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Diligent Boards

Diligent Boards
Formerly Diligent Boards & Leadership Collaboration

Overview

What is Diligent Boards?

Diligent’s Board & Leadership Collaboration solution is built to provide organizations everything they need to drive digitization and operational excellence for board, committee, and executive meetings. Directors and executives can leverage real-time communication, secure collaboration, governance approval workflows and intelligence…

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Recent Reviews

Lighten your workload!

10 out of 10
November 28, 2023
Incentivized
We use Diligent Boards for all of our various Board meetings. It allows access to materials to Board members regardless of their location, …
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Easy to use

9 out of 10
July 25, 2023
Incentivized
I use Diligent as an administrator: to build Board and Committee books, review documents, and distribute the materials to Board …
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trusted product

9 out of 10
June 30, 2023
Incentivized
Board and committees for board member and employee use - to ensure a paperless environment for the 120 users on our account
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Awards

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Reviewer Pros & Cons

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Pricing

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What is Diligent Boards?

Diligent’s Board & Leadership Collaboration solution is built to provide organizations everything they need to drive digitization and operational excellence for board, committee, and executive meetings. Directors and executives can leverage real-time communication, secure collaboration,…

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  • Setup fee optional

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Diligent Boards?

Diligent’s Board & Leadership Collaboration solution is built to provide organizations everything they need to drive digitization and operational excellence for board, committee, and executive meetings. Directors and executives can leverage real-time communication, secure collaboration, governance approval workflows and intelligence to power smart decisions. More broadly, Diligent solutions aim to provide a growth trajectory on the path to good governance and bundle capabilities that support the evolution of forward-looking boards and leadership teams.

  • Save time by digitizing meeting materials and workflows
  • Work together without worrying about security
  • Drive better decision-making with curated data and intelligence

Diligent is a governance, risk and compliance (GRC) SaaS company, serving 1 million users from over 25,000 customers around the world. Their technology gives leaders a connected view of governance, risk, compliance and ESG across their organizations, to spark the insights they need to make better decisions and lead with purpose.

Diligent Boards Features

  • Supported: Multiple boards
  • Supported: Groups (group spaces)
  • Supported: Resource center
  • Supported: Current & archived books
  • Supported: Contacts, calendar & meetings
  • Supported: Signatures & approvals
  • Supported: Annotations
  • Supported: Questionnaires
  • Supported: Update history
  • Supported: Search (global search)
  • Supported: Link history (link back)
  • Supported: Online/Offline sync (unified)
  • Supported: Remote purge
  • Supported: Secure messaging
  • Supported: Meeting minutes management
  • Supported: File sharing
  • Supported: Data rooms
  • Supported: Automated agenda builder
  • Supported: Presenter mode
  • Supported: Page links
  • Supported: Watermarks
  • Supported: Self service site management
  • Supported: Voting & resolutions

Diligent Boards Screenshots

Screenshot of Preparation for board, committee and executive meetings, whether in person, virtual or a hybrid of the two.Screenshot of Collaboration on sensitive documents across the organisation in preparation for the board meeting, while safeguarding information in Diligent’s secure ecosystem.Screenshot of an additional layer of security to known processes with key integrations like Microsoft 365. Documents can be shared and users can collaborate with both internal and external stakeholders.Screenshot of the centralized platform where users can take, record, review and share minutes.Screenshot of board evaluations and questionnaires.Screenshot of D&O questionnaire requirements, which are managed in a single application experience.Screenshot of communication with leadership teams. This occurs in real-time on an encrypted, uncluttered channel to signify importance and urgency.

Diligent Boards Video

Diligent clients describe how Board & Leadership Collaboration drives board & committee effectiveness.

Diligent Boards Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web, Windows 10
Supported CountriesAll
Supported LanguagesEnglish, Chinese, French, German, Portuguese, Spanish, Italian, Arabic, Japanese, Hebrew, Dutch

Diligent Boards Downloadables

Frequently Asked Questions

Nasdaq Boardvantage, OnBoard Board Management Software, and Board Intelligence are common alternatives for Diligent Boards.

Reviewers rate Usability and Support Rating highest, with a score of 8.6.

The most common users of Diligent Boards are from Enterprises (1,001+ employees).
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Comparisons

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Reviews and Ratings

(69)

Attribute Ratings

Reviews

(1-25 of 33)
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November 28, 2023

Lighten your workload!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Diligent Boards for all of our various Board meetings. It allows access to materials to Board members regardless of their location, either in the Board Room or remotely, on their choice of laptop, iPad, mobile phone, etc. All communication and supporting documents for the Board is housed in Diligent.
  • Outstanding 24:7 Customer Service
  • Easy to use/intuitive design
  • Eliminates the need for paper copies
  • Has voting function for consent items
  • Still clunky with Excel spreadsheets that have multiple tabs. I find I have to pdf these files before uploading to Diligent.
I cannot imagine a scenario where I wouldn’t want to use Diligent for my boards. Go back to paper packets filled with highly confidential material? No, thank you! Easy for the Board members, easy for the admi team!
October 11, 2023

Paralegal Point of View

Score 8 out of 10
Vetted Review
Verified User
Incentivized
I use Diligent Boards for board meetings and questionnaires.
  • Organization
  • Ease of use
  • Function
  • Improve user access
  • Adding the ability to share with auditors would be a great option
  • Price could be improved
I really like this platform and would recommend Diligent Boards to my colleagues.
September 08, 2023

Diligent Boards for Boards

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Diligent Boards to share board and committee materials confidentially with our board members.
  • Repository
  • Customer Service
  • Global search term ability
  • Ability to edit documents on Diligent Boards
It is suited for the sharing of confidential information with individuals outside the company.
July 25, 2023

Easy to use

Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use Diligent as an administrator: to build Board and Committee books, review documents, and distribute the materials to Board members/directors. I also review the books as a Board member, from the users' point.
Diligent provides secure and confidential distribution of the materials.
I also manage the contract with Diligent Boards: conduct RFP process and manage annual payments.
  • to post documents and be flexible with updating
  • to share documents in the Resources section
  • easy to view as a user
  • not so easy to handle access when we have to arrange a specific, non-standard set up of access: sometimes we have to limit the access to one or few of the members of a particular book
  • calendar function will be useful, but it is an additional cost
  • flexible view options: vertical vs. horizontal
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use it to post documents that need Board approval, and I use it to post quarterly Board meeting material. We also publish a monthly board report that is distributed for all board members. It is also used for networking between board members and for their use of organizing between board meetings.
  • Ease of building books
  • Security features
  • Support
  • Resource Center needs some work
  • I would like to see additional resources for different types of applications
  • I would like to have a better guide on using Diligent for new users
Our board members are spread across the United States. Using a secure program like Diligent allows us to publish critical often confidential information that all board members are able to access in a timely manner, and vote on items that require additional authority to move forward with a project or purchase.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Generation and distribution of Board and Committee meeting materials and generation, distribution and collection of information for the Annual D&O Questionnaires
  • Love the ease of creating Board and Committee Meeting materials
  • Love the D&O Questionnaire module
  • Love the ability to retrieve and review archived materials
  • Maybe available - I just don't know - the ability to see the emails sent to Directors and/or officers when sending materials through the portal after the materials are sent
  • Would like to be able to see who has looked at the materials
  • Would like to have the ability to notarize electronically in the portal
  • Would like the ability to make edits in my document in the board book portal - not just upload a newly revised document
I have used two different board materials portals and Diligent is by far the more intuitive and user friendly
July 06, 2023

review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Diligent Boards to manage board books and meetings.
  • Manages books
  • Keeps board members engaged during meetings
  • D&O is easy to use and efficient.
  • The web functions need to mirror the oneclick functions
  • Getting your service team to respond to issues in a timely manner has been a problem for us.
  • The multi factor log-on requirement was not an easy process
  • Support should be able to provide consistent and reliable assistance.
The platform provides an easy and efficient means for the directors to access board materials and participate in meetings. Building books is a easy process.
June 30, 2023

trusted product

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Board and committees for board member and employee use - to ensure a paperless environment for the 120 users on our account
  • limitless volume
  • ease of loading and access
  • options in the platform for books, resource materials, evaluations
  • inability to link in WebAdmin within documents in the Resource Centre
  • links are lost when exporting documents in WebAdmin
  • loading documents in Resource Centre not entirely intuitive
very good for high volume of materials for multiple users
may be cost prohibitive for a very small board
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Diligent Boards as our sole platform for our Board of Trustee meeting documents as well as a resource centre, questionnaires and resolutions.
  • Customer support is second to none
  • Ease of use
  • I currently use one click as I like the functionality of importing a word agenda and being able to link. I know there is an updated version but sometimes new is not always better! Please keep one click!
Diligent Boards is a safe, secure means to share information. In the current environment where information is easily hacked, Diligent gives us peace of mind.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Diligent Boards to transmit confidential meeting materials to our Board of Directors and Senior Management. We use Diligent Messenger to transmit confidential communications to the Board of Directors and Senior Management between meetings.
  • Provides a secure board portal that Board Directors and Management can use to access confidential meeting materials
  • Provides excellent customer support 24/7
  • Boards is extremely user friendly and easy to use
  • Also being used for Management meetings
  • Would like to see a copy feature in Diligent Messenger so that I don't have to retype Diligent Messenger messages sent to me that I need to share with others
  • Would like to see search function in all formats - web, iPad, Android
Fits our requirement perfectly for a safe and secure Board portal to share meeting materials for Board, Committee, and Management meetings. Diligent Messenger also fulfills our requirement for a safe and secure vehicle to transmit confidential communications that cannot be forwarded or printed.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Diligent to post our Board Book to our 16 board members as well as to our CPQSC Committee. We are most concerned about security issues as we deal with physician confidential information.
  • Response time to questions and calls is very good.
  • It is very easy to put a board book together.
  • They are always asking if you want to add on new functions without informing you of the additional costs until the very end.
  • I think there should be a one sheet explanation of the services you offer and cost.
  • I have attended several of the online courses and they assume you are using the newest platform and I use One Click.
When you go to your webpage, you are not able to find cost and I think this is a very important thing. You have to schedule a demo, I guess, in order to find out the cost and what you get. I also feel that being able to talk to someone on the phone is very important versus going to a training session. The available times in Colorado are not very good for these sessions. Many are in the middle of the night or 9 pm at night or on a weekend. I think Diligent is very good for boards. I wish when you talked to account reps that they always weren't trying to sell you something versus trying to help you or say we have a new platform that ultimately will be taking the place of One Click. These are the benefits, etc. and show you how to use it so you can actually see the time it saves you.
June 06, 2023

Great Product

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We have used Diligent Boards for quite some time with our Board of Directors along with our subsidiary Boards.
  • Ease of uploading of documents
  • Customer Support
  • Overall user friendly and east of use
  • moving documents between tabs is a big issue that could be resolved
  • While we are a large user, it would be helpful to allow larger organization more control (i.e., add and remove users)
We strictly use this for building and sharing board books with Board members. The Board members really like this program. I see where we could use many of the other features as they improve. However, at this time, we recently merged with another organization so that will take some time.
Score 10 out of 10
Vetted Review
Verified User
We use the product for Board of Director Meetings and communications. It is also used to share Financial reports.
  • Security
  • Ease of use
  • Product support
  • Customer support
  • The ability to enable account feature without contacting Account manager (example Adding date and time stamp to signatures)
  • Have all the functionality available in the One-Click application available in the Web admin.
Diligent Boards is well suited for Board Meeting management, confidential document sharing, D&O surveys, secure instant messaging.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use Diligent Boards for posting and distribution of Board and Board Committee meeting materials, to complete the D&O Questionnaire process and for consent processing.
  • Very easy to navigate
  • allows for secure processing of Board materials
  • very efficient, quick and professional customer service
  • There is a new feature where you have to confirm uploading of documents which causes you to have to log out of the folder where you are pulling documents from which causes extra steps. It used to be that you could just go down the agenda topics and continue to pull documents without having to close and reopen the folder you are pulling documents from.
I have used other Board portals which are not near as intuitive or easy to use as Diligent Boards for the admins and the end users. The customer service is also excellent. It is efficient, quick and professional. I am really pleased with this product.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Diligent to maintain corporate records for a two hospitals, one foundation and 11 committees.
  • Structure of Levels and Tabs
  • Ease of uploading documents
  • Quick Links
  • My only example will be that the web base version does not have the ease of one-click and items are most often hard to find and maneuver.
I would recommend Diligent because it's a good program and there is always support at all hours of the day.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use Diligent Boards to manage Board Meeting material and annual surveys. Diligent Boards has help our company transition from hard-copy board books to seamlessly managing them electronically. My scope of use is uploading and organization materials into books.
  • Upload documents quickly
  • Renumbers agenda when additional line items are added
  • Easily restricts sensitive documents
  • Uploading signature could be better. Right now its very restrictive on the size.
Diligent Board is especially useful if a last minute change is implemented on a document. The change can easily be made and uploaded to the system and viewable in minutes. Another useful feature is how notes can be moved over from one document to the updated document so that users do not lose notes when an updated version is made available.
May 24, 2023

New user.

Score 7 out of 10
Vetted Review
Verified User
Incentivized
Diligent Boards is user-friendly and offers new and functional features to clients. 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 us to learn at our own pace.
  • communication
  • training
  • user-friendly
  • Diligent could offer practice runs for board meetings.
  • Specialists could be on call for board meeting postings.
  • Diligent could offer a community board to answer questions in real-time.
Diligent Boards are great for formal meetings of the Board. It does offer many features, so sometimes it may appear to be convoluted when trying to conduct a simple task. Also, I think it would be more helpful if there was a number to call to troubleshoot instead of a chat (although this may be already offered).
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Diligent Boards to share all the information with the Board of Directors and the Audit Committee.
  • Ease of use - very intuitive - minimum training needs.
  • Easy tools to upload information.
  • Easy way of preparing the agenda with the support materials for the Board of Directors and the Audit Committee.
  • I really do not have any recommendations; works very well for what I need.
Diligent Boards are very well suited to share information on a monthly basis with the Board of Directors and prepare the agenda with the supporting material for the quarterly meetings with the Board and the Audit Committee.
May 16, 2023

Great service!

Score 10 out of 10
Vetted Review
Verified User
In Aleatica, we use for the Board Members to access the information for the Board, in order they can decide wisely.
  • availability of the information
  • uploading means
  • control information
  • organization of the information
It is a great service.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use Diligent Boards to load materials, to prepare board books and review materials, create pdf's from the materials. My main issue is that board members do not get a nice list of materials, but everything is in one lump of documents and they sometimes complain that it is hard to find reports, etc. I would like to be able to set books, material in a list by business unit and type of the material, maybe date and even importance.
  • Easy to create book with subtitles and links
  • Easy to create pdf from the material
  • If I have issues I always get help from the support
  • I like that I am offered training if I need to update my knowledge
  • 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.
I would definitely would recommend diligent to other companies and my colleagues to use for board material loading, as despite few small issues otherwise it is a great tools and most importantly board members use it and find it more or less easy. If they have any suggestions i can always accommodate, what it is also great is the support team behind the tool.
May 10, 2023

Diligent Review

Score 9 out of 10
Vetted Review
Verified User
Incentivized
The use of the Diligent platform within the organization is primarily to display and pre-report, through a summary of key financial performance results and other relevant strategic topics, to board members, few days previously to quarterly earnings meetings.<br>It also serves as a repository of official historical documents associated with these meetings that can be consulted by interested parties at any time.
  • Reports control
  • Dissemination of strategic information
  • Historical information repository
  • Slight complexity of use
  • It would be nice to have a more user-friendly and intuitive interface
  • Make it easier to manage permissions for users and information consultants
The current general use of the platform at Axtel (as a consultation tool for BOD members and as a repository of official historical documents) fully satisfies and covers the needs of its users. Its use and operation is relatively simple, although there are aspects that could be improved, such as having a more intuitive and user-friendly interface.
Likewise, the support and help service so far has been excellent, they always attend us in a timely manner, with a very good attitude helping us to solve our doubts.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use it for managing all the corporate governance, presentations, minutes, attendance lists, etc. We implemented it to avoid confidential problems and to enhance the corporate governance's presentations process.
  • Confidentiality
  • Easy to use
  • Facilitate presentations' checking by the Board
  • You only can check presentation in PDF file, maybe in the future you could check them in power point, I mean with animations.
For us is very helpful with the management of Corporate Governance presentations, I don´t find something where It has to improve in an important way.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Boards to house meeting materials for our Board of Directors. We also use Boards to conduct surveys to gather an in depth understanding of the needs of our directors, users and executives. Whether one requires transportation, has a certain dietary need(s) or multiple nights stay at one of the lovely hotels in Toronto, D&O module provides a unique and customizable experience for our admins , and also gives a clear pathway to complete surveys for our board members.
  • simplifies the user experience
  • allows for an authentic touch and feel
  • admin user friendly
  • provides a straight forward way of completing the task
  • Logging and monitoring of user accounts and threat detection/intrusion
  • Account lockout after "x" failed attempts to log in which requires admin intervention
  • compartmentalized environment, preventing users from downloading items to their local device
Boards is a fine tuned product that provides an in depth, user friendly experience to many levels of user technical aptitude. From people who claim they barely know how to use a computer, to those who are fluent in the ways of tech, Boards allows for a streamlined and polished environment for our users to do what they need to. However, having been asked whether Boards will go in the direction of multimedia capabilities like housing video content, for me, Boards would not be an ideal solution. It is already refined to a point where few if at all front end adjustments are required.
February 21, 2023

Security at it's Best

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Diligent Boards are a place to have all documents used for a meeting all in one place. They are readily available to those in the meeting and are secure. Diligent Boards help me keep everything orgainized. The program is user-friendly. I'm able to easly drop the documents into a folder and rename the folder and year. I enjoy Diligent Boards; it makes it easy to have everything in one place.
  • Access to the documents
  • Storage of the documents
  • Security of the documents
I feel Diligent Boards has good security and easy access to documents.
Tanvi Potdukhe | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
I use Diligent Boards to create agendas for board meetings with linked documents & presentations. It is a streamlined process that Diligent Boards helps automate.
  • Automate with technology
  • Provide continuity
  • Saves previous versions
  • Allows for change within seasons
  • Easy to utilize both creators & presenters
  • Linking within the application would be helpful
  • Formatting options would be nice
  • Multi-user access, like with Google sheets would be preferred
Diligent Boards is best for our board meeting agendas. Otherwise, we do not utilize the program.
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