Diligent Boards vs. WorkflowMax

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

WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.

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

• You can customize the notifications and this has helped us enormously to schedule dates that we overlooked. Also the templates are customizable which gives the company its own branding on its reports.
• It is integrated with the Xero platform which makes it very useful to streamline the processes of billing, accounts payable, accounts receivable, petty cash flow and all the accounting and administrative area.
• It also has a very complete mobile version, where we can be present and monitor the progress of projects in real time, no matter where we are.

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

• Currently the timesheet function allows staff to input time for overlapping periods which can cause some headaches when it comes to payroll and invoicing. We understand this is being addressed.
• The amount of flexibility in the product can create some challenges when setting up the jobs database at the onset. It is a daunting challenge but worthwhile when completed correctly and rolled out across the firm. Adding new jobs is much easier.
• No search function to find a specific job, you have to scroll through all jobs allocated to you.

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 we can't imagine being without it!

Incentivized

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

Incentivized

It's easy to use and provides me with instant online access to the management of my business whether I am at my desk or overseas

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

The support team are excellent. The only downside is that you can't phone them!

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

Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?

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

WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we needed and they had a no refund policy!

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

• Max enables Loan Assistant to invoice very quickly and easily and integration with Xero for card payments brings our cashflow forward.
• Max enables the Loan Assistant team to manage their workflow in an efficient and productive way. The team all work from home. It is the centre of our Loan Assistant universe.

Incentivized