Diligent Boards vs. Epicor ECM

Diligent is pricey, so it is suitable for large-size organizations with sufficient funding. Universities and colleges would be good clients. Diligent is not suitable for small organizations or not-for-profit organizations due to the pricing. There are other options to distribute and share documents, such as Google format, so I think pricing is the key to expand the market for Diligent.

Incentivized

It is well suited for billing service storage and retrieval. It ends the need to pay extra for a storage space. It also makes for easy cleanup of files on a yearly basis.

Incentivized

• Diligent Boards outlines each meeting and agenda really well making navigating a meeting easy to do.
• Diligent Boards has a great Resource Center that allows the filing of materials that can be viewed by all users after Board and Committee meetings to easily access Policies, Charters, Appointments, etc.
• Diligent Boards is so easy to use and intuitive for first time users.

Incentivized

• Templates - By being able to create templates for each document type, it made organizing files much easier. It also made the titles similar in format, which also allows for better organization.
• We were able to scan documents directly into docStar, which helped us eliminate extra steps. For example, if we were missing a page from a document, and we received it at a later time, we could scan just that page into docStar as opposed to scanning the entire document again.
• The functionalities are straight forward, so it is not hard to use the docStar system.

Incentivized

• I am using one click, it would be nice to see what board members see
• I mentioned before I would like to be able to sort documents by various parameters like importance, date, type
• Talking to other assistance i find that everyone knows something different about quicker ways to load, maybe a weekly/monthly tip would be beneficial.

Incentivized

• Cost is an issue, pricey for what it's essentially glorified cloud storage.
• No ability to lookup vehicles by stock number or phone number.

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

Because it is extremely user friendly and you don't have to be a technical genius to use the product

Incentivized

Great service!

Quick service, specially on loading.

As previously stated, I applaud how effective the customer service team was during the onboarding process. They communicated effectively and offered around-the-clock assistance. The training sessions are also useful and allow you to learn at your own pace. They are also willing to set up time to discuss any concerns.

Incentivized

Our support for DocStar has been phenomenal! They are always prompt, courteous, and effective. We have never had a bad experience with the support staff and they are always available when we need their help.

Incentivized

The training was executed through a Deligent meber.

The training offerings are much better than they used to be 5 years ago. Kudos to that!

Incentivized

While they can be more expensive than other providers. Their product just stands head and tall above the rest. It would be hard to convince our board to move away from Diligent. They are also continuously updating, improving and offering new features and gives the customer opportunities to provide feedback.

Incentivized

A former employee of our company chose DocStar after much research and Q&A with the DocStar seller. I believe she truly put a lot of time/effort into choosing this system, but the end result is that it is not a good match for our company. After reviewing her notes, I believe she chose the system due to its ability to be customized through the template system

Incentivized

It is really worth it.

• 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

• We have saved almost 10,000 dollars a year just in toner cost. We had to implement some up front cost for tablets and other computer aspects but the initial cost of this was about 3,000 to 4,000 dollars. docStar has saved us an instrumental amount of money and will so in the future as well.

Incentivized