Diligent Boards

Avantages

Easy to navigate and plenty of options and tools to keep Boards and committees organized

Inconvénients

Links to resource center disappear if you have to update the agenda

Avantages

Ease of use, the application is simple to navigate…and the security of information

Inconvénients

No recommendations for improvement this is just a terrific application

Avantages

Lots of great tools, love the AI exec summary.

Inconvénients

A little bit Overwhelming but worth it. Just need to take it as a journey to a new board portal.

Avantages

Ease of use. Logical layout and not overly complicated. User friendly

Inconvénients

All good! I am not able to think of any cons with the product

Avantages

Continuous updates to improve functionality, great response to issues when there are issues. UI is intuitive and carefully designed.

Inconvénients

Updates are good but we sometimes run into bugs. Recently experienced a situation where document links work in diligent but not in the pdf generated from diligent.

Avantages

I like the user friendliness of the platform.

Inconvénients

I don’t like the cost and that each solution is a large added cost

Avantages

Easy to use and implement across multiple internal and external users

Inconvénients

There are no cons as of now. We have had a good experience.

Avantages

Security and ease of use. Staff and new members onboard quickly

Inconvénients

Not applicable. We don’t have any major concerns about the product.

Avantages

It is useful for gathering and distributing board materials. It is easy to find previous meeting materials. The sections are easy to access and the system overall is user friendly.

Inconvénients

Access the new account took a short while to figure out

Avantages

Fairly intuitive and simple to learn and then use and has the key features I need.

Inconvénients

The user administration management component and interface can be a bit confusing at times.

Avantages

Easy to navigate. Well thought out and useful features throughout all of the App.

Inconvénients

Nothing. The above mentioned are all positive comments.

Avantages

There is nothing about Diligent I like except the concept.

Inconvénients

Too clunky - bad navigation, too mouse reliant, no run off period for accessing documents either for a director leaving the board or upon the company not renewing the subscription which means every document has to be downloaded by each director completely undermining the conceptual benefits.

Avantages

Diligent provides timely and useful insights.

Inconvénients

I have not had any negative experiences to report.

Avantages

Interface is very intuitive, low wait times for call support

Inconvénients

Limited ability to upload Microsoft produicts

Avantages

The organization of having all the materials on one portal

Inconvénients

I run into issues uploading files even with the max capacity.

Avantages

Easy of use of utilizing the Diligent Boards platform.

Inconvénients

Difficulty changing passwords within the Boards platform.

Avantages

Good tool, very easy to use with a large space that allows me to store my files such as my videos, my photos and many other documents and folders

Inconvénients

It is a software which is very greedy in terms of battery energy especially on mobile

Avantages

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!

Inconvénients

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.

Avantages

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, and the ability to drag your tabs into another position. I love how there is always a new feature being implemented or developed. They listen to the customer and create what "you" think is important. The program moves you through the pages quickly. It never gets bogged down. Our Board of Directors love Boardbooks and plan to continue using this product for a long time. We have all of our committees and our main board meetings on Diligent Boardbooks. We love the paperless feature and the security of our documents. We never have to worry about confidential information being in the wrong hands. We are fans!! We can't say enough good things about Diligent Boards and the great people at Diligent. Great Customer Service! Friendly! Professional. Always available to help you day or night. We have used Diligent Boards since 2010 and they have never let us down. They are well trained professionals. They help make your job easier! Thanks Diligent!

Inconvénients

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.

Avantages

It allows you to signup for only the modules that you need. It is cloud based and can be used on any device with a browser as well as native iOS apps. It is very easy to create and update books and to keep them updated across all users to ensure the most recent pack is available.

Inconvénients

Some of the user/committee setup needs to be done by customer service. While they are quite responsive it seems unneccessary and they are improving on this. If you have a small board/irregular meetings it may be costly for you.

Avantages

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!

Inconvénients

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!

Alternatives envisagées 

OnBoard

Pourquoi passer à Diligent Boards

We have a long-standing history with Diligent and wanted to keep that relationship intact. More importantly, our directors, management, and administrative staff were satisfied with Diligent, and we aim to keep them happy! As long as Diligent is providing for our needs, we'll be loyal customers!

Avantages

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.

Inconvénients

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?

Avantages

I don't have to email and courier binders to Directors who live in other countries. It really opens up opportunities to have members around the world.

Inconvénients

I understand the need to protect confidential documents but I wish there were easier options to print and export PDF items for Corporate Libraries. You can export a PDF but it is not similar to the actual book and tabs you receive on-line.

Avantages

Pros: secure file sharing, ability to upload large files, linking between books, resource centre, agenda.

Inconvénients

Cons: iPad Battery drainage is a major issue. When you request assistance Level 1 Helpdesk responses suggest user error or poor device management. Its neither, the latest version drains the battery of a new iPad (latest OS and app versions) where settings are configured to minimise battery use and no other software is open!

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Avantages

The ease of use and how much this one platform can do. ALthough it takes a little bit to get used to (as with any new software) once you start using it you will question how you have ever gotten along without it.

Inconvénients

The formatting within the forms can become a little wonky at times. I wish it had all the same functionality as word.

Avantages

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.

Inconvénients

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.

Avantages

-- 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

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Avantages

As a user: Navigation between Boards, Committees and Resources Center. Layout and use is very easy and intuitive. Welcoming design to read the materials and work with. Also, customer service is over the top outstanding. I am so impressed with how responsive and knowledgeable everyone at Diligent is.

As an Administrator: Very easy to use. Can upload documents in any format and can rearrange as needed.

Inconvénients

I like everything about the software.

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Convene

Pourquoi passer à Diligent Boards

Users were more familiar with Diligent, and also companies using Diligent were the top companies in the country, therefore Diligent was preferred, even though it was more pricy.

Avantages

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.

Inconvénients

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.

Avantages

The product is easy for me and others to use. It was easy to implement with my directors.

Inconvénients

I miss document linking within another book when I made the move from OneClick to the Web Admin version.

Avantages

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

Inconvénients

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

Avantages

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.

Inconvénients

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 sure that the Board Members have refreshed their iPads so they can see the books. We have had problems with the Board of Directors not being able to open their books. Sometimes it is IS settings that have to be updated. But NO One wants the Board yelling that they can not read their books.
4. We are going to have a test page the day before the Board Meetings to see if anyone is having a problem opening their book or documents.

Avantages

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.

Inconvénients

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.

Avantages

Integration of Diligent Boards was made very easy as the customer support is wonderful. They are patient and very quick to respond to questions/problems. It is so very quick to build a board book for our monthly meetings. In the past before Diligent, I printed and mailed books monthly which was very time consuming and expensive. I love completing the book and sending an email to let our Trustees know they are able to access the book before the meeting.

Inconvénients

There are no cons as far as I am concerned.

Avantages

It is very useful, it has a lot of functionalities that currently the Board members don't use but I guess with time we'll start to incorporate them. The way the books are shown is very friendly, the minutes feature is really easy to use, and the new intergration with Teams will be very useful for our Company.

Inconvénients

Overall is easy to use, all the members of the Board are used to work with it and have been since the beggining.

Avantages

The best thing other than ease of use, is being able to make last minute changes/updates and have Board members receive them automatically. They have all the information in one place and don't have to carry around huge notebooks.

Inconvénients

I wish I was able to move the order of the books around (without having to make changes with Diligent)

Avantages

I like that the product is easy to use and very intuitive. If I ever have a question, I know that my call will be answered immediately by a friendly and knowledgeable person.

Inconvénients

I wish I could move sub-tabs between header tabs

Avantages

Its ease of use, in both building books on the administrative side and reviewing materials on the user side.

Inconvénients

I would like the currently separate D&O questionnaires module to be included in our package without additional cost.

Alternatives envisagées 

OnBoard

Pourquoi passer à Diligent Boards

With the new upgrades to the platform, Diligent has the same (or more) features as its competitors, some done in a better, more streamlined way, for the same price or less.

Avantages

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 have up-to-date information. The portal has eliminated the need for making copies of the materials and delivering the materials to the users in sufficient time to review before the meeting or event. The ability for the users to make notes (keeping them private or making the notes public) is very helpful during the review process before meetings. Archiving materials after the meeting or review has happened gives the users an easy way to go back and see what happened in the past. The Resource Center also provides the users with relevant information -- both historical and current.

Inconvénients

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

Avantages

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.

Inconvénients

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

Avantages

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.

Inconvénients

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.

Avantages

Puedo almacenar mis archivos, imágenes y compartir y liberar espacio en mi teléfono móvil

Inconvénients

No poder almacenar videos, archivos más pesados que permitirían aún más liberar la memoria de mi equipo móvil

Avantages

The most impactful feature of this software is the ability to deliver board documents securely as well as the ease with which documents can be updated or replaced right up until meeting time. The Resource Centre is a terrific feature that has been embraced by the Board and Executive team as the repository for all those past presentations and reports that still need to be referred to.

Inconvénients

As we are a not-for-profit organisation and not a listed company, we don't use all the features but there is no aspect of the software that we don't like

Avantages

I love that everything can be in one place. We deal with many different boards and committees, so it's nice to be able to have all of the information in one location

Inconvénients

I use the web version. It still needs work. I want to be able to have more control over how my completed book looks. I want to be able to upload different logos for different boards. I want to format the agenda builder so it looks nicer. etc.

Avantages

It meets my daily needs as a company secretary.

Inconvénients

I would love to hold virtual meeting on the Diligent App.