Diligent Boards

Avantages

Easily customizable to accommodate individual boards
User-friendly, even for those with limited technical skills
Signature voting for [sensitive content hidden] to approve consents/resolutions and other documents

Inconvénients

Replacing a document with annotations is a challenge - the system is designed to maintain the integrity of the document and keep the notes on each designation page. It would be helpful if there was a way for [sensitive content hidden] to make notes within a document and the notes would transfer as a "notes page" to accompany the document and allow for replacements or updates without losing the notes.

Avantages

Very user friendly which makes creating books seamless and easy, secure sharing and everything is available in 1 platform for all board members. Easy to communicate to them through the platform.

Inconvénients

Little details that are manageable but having to have the same # of pages when you replace with options, having to re-link your full agenda if there is a change made, not being able to upload videos rather than getting a link

Alternatives envisagées 

Pourquoi choisir Diligent Boards 

Pourquoi passer à Diligent Boards

Avantages

Most important is the fact that Diligent Boards is a secured platform that shares the information between the whole board avoiding diferences on the amount of information to each member of the board.

Inconvénients

During the implementation phase, some members of the board were already had their e-mails registered in the platform. So, to link the same e-mail in different organisations, Diligent required the user approval and that the user informed the organisations which he/she had the e-mail registered. As this information is pointless for the person that is implementing the platform (me) and for confidentiality matters this same person should never had the information, I understand Diligent should check this information by itself or exclude this requirement, keeping only the user's formal approval for linking the e-mails.

Avantages

A few years ago, Diligent was certainly the preferred provider. Although since the move of all historic Diligent-owned platforms (Board Effect etc) it feels as though there hasn't been a lot of investment in developing the platform to make sure it keeps up with peers.

Inconvénients

Compared to other current platforms, it's quite clunky, especially building packs and navigating through them in meetings. The pricing structure also doesn't work for a number of our clients who are now looking to other platforms who provide different fee formats.

Avantages

Very intuitive, easy to use and we receive great technical support from the team

Inconvénients

Would like to have ability to keep notes if document is replaced after feature has been used. Happy to provide more information about this.

Avantages

Diligent is easy to navigate and it has all the functionality we need, no more no less

Inconvénients

There is nothing I dislike, pobably the only think that can be improve is the calendar. I would prefer to set up a meeting and on that window having the options to select a specific committee instead of jumping from one committee to the other when setting up meetings.

Avantages

Well recognized and familiar platform for hosting board materials for review by directors, with multiple product offerings and 24/7 support. Also, it is a secure, MFA protected way to share content securely rather than sharing it by email.

Inconvénients

Support is sometimes not timely enough when emailing the day-to-day account reps or teams allocated.

Alternatives envisagées 

Pourquoi passer à Diligent Boards

Avantages

User friendly interface with intuitive navigation, making it easy to access and manage board confidential documents. Its security is robust.

Inconvénients

Some of our users may find the initial setup and onboarding process time consuming. Additionally, occasional system updates can temporarily affect usability, viewing videos or quality of graphics in word documents at times might be problematic.

Avantages

Using it as a repository of information for our trustees.

Inconvénients

The fact that OneClick will be disabled at some point. I also do not like that you cannot add placeholder names to the files that are uploaded online.

Alternatives envisagées 

Pourquoi passer à Diligent Boards

Avantages

Ease of use. Secure place to keep board materials.

Inconvénients

Price per user. Difference between app and web version.

Avantages

I love the help they provide whenever I have a question.

Inconvénients

The cost. It is extremely expensive compared to the competitors.

Avantages

Different functionalities that are available.

Inconvénients

Sometimes more technical issues than expected.

Avantages

The ease of use from any location. The straightforward manner of loading documents. The outstanding technical support.

Inconvénients

Adding QuickLinks - it's involves opening a folder, then another folder, then another, and finally finding the doc you'd like to link to. It becomes tedious.

Avantages

That physical board "books" are a thing of the past!

Inconvénients

These, with lots of change within the Diligent organization, when I need to reach out to Diligent for support, I don't always know who to contact. Also, response times aren't always quick.

Avantages

Easy to navigate and great for documentation porpuses

Inconvénients

Requires a autosave feature, sometimes the session is disconnected and the changes are not saves

Avantages

Dashboards are customized, everything is right there.

Inconvénients

Customizing the dashboard is extremely difficult.

Avantages

What I like the absolute most about Diligent is how much my Board likes it. They are all on multiple Boards and portals, and every one of them says how easy and intuitive Diligent is. Personally, I find it so easy to use; to create my books, make changes, etc.

Inconvénients

There's been a shift in their support approach that I find frustrating, but if I persist - and I am persistent - I get the end result I need. I'm just not always up to what it takes to get there.

Avantages

It is extremely easy to create an agenda and post files to Diligent. Also, you can copy prior meetings to create new ones, which is especially helpful if the agenda has few to no changes.

Inconvénients

Diligent has sporadically been buggy. However, customer support is very responsive.

Avantages

It’s a safe pls e yo organize our documents.

Inconvénients

If not configured correctly with the right “books” it can be hard to find materials.
I hate that our administrator has it looked down to not print. Hard for 10ks and 10Qs

Avantages

The learning modules have demonstrated the ease and confidence of safeguarding the organization's sensitive documents from evolving threats such as cyberattacks. It also provides steps for evaluation in improvements and adopting strategies to increase productivity.

Inconvénients

I do not have any complaints or concerns at the moment, and it seems that there are many transformative action items that the software can bring. I would be interested in how the process for adoption and quick access to customer service.

Avantages

Organization , ease of access.Previously we used printed board books so this is a vast improvement.

Inconvénients

Page numbers are not tied to headers so jumping from section to another is challenging.

Avantages

The interface is fairly good. The documents can be scrolled back and forth easily and it does allow for notes and highlights.

Inconvénients

The menu is often hidden and not intuitive when you are in full screen. Have had some login issues: this may be unique to our implementation but it seems to deactivate your login if you don't login for a while.

Avantages

It is very efficient as it is structured and designed for usage by board directors.

Inconvénients

It would be helpful to have more parameters when searching for prior documents or files. If they could add date range, or other parameters to narrow down what comes up would be helpful.

Avantages

The portal is easy to use (e.g., creating books; adding or removing users).

Inconvénients

Limited number of users (would cost more); downloaded presentation has extra borders I find annoying

Avantages

Makes creating board books easy and efficient.

Inconvénients

Would like a better graphic user interface (GUI).

Avantages

Easy to use, very helpful customer service and a dedicated team to ensure our company has what it needs

Inconvénients

The price is a bit steep if you're a limited user of the platform, but there are many training opportunities to see everything Diligent has to offer to make the most of your subscription.

Avantages

User friendly admin experience and love the search feature.

Inconvénients

Losing user notes when having to replace a document.

Avantages

The organization of the resources on the dashboard, being able to administer user profiles, and the ease of uploading documents for the Board package.

Inconvénients

I don't have anything that I dislike about the platform.

Avantages

All board papers in one place and easy to read.

Inconvénients

Can’t copy or email selected pages.

Not all features on writing mode are enabled to scan to the nest page but keeping writing

Avantages

The ease of use for directors and administrators. Plus it is so widely used that most directors are familiar with it.

Inconvénients

The web app needs the ability to lock material down by full tab.

Avantages

The ease of creating a board book and making changes as needed.

Inconvénients

If I am replacing a file that has a different number of pages, it will not allow me to do so and still keep notes that have been written by board members.

Avantages

Uploading of documents is easy; dashboard is a nice feature.

Inconvénients

Does not have the capabilities that were confirmed in pre-contract discussions/demos; unable to edit or rename documents directly in Diligent Boards portal; admin module is not user friendly.

Avantages

The system is user friendly, I like the ability to add notes and highlight.

Inconvénients

Sync process takes a while. The system often requires a reset of the password.

Avantages

I can be confident about the security that Diligent offers.

Inconvénients

Downloading documents for our official company records.

Avantages

Allows our Board to vote and sign documents outside of an in-person meeting.
Utilize the reference center to keep key reference material available to our Board members. Utilize Questionnaires section for various Board reporting items such a expense reports and Conflict of Interest Disclosures.

Inconvénients

When using Questionnaires for Disclosures the printouts are difficult to read (can have page breaks through responses, etc.)

Avantages

Intuitive and simple. Diligent Boards is very easy to use.

Inconvénients

Nothing. Generally very pleased overall with the product.

Alternatives envisagées 

Pourquoi passer à Diligent Boards

Avantages

I love the simplicity and how user-friendly the software is

Inconvénients

I wish that we had the ability to edit documents within diligent once they've been uploaded

Avantages

Pretty easy to use, intuitive. Great resources/FAQs when needed. Customer service is responsive.

Inconvénients

Housekeeping items like it might be nice to be able to set up something that would auto archive books based on a set schedule... every 6 months, etc.

Avantages

Nice to have all Board materials in one place.
Printing function is pretty good
Easier to use on an ipad than a computer re: turning pages

Inconvénients

Would like some way to know when things are added and what was added.

Avantages

I honestly like not having to lug materials to meetings. It is also a game changer for the executive assistants' board meeting preparations. And it is great for the environment.

Inconvénients

Password - I wish I didn't have to change it as often

Avantages

Convenience. Replace reams if paper
So much easier to review prior to meetings

Inconvénients

All good. I really don’t see a downside. Good service in rare issues

Avantages

The app is easy to navigate and files can be accessed when offline

Inconvénients

I have a Samsung tablet and the app doesn't work because of a software bug. I was told they're working on a solution but no results so far. I travel for our meetings and rely heavily on my tablet.

Avantages

It is really easy to use and it saves a lot of paper because our members can read the documents online.

Inconvénients

I cannot think of any--it is very user friendly!

Avantages

Secure, desktop and mobile friendly, easy to set-up file structure and navigate

Inconvénients

Difficult to see small fonts. I wish I could zoom to use my large monitor and keep that zoom as I change pages

Avantages

Diligent makes it extremely efficient to post materials to our Board of [sensitive content hidden]. Uploading documents is easy as well as reviewing the posting before making it live.

Inconvénients

Sometimes navigating within and between books can require a lot of clicks.

Avantages

It s easy to use and they have a good mobile version

Inconvénients

There is nothing I dislike about the tool. It's easy to edit and access content.

Avantages

I like all of the functionality and how easy it is to use and learn.

Inconvénients

I think they are a bit slow/behind on upgrades that are promised.

Avantages

Well organized, concise and with a library of source documents. Diligent Boards has it all.

Inconvénients

As a user for over 5 years I’ve not yet found anything I don’t like.

Avantages

Easy to browse for board members, easy administration

Inconvénients

View of committees, sometimes there is too much to view

Avantages

What I like most about diligent is the ease of use

Inconvénients

Some of the updates made the functionality a bit confusing.