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Diligent Boards Reviews and Ratings

Rating: 9.4 out of 10
Score
9.4 out of 10

Community insights

TrustRadius Insights for Diligent Boards are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

24/7 Customer Service: Users have consistently praised the platform for its 24/7 customer service, highlighting the quick response times to queries and the helpful assistance provided by the support team. The availability of round-the-clock support has been a significant factor in enhancing user satisfaction and resolving issues promptly.

Intuitive Design: The intuitive design of the platform has garnered positive feedback from users, who appreciate its user-friendly interface that eliminates the need for paper copies, thus improving overall usability. This design feature not only simplifies navigation but also contributes to a more efficient workflow for users across various tasks.

Easy Document Management: Many users find it highly convenient to post and share documents on the platform, particularly in the Resources section. This ease of document management enhances collaboration among users and streamlines workflow processes. By facilitating quick access and sharing of resources, users can work seamlessly on projects, saving time and promoting effective communication within teams.

Reviews

80 Reviews

Review

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

i am an administrator at my organisation. i use Diligent to load documents and create decks for board committees. the platform has proven to be user friendly for both administrators and directors. also very safe for confidential data. i love that there are resources within the platform that form part of learning how the platform works. Diligent is very practical.

Pros

  • Customer service is great. if any of the built resources are not sufficient to resolve a challenge, reaching out to Diligent, there is always someone ready to assist till a challenge is resolved
  • Assistance is readily available at any given time
  • Diligent is progressive, always creating ways to ease how we do work

Cons

  • because my scope is not very wide, I have not experienced challenges that requires further improvement by Diligent

Likelihood to Recommend

Diligent is a safe platform for confidential data, and organisations benefit immensely from this. For large oganisations that has to share data across many users, the organisation is guaranteed secure sharing of this data.

The platform is user friendly for its users, which makes it easy for anyone even as a beginner to hop on the platform and navigate their way through.

Great piece of software

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

I use Diligent to manage meeting papers and hold governance type information for how our entity works and the resonsibilities the directors have.

Pros

  • Meeting paper upload
  • Meeting paper linking
  • Easy sign up of new members

Cons

  • Everyday functions like minuting should be free

Likelihood to Recommend

It is just so easy to use and very intuitive. I have had two new board members join us and they have been able to access and read papers straight away. This makes it very easy from a Board Secretary point of view.

Vetted Review
Diligent Boards
3 years of experience

Diligent Boards is good admin support

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

We use Diligent Boards for preparing and viewing board and committee materials for meetings. Organising books that have numerous reports as well as other reading materials in the resource centre.

Pros

  • Organising board papers into books for easy navigation
  • Providing templates for agendas and minutes

Cons

  • Agenda style can be improved for user friendliness
  • Reference function for footnotes

Likelihood to Recommend

Appropriate for preparation and publication of board materials, and allows directors to easily navigate through long papers or books. Less appropriate for preparing written resolutions and other standalone documents.

Vetted Review
Diligent Boards
1 year of experience

Seamless Board Management

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

We use Diligent Boards for multiple Boards, Committees and Investment Committees across over 500 entities. Diligent Boards enables us to set user access permissions easily to avoid potential conflicts of interest, and provides a secure method of delivering information to Directors, Management and Committee Members. We are in the process of upgrading to Diligent Pro which will provide the secure file sharing functionality.

Pros

  • Easy uploading
  • Easy to change user access permissions
  • Ability to export packs
  • Setting up new users

Cons

  • When you upload a new version of the paper customer access permissions need to be redone
  • Auto agenda won't allow us to use our own templates
  • search functionality doesn't always work

Likelihood to Recommend

Diligent Boards is valuable where organisations have several boards and entities and are able to centralise the board management process. However as it is expensive and there are minimum fees, it may not be the best option in the market for smaller organisations which have only a few entities, for those other options such as Box may be a better option.

Vetted Review
Diligent Boards
5 years of experience

A must have Board system

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

Managing the Board Papers is time consuming, saving the minutes, agenda's and reports on our server has caused issues when Board members request copies, etc. it requires someone to search through folders to copy and send electronically to the members.

With Diligent, this has saved time and makes it easier for the Board to access and review past papers, future Agendas and current Reports.

Pros

  • Communication - Secure Communication between the Board members via the App
  • Sharing of Agenda and Minutes between the Board
  • The Ability to review the Agenda and reports before sharing them with the Board

Cons

  • We have only been using Diligent for a short period, I don't have any examples for improvement at this time.

Likelihood to Recommend

Using Diligent has resulted in less maintenance of reports, Agendas and minutes. they are all accessible via the App for the Board and can be managed through the Web portal by the Company Secretary and Executive Team before sharing with the Board, it makes it less work to collate everything before and after a board meeting.

Telecommunications review

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

We use Diligent Boards for our agenda building and Board pack presentation. It allows for users across jurisdictions to access material for review before and during our meetings.

Pros

  • Agenda building
  • Display of board papers
  • Note taking

Cons

  • Integration with DocuSign could be more user friendly.
  • Allow editing of EasyEdits via the web browser.

Likelihood to Recommend

With directors cross jurisdictions it is excellent for allowing directors access when it suits them. The security is very good and being able to restrict particular documents is very handy. The notes functionality is useful.

Vetted Review
Diligent Boards
10 years of experience

Diligent Review.

Rating: 8 out of 10
Incentivized

Use Cases and Deployment Scope

Diligent is used to create meeting packs for boards and committees. It creates a one-stop centre for accessing and disseminating information.

Pros

  • Creating meeting packs.
  • Circulating meeting packs.
  • Serving as a repository for documents.

Cons

  • Diligent should use AI to predict agenda items based on existing precedents.

Likelihood to Recommend

Diligent is great as a repository for board information. Diligent can adopt AI for improving user experience in creating an agenda, etc.

Vetted Review
Diligent Boards
2 years of experience

Bad Diligent experience.

Rating: 1 out of 10
Incentivized

Use Cases and Deployment Scope

Used as a portal for PLC directors for board and committee papers for 6 years.

Pros

  • Formerly was great support service but complete decline in recent years.

Cons

  • doesn't manage large file sizes well - very slow and clunky to use.
  • Sometimes the portal just doesn't work for no reason, and the support team is never able to resolve the issue.
  • Very expensive especially given very poor service level.
  • Diligent changed contact details without informing clients (team crystal to team sapphire).
  • Diligent hasn't made any material improvements or enhancements to the board portal in years, indicating no investment in the product.
  • Diligent should allow presenters partial access to their sections of the pack.

Likelihood to Recommend

We have had several directors complain when Diligent stops working for no reason, or papers just don't upload, and the support team never provides any effective support to resolve the issue or follow up. Very slow to respond to requests, such as overlapping director accounts, and requires repeated requests to take action.

Vetted Review
Diligent Boards
15 years of experience

Diligent works.

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

Diligent makes communication between management and the Board so efficient. No need to worry about confidentiality, as the platform is secure.

Pros

  • Creation of Board meeting packs.
  • Signing of Resolutions.
  • Effective real-time communication with the Board.

Cons

  • The ability to use offline for previously downloaded books.

Likelihood to Recommend

If the Board needs information and it is after hours, Diligent allows confidential information to be shared without the need to password protect.

Efficiency game changer in the Boardroom.

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

I use Diligent Boards for Board meetings and general office meetings.

Pros

  • Board Packs.
  • Minutes
  • Information storage for Directors.

Cons

  • Provide clarity on how signatures work and assurance on security thereof.
  • Allow all administrators permission to input data in all committees in the absence of the main administrator for that particular committee.
  • More guidance on how to use AI on diligent.

Likelihood to Recommend

Diligent is the best app for managing board information and storing important board information. In particular, the Resources tab. The Minute tab is also very helpful for storage of minutes for use by the board without reviewing a full board pack. It becomes quicker and more user-friendly.

Vetted Review
Diligent Boards
6 years of experience