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Diligent Boards Features

Features Summary

Functionality

4.5

/5

238

Total features

45

2 categories

Diligent Boards features

Access Controls/Permissions
Action Item Tracking
Activity Dashboard
Approval Process Control
Archiving & Retention
Attendance Management
Authentication
Automatic Backup

Common features of Board Management software

API
Access Controls/Permissions
Action Item Tracking
Activity Dashboard
Activity Tracking
Approval Process Control
Archiving & Retention
Attendance Management

Price starts from

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Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.5

/5

238

Price starts from

ic-pricetag

No pricing info

visit website

Total Features

45

Unique features

  • For Nonprofits

  • Customizable Reports

  • Approval Process Control

  • Attendance Management

Functionality

4.7

/5

16.9K

Price starts from

159.99

/user

One-time payment

learn more

Total Features

20

Features in Common

8

Unique features

  • Project Templates

  • Data Visualization

  • Data Import/Export

  • Customization

Functionality

4.5

/5

25.9K

Price starts from

Free

learn more

Total Features

16

Features in Common

6

Unique features

  • Activity Tracking

  • Notes Management

  • Data Import/Export

  • Team Chat

Common Diligent Boards comparisons

Reviewers who mentioned features said:

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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A board management software that delivers unparalleled excellence

Reviewed 4 years ago

Outstanding!

Pros

When we switched over to Diligent, we were expecting a bit of a transition period. But we were pleasantly surprised that everyone found it so easy to jump into this program because the design is so intuitive and very little training was required to operate it. The software has also has gorgeous and elegant aesthetics which makes it very appealing. It's a fast and secure way to handle sensitive information. Our board members are able to access the information both in online and offline mode, while TouchID ensures that only those who have permission can see them. It also allows us to move away from a paper-based environment which are also a security risk.

Cons

I think the years that the developers have spent studying how board members work and interact has truly paid off because you have a simply outstanding software that serves its customers well. I think the only thing that could possibly make it better is if they increased the scrolling speed when you’re looking through a lot of files.

Vendor response

Hi Matt! Many thanks for taking the time to tell us about your experience and leaving us such a wonderful review! We really appreciate you being our customer and helping to share the word about us. Thank you!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Happy Diligent Customer

Reviewed 2 years ago

Diligent can be used as a way to securely communicate with the Board across various access points - from uploaded materials to surveys to messages - and I love how widely-known it is. Our directors are familiar with it, and even if they aren't they can easily learn how to use it because it's so intuitive. Diligent provides hands-on, 24/7 help and support, and that can make all the difference in the world before a big board meeting. Overall, we are very satisfied and plan to stick with Diligent for years to come!

Pros

The three things that make Diligent stand out to me are: - 1) It is easy to use, both on the administrator side and the user side. The features are intuitive and easy-to-learn. - 2) Their customer service is amazing! We really appreciate [SENSITIVE CONTENT HIDDEN] for always being there for us, ready to answer a question or assist with an issue. - 3) It is highly secure and provides a sense of comfort in knowing our materials are safe and protected. We are very satisfied customers!

Cons

I can't think of any complaints. It's true that they're on the pricier side, but you're paying for a lot more than a board portal - you're paying for research, for ingenuity, for corporate governance guidance, for the latest technology, and for top-notch customer service - so it's worth the price tag!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Excellent Customer Service

Reviewed 2 years ago

Switching to Diligent from Directors Desk was smooth. Our Customer Representative was very hands on and present at the first board meeting to set up Directors and give tutorials. Aside from my one issue with the survey feature, Diligent has been an excellent board portal! I highly recommend.

Pros

-- Ease of use for Directors -- Excellent customer service; response times are fast! -- The ability to take notes, bookmark and move around within a meeting book -- The new feature to add conference call information to the meeting book is great

Cons

My only issue with Diligent is that administrators don't have the ability to edit or complete a questionnaire/survey on behalf of a Director. This is the one item where Diligent has not made any improvements.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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User-friendly yet sophisticated board portal

Reviewed 2 years ago

Purchasing, implementing, deploying, and using Diligent is unbelievable easy. Our account rep and the customer service team are extremely responsive in every way. Our directors are happy with the platform and so are the administrators.

Pros

The ability to drag and drop documents is a big time saver; hyperlinking the documents to the table of contents is very easy to do; you can quickly hide or view archived board books; works very well on iPads and iPhones; deploying to directors is seamless.

Cons

I would like to be able to view the draft book on the website (laptop) just like the directors will see it on their iPads without having to use my iPad.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Nambawan Super Limited Company Secretariat views about Diligent

Reviewed 2 years ago

Diligent Boards is a high quality product, allows you to overlap companies if you have users in a Group of Companies. Is user friendly, has a great support team and customer success team. Diligent software has many features which are useful.

Pros

The export document function which allows you to export a complete meeting pack to users. Diligent Support is by far the best/top ranking compared to other similar products in the market place.

Cons

A majority of the features relies on good internet connectivity which is difficult in countries like mine where the internet is slow and sometimes unreliable. Also Diligent doesn't allow customizing of documents, especially in the Minutes app. Diligent could be more interactive as a tool, with prompts included in the program to assist new users or act as reminders on how to use it.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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One of the most important software tools in the Bank especially during time of COVID-19

Reviewed 2 years ago

Meetings are held virtually with minimum effort. Board resolutions can be passed electronically Time saving tool

Pros

This product allows the Bank to share information, make decisions in an efficient and safe environment. Saves on time and printing.

Cons

So far the only issue is that one cannot rotate a document. However, that is easily fixed by scanning it in portrait form.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Powerful, Expensive Tool for Producing and Managing Sensitive Board Materials

Reviewed 2 years ago

Before switching to Diligent Boards, our users had severe difficulty accessing, producing and sharing their content at quarterly retreats. Our support personnel received large amounts of tickets to assist with these activities. After switching, our users appear happy with the product and our support requests have decreased dramatically.

Pros

The solution is easy to use and can be accessed from a multitude of devices. One of the best features is how document changes and approvals are tracked. You can also easily grant/restrict access to content meant for Board sub-committee members.

Cons

The solution is expensive and will be cost-prohibitive for smaller organizations. Everything works well and the support is top notch, but the value proposition can be hard to justify.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Resistant to Love It!

Reviewed 2 years ago

I find the customer service people to be exceptionally knowledgable, friendly and helpful. Many times when I call and ask questions, they will go above and beyond in an explanation, send tip sheets or provide short cuts. I have even had them say to me, that is an excellent thought processes and way of doing "it", whatever I'm calling about, but then offer an easier solution or another thought or...

Pros

What I like most about BoardDocs is the ease about using it. I feel its fairly intuitive, easy to pick up on as its similar to other software programs you might use, they have built a great platform for allowing multiple ways to use the product. We have been using the software for almost two years and I would not go back to doing scanned PDF packets on our website ever! I was resistant through several demonstrations or communications with sales people. The last time, I felt that I finally could envision myself using the product and having it be useful, time-saving and user-friendly. I was ready to jump on board!

Cons

The software does not allow for a lot of individualization or specialization, such as on the featured page which is similar to having a home page. I would like to be able to customize this page or other aspects of the software more to reflect our own district trends or social feel. I also do not like that once reports are submitted, especially if they have executive content, the person who wrote the report with the content, can no longer see the report they wrote when it comes to making revisions or changing anything if its been submitted and at the meeting can no longer see the executive content even if they were the one who wrote the report.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Makes life so much easier for Directors!!

Reviewed 2 years ago

Diligent enables two important Board functions (provided that the hospital admins upload the materials timely, which they do really well after a quick learning curve years ago): 1) Directors (or Committee members) have materials in advance and there is every reason for them to be prepared for meetings 2) During meetings at our hospital and the system meetings, all participants (often 18-30 people...

Pros

Reams of paper, and many valuable moments in Board meetings (and administrator time), are saved because of Diligent. Our hospital system has used Diligent for Board work for several years now. The hospital administrators have mastered the art of getting the appropriate materials posted, on time and accurately -- and our Board meetings flow more smoothly and with increased engagement by members, because everyone has the materials in front of them and ... materials to review in advance.

Cons

I can't speak to the back office work -- I'm an end-user as the Board chair and member/chair of committees -- from my perspective I'd like to see some highlighting/focus from Diligent. Every Board or Committee icon on the software looks the same -- what if the Diligent Team were to put a red (or green or whatever- striped?) border around the most recent, the "live" meeting that members are to focus on?

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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We LOVE Diligent Boardbooks. Secure, user friendly, excellent features, excellent customer support.

Reviewed 5 years ago

It saves me time in preparing for board meeting and committee meetings. Less printing of documents, so it saves time. It is more secure with no hard copies getting left around. Paperless meetings are the best way to go. The board members can view or access the material anywhere in the world and on any device. You are never out of reach so you can always attend important meetings while out of town, and with carrying no paper copies. You always have it at your fingertips. Documents can be loaded quickly, even in the middle of a meeting. The users never know new documents are being loaded, so no interruptions. I always know where to go back to find documents. it has been a real asset in this company.

Pros

It's secure, password protected, easy to use, very little training needed to use, has many features "built in" that I love, i.e. automatic save as you build the sites. Can view documents from any device. I love the "note taking" feature and the ability to do questionnaires, vote for board items option, and fingerprint sign-on. I also love the drag and drop method to load documents onto your sight,...

Cons

Many more Pros than cons. If I have an issue with the product/software, its because I am not using it correctly. The only thing I can think of is, that it may be nice to have an "undo" feature in case I accidentally choose the incorrect option and something gets deleted. It has not happened yet.

Vendor response

Thank you for your wonderful note, Sandra. We really appreciate you taking the time to share your experience. It was a delight to read your positive comment - thank you very much!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Diligent Board Review

Reviewed 3 years ago

Diligent Boards is a great tool for assembling and housing board materials. It saves us hours of preparation time for our five boards and related committee meetings. It also functions well for directors to be able to access materials securely from anywhere in the world. We also use it to assemble other types of document packages rather than just board books.

Pros

It is easy to use and very intuitive for both administrators and directors. I like that there are several ways to accomplish certain tasks, depending on what works best for my company and directors.

Cons

There is no dedicated online training for directors or administrators. The help features are very good, but directors don't have the time or inclination to search how to handle basic functions. In addition, the notification, table of contents and calendar features are the weak parts of the software. Administrators should be able to add other users to a notification, even if not listed as a member of the particular committee or board. The table of contents feature, while improved from a few years ago, still isn't editable or movable within the document. The new Agenda feature also should be more editable.

Vendor response

Hi Patricia, it's great to hear that you find Diligent intuitive and easy to use! Thank you for taking time to provide feedback please know that we are always looking to make improvements to our platform, and have taken your feedback into account.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Eileen Roth's Review

Reviewed 4 years ago

I like Diligent. I like uploading the books. I think the part of saving the book and having an easier time of choosing the correct people is rough. Also you can not change the email addresses or delete anyone on the email to notify the Board that the book has been released.

Pros

I like drag and drop of the documents for our Board of Directors committee meetings. I organized the documents in the correct order so when I put the book together it is a fast and easy process.

Cons

The four actions that I have experienced to create a problem. 1. When the difference sections of the book are uploaded, if you save the book and go back in, you have to save the whole book again or it will not be released. 2. When the book is completed, making sure the right people receive the book. Having to go out of the book to go back into the book to edit and chose who gets it. 3. Making...

Vendor response

Hi Eileen, thank you for taking the time to post this review. We have some suggestions that may help with some of the issues you are experiencing, including an auto sync feature that will automatically update your directors' books. Please feel free to reach out to your Customer Success Manager to discuss further.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Highly Recommend Diligent Boards

Reviewed 2 years ago

Diligent has great customer service and is very easy to use and understand the ends and outs of the product.

Pros

Diligent Boards and very easy to use as an administrator and as a user. The time that it takes as an admin to upload materials has decreased dramatically compared to the software we used previously. It's so easy to build a book that you almost think you missed a step. The permissions are very easy to understand and control. Our board members love the ease of use of the software for the iPad. It seemed very easy to transition everyone to this new product and we had 200+ users to transition over.

Cons

I do wish it was easier to see who all has access to a particular set of materials once a books is archived as to be able to scroll through all the users, you have to put the materials back in hidden or current mode to do this.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Superior portal software for board and C-Suite modern governance

Reviewed 2 years ago
Pros

Diligent Boards significantly reduces preparation time for board directors and C-Suite meetings. It is a tool I consistently use to provide immediate access and seamless navigation by facilitating communications and enabling timely viewing of current and historical meeting materials to the Flinn Board and Executive Staff.

Cons

From my perspective, there are NONE! Diligent Boards significantly reduces preparation time for board directors and C-Suite meetings. It is a tool I consistently use to provide immediate access and seamless navigation by facilitating communications and enabling timely viewing of current and historical meeting materials to the Flinn Board and Executive Staff.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Essential Product to our Business

Reviewed 2 years ago

Diligent has been immediately responsive to any questions or issues we have with the product, passwords, or general operating questions. Our board does not utilize all of the many features but we have the option to do so if we wish to expand our usage.

Pros

I like the ease of use, the instant replacement of documents that I used to have to courier out to Board members, and the environmental & confidential aspects of not having printed copies of Board materials.

Cons

I'm frustrated that the web version and one-click are not identical yet and wait for the day that the web version can do the drag and drop the same way that one-click does.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Board books at your fingertips

Reviewed 2 years ago

My overall experience with Diligent Boards has (and continues to be) excellent, both in terms of using the software and dealing with the customer service teams.

Pros

From an administrator's point of view, quick and easy to collate, distribute and maintain. Storage of and access to material is also simple, along with allocation of permissions and access. Training and customer service / support is available 24/7 and is prompt, useful and reliable. The mobile phone app is also really handy for managing books on the go.

Cons

Some of the features in the legacy desktop app "one click" are a bit clunky, however with the development of the web app, this is becoming a non-issue.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Diligent Board Portal

Reviewed 2 years ago
Pros

Our Company has used the Diligent Board portal since 2011 and are extremely pleased with Diligent. It has eliminated a great deal of stress and frustration in preparing for our quarterly Board meetings, quarterly SEC filing reviews, obtaining signatures on meeting minutes and providing onboarding materials to new Directors. The ease of substituting documents as necessary insures that our users always...

Cons

It is a cumbersome task to provide access to new users to materials that have been archived.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Board Meeting Portals easy and efficient

Reviewed 4 years ago

Paperless solution to Board Meetings. We have converted 8 Boards to Diligent with a seemless transition. Training is excellent and new products are always offered and existing features are updated. Diligent listens to end users for suggestions and better solutions and incorporates what they can.

Pros

Easy to load documents, user friendly for all Boards, great storage for secure historical meeting material and governance documents.

Cons

Cannot load short videos for viewing at Board Meetings. Cannot move items from board meetings to resource centre.

Vendor response

Thanks for the 5-star review and sharing your feedback with us, Irene! We are thrilled that you enjoyed your experience with Diligent Boards. We will be sharing your feedback among our team. Thank you!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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My Diligent Story

Reviewed 2 years ago

Exceptional

Pros

It proved extremely invaluable during the recent Covid-19 Pandemic. Despite being in different Geographical locations, we were able to hold meetings and share files seamlessly. Thus the ability to access and share information securely and seamlessly is one of the greatest attributes of the product

Cons

As an Administrator, My inability to help users who are on my site to change or reset their passwords simply because they are overlapped with other boards, was a challenge. Since my company pays their annual license, as an Administrator, I should be able to help those user who are overlapped with other Boards as well.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Diligent Board Solutions

Reviewed 2 years ago

The Account management is Great. there is always someone on hand to deal with any small issues we have immediately.

Pros

Diligent is easy to use, our Board members have been using this for over 2 years now and find it as easy to use as the Administrators. It looks sleek when you log into both the admin portal or the iPad and is intuitive to use.

Cons

Integration to our existing business was simple because we had already been using Boardpad. When you have a comparison to using something else, it can sometimes be difficult to accept that not all the previous functionality exists.

Vendor response

Hi Ellie, thank you so much for sharing this review, we really appreciate it. It's great to hear your board members and administrative users find Diligent Boards so easy to use!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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User Friendly

Reviewed 2 years ago

my entire experience has been great. I was trained by someone from Diligent Boards and have since been a fan. It means a lot when a company takes the time to have one of their experts train people.

Pros

Love how easy it is to use and train on.

Cons

What I like least about the software is the search feature. There's no specific order to it and makes it difficult to find what you're searching.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Diligent Boards feedback request

Reviewed 2 years ago
Pros

Integration to local business was seamless and roll out to individual licencees is very easy, making life earlier for me in my role as Company Secretary.

Cons

More of a customer service point but think it work better if licencees received their log-in credentials ahead of the intitial training you provide. Some of our users have Diligent knowledge from previous roles and are requesting the training as a refresher but because of delays in organising training (predominently driven by diary constraints of our senior managers) they can in practice be unable to access Diligent for an upcoming board due to them not having had their training by that point.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Diligent

Reviewed 2 years ago

Makes the work of the Cosec much easier in terms of meeting packs and approving of documents.

Pros

It's various functionalities supporting the Cosec function in managing of meetings.

Cons

Would be nice if books could be created in one window from loading document, to approving and publishing.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Review for Diligent Boards

Reviewed 3 years ago

The ease of use and effectiveness in sharing documents with board members around the world makes Diligent a software package I would highly recommend! The customer support is the best I have ever experienced. No machines, a real human being every single time!

Pros

This software is so simple to use. You can set up a board book in minutes. Uploading is mindless as you can upload any type of document (word, excel, pdf...). You can build from scratch to copy an old version and modify it.

Cons

I have been using Diligent for two years now and I honestly haven't experienced any cons yet...

Vendor response

Hello Stephanie, Thank you for taking the time to write this positive review. It is wonderful to hear that you like our Customer Support and find Diligent Boards simple to use. Thanks again for this great feedback!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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November 2020 review

Reviewed 2 years ago

Overview board documents in many different committees

Pros

Clear structure for administrator and users

Cons

Our board members are flexible and can read through the documents anytime and anywhere or just do a quick research. No need to search - you find :-)