BoardEffect Features

BoardEffect

Board portal software for board members, execs & admins

4.75/5 (40 reviews)

BoardEffect Feature Summary

  • 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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Competitor Feature Comparison

Mobile apps

iOS App


47 reviews

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Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

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BoardEffect Feature Reviews

25 reviewers had the following to say about BoardEffect's features:

Tim Alexander

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

2018-03-08

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.

Cons

This is probably the price for having a highly secure and intuitive interface.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kristen Freiter

Board meetings made easier

2018-09-17

Pros

The ease of use and user friendly interface. Also, making board meeting paperless.

Cons

Teaching old dogs new tricks and training board members how to use the program and getting board members to use the collaboration tools.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mark Walker

Solid software for boards with room for improvement

2018-03-08

Pros

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

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No
Read more
Mindy Ruckman

2018 BoardEffect BESaavy conference

2018-09-17

A lot of our questions were answered during our tuneup session. I’m a new user.

Pros

Security of the material within platform; compatible with Zoom; workroom and flow; collaboration.

Cons

I’m still getting acclimated with product.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Other

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Cassandra Halyshyn

You need BoardEffect's Platform!

2018-09-17

It's a brilliant platform! And the support team is absolutely incredible! I've never experienced such wonderful people, who are patient, informative and friendly.

Pros

It's customizable depending on the org's needs.

Cons

I can't say I dislike anything about this platform. It's designed based on clients' needs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Melissa Altom

Outstanding!

2018-03-19

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

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mona Cole

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

2018-08-03

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.

Pros

I love the user-friendly design and the appearance and ease of use for the end-user.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Nonprofit Organization Management company, 1001-5000 employees)

BoardEffect

2018-09-16

Pros

BoardEffect tools help streamline tedious and time consuming processes.

Cons

some limitations such as not being able to set the date and time daily digest notifications go out.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jennifer Ward

My third board portal--and BoardEffect is by far the best

2018-09-16

Pros

BoardEffect is designed from the user's point of view, it's chock-full of useful features that other board portals don't have, and the BE team is highly responsive to user suggestions.

Cons

I haven't found a least-like feature yet!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rebecca Turner

Great Return on Investment

2018-09-20

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ivan Ramos

Very straightforward product to use

2016-10-07

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.

Pros

Ease of use. Customer support is very good.

Cons

The email tool need to be more robust on formatting.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Jamie Zarda

I am our organization's site administrator.

2017-07-20

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Tammy Jenkins

Simplify your life!

2018-09-16

It takes me a lot less time to prepare for meetings, but my Board doesn't ever have time to learn how to use it effectively

Pros

Easy to use, great customer service, intuitive design

Cons

A little pricey, Board must be willing to use in order to get your moneys worth

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Stephanie Yager, CAP, OM

Your Board needs BoardEffect

2018-09-16

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Gwen Watts

Build a tool to make your board member successful

2018-09-17

It is the one place we can all trust to have the latest documents and tools to help guide our board governance.

Pros

This software is our central point for documents for all 9 of our boards.

Cons

There are always new products/pieces/upgrades coming out. Knowing how to incorporate those takes me a bit of time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Joy Widgeon

Private Non-Profit’s 1st Year

2018-09-16

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Danielle Honaker

Beginning Stages but So Far So Good!

2018-09-17

I am looking forward to further streamlining our process and communication with board members.

Pros

I have used this software for under one year but I have no complaints thus far. The platform is relatively user friendly and if there is something that doesn't make sense, chances are there is a webinar available to help you learn.

Cons

Some templates cannot be manipulated to help end users identify why they are being contacted or receiving certain information.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Other

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Keturah Parker

Love using Board Effect!!

2018-09-16

My company is not new to Board Effect but I am. Every time that I call they answer and assist.

Pros

I love the fact that our board can come to a one stop shop to meet their Board Needs!

Cons

Looking to see how we can further integrations to meet our needs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Scott Owens

BoardEffect makes you and your team shine!

2018-09-16

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Susan Fieldhouse Douglas

Such a great tool

2018-09-16

A joy to use...wish I had been able to use this in my last few EA positions. I learned about it when I moved to my current association.

Pros

For any company concerned with security of its Board materials, this is a must-have product.

Cons

I would like to download the agenda pdf with no formatting, so that I can create an annotated agenda for the chair - have not found a way to do that but I am hoping BE will come up with a solution!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Pamela Frantz

BE Assessment

2018-09-17

Pros

Centralization of association documents and meeting materials.

Cons

Lack of flexibility to reformat the meeting agenda in the meeting books.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Kim Wheeler

Great program for managing documents

2018-09-16

Using the BoardEffect software is very useful and great for our Board of Directors to use on iPads.

Pros

The board portal is easy to use once it is set up, customer support and training are excellent, and the documents and resources are at your finger tips.

Cons

It keeps getting better with each upgrade.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Nikki Sanguiliano

New User

2018-09-17

So far so good!!

Pros

I am learning so much about how this can benefit my organization!

Cons

I would love to use the feature.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Mark Poole

Our Board loves it!

2018-04-16

Pros

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

Cons

And we cannot be more excited about the tool!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Other

Source: Capterra
Helpful?   Yes   No
Read more
Judi Teti

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

2018-03-12

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more