BoardEffect

BoardEffect

4.5 / 5 13 reviews

Who Uses This Software?

BoardEffect serves all organizations with a governing body from Nonprofits, Heathcare, Higher Education and Corporate.


Average Ratings

13 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    24/7 (Live Rep)

Vendor Details

  • BoardEffect
  • www.boardeffect.com/
  • Founded 2009
  • United States

About BoardEffect

BoardEffect board management software is built to drive efficiency, effectiveness and engagement among board directors, executives and administrators specifically for board meetings.


BoardEffect Features

  • Approval Process Management
  • Calendar Management
  • Collaboration
  • Document Management
  • Electronic Signature
  • For Nonprofits
  • Member Directory
  • Minutes Management
  • Polls / Voting
  • Role-Based Permissions

BoardEffect Reviews Recently Reviewed!


It's the Perfect Tool for our large, 7-Board Health System

Aug 03, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: I love the user-friendly design and the appearance and ease of use for the end-user. Finding documents is easy; iPad app is great; building meeting books is easy; customer support is very good.

Cons: There's not a lot of flexibility in what the agenda looks like after being built (but there's not a lot with other board portals, either). I would like to be able to better tailor the appearance of my agenda to my Boards' liking.

Overall: Our individual health system began using BoardEffect in 2012. Then, last year, we became part of a large, 7-board private, non-profit health system. The decision was made to utilize one board portal across the System, which meant 5 boards had to migrate to BoardEffect. The transition has been amazingly smooth. Training of the new workrooms and top level administrators has been excellent; customer service has been very responsive. The new (and existing) users are pleased with the product! The organization of our boards is perfect and we are able to make sure only the "right" board members have access to the "right" board materials. I am not surprised by these results - the BoardEffect staff has been serving us and attentive to our needs for years!

Capterra-loader

In our third year, with over 30 Member Colleges using the platform and it has been just great.

Mar 08, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Intuitive interface, very user-friendly, quick uptime for new users, a reasonable expense for a non-profit, ultra-secure data transmission and storage, and great people supporting the entire platform. Our non-profit member organization has endorsed this product (and this company) for over 3 years. We've grown from just 4 member customers of BoardEffect to well over 30 member customers - n just 3 years. I serve as a top-level administrator for a shared platform version pf BoardEffect and I find that this platform is so user-friendly to non-techies.

Cons: Every so often I would love to copy/print text from the screen but it is not always accessible as in the old days. This is probably the price for having a highly secure and intuitive interface.

Overall: Secure, online Board management and communication services designed for non-profits to be successful.

Solid software for boards with room for improvement

Mar 08, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: It does what it does very well. It is easy to get board materials loaded, the user experience for trustees is excellent, it is easy to use and the customer support is outstanding. There is every feature you really need to manage a board, but there are improvements that could be made to make it even easier, but it would require partnership with other software companies and a robust API. See below for more.

Cons: The one thing that nags me about this software is entirely not the fault of BoardEffect, but the lack of vision between this software and complimentary software platforms. Take us for example, we are a national private foundation. Our main business software is a grants management platform called Fluxx. All of the proposal for trustee review happen within this portal and it takes a lot of work to get these ,materials exported and prepared for upload into BoardEffect. Having a robust API and partnerships with software companies like Fluxx could allow a seamless flow of information between systems, which would negate the need for wasting time on export and preparation of documentation for BoardEffect.

I am our organization's site administrator.

Jul 20, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: That the site provides one place for staff to post documents and information for our users to access.

Cons: That it takes a lot of clicks to access parts of the website. It would nice if that could be eliminated. Many of our users have a hard time finding things and it is mainly because they have to click quite a few links to find something and they get lost.

Robust system with a secure platform that can be accessed through multiple devices.

Mar 12, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: The platform is easy to use and Board Effect has many webinars to keep administrators up to date. Updates are made on a regular basis and communicated to the administrators.

Overall: An easier cleaner way to present Board packages to our Directors.

We have used BoardEffect since 2011 and are glad we chose them after looking at other options.

Jun 19, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: When we do have a problem or a question, the customer support is very quick and always helpful. I have attended a few of the annual conferences and they are awesome. It is a great experience to network with other users of the platform. I highly recommend attendance if possible.

Cons: There is nothing that I don't like. When users have suggestions to make it better, the team always works hard to make it happen.

Overall: Ease of Board Book preparation; especially those last minute changes.

We've been a very happy BoardEffect client for five+ years. A great tool for our board.

Mar 08, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Some of our favorite things about BoardEffect include: it is available on a variety of platforms; easy to set up and use; provides an archive for historical information; everything our board needs can be found in one simple and safe location.

Cons: There is not much that we don't like about BoardEffect. One thing I'd like to have is unlimited groups without having to pay more.

Overall, it has been a good experience.

Mar 13, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: BoardEffect has greatly decreased the amount of time needed to put together materials for a board meeting.

Cons: It's difficult to get all of our Board on the same version. Not everyone updates as the versions come out and things move just enough that it's always a little bit of a struggle to help them. Since they want help right before the meeting starts, doing the updates at that time isn't really an option.

BoardEffect is very easy to administer and is easy for our board to use.

Jul 31, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
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Pros: I appreciate the ease of use both from an administrator standpoint and from the board members' use.

Cons: The hardest thing to determine is the portal setup (folders in library, meeting rooms, etc.). This is not really a software issue. It just takes time to use the product to determine how your board members will best find and utilize the information in it.

Outstanding!

Mar 19, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Putting together my board books is a snap now; I can follow easily who is attending and who can not make meetings; I have one place to up notices and send out meeting information.

Cons: Attached files become a level within your agenda as opposed to being a supporting document. I'm still playing with the email templates, but will master them yet.

Overall: It has made keeping Board documents easy and building my board books is so much easier than the old manual way.

Great product backed up by a great team

Mar 27, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: BoardEffect is very easy to use and gets the job done! I am incredibly happy with my experience so far.

Cons: So far I've not encountered any difficulties with the platform, but I'm sure if I did their outstanding team would be waiting in the wings to point me in the right direction.

Very straightforward product to use

Oct 07, 2016
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Ease of use. Customer support is very good.

Cons: The email tool need to be more robust on formatting.

Overall: This product does a very nice job for communicating with your board members, getting RSVP for events and posting your all your documents. It consolidated the duties of primarily two staff members into one system.

Our Board loves it!

Apr 15, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: We had a hard time arranging and meeting the needs of our board members, however this changed everything for the better!

Cons: Some of our board members didn't like the new set up but overall it was a success. And we cannot be more excited about the tool!