Item: Diligent Boards
Rating: 8
Author: Verified User

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.

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

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.

Key Insights

Do you think Diligent Boards delivers good value for the price?

Yes

Are you happy with Diligent Boards's feature set?

Yes

Did Diligent Boards live up to sales and marketing promises?

Yes

Did implementation of Diligent Boards go as expected?

Yes

Would you buy Diligent Boards again?

Yes

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.

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 Rating

7

The training offerings are much better than they used to be 5 years ago. Kudos to that!

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

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.

Diligent Boards Customer Support Pros and Cons

Pros	Cons
Support cares about my success	Slow Resolution Not kept informed Escalation required Difficult to get immediate help Need to explain problems multiple times Slow Initial Response