Name: BoardPro Client Testimonial Montage
Uploaded: 2020-02-13T21:18:38.000Z
Duration: 1 min 33 s
Description: A selection of BoardPro clients talking about how BoardPro helps their business.

Help Desk

Web and Video Conferencing

Customer Support

Automation Testing

Image Recognition

Development

Academic Advising

Education

Business Intelligence (BI)

Collaboration

Contract Management

Supply Chain Management

Enterprise

Accounting

Cash Flow Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Technical Skills Assessment

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Integration

Data Mapping

Data Privacy Management

Database Load Balancing

Database Performance Monitoring

Debugging

Edge Computing

Event Monitoring

Fraud Detection

Governance, Risk & Compliance

IT Asset Disposal

Integration Platform as a Service (iPaaS)

Internet Security

Managed Hosting

Master Data Management (MDM)

Network Diagnostics

Network Performance Monitoring

Secret Managers

Security Analytics

Storage Management

Tape Storage

Unified Endpoint Management (UEM)

Virtual Private Cloud (VPC)

WAN Optimization

Wireless LAN

Wireless WAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Intelligence

Community

Computer-Assisted Translation

Content Management

Digital Rewards

Email Marketing

Marketing Analytics

Marketing Automation

Predictive Analytics

Social Media Analytics

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Consulting

Sales

Microsegmentation

Security

Animation

Chargeback Management

Chiropractic

Construction Management

Tax Practice Management

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Diligent Boards

Diligent Corporation

OnBoard Board Management Software

OnBoard

Microsoft SharePoint

Microsoft

Azeus Convene

Skype for Business / Lync (discontinued)

Discontinued Products

Coda

Rambox

Boardable

BoardEffect a Diligent Brand

BoardPad (discontinued)

Nasdaq Boardvantage

Nasdaq

BoardPaq

BoardSpot

### Meeting Management
Users generally praise BoardPro's meeting management capabilities. They appreciate the ease of setting agendas, distributing board packs, and updating papers online. The ability to annotate papers and compile governance documents in a central repository is particularly useful for external directors. The feature that allows directors to update their interests efficiently and the actions feature that helps in task allocation and follow-up receive positive feedback. Additionally, the flying minutes feature is highlighted as a valuable tool for making formal decisions between meetings. (Source Reviews: [1](https://www.trustradius.com/reviews/boardpro-2021-11-04-17-33-27), [2](https://www.trustradius.com/reviews/boardpro-2022-01-27-13-03-31), [3](https://www.trustradius.com/reviews/boardpro-2021-11-08-17-21-55), [4](https://www.trustradius.com/reviews/boardpro-2021-11-22-16-29-24), [5](https://www.trustradius.com/reviews/boardpro-2021-11-04-14-56-49), [6](https://www.trustradius.com/reviews/boardpro-2022-01-27-12-19-38))

### Minute Taking and Distribution
Users appreciate BoardPro's minute taking and distribution capabilities for streamlining the meeting process and enhancing communication among board members. The platform's ability to create agendas, record minutes, and assign action items efficiently stands out as a valuable feature. Additionally, the Flying Minutes functionality for making decisions between meetings has been well-received for its convenience and effectiveness. Despite some minor concerns raised by users, overall sentiment leans towards the effectiveness and convenience of BoardPro's minute taking and distribution tools. (Source Reviews: [1](https://www.trustradius.com/reviews/boardpro-2021-11-08-17-21-55), [2](https://www.trustradius.com/reviews/boardpro-2022-01-27-12-19-38), [3](https://www.trustradius.com/reviews/boardpro-2021-11-04-14-56-49), [4](https://www.trustradius.com/reviews/boardpro-2021-11-22-16-29-24), [5](https://www.trustradius.com/reviews/boardpro-2021-11-04-17-33-27))

### Action Item Tracking
Users consistently praise BoardPro's efficient task and project management, particularly highlighting its robust action item tracking capabilities. Reviewers appreciate the ease of assigning actions during board meetings and the automated follow-up process that ensures accountability. The feature that allows for actions to be carried over from previous meetings and tracked for completion is also well-received. Additionally, the system's ability to send out reminders for pending actions helps keep board members on track and ensures that tasks are completed in a timely manner. (Source Reviews: [1](https://www.trustradius.com/reviews/boardpro-2021-11-04-17-33-27), [2](https://www.trustradius.com/reviews/boardpro-2021-11-04-14-56-49), [3](https://www.trustradius.com/reviews/boardpro-2021-11-08-17-21-55))

### Project Coordination
Users generally appreciate BoardPro's streamlined project management capabilities. The platform's ability to provide a centralized space for managing multiple projects efficiently is well-received. Users find that having separate boards for each project enhances organization and collaboration among team members. Additionally, the feature that links documents and meeting details to specific events in the agenda simplifies document sharing and ensures everyone is on the same page. While some users find BoardPro more suitable for complex projects with multiple tasks and team members, others feel it may be less necessary for smaller, simpler tasks with fewer participants. (Source Reviews: [1](https://www.trustradius.com/reviews/boardpro-2022-01-27-12-19-38))

### Task Allocation and Management
User feedback on BoardPro's task allocation and management capabilities is largely positive. Reviewers highlight the convenience of having all essential elements in one centralized platform, facilitating communication and integration among multiple development teams. The real-time functionality of BoardPro has proven beneficial for collaborative work planning and task execution, streamlining project management processes. Additionally, users appreciate the tool's ability to classify and differentiate documentation effectively, enhancing organization and information accessibility for various teams within the organization. (Source Reviews: [1](https://www.trustradius.com/reviews/boardpro-2022-01-27-12-19-38), [2](https://www.trustradius.com/reviews/boardpro-2021-11-04-17-33-27), [3](https://www.trustradius.com/reviews/boardpro-2021-11-04-14-56-49), [4](https://www.trustradius.com/reviews/boardpro-2022-01-27-13-03-31))

Users highly recommend trying the free trial of BoardPro and speaking directly with representatives. They believe that this is a great way to get a feel for the platform and understand its capabilities before making a commitment. Additionally, users suggest taking advantage of BoardPro's user-friendly interface and cost-effective pricing. They find it to be a comprehensive and logical platform for board and committee meeting management, making it easier for organizations to increase efficiency in meetings and overall management. Lastly, users recommend using BoardPro as a tool for collaboration and effective dissemination of information in meetings. They also appreciate how the platform eliminates the need for paper-based board reporting, reducing administrative tasks and allowing more time for important decision-making processes. Overall, users highly recommend trying BoardPro for small organizations and the not-for-profit sector. It is praised for its simplicity, prompt customer service, secure access, and hassle-free organization that can decrease carbon footprint.

Inconvenient offline functionality: Some users have mentioned that the software requires a stable internet connection to work offline, which can be inconvenient if the connection is not stable. This limitation has been noted by multiple reviewers, indicating that it may impact user experience in certain situations.

Lack of private chats during meetings: Several reviewers have expressed their desire for the ability to make private chats during meetings, suggesting that this feature is currently not available.

Limited customization options for keeping minutes: Multiple users have stated that the software does not allow them to use their own system for keeping minutes. This implies a lack of flexibility and customization options regarding minute-taking methods, which may restrict some users' preferred workflows.

Intuitive and Easy to Use: Reviewers have consistently praised the product for its exceptional intuitiveness and ease of use. Many users have found it simple to navigate through the platform, making it adaptable to multiple needs.

Time-Saving Agenda Setting and Minutes Writing: Users appreciate the built-in structure offered by the product, which simplifies agenda-setting and writing minutes. This feature has been highlighted by several reviewers as a major time-saving aspect, allowing for efficient compilation and distribution of board packs, as well as easy updates to papers.

Central Repository for Governance Documents: The central repository provided by the product has been highly regarded by users, particularly external directors. It serves as a valuable tool for storing all governance documents in one place. Additionally, recent updates to the Board paper annotation feature have made it an extremely powerful tool that enhances document management capabilities.

BoardPro is a centralized platform that has proven to be invaluable for numerous development teams. Users have reported that the real-time usage of BoardPro greatly enhances collaboration and task execution across multiple teams. With the ability to differentiate and classify documentation, BoardPro effectively organizes and centralizes useful information for different teams. This has resulted in improved communication and productivity among team members.

Notably, BoardPro is widely used by 3 Boards and 2 sub-committees across various organizations. Users have found that it offers fundamental functions for managing busy meeting schedules and keeping board members engaged between meetings. Some of these key functions include setting agendas, distributing board packs, updating papers online, annotating papers, writing well-structured minutes, distributing and approving minutes, making decisions between scheduled meetings, maintaining an Interests Register and Decisions Register, searching previous meeting documents, and providing action reminders.

In addition to its use in managing meetings, BoardPro also serves as a control panel for managing projects. It allows users to easily access all project details without wasting time searching through emails or local repositories. This centralized approach ensures that everyone is working with the latest version of documents while efficiently tracking corrections or integrations made by team members. Furthermore, every document in BoardPro is linked to an event in the agenda, simplifying document sharing with meeting participants.

BoardPro has received positive feedback from a variety of organizations. A small not-for-profit organization reported that its board members find BoardPro easy to navigate and use. They appreciate being able to access board papers ahead of meetings and easily follow the board pack during meetings. By uploading required documents before meetings and sending out board packs in advance, BoardPro helps create streamlined board meetings while eliminating the problem of disorganization. It provides a centralized space for recording and allocating tasks and actions to different board members.

Overall, BoardPro has proven to be highly effective in improving collaboration, streamlining meeting management, organizing documentation, and facilitating task allocation among teams and board members. It has gained popularity for coordinating and delivering board papers, committee meetings, and ad-hoc meetings. Users have found it to be a reliable and user-friendly platform that enhances productivity and ensures efficient communication within organizations.

ContractZen's Governance Cloud for SMBs features a board portal, entity management, contract management, virtual data rooms (VDR), and more – powered by AI. ContractZen was built to speed up operations, minimize risks, and maximize company value in due diligence situations.

Standard

Advanced

Custom

ContractZen

BoardPro

Board Management

Likelihood to Recommend

BoardPro Client Testimonial Montage

A selection of BoardPro clients talking about how BoardPro helps their business.

National Coordinator of Youth Network

BoardPro 2022-01-27 13:03:31

Slack

Microsoft 365

Adobe InDesign

Board Secretary

BoardPro 2021-11-04 14:56:49

Microsoft Teams

Microsoft Planner

Project Manager

BoardPro 2022-01-27 12:19:38

monday.com

Zscaler Private Access

Outlook4Gmail

Board Member

BoardPro 2021-11-08 17:21:55

Asana

TMetric

Zoho Connect

General Manager

BoardPro 2021-11-04 17:33:27

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

One board

Excel format

Incredibly responsive

Ability to work

Excel spreadsheets

Work offline

One page

Good internet

Outlook email

Internet connectivity

Email reminders

User friendly

Friendly and simple

Upload documents

Central repository

Simple to understand

Ability to create

New updates

Different boards

Board members

Home

Board Management Software

When using BoardPro, the first considerable advantage is the fact of having all the necessary and useful elements in one place. This particularity has improved and enhanced the ease of communication and integration of the multiple development teams for projects and events in the organization. In addition, the use in real time has favored the cooperation of the work in planning and execution of tasks, together with the differentiation of documentation, making it an excellent tool for classifying useful information for the different teams.

Exceptionally Intuitive.
Easy to use.
Collaborative and offline.
Organization and tools adaptable to multiple needs.

The ability to work offline.
It need a good internet connectivity.
Integration of automation elements.
The ability to make private chats during meetings.

Real-time collaboration.
Meetings.
Work management through boards.
Items that can be scheduled and are easily accessible.

Effective working time.
Increased productivity through a better understanding of work plans.
Reduction of time for face-to-face meetings and collaborative decision-making.

It is being used by 3 Boards and 2 sub-committees across the group. The following functions offered by BoardPro are now considered fundamental to keeping on top of the group's busy meeting schedule and keeping Board members in touch and engaged between meetings: setting agendas, distributing Board packs, updating papers online, ability to annotate papers, writing well-structured minutes, distribution and approval of minutes, Flying Minutes for decisions between scheduled Board meetings, Interests Register, Decisions Register, ability to search previous meetings' documents, actions and action reminders, and more. All this is even more essential as we have moved to working online so much more during COVID-19.

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.

One feature which I believe is being worked on is the ability to allocate an action to more than one Board member, so everyone gets a reminder if it's a group action.
BoardPro are incredibly responsive to feedback and have continually enhanced their product over the years I've been using it and will no doubt continue to do so.

Agendas and Board packs
Minutes
Actions and reminders

As Board Secretary I do not have 'hard numbers' but certainly the organisations I support have received a much better service from me and more value for money as a result of the efficiencies that BoardPro offers.

Adobe InDesign, Microsoft 365 (formerly Office 365), Slack

For our organization, I'm a Project Manager and there are a lot of projects that I have to manage, in different areas and with different team members. With BoardPro I use an unique platform to manage all the projects also when I have to communicate with people outside the company. BoardPro is like a control panel (a board) where you can show all the details for every project without waste time or searching mails and documents in outlook or in your local repository. You are sure that the document you are working on is the last version and, when there are corrections or integrations you know when they were done and who did them. Moreover, every document is linked with an event in the agenda, so it makes easy to share the documents with all the people who participated in a meeting. In my experience the more relevant benefits are: a cleaner way to manage projects; avoiding waste of time to search and re-create the meetings (and also the ideas, the notes and the decisions that were taken) and give to the team members a space in which they can collaborate as a team.

Different boards for every projects in an unique platform
A common space in which team members can participate in a project, using resources as documents and minutes and can annotate them in the personal local space
For every project there are the details of every single meeting; and for every meeting you can easily look all the notes and the minutes taken

development of an Android app (at the moment available only on the Apple store)
a section for the Q&A answer for users at the beginning level
upload also excel format documents

a clean agenda for every meeting with minutes and documents linked on it
separated board for every project
sharing documents among team members, and the possibility to annotate/integrate them

BoardPro reduces time dedicated to burocracy aspects
BoardPro increases teamwork

BoardPro is being used by our board of directors for a small not-for-profit organisation. We have a very diverse board, across the age spectrum and all members utilise BoardPro and find it easy to navigate and use. We are able to access board papers ahead of meetings and follow the board pack during meetings.

Creation of board pack
Recording minutes
Action items from minutes
Flying minutes
Creation of agenda
Send meeting invites

Include a feature where all information is displayed on one page. For example my finance and risk subcommittee and assests and investments subcommittee material and information is on the same page as the main board material and information.
I am not sure if this feature is already available but BoardPro integration in Outlook email or Gmail and other services.
The above suggestion will allow the invites saved on emails to update automatically.

Flying Minute
Meeting invite & agenda
Board packs
meeting action points
meeting minutes

We can make decisions decisively.
We have access to all the infomation we need at our fingertips.
Through BoardPro we are well-equipped and supported to focus on what we do best and to make a real difference in the lives of young women in Aotearoa, New Zealand.

Outlook4Gmail, Zscaler Private Access, Microsoft 365 (formerly Office 365)

As General Manager and Board Member I am the main user of board pro in the organisation.

I use it to create streamlined board meetings each Quarter. I upload any required docs (as does our CFO) before board meetings and send out board packs before meetings so everyone has time to read through and be prepared for each board meeting.

It removes the problem of not being organised for board meetings. 

Plus it is a place where all tasks and actions are recorded and allocated to different board members.

Ability to upload documents
Ability to create a Board Pack - which can be sent out via the software to board members
A place to record minutes during the board meeting

Ability to upload large excel spreadsheets.

Ability to duplicate previous meeting so a lot of time is saved creating each board meeting
Ability to allocate actions to members and these are sent out automatically - plus reminders sent out if not implemented.
Minutes can be created in meetings, with notes, tasks and actions
Actions from previous board meeting are carried over from previous meeting and it can be seen if they have been completed or not and by whom.

It has made meetings more enjoyable and flow faster
We are able to get through the formal agenda quickly and focus on strategy
The strategic decisions that have occurred as a direct result of using BoardPro have added real value to Search Republic

BoardPro

Overview

What is BoardPro?