited for larger organizations and companies. I think it makes sense for people who have multiple boards, groups, or committees. I don't think it makes sense if it is a small board that doesn't meet frequently and doesn't share documents online. I think there are many features unnecessary for smaller boards/groups.

Incentivized

Sherpany helps us to retrieve information from previous meetings quickly. Participants for conferences can be contacted and their records can be viewed every time, wherever, and whether they are provided by the data they collect.

Incentivized

• Houses all the information needed for meetings.
• Holds all the older information so we can access it if needed.
• It's fairly easy to use for all our members.
• That it is portable is a great bonus!

Incentivized

• It makes preparation for a board meeting very easy.
• It allows us to easily retrieve data from earlier meetings.
• It helps me to keep track of important information.
• It avoids the need (and burden) to carry around paper binders.

• I would love to see BoardEffect work toward a more integrated collaboration system. For example, we have a master tracking document for recruiting new Trustees. It is helpful for everyone to have editing access to this document so that it can be routinely updated ahead of committee meetings.
• It would be helpful if we could message workroom members through the platform while making the email/message appear as if it came directly from my account.
• It would be useful for members of a workroom to be automatically notified when an event is created.

Incentivized

• Changes with new versions should be well communicated in advance and consider in more detail the impact on existing boardrooms
• Too expensive
• Generally, more possibilities for customizing e.g. it should be possible to define security levels for access individually (why do I have to retype my email every time I synchronize?) or it should be up to the users whether and how they want to use labels (why can I only have one label per document?)

It’s very easy to use for both the author and the participants.

Incentivized

They're good when needed. Sherpany offers a much more efficient way of working

BoardPaq was pretty clunky software and didn't have many capabilities. BoardEffect has been easier to use and has templates for reoccurring meetings.

Incentivized

Much easier to annotate documents, better User Interface which makes it very easy to access material discussed in earlier Meetings; also very easy to navigate between different topics on the agenda.

• It is saving me so much time that I do not have to mail or email materials to our members.
• It is saving us money because we do not have to rent AV equipment at our meetings because people can look in BoardEffect a Diligent Brand on their laptop/tablet.
• It's environmentally friendly! No paper!

Incentivized

• The only negative thing I can see is that members can be victims of technostress and sometimes forget their password, how to find a document in a session. My role is to help them, reassure them and find a solution with them
• The positive is that all our members are often members of several committees at once and instead of receiving folders with a ton of documents, which are often cumbersome and heavy, everything is on the IPads. They can also annotate their documents as they want.