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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

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Verified User
Administrative Assistant in Corporate
Hospital & Health Care Company, 10,001+ employees
Verified User
Paraprofessional in Legal
Entertainment Company, 1001-5000 employees
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Pricing

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Diligent Boards

Diligent Boards

N/A
Unavailable

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,…

Entry-level set up fee?

  • 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 Integrations

Diligent Boards Competitors

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

(1-5 of 5)
Companies can't remove reviews or game the system. Here's why
October 11, 2023

Paralegal Point of View

Verified User
Paraprofessional in Legal
Entertainment Company, 1001-5000 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
I use Diligent Boards for board meetings and questionnaires.
Pros and Cons
  • Organization
  • Ease of use
  • Function
  • Improve user access
  • Adding the ability to share with auditors would be a great option
  • Price could be improved
Likelihood to Recommend
I really like this platform and would recommend Diligent Boards to my colleagues.
Most Important Features
  • Uploading Board Material
Return on Investment
  • Diligent Boards has had no impact on ROI
Support Rating
10
I give Diligent Boards a ten for their white-glove customer support. I can email or call anytime and connect with a representative.
Diligent Boards Security
Diligent Boards has been great and I have had no security issues.
Other Software Used
Users and Roles
10
Support Headcount Required
4
Business Processes Supported
  • Easy to access
  • Web based
Innovative Uses
  • Questionnaires
  • Surveys
Future Planned Uses
  • Auditor access
Likelihood to Renew
8
The cost will be a key factor when we look to renew or not with Diligent Boards.
Products Replaced
No
Key Differentiators
  • Price
Definity Price
Evaluation Lessons Learned
No, I would still select Diligent Boards.
Implementation Details / Implementation Partner
  • Implemented in-house
Implementation Rating
9
I think our Diligent Boards implementation went well.
Premium Support
No, we did not purchase premium support for Diligent Boards.
Bug Resolution
No
Exceptional Examples of Diligent Boards Support
I called on New Year's Eve at 8 pm CT and connected with a Diligent Boards customer service representative, who was very helpful.
Usability
10
Diligent Boards is easy to access.
Easy Tasks
  • Easy to access online
  • I like that the admin had a separate view
Difficult Tasks
  • Getting used to web base system vs. one click
Mobile Interface Availability and Impressions
No
July 06, 2023

review

Verified User
Paraprofessional in Legal
Insurance Company, 5001-10,000 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
We use Diligent Boards to manage board books and meetings.
Pros and Cons
  • 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.
Likelihood to Recommend
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.
Most Important Features
  • Granular level of functionality
  • Security
  • Ease of management
  • Ease of creating books
Return on Investment
  • Eliminated the need to distribute board materials
  • Communication with the board
  • Ease of completing questionnaires
Support Rating
5
I have found the team is not as responsive as we needed. In my opinion, customer support is limited to what they can do and needs to send message to assigned team and Inconsistent messaging when providing assistance.
Diligent Boards Security
We have not had any issues with security.
Users and Roles
200
All business functions
Support Headcount Required
1
Business Processes Supported
  • Board meetings
  • D&O
  • Communication
Innovative Uses
  • none
Future Planned Uses
  • none
Likelihood to Renew
10
Products Replaced
No
Key Differentiators
  • Cloud Solutions
  • Scalability
  • Integration with Other Systems
  • Ease of Use
Evaluation Lessons Learned
I would not do anything different.
Implementation Details / Implementation Partner
  • Implemented in-house
Implementation Phases
Yes
We did one entity at a time.
Change Management Lessons
Change management was minimal
Implementation Issues
  • Training users
  • I found the rep at the time was not flexible
Implementation Rating
7
The training offerings are much better than they used to be 5 years ago. Kudos to that!
Premium Support
I am not sure what this means?
Bug Resolution
No
Exceptional Examples of Diligent Boards Support
The current rep. always does her best to assist us when we are having issues, especially when we were struggling with the MFA.
Usability
8
It is very easy to use
Easy Tasks
  • Building books (drag and drop)
  • creating questionnaires
  • sending communications to the board
Difficult Tasks
  • Using the web is missing some functionalities
  • In my opinion, the MFA can be burdensome and glitchy
Mobile Interface Availability and Impressions
Yes
I have never used it
June 23, 2023

Highly Recommend Diligent as a Secure Board Portal

Verified User
Manager in Corporate
Non-profit Organization Management Company, 1001-5000 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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
Likelihood to Recommend
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.
Most Important Features
  • Security of information
  • Ease of use
  • Stable and Reliable product with great customer support
Return on Investment
  • Increased security required in the transmission of sensitive meeting materials to the Board and Management
  • Savings in postage and courier fees
  • Much less labour intensive to produce, distribute and update meeting materials
Support Rating
10
Because we always get great customer support from Diligent on a 24/7 basis
Diligent Boards Security
We have confidence that the confidential information -- particularly relating to investment transactions -- we provide to the Board is secure and won't be forwarded or copied to unauthorized users
Alternatives Considered
Much more user friendly because board portal replicates a binder which Directors are familiar with. Also the 24/7 customer service is reliable and has never let us down!
Other Software Used
Users and Roles
55
Finance, Risk, Legal, Pensions, Investments - all business functions use Diligent
Support Headcount Required
We rely of Diligent Customer Support and have no inhouse support
Business Processes Supported
  • Board Meetings
  • Management Meetings
  • Confidential communications
Innovative Uses
  • none
Future Planned Uses
  • nothing comes to mind
Likelihood to Renew
10
Because it is a great product--safe, secure and reliable. If it ain't broke, don't fix it!!
Products Replaced
Yes
Yes - I tried one other product but it was not user friendly and our Directors quickly reverted back to paper. So I chose Diligent because it is so user friendly and replicates a board binder which our Directors and Management found very user friendly.
Key Differentiators
  • Integration with Other Systems
  • Ease of Use
Ease of use which encouraged directors to switch from paper to electronic materials.
Evaluation Lessons Learned
We didn't use an evaluation and selection process. We just selected a product we know our directors would use.
Implementation Details / Implementation Partner
  • Implemented in-house
Implementation Phases
No
Change Management Lessons
Change management was minimal
Implementation Issues
  • None
Implementation Rating
10
Great training and support!
Premium Support
No - our current support is excellent.
Bug Resolution
No
Exceptional Examples of Diligent Boards Support
We have had very little occasion to call Diligent for support; however, our Directors have always received exceptional support for any issues they may have - usually it is operator error and Diligent customer support is always very helpful and understanding and able to resolve the issue.
Usability
10
Because it is extremely user friendly and you don't have to be a technical genius to use the product.
Easy Tasks
  • Navigating through Books
  • Searching for past report
  • Making notations
Difficult Tasks
  • can't think of any
Mobile Interface Availability and Impressions
Yes
Great! I can open Boards on my iPhone and iPad while in transit - love it!
May 16, 2023

Great service!

YR
Yessica Ruiz Vergara
Counsel
Aleatica (Transportation/Trucking/Railroad, 1001-5000 employees)
Score 10 out of 10
Vetted Review
Verified User
Use Cases and Deployment Scope
In Aleatica, we use for the Board Members to access the information for the Board, in order they can decide wisely.
Pros
  • availability of the information
  • uploading means
  • control information
  • organization of the information
Likelihood to Recommend
It is a great service.
Most Important Features
  • Avalibility
  • Friendly way to use it
  • It is a really quick tool
Return on Investment
  • Improvement on information control and confidentiality
  • Improvement of decision-making
  • Time saving
Support Rating
10
As I said, great integral service.
Diligent Boards Security
It complies with Aleatica´s security measures.
Alternatives Considered
Other Software Used
ASAPP Customer Experience Performance (CXP), Smartsheet, Instant Teams
Users and Roles
30
All of them Members of the Board or Secretary
Support Headcount Required
6
The fulfill with Diligent´s requirements.
Business Processes Supported
  • Making-decision
  • Information and preparation of the Board Members
  • Lecture
Likelihood to Renew
10
It is a great service.
Products Replaced
No
Key Differentiators
  • Cloud Solutions
  • Integration with Other Systems
  • Ease of Use
It is really easy to use and load information, everything is covered.
Evaluation Lessons Learned
This no dot depend on the Legal Department.
Implementation Details / Implementation Partner
  • Don't know
Implementation Issues
  • I did not implement Diligent.
  • I did not implement Diligent.
  • I did not implement Diligent.
Implementation Rating
10
NA
Training Types Used
  • Online Training
Online Training
10
The training was executed through a Deligent meber.
Product Configurability
10
Just right.
Configuration Lessons
NA
Additional Customization Considerations
NA
Premium Support
I do not have that information.
Bug Resolution
No
Exceptional Examples of Diligent Boards Support
Every single time, I was perfectly supported.
Usability
10
great service
Easy Tasks
  • loading
  • reviewing
Difficult Tasks
  • NA
  • NA
  • NA
Mobile Interface Availability and Impressions
Yes, but I don't use it
Scalability
10
It is really worth it.
Reliability and Availability
10
Great service!
Performance
10
Quick service, specially on loading.
Future Integration Plans
  • None
NA
Types of Integration
  • Javascript widgets
NA
Ease of Integration
10
It should be very easy as well.
Integration Lessons Learned
NA
Pre-Sale Experience
10
Aleatica has a great relationship with Deiligent´s vendors.
Post-Sale Experience
10
It was really easy and warming.
Upgrade Process
No
June 17, 2016

Best User Interface

Verified User
Employee in Legal
Paper & Forest Products Company, 1001-5000 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
Diligent Boards was used by the legal department and the corporate executives for board of directors materials. We selected Diligent Boards for the simple user interface. The facsimile signature feature eliminated a previous issue of trying to locate board members when they were traveling.
Pros and Cons
  • Easy end-user interface - for boards with maybe less technological experience, the format was very user friendly.
  • Facsimile signature - eliminates trying to coordinate schedules to obtain signatures to written consents.
  • Customer Service - Diligent Boards trained employees, not a call center, available 24/7.
  • Administrator site - administrators need to have high level of computer competency. The administrator functions are counter-intuitive to all things Microsoft based.
Likelihood to Recommend
I found Diligent Boards was well suited for less technologically savvy directors.
Alternatives Considered
  • BoardVantage
It was the end user interface that ultimately sold me on Diligent Boards. I also appreciated the customer service center being Diligent employees, the high level of security features, and the single username and password for directors with multiple Diligent Boards sites.
Products Replaced
No
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