# Page 4 | BoardEffect Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - Is BoardEffect the right Board Management solution for you? Explore 127 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/151082/BoardEffect/reviews --- BoardEffect 4.4 (127) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 4 - Reviews of BoardEffect ## Showing most helpful reviews Showing 76-100 of 127 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use MC Mona C. Governance Liaison Hospital & Health Care Used the software for: 2+ years ### "It's the Perfect Tool for our large, 7-Board Health System" August 3, 2018 5.0 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! 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. Review Source Response from Diligent November 2, 2018 Thank you for your review, Mona! We're so happy to hear BoardEffect has been able to evolve with your organization as your needs have changed. JS Jennifer S. Executive Assistant/Office Manager Non-Profit Organization Management Used the software for: 1-2 years ### "1 year post use" September 21, 2023 4.0 Pros All of the features are great. Going from creating 30 binders with 50-100+ pages with last minute changes has been a wonderful time saver. Need to make an edit on the agenda super easy as well. Not to mention all of the templates. Make one agenda from each work room and you can reuse it for the rest of the meetings. Plus, all of the information is in one place. You don't have to keep separate records for historical or retainment. Support is always helpful. Cons I have not used all the features that are available. At this time I don't have any thing that i feel s needs to improve. Review Source SS Sarah S. Senior Executive and Governance Coordinator Philanthropy Used the software for: 2+ years ### "Not Bad, Just Not For Us" February 8, 2022 4.0 they had always had decent support. Once I let them know we were transitioning us over to a different product, they were still very supportive, worked out the contract end and showed me how to extract all of our data Pros a range of features that came standard instead of having to be purchased separately Cons the whole thing just felt clunky. board members felt it wasn't intuitive to navigate. some management of features was hard, such as the meeting scheduler Review Source JH Josephine H. Corporate Governance Manager/Corp Secretary Non-Profit Organization Management Used the software for: 2+ years ### "Board Effect review Aug 2020" August 11, 2020 5.0 Using the Board Effect platform to house our corporation's governance and meeting documents created one location for all our users (in the US and worldwide). All our users are prepared for upcoming meetings and all users follow along together on the site when in meetings (whether in-person or virtual) - all of this is a positive. Pros The Board Effect product is easy to use; intuitive for all of our 30+ users. Really like the 'build an agenda' feature as it creates a clean, professional agenda each time. Cons If there was a way to offer "Minute Taking" feature as part of the annual cost versus an additional cost, that would be a plus! Nothing else comes to mind at this time. Reason for choosing BoardEffect User-friendly platform which provided ease of use to all on our staff and our Board and Board Committee volunteers worldwide. Also, the annual cost of BoardEffect is reasonable. Review Source Joy W. Board of Directors, Associate Religious Institutions Used the software for: 6-12 months ### "Private Non-Profit’s 1st Year " September 16, 2018 4.0 As a new user I’ve had an excellent experience. Tech support is very helpful, and the resources available under the Help tab are very helpful. Pros It is easy to navigate the platforms and build materials. Cons Some of the functionality can be enhanced to mirror non-board specific resources. However, having everything in one place is very convenient. Review Source Response from Diligent October 31, 2018 Hi Joy -- thank you for your review! We're happy to hear that you are finding BoardEffect to be a valuable platform for your non-profit. It's great feedback to hear that you would be interested in tweaking the user experience. If you are open to providing more detailed feedback, please contact our team so we can take your suggestions into account as we continue to develop the platform. Stephanie Y. Business Operations Manager & Executive Assistant Hospital & Health Care Used the software for: 2+ years ### "Your Board needs BoardEffect" September 16, 2018 4.0 My overall experience has been great. I always get fantastic customer service when i call the help desk. Pros BE is very user -friendly and secure, which was a top priority for our organization since it was mandatory to find a board portal that is HIPAA compliant. Cons Would like more control over formatting of agenda and page numbering. Review Source Response from Diligent October 31, 2018 Thank you for the review, Stephanie! It's wonderful to hear that BoardEffect has been effective for your healthcare organization, and that you've received guidance from our customer support team. Thank you for your note about agenda formatting and pagination -- it's something our product team is taking into account as they continue to develop the platform. GW Gwen W. Administrative Chief of Staff Mental Health Care Used the software for: 1-2 years ### "Build a tool to make your board member successful" September 17, 2018 5.0 I love BoardEffect. It is the one place we can all trust to have the latest documents and tools to help guide our board governance. It has made our board feel successful individually and successful as a whole. Pros This software is our central point for documents for all 9 of our boards. This is easy to use and is very intuitive on where to find documents and items for upcoming board meetings along with surveys, and required annual documents like Conflict of Interest forms. We have a wide age range of board members - from the young to the very old that are not tech savvy, but this seems to be overwhelming a tool that all of them. Cons There are always new products/pieces/upgrades coming out. Knowing how to incorporate those takes me a bit of time. Review Source Response from Diligent October 31, 2018 Hi Gwen, it's great to hear that you're enjoying BoardEffect! Thank you for taking time to share your review. Please let our team know if you ever have any questions about new products and features, and be sure to subscribe to our email newsletter so you can stay informed about upcoming webinars and training sessions. JS Janet S. President CEO Hospital & Health Care Used the software for: 2+ years ### "Best in the Industry!" November 6, 2023 5.0 Excellent Great tool fir board and high performing organizations. Pros Content, format and user friendly. Board members are very satisfy with it! Cons None at all. Good product. I don’t have any recommendation . Review Source JZ Jamie Z. OTC Program Manager Used the software for: 2+ years ### "I am our organization's site administrator. " July 20, 2017 4.0 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. Review Source Response from Diligent October 31, 2018 We appreciate your feedback, Jamie! Thanks for leaving us a thoughtful review. We're happy to hear that BoardEffect has been well received at your organization, and we value your constructive feedback about the user experience. Our team is always working to improve the user interface to deliver the best possible experience for board members and board administrators. We will certainly take your feedback into account as we continue to develop our solution to support the work of boards. Feel free to contact our team with further suggestions at any time! AH Allison H. Executive Assistant Hospital & Health Care Used the software for: 2+ years ### "BoardEffect is awesome!" September 16, 2018 5.0 Very positive and all issues are resolved very quickly with a phone call. Pros Very easy to use, I'm learning alot of new information at this conference. Cons Only issue board members have pains about is the app on an iPad, there is no log out option. Review Source Response from Diligent October 31, 2018 Allison, thank you so much for being a customer and for attending our BE Savvy user conference! It's great to hear that you've had such a positive customer experience! As for the iPad app, we intentionally designed the app without a login/logout option for ease-of-use, and instead ask that users authorize their accounts each time they would like to use the BoardEffect app on a tablet or mobile device. This authorization creates a connection between the app, your device and your account, and helps keep board materials secure. Please note that all users are timed out when they are no longer using the app. Please let our team know if you have any questions. Thank you for sharing this feedback! VR Verified Reviewer Chief Operating Officer Used the software for: 2+ years ### "We've been a very happy BoardEffect client for five+ years. A great tool for our board. " March 8, 2018 5.0 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. Review Source Response from Diligent October 31, 2018 Hi there -- we're so happy to hear you have been a happy customer for more than five years! Thank you for taking time to write your review -- we really value your opinion. HR Henson R. Compliance Specialist Non-Profit Organization Management Used the software for: 2+ years ### "BoardEffect is great for board management " September 14, 2022 5.0 Pros I love the ease and functionality. It makes board management easy given the many other aspects of coordinating a board. Cons There is not any thing to dislike at the moment. Review Source NKEMJIKA A. LEGAL OFFICER Insurance Used the software for: 2+ years ### "HIGHLY EFFECTIVE TOOLS FOR BOARD MEMBERS IN AN ORGANISATION" August 5, 2020 4.0 I am using it to effectively prepare the Board Members for Board Meetings. Also, to pass down essential information to Board Members easily instead of sending emails to the individual Directors. Pros One feature about the BoardEffect software i like is that one can easily use it to create a meeting book for Board Members. It is easily used to pass essential information amongst Board Members. Cons It can be complex for a beginner as getting to find the materials can be a bit tricky. Review Source MA Mike A. president Automotive Used the software for: 2+ years ### "Keeping Board Current" January 7, 2020 5.0 Our board of directors are able to see all pertinent documents prior to any meetings . They are easily able to pull up financials, minutes and any correspondence before or after they need it. Pros Ease of seeing data. The fact that information both current and archived is available in a user friendly format. Cons Nothing. The software makes it possible to due away with all paper documents and have current information at your fingertip. Review Source AV April V. Board Administrator Mental Health Care Used the software for: 1-2 years ### "BoardEffect is a great board tool!" September 17, 2018 5.0 BoardEffect staff have been wonderful to work with from initial contract, to system set-up and to ongoing support. When I have questions, BoardEffect staff start with a yes in mind. Pros BoardEffect does two things very well. First, it is easy for our board members to use and super easy for admins to administer. Second, BoardEffect continues to push the envelope in a great way to move board governance forward. Cons I struggle to come up with this, but at the moment it is still difficult for some of my board members to log on, but enhancements are coming this year to allow for touch id log on. Can't wait! Review Source Response from Diligent October 31, 2018 Thank you, April! It's great to hear that BoardEffect has been easy for your board members to use, and helpful for you as a Board Administrator. Thank you for being a customer! HP Heather P. Director of Administration Non-Profit Organization Management Used the software for: 2+ years ### "Great for Board Management " September 8, 2019 5.0 We have been using Board Effect since 2015 and managing board materials sn meetings continue to get easier and easier. The one stop shop for all board and committee meeting fmdates and materials has made my life so much easier. Pros Very easy for Board Members to use One place for board materials Easy to find historical information Cons Administrator permissions- need more levels of permissions Review Source KR Kelly R. Executive Director Non-Profit Organization Management Used the software for: 2+ years ### "Saves Time and Eases Board Service" September 8, 2020 4.0 We have used BoardEffect for over a decade. Board Members love it. Support is excellent. There are numerous webinars which remain available to assist. Helpdesk is responsive. While there are many new options that were not available when we selected Board Effect, they require much more work from the administrative side and do not have all the built in features available in BoardEffect. Pros BoardEffect was easy to set up and is intuitive to use. New Board Members are able to quickly orient themselves with minimal support. Handbook makes accessing essential documents easy and with administrator attention, the most current documents are at the fingertips of Board Members as needed. Meeting book is easy to organize and distribute. Cons emails don't look great. Can't format font, etc. Alternatives considered [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) Reason for choosing BoardEffect Ease of set up and maintenance for administrator. Ongoing product support. Review Source SO Scott O. Executive Assistant to the President Non-Profit Organization Management Used the software for: 2+ years ### "BoardEffect makes you and your team shine!" September 16, 2018 5.0 BoardEffect saves time! I've regained free time (after work hours) during "board prep" times. My organization(s), both The San Francisco Foundation and the California Health Care Foundation save resources, such as copy paper and three-ring binders - now that we've gone paperless. Pros ease of use. from day one (back in 2011), "out of the box," I understood BoardEffects features, and after review of BE's knowledge base, I was soon able to train other users - and even train the trainers. the features are evaluated and enhanced regularly, and BE listens to its customer base to make the product even better. Cons I have no strong negative impressions to report. Review Source Response from Diligent October 31, 2018 Thank you for the 5-star review, Scott! We love to hear that BoardEffect is helping make you and your team shine! And it's wonderful to know that we've helped you save time and paper at both of your organizations. RT Rebecca T. CEO Non-Profit Organization Management Used the software for: 2+ years ### "Great Return on Investment" September 20, 2018 5.0 I was reluctant to take the plunge due to cost, but this tool has saved our organization (me, in particular) an enormous amount of time and hassle. I'm grateful we went this direction. Pros BoardEffect is a fantastic tool for Board member engagement and an incredible time-saver when it comes to filing and pulling important information -- such as archived meeting minutes, financial reports, and the like. Cons Various technology upgrades/updates for all of the platforms being used. Review Source Response from Diligent October 31, 2018 Thanks, Rebecca for taking the time to write this review. We're so happy to hear you¿ve found BoardEffect to be of value to you and your organization. In terms of upgrades and updates, we are always working to improve the BoardEffect platform, and try to keep our customers in the loop about any changes that might affect them. Please sign up for our email newsletter to stay in the loop! JT Judi T. EA to the Office of the President/Board Liaison Financial Services Used the software for: 2+ years ### "Robust system with a secure platform that can be accessed through multiple devices. " March 12, 2018 5.0 An easier cleaner way to present Board packages to our Directors. 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. Review Source Response from Diligent October 31, 2018 Hi Judi, thank you for the 5-star review! We're so glad you've had a positive experience using BoardEffect at your organization, and that you've been able to attend some of our webinars. AF Amy F. Director Corporate Relations Used the software for: 2+ years ### "Overall, it has been a good experience." March 13, 2018 4.0 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. Review Source Response from Diligent October 31, 2018 Thanks for taking time to review us, Amy! It's great to hear that BoardEffect has overall been positively received across your organization. We're sorry to hear that board members aren't always updating the app before board meetings, and understand your frustration. Thanks for sharing this valuable feedback, we will certainly take it into account as we continue to make improvements to our customer experience. PH Patti H. Executive Assistant Hospital & Health Care Used the software for: 2+ years ### "We have used BoardEffect since 2011 and are glad we chose them after looking at other options." June 19, 2018 5.0 Ease of Board Book preparation; especially those last minute changes. 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. Review Source Response from Diligent October 31, 2018 Hi Patti -- thank you for the rave review! We love supporting our customers, so that you can continue to govern effectively and help those affected by your organization. Glad to hear you've enjoyed attending some of our user conferences, we hope to see you again next year! PM Peggy M. VP of Administration Used the software for: 2+ years ### "BoardEffect is very easy to administer and is easy for our board to use." July 31, 2018 4.0 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. Review Source Response from Diligent October 31, 2018 Peggy -- we're thrilled to hear that BoardEffect has been effective for both administrators and board members at your organization. As an administrator, we value your opinion about board member adoption -- please know that our customer success team is always available if you ever have any questions about how best to structure the platform for board member ease of use. VR Verified Reviewer Administrative Associate Philanthropy Used the software for: 1-2 years ### "Makes Board Management Much Easier!" March 8, 2019 4.0 Pros I love the ability to post our board books/minutes online, BoardEffect has saved a great deal of paper and waste by making our meeting prep and materials virtual. Cons There's not too many drawbacks to this software. It can sometimes be a bit difficult to navigate the actual classification of materials when uploading them into the portal. Most of our board members are able to figure out navigating the app quite easily, though. Review Source KF Kristen F. Paralegal Non-Profit Organization Management Used the software for: 2+ years ### "Board meetings made easier" September 17, 2018 5.0 Pros The ease of use and user friendly interface. Also, making board meeting paperless. Now having the ability to take minutes will be a life saver! Cons Teaching old dogs new tricks and training board members how to use the program and getting board members to use the collaboration tools. But BoardEffect has several tools and resources available to help make this easier so very grateful. Review Source Response from Diligent October 30, 2018 We know how cumbersome the minute-taking process can be, Kristen! Glad to hear that BoardEffect has made it easier for you. Thanks for sharing your review!