Boardable

Vorteile

The interface is easy enough for board members to navigate it on their own. Support has been very responsive.

Nachteile

If I had to nit pick, the way boardable default displays .pdf's is not to my liking.

Vorteile

Layout is great, easy to navigate, easy to create agendas, upload documents, and assign speakers. Looks great on the screen.

Nachteile

I wish it was easier to scroll through each attached agenda item without having to create a PDF booklet. Minor thing though.

In Betracht gezogene Alternativen

Diligent Boards

Warum Boardable gewählt wurde

Cost and design. Really like the layout and ease of use.

Vorteile

It was not even easy to set up. Support bots are ridiculous

Nachteile

Very difficult to implement. Video conferencing was horrible. Only half of our board members adopted it. Support is terrible

Vorteile

I love using this product during our collaborative team meetings.

Nachteile

There is a lot you can do with this app, just learning it all now.

Vorteile

The way Boardable sets up different organization under one user makes it extremely easy to manage my membership/participation

Nachteile

I find it awkward to quickly share the documents....you have to tinker/adjust the screen

Vorteile

Boardable is a web portal designed to support the governance function of nonprofit boards of directors. By logging in, a board member can find all of their documents, prepare for meetings, engage in between-meeting discussions, co-write documents, assign tasks, schedule meetings and events and more. It is all in one location and very well organized.

Nachteile

Getting everyone from the team to log in, take some training, and start using it. Some people still resist, which creates extra work for everyone. I do not know what the software makers could do to improve this.

Vorteile

The price is great, it looks and feels really simple and lovely, and the company is obviously interested in feedback and improving the product.

Nachteile

There are a few quirks to the software, like there's no internal back button and the beta version of the video conference software only works in Chrome! But for the most part it works really well, and anything that I do get confused about is easy to problem-solve with their available support folks and customer service rep.

In Betracht gezogene Alternativen

OnBoard und Diligent Boards

Gründe für den Wechsel zu Boardable

Cost, friendly support, and available tools (built-in video conference software, e-signatures, etc.). It's a relatively new company, and I think they're doing a great job.

Vorteile

I like the one place for all board-related documents, like agendas, financials, etc.

Nachteile

That it has to be paid in US funds. With the fall of the CDN dollar it is becoming unaffordable, which is a shame.

Vorteile

I enjoy being able to store all of my meeting documents, agenda, and other items in one place. It makes it easy for everyone to access and manage.

Nachteile

I wish I could see what each user sees. Oftentimes I think all users have access to certain features, and it can cause confusion. If I could impersonate a user as an admin, this would help.

Vorteile

I like being able to attach meeting materials directly to the agenda. I like the ability to print a PDF board packet easily. The integrated minute taking function is wonderful. It makes it easy to take minutes as well as produce a consistent and professional product each time.

Nachteile

We've struggled with the quality of the integrated Spotlight application for remote meetings. Additionally we have some board members that can't access the meetings via Spotlight due to work computer restrictions. We've tried using Zoom or Teams but since they are directly integrated we've had challenges there as well.

Vorteile

Boardable is the tool I use to build agendas, and organise meeting documents in just a single click. we are also able to conduct polls using this software.

Nachteile

The audio quality with the zoom integration is really bad. I wish this issue can be resolved.

Vorteile

I've used other board management tools - which I've hated. Super clunky, terrible UI, my board hated it. Boardable has been a dream - it's super easy to use and implement, the video conferencing functionality has been a game changer for me, and it's inexpensive. I've recommended it to 3 friends who bought it.

Nachteile

I wish I could use Boardable for other regular meetings my teams' have beyond the Board.

Vorteile

The Boardable platform is great for several things.
1. It eliminates the need to send emails and attachments to Board members in the hopes that they will get them all and read them all before the meeting.
2. It cuts down on problems a lot of Board members face at larger corporations with blocked file sharing tools like Box, Dropbox or Google Drive. This isn't an issue because it's out on a server.
3. It cuts down on so much wasted paper from Board packets. Rather than print things out and then toss them after each meeting, Board members can now be responsible for reading and accessing their own Board information.
4. It keeps a record of Board attendance, Board votes and Board meeting documents, all sorted nicely.
5. You can do online voting between meetings - known as polls.

Nachteile

I think there are some opportunities for some small design changes, and some opportunities to add in other tools that would make sense like screenshare, conferencing, committee communications, etc. Having said that, I like this tool enough that I have recommended it to other non-profits in the area, and do speak highly of it frequently. I think it's got legs to be something pretty great with a few more iterations.

Vorteile

I love how Boardable has everything we need in one place. I really like using the scheduler to find a meeting date instead of having to us another program to do that. They are constantly evolving and building enhancements to the software making it very easy to use and intuitive. I like the security features that allow each group to only see information pertaining to their particular group. This helps to ensure that sensitive documents are secure within the software. Members of our board love how the software is self-explanatory and easy to navigate through. The transition from our old software was very well received because of this.

Nachteile

There are still a couple enhancements that I would like to see, but their customer service team is very open to hearing new ideas that will ultimately help everyone using the software.

Vorteile

This product has streamlined not only our board meetings and materials, but across the organization it has become a tool for internal meeting groups. The best thing about Boardable is that it is super user friendly no matter what the technology comfort level might be. Also, with a larger board, this product has made ease of access to information readily available without having to search through multiple files or reach out to request information.

Nachteile

There really is not a significant con as Boardable is always enhancing or bringing on new features.

Vorteile

I love the ability to create an agenda, ease of publishing meetings, the Document Center and the ability to create a Dashboard message. Although I haven't yet had the opportunity to use all the features, I feel the software is very user-friendly. The Academy is very helpful and the integration process has been fairly easy on the administrative end.

Nachteile

When editing People, rather than return to the main page, I would like the ability to move directly to the next person.

Vorteile

It's a good central place to keep information. It's nice to see who has RSVPed or filled out a survey about setting a meeting date without scanning through emails.

Nachteile

Some parts of the website are not intuitive. Board members who are not computer savvy tend to stay off the site, and some who are skilled still can't easily find all the features.

Vorteile

We reviewed a number of platforms before we committed to boardable and top features included, document storage and organization, ability to perform polls for a quick response from the board members, ease of use, mobile app and calendar integration.

Nachteile

For us, the only inhibiting factor is the cost. We were able to qualify for the non-profit rate which helped, however, it would be the only reason the organization would ever discontinue use would be based purley on if there was room in the budget.

Vorteile

Being able to have all of our documents and processes in one place has been fantastic. Having a shared calendar and address list is very helpful.

Nachteile

We tried the video conferencing and it didn't work as well as some other software available online.

Vorteile

Easy set up and configuration. Free training and training materials. Customer service. Ability to purchase additional seat licenses in small increments (5 seats) at a time.

Nachteile

The board packet quick print feature was a recent addition which is very appealing. (printing all attachments for a board meeting in one step instead of individually printing the attachments). But this is only for professional plan subscribers and I'm on the essentials plan. I'd love to see this become part of the essentials plan.

Vorteile

We are able to centralize all Board Materials. Minutes were being kept on various platforms. We now have structure, organization, and accountability.

Nachteile

We cannot afford additional features. It is more economical and easier to pay for Zoom and Doodle separately.

As a virtual organization, I'd love to have our staff meeting on Boardable.

We have Board members who are technically challenged.

Vorteile

Boardable is very user friendly, even for board members who are not good with technology.

Nachteile

The Boardable team takes our suggestions and is adding functionality all the time.

Vorteile

The system is not difficult to learn nor figure out as a beginner. Information in Help is easy to use and covers most questions. If you can't find what you need, the support lines are extremely helpful.

Nachteile

We tried the video conferencing offered. Members with Apple products could not log on, which created a lot of frustration and disrupted our Board meeting. When I contacted the help desk the next day, I was told that there was an issue with Apple products that Boardable was working on. That information would have been better to have before we attempted to use. Unfortunately, this is a new system for our Board and the video experience has created a lack of trust to many of our members.

Vorteile

This was very easy to set up and use when we need to. I also liked that I could send private documents recently to a select group. Normally they are handed out in person but since COVID there haven't been any in person meetings.

Nachteile

Limited number of users for the cost of the product each month. would like maybe 10-15 more users without the cost going up.

Vorteile

Seriously, dealing with all the different calendar types used by board members and not being able to create a singular place for board member info to live was what prompted the move to this software and is what I'm most excited for.

Nachteile

I understand why the document signature functionality isn't included in the base model pricing, but I REALLY wish it was. Also, I wish the video functionality had a 'record' function, which is handy to have to review when you're polishing up your minutes.

Vorteile

Ease of use was a major deciding point.

Nachteile

Document management and tracking can be confusing

Vorteile

Boardable's recent updates have made the functionality more uaer friendly. I love the agenda and being able to attend specific documents to the agenda items.

Nachteile

There should be an "Audit" option. This will allow auditors of nonprofits to one time a year examine minues, etc for audit purposes and not count towards the number of users

Vorteile

It's pretty straightforward and user friendly.

Nachteile

At times, our board members have had issues with the app.

Vorteile

I use this software all the time. It is always easy to use at work.

Nachteile

I have nothing negative to say regarding this software!

Vorteile

I liked that the board meeting agenda and minutes could all be integrated with an easy to tick to do list.

Nachteile

A lot of notifications. I tried to find an option to turn off the excessive notifications that came along with any and all updates I made to any notes or tasks.

Vorteile

Boardable is extremely user-friendly and easy to use. It's easy to onboard new members and get them up-to-speed quickly. Additionally, customer-informed improvements roll out on a consistent basis, which shows that Boardable not only takes customer feedback seriously, but that they're consistently looking to make it more impactful and easy to use. The ability to streamline things like communications and file storage has had a huge positive impact on operational efficiency and accountability.

Nachteile

There's nothing we don't like. We've consistently provided feedback and it has always been addressed.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Gründe für den Wechsel zu Boardable

We chose Boardable for several reasons. First, it met all of our needs. Second, it gave us features that allowed us to move forward with stalled initiatives. Most importantly, the customer service at Boardable was exceptional. They were very hands-on, answered all our questions, addressed all our concerns and were proactive. We also felt they were genuinely appreciative of our feedback.

Vorteile

Boardable is an efficient, organized, and effective tool to manage governance bodies. Currently we are managing six separate governance bodies and expect to add several more soon. Best features include agenda builder, ability to write your personal notes and reminders in the agenda for your eyes only, meeting minute template, attaching documents directly in the agenda, pooling feature, and, most importantly, it serve as an excellent document repository. We've established "best practices" for administrators and end users. It has been well received and board members appreciate it's ease of use and efficiency. Tech support is extremely helpful and very responsive. The Boardable team is always open to our idea and suggestions.

Nachteile

One limitation for our use is the inability to have different titles and terms when a person serves on multiple boards. Having the ability to format our own documents would be helpful as well.

Vorteile

Boardable is clean and uncluttered. That makes it relatively easy for my board and committee members to pick up and use.

From a strategic perspective, Boardable captures everything that's important in my boards' business in one place, so that it can easily be passed on to the next generation of the board. Good for succession planning.

I now use Boardable for 5 different organizations, and I find switching from one to the other really simple.

Boardable's responsiveness is just terrific. Because I am based in Australia, any queries I have are usually responded to overnight.

Nachteile

When I onboard a new director, it's not always easy to ensure they have access to previous documents and discussions.

Also, the inhouse video option didn't work well for me - but then that's probably because we are based in Australia. Fortunately we can still choose to use Zoom, which works well for us.

Vorteile

I like the Calendar and ease to receive documents

Nachteile

Minute taker - I use standard wordprocessing for my minutes.

Vorteile

Centralized communication has been key to moving our organization forward. It's helped with accountability and tracking, and allows us to communicate between board meetings. Polls are great for gathering feedback, etc.

Nachteile

I want to be able to use Boardable for my committee functions as well. We have started to do this, but find the feature set is limited. I believe this could be fixed by changing the way we look at member, observer, and administrator. In other words, I want my committee members to have member-level access but only within their defined group. As it stands, committee members can't assign meetings, upload files, etc. because they are limited by their user status. Also, file storage can get hairy. There should be more instructions on storing files, attaching them to meetings, access, etc.

Vorteile

One of the most fabulous things about Boardable is having everything housed in one system. Our Board members have learned to use the discussions feature to discuss important topics without starting an email chain that goes on for days.

Nachteile

I sometimes think there might be too many options and they might miss on a thing or two. For example, I love the classic minutes taker. Not a fan of the new option, but they provide both. However, the classic option doesn't capture those not attending a meeting, just those that are attending and for minutes, you need both.

Vorteile

We work with a diverse range of 200 users from many backgrounds and experiences so a user friendly system was important. When researching different board management products, many were complicated. Boardable offered a great system at a great value that is easy for our users.

Nachteile

Sometimes there are quite a few clicks for an administrator to get items where they need to go.

In Betracht gezogene Alternativen

OnBoard und Diligent Boards

Gründe für den Wechsel zu Boardable

The system was much easier to use and required less training for our board members.

Vorteile

The ability to have a file sharing platform for employees working remotely.

Nachteile

Improvements are constantly being made, which is great, but users are not given the option to turn some things on and off. If you don't like something, you are told there is no way for you to opt out of using it.

Vorteile

This software helps keep our busy team organized on the board and the various committees they each work on. It's great for organizing meetings, and assigning tasks to the members of the team.

Nachteile

The biggest con for us it that you cannot have additional controls within the administrative role. So, for example the junior staff administrators can see all confidential materials (financials, HR-related discussions) that the senior administration needs access to. The only way to avoid this is to not make them an administrator, but it means the CEO is then busy with some of the administrative tasks (adding/removing people and creating groups) that would best be assigned to a more junior administrator.

In Betracht gezogene Alternativen

OnBoard und Basecamp

Gründe für den Wechsel zu Boardable

Design, layout and cost

Vorteile

All the features that Boardable incorporates for streamlining communication with our Board & Committees has been extremely invaluable. I love the ability to have personal profiles for everyone, the ease of scheduling meetings, discussions & document files in one place. Definitely has cut down on the amount of time once needed to search through email threads with attachments. I highly recommend Boardable.

Nachteile

This is not really a con, just a personal suggestion to fit our organization and to make Boardable more appealing...it would be cool to be able to put pictures into the Dashboard, Discussions & group descriptions. As they say...a picture is worth a thousand words.

Vorteile

We have been using Boardable for a year now. It is incredibly easy to use, and has a clean, uncluttered interface. When our CEO started using it to create meetings, agendas, and documents, I expected a lot of questions to help her through the process. Instead, she immediately was able to use it without help. It's that intuitive. Almost all of our board members signed up right away; they are now able to see meeting documents *before* they show up at the meeting. The phone app is still new, but so far I'm very impressed.

Nachteile

No complaints. Boardable does not have all the bells and whistles of some of their competition, but we're a local not-for-profit. We don't need those features (nor do we wish to pay for them).

Vorteile

Boardable is a fantastic software for arranging and conducting meetings virtually. In this ongoing Covid pandemic when physical meetings in any institution are restricted Boardable opens a dynamic way for our company. We can feel the realistic feelings of togetherness using Boardable. Its collaboration with Zoom makes it more accurate and effective. We can easily share our thoughts and opinions that aid in making decisions in important matters. Boardable provides our all details for every specific meeting session ready that enables us to get some relax and fell less burden.

Nachteile

I do not have any issue with Boardable so far. Their supportive crew are so friendly and always solved our problems if faced immediately.

Vorteile

The ability to announce meetings of any kind, attach all documents in the board packet to the meeting and giving the board the ability to respond if they will attend.
Can create multiple committee folders in the Document Center
Can limit accessibility to some folders
Has a People Directory for your board and can add photos and personal information
Can download from your hard drive, Dropbox. Google Drive, and One Drive to a meeting
Unlimited storage capacity

Nachteile

So far can attach only one document at a time; they are changing this to multiple document attachments
If a document is attached to a meeting and you want to store it in the Document Center, you can't. You have to attach it again.
Can only download from your computer to the Document Center, not the cloud drives.
Limit of 20 users.

Vorteile

The easy organization abilities and ability to pull things quickly from previous meetings recurring.

Nachteile

It took a little time to get used to and I still do not feel I am using all the features I could but plan to continue learning.

Vorteile

The software is easy to use. I like the mini training videos. These are helpful to the board members.
Online chat is great. Security and storage are great.

Nachteile

Some of the basic features are now in the upper level (cost more). I feel that board minutes should be able to be easier to write from the agenda. Then they should be able to be downloaded for editing purposes and uploaded upon completion.

Vorteile

I love how easy it is to keep my core members informed. I also love that I can segment them based on committee's or initiatives to keep the 'lines clear' on only information pertinant to what they're involved in.

Nachteile

The company is still young; I would love to have better API integrations but I'm sure those are in the development pipeline.

Vorteile

Boardable has been an amazing company with whom we've collaborated. Their employees have been incredibly helpful in getting the product set up and will be a part of getting our board members acclimated to the software.

Nachteile

So far, there are no complaints. Only issue is that there was a steep price increase in mid-July.

Vorteile

As we have moved to a paperless office Boardable has proven to be an excellent programme in support of that strategy. During Covid-19 lockdown, numerous scheduled Trustee meetings were able to be conducted online, through the use of Boardable.

Nachteile

It takes some time to get used to its functionality.

Vorteile

This is a dream for keeping your board communications centralized. As a board liason, I used to send many nagging emails -- now Boardable sends reminders and when asked for documents I can say, "That's in Boardable!" ... better yet, I can link directly to those documents without downloading them.

I took minutes using their tool during a meeting for the first time this week and loved that you can enter either a note, a task, or a decision -- then tasks and decisions are summarized at the end. Fantastic.

Nachteile

You can't set a time zone specific to a meeting, which is challenging for us because we have meetings in different locations throughout the year.
I'm still learning to use the minutes management so I can't speak to that yet.

Vorteile

For formal meetings, including board meetings this software supported agenda planning, record keeping and virtual gatherings

Nachteile

Administrative features sometimes needed adjusting to allow different members to take mins.