BoardEffect Pricing, Features, Reviews & Comparison of Alternatives

BoardEffect

Board portal software for board members, execs & admins

4.74/5 (43 reviews)

BoardEffect overview

BoardEffect is a cloud-based board management and portal solution designed to manage regular meeting cycles, annual board cycles, and longer-term board development cycles. The software is suitable for all organizations with governing bodies, whether they are in healthcare, education, corporate, or nonprofit.

BoardEffect allows users to manage their regular board meeting cycle, whether meetings are monthly, bi-monthly, quarterly, or sporadic. The integrated book builder can be used to create board books, and the archives preserve a clean copy of each book which users can access at any time. Through the scheduler, users can arrange upcoming meetings, allowing members to RSVP with a click. New members, policies, and meeting minutes can all be approved electronically in BoardEffect, using the voting tool, and the task tool allows board members to set task reminders and check off completed tasks.

BoardEffect’s tools for managing annual board meetings include policy handbooks which can be annotated by board members, and an onboarding system for new members. The survey creation tool allows users to create a range of forms to solicit feedback, assess conflicts of interest, provide self-assessments for board members, and more. The board development cycle can also be managed through BoardEffect, using the board education resource library, ad hoc group creation, customizable board member profile fields, and collaboration tools including discussion groups, surveys, and polls.

Pricing

Pricing options
Value for money
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Devices

Business size

S
M
L

Markets

United States, Australia, Canada, Europe

Supported languages

English
BoardEffect screenshot: Users can create and store multiple board booksBoardEffect Board Management SoftwareBoardEffect screenshot: Upcoming meetings and events can be scheduledBoardEffect screenshot: Polls can be created and opened for member feedback and inputBoardEffect screenshot: A range of surveys and forms can be createdBoardEffect screenshot: Users can set up task remindersBoardEffect screenshot: Board books can be stored indefinitely in the archiveBoardEffect screenshot: Policy handbooks can be created, annotated, and storedBoardEffect screenshot: Ad hoc groups can be createdBoardEffect screenshot: A full directory of board members can be viewed and downloadedBoardEffect screenshot: Orientation tools are included for onboarding new members

BoardEffect reviews

Excellent
32

Very good
11

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.7
  4.5
  4.5
  4.9
Mona Cole

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

Used daily for 2+ years
Reviewed 2018-08-03
Review Source: Capterra

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.

Response from BoardEffect


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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Tim Alexander

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

Used daily for 2+ years
Reviewed 2018-03-08
Review Source: Capterra

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

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.

Response from BoardEffect


Tim, it's wonderful to hear that BoardEffect has been able to meet your needs! We so appreciate your endorsement, and love that we can provide support to everyone involved in your organization.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Mark Walker

Solid software for boards with room for improvement

Used monthly for 2+ years
Reviewed 2018-03-08
Review Source: Capterra

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.

Response from BoardEffect


Hi Mark, thank you for taking time to leave us a review! We're happy to hear you've had a positive experience with our product and customer support team. BoardEffect currently supports external integration options with a range of services and technologies, but we are always looking to expand our integration offerings to support our customers. Thank you for telling us about your experience working with Fluxx -- it's invaluable for us to know about the tools and programs that are integral to the success of your organization, as we build out our product roadmap to create the best possible governance tool. If you are able, we invite you to share further feedback so we can better understand your needs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Gwen Watts

Build a tool to make your board member successful

Used daily for 1-2 years
Reviewed 2018-09-17
Review Source: Capterra

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.

Response from BoardEffect


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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Jamie Zarda

I am our organization's site administrator.

Used daily for 2+ years
Reviewed 2017-07-20
Review Source: Capterra

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.

Response from BoardEffect


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!

Rating breakdown

Value for money
Ease of use
Features
Customer support

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BoardEffect pricing

Pricing options
Subscription
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Full pricing information is available on request.

BoardEffect features

Access Control
Collaboration Tools
Collaborative Workspace
Document Storage

API (237 other apps)
Activity Dashboard (131 other apps)
Activity Tracking (122 other apps)
Automatic Notifications (155 other apps)
Calendar Management (107 other apps)
Chat (137 other apps)
Commenting (165 other apps)
Customizable Branding (129 other apps)
Document Management (135 other apps)
Drag & Drop Interface (143 other apps)
File Management (119 other apps)
Permission Management (167 other apps)
Projections (123 other apps)
SSL Security (119 other apps)
Search Functionality (216 other apps)
Third Party Integration (161 other apps)

Additional information for BoardEffect

Key features of BoardEffect

  • Document sharing
  • Meeting minute annotation
  • Online board books
  • Meeting scheduling
  • Approvals
  • Task reminders
  • Archives
  • Survey templates
  • Board policy handbooks
  • New member orientation tools
  • Ad hoc groups
  • Collaboration tools
  • Resource library
  • Member profiles
  • Electronic voting
  • User access controls
  • Customizable fields
  • Surveys & polls
  • Discussion groups
  • Follow-up management
  • Nominations management
  • Recruitment management
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Benefits

Upcoming board meetings and impromptu gatherings can be scheduled in BoardEffect, with board members able to RSVP with a single click.

New board members, policies, and meeting minutes can all be approved using the built-in voting tool, allowing members to view options and vote electronically.

The task tool allows board members to set task reminders and check off completed tasks, and board administrators can also provide tasks for board members to complete.

Board members can use the survey tool and included templates to create self-assessments, collect feedback, assess conflicts of interest, and more.

Information needed for member onboarding can be stored in BoardEffect, and the built-in resource library can be utilized for managing ongoing education and training.