BoardPro offers board management software for small enterprise, small cap and nonprofit organizations. With it, users can create agendas, build board packs, record minutes, send actions and store files.
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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,…
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.
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.
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.
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.
BoardPro is on a different playing field than monday.com, in fact, BoardPro is in a league of it's own. I used monday.com at a different organisation board and actually found that I did not use it. I found it easier to download and read the PDF board pack that was provided to me. The user interface of BoardPro is such that the software is easy to navigate and use, it is intuitive and such a delight to use.
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 .
