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BoardEffect a Diligent Brand

Score8.6 out of 10

13 Reviews and Ratings

What is BoardEffect a Diligent Brand?

BoardEffect, a Diligent brand, is an agile board management solution optimized for nonprofit, community healthcare, higher education and credit union organizations to deliver the right tools to drive more efficient, collaborative, and secure governance. Part of Diligent, a provider of modern governance solutions, BoardEffect boasts users among 55,000+ boards and communities, helping them access resources and information to meet the organization's most immediate challenges.

Categories & Use Cases

Media

Screenshot of From surveys to polls to discussion groups, communication between board members is secured.
Screenshot of Create and disassemble ad hoc groups whenever needed. From executive searches to special event planning, the material is hosted on BoardEffect for as long as it is needed.
Screenshot of Approve board meeting minutes, policies, and other important documents using the approvals tool. Board members can review documents, make comments, and sign to approve.
Screenshot of From creating a board book in the book builder to annotating board meeting materials on a mobile device, online board books keep up with the board’s busy lifestyle.
Screenshot of Using the task tool, board members can set reminders to accomplish specific tasks and check the box once complete. BoardEffect administrators can also assign tasks and send reminders to help board members and executives stay on track.

1 / 5

Screenshot of From surveys to polls to discussion groups, communication between board members is secured.

Great program for Board involvement

Use Cases and Deployment Scope

Our Board members login to BoardEffect a Diligent Brand to gain access to all of their materials for quarterly meetings. I create different folders for them to find the information they need. Instead of me having to email many things to them, I can just post them to BoardEffect a Diligent Brand and they can each go there to view the materials. Also, I don't have to produce a hard copy book anymore. They each bring a laptop or tablet to the meeting and bring up their materials. Archived information is all available there too, eliminating any need to print anything out. Also, I don't have to project anything on a screen anymore because they all have it in front of them! Yay!

Pros

  • 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!

Cons

  • I've had a few issues with customer service, but I think those have been ironed out now.
  • I do wish I could still re-set my user passwords, since it's all the information that I post, but I understand the why.
  • There are times I can't figure something out, and look in Help and just have to call Customer Service. I can't think of one specific thing, but I've found it hard to get help sometimes on what I need.
  • One time, I posted our board book on the event page, then someone changed something and I had to figure out how to get that book off and put the new one on. I finally did figure it out.

Return on Investment

  • 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!

Usability

Great product Easy to use.

Use Cases and Deployment Scope

I run a large nonprofit organization and serve on several other nonprofit boards. BoardEffect is used by three of the organizations, and it makes creating and editing Board packets very easy. I have several Board Members who are 70 or older, and they find it easy to use (I have never had to provide a tutorial).

Pros

  • Organizes Board records.
  • Allows Board Members to access packet and make personal notes.
  • Saves a lot of paper.

Cons

  • It’s a little slow navigating the calendars inside the workrooms.

Return on Investment

  • Time saver.
  • Reduce thousands of printed pages per month.

Usability

Alternatives Considered

BoardPAC

BoardEffect Review

Use Cases and Deployment Scope

In our organization, We use BoardEffect a Diligent Brand for our meeting management.

Pros

  • Agenda
  • Minutes
  • Reminders
  • Workrooms

Cons

  • I think there is room for improvement in BoardEffect a Diligent Brand with Attendance talking to minutes

Most Important Features

  • BoardEffect
  • Minutes
  • Polls/surveys

Return on Investment

  • All one location
  • Easy access for members

Usability

Other Software Used

Microsoft 365

BoardEffect Review

Use Cases and Deployment Scope

I'm the board secretary. I use BoardEffect for meeting documentation. The organization uses the overall Diligent system for a range of compliance documentation. The critical business problems are managing collaboration and authorization.

Pros

  • organizes board documents
  • allows granular permissions
  • provides repository for large documents

Cons

  • BoardEffect allowing board and CEO to be admins yet board still able to maintain documents confidential from CEO
  • document formatting for all Board Effect docs... that is, ensure all pdfs in board packet have consistent easy-to-read format
  • AI summary never works in BoardEffect. It's horrible in my opinion. We need it so it needs to be fixed.

Return on Investment

  • I have no measurements to answer this question

Usability

Other Software Used

ChatGPT

Very Secure and Easy To Navigate

Use Cases and Deployment Scope

We use BoardEffect a Diligent Brand for all of our board meeting documents, board policies, etc. This allows us to store the confidential documents in one place for board members. Only those that have access can view the documents.

Pros

  • Allows me to use the same template every month.
  • Limited access to users.
  • Easily able to organize our board meeting agenda.

Cons

  • None that I can think of.

Return on Investment

  • Positive: Secure place to store documents.
  • Positive: Easy to navigate for new users.
  • Negative: Figuring out how to create a template was difficult.

Usability

Alternatives Considered

BoardPaq

Other Software Used

DocuWare, Microsoft 365, Canva