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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 27)
Companies can't remove reviews or game the system. Here's why
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.
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 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.
June 16, 2023

Choose Diligent!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Ascension Illinois uses Diligent Boardbooks to manage the Hospital Board materials for external Board members. Non-employees are unable to access our files so Diligent provides a confidential platform for those members to access the materials.
  • I love the functionality of being able to move documents from one location to another.
  • The Board members love to take notes right on the board packet.
  • The ease of labeling sections and adding documents is priceless.
  • Adding documents from Google docs without converting to a pdf.
Diligent works for our company. I have not found any areas where it is not suitable.
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
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 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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Diligent Boards for all regular Board & Committee Meetings, Mergers & Acquisition approval meetings and review and approval of the Company's earnings materials. Diligent Boards provides the company with a secure way to send presentations and information without using email. It also ensures that when presenting at a meeting, all attendees are reviewing and looking at the same materials.
  • Easy to use both from an administrative perspective and from an end user prospective.
  • Stores historical information that both the legal department and the end user can utilize when needed.
  • Provides a secure way to share this information.
  • It would be nice when using the link functionality that you had a preview screen. The Web version currently does not have this capability.
  • It would be nice if we could archive resource documents similar to how books are archived.
  • If the product was more cost effective, we would be able to expand it to other users that prepare board materials but don't necessarily attend the board meetings.
It is well suited for use at all board & committee meetings, approving or presenting potential mergers and acquisitions, for the Board & Committee evaluations and the Director and Officer questionnaire process. The reporting for the questionnaire portal is especially helpful. Due to the cost of the product, we cannot really utilize for internal meetings.
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).
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 8 out of 10
Vetted Review
Verified User
Incentivized
Diligent Boards is our tool for communication and safeguarding of information with the different government bodies that participate in decision-making process within the organization, including the board of directors. Support is always available and the tool is very robust, safe and useful but it does present some challenges: - Unequal utilization: our governing bodies have members of different ages. The younger ones find it a very easy to use tool, but the older directors have a hard time familiarizing themselves with it and they don't take advantage of its full potential, they limit themselves to the basics. - Despite being a versatile tool, in my opinion the information available and its configuration varies depending on the device used (laptop, tablet, iphone, android & web vs app). In my opinion, this confuses board members, stresses them out because they can't find things where they expect, and makes it difficult to communicate with them. -In my opinion, its use and exploitation require discipline and someone constantly monitoring that the defined protocols are complied with and that the users fulfill their tasks in due time. In my opinion, it does not work alone nor on automatic.
  • 24 hrs. support.
  • They usually listen to suggestions and work on them.
  • They speak my own language.
  • Same functionality and appearance no matter the device used to work with Diligent Boards (App vs web, laptop, tablet, iphone, android ...).
  • Questionnaires - I've found it is not possible to send reminders from Diligent Boards.
  • Votes: it is not possible to have more than 1 issue to vote. Either you vote all your issues for or against, there is no other possibility available. If we have more than one decision to make, we use questionnaires because the vote function is no useful in such cases. Questionnaires are ok but they demand more work and follow up.
This tool is great for a governing structure that is already mature or at least has strong bases. If this is not the case it might be an expensive tool you may not capitalize from it.
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 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.
Score 9 out of 10
Vetted Review
Verified User
There are no relevant business problems addressed by Diligent Boards.
  • Fast
  • User-friendly
  • Has an excellent customer support
  • There is some kind of information in the votation process that is overexposed
  • There is no connectivity with excel or SAP
I would like to have some opportunity to customize the votation process and connect with other software systems. The application is very user-friendly, and Diligent Boards provides excellent customer care.
January 10, 2023

Diligent Boards is No.1!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
I am one of the administrators on Diligent Boards. I create the 'books' and upload all Board/Committee papers and inform all Board/Committee members/representatives when the papers are ready to view. I deal with all User queries relating to Diligent Boards and keep all Users informed of any changes/new features etc.
  • Easy to create a new 'book' or copy from an existing book
  • Easy to upload papers including replacing/deleting
  • Very good to be able to restrict access on certain papers within book
  • Extremely beneficial for Users to access their account via the Web
  • Some new features require the Customer Success Manager/Diligent Team to activate them first, which can be time consuming and can result in delays in having these, especially when the features were outlined in a webinar a few months prior. For example, the self-service function.
  • It would be good to have access to our contract within our account so I can keep track of the amount of contracted Users and whether we have exceeded our limit
I find that Diligent Boards is extremely user-friendly and the functions are advanced and appropriate in our circumstances. Being able to restrict access to certain members of papers within a book is very beneficial. I also think having the Web version is an asset as I know from our Users that this is advantageous, especially when their device is updated and they have forgotten their password to be able to download the app.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Diligent Boards to communicate board materials, communications and questionnaires with our board of directors. It works well with board materials. This our first time with questionnaires. Hoping the directors will like it.
  • Makes organizing easier
  • Helps keep documents confidential without bunches of email
  • The prefill manager works particularly well in the questionnaire section
  • Formatting in the questionnaire needs improvement. I end up with different fonts and sizes for some reason. Wish there was a way to universally change the font. It's tedious going into each question individually.
  • Sub questions and making questions contingent is a bit clunky. Could use some improvement
The questionnaires are particularly good at simple questions. When there are multiple parts, it is a bit clunky. It could be improved. In order to put in some questions I had to divide the question into 2 or 3 where on a paper copy it was 1 compound question.
December 29, 2022

Strong Product Overall

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Diligent Boards for quarterly board meeting purposes: uploading and displaying board meeting agendas, minutes, casting votes, applying signatures, etc.
  • Boards has done a wonderful job with providing ease of uploading materials and editing capabilities.
  • Boards has made adding and deleting users quite simple and effective.
  • Please, please add the ability to download pdfs with links on your online Boards platform. It is the only thing keeping me from using the online version of Boards entirely.
  • Boards support team is fairly helpful, though I feel like I am often having to resolve a bit more on my own even after "solutions" are provided. Boards support is, though, way more effective than Diligent Entities support- we have had a horrendous time with Entities support each time we use them. It is easier to try to resolve on my own, even though it takes up a lot of my time.
We use Boards for upper-level Board and management meetings, and this is where we have found it to be most suitable.
December 27, 2022

Diligent - excellent!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Diligent to construct board papers for our two main committees and to share confidential papers for other meetings with our Trustees and Directors.
  • Builds books
  • Allows manipulation and reordering of books
  • Agenda creation
  • Voting
  • Diligent changes the order of multiple uploaded documents, which can be frustrating
  • Annotations - being able to add pages or documents into a book after publication and where annotations have been added by users - this would be REALLY useful for us as it happens quite often. The key would be to be able to attach annotations to a particular location and ensure they remain with the relevant text/page.
It is excellent for sharing confidential information, however it is not possible to share this information with non-users without either adding a licence or exporting the information.
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