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122 Board Intelligence Reviews

4.6 out of 5
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122 Board Intelligence Reviews
4.6 out of 5
122 Board Intelligence Reviews
4.6 out of 5

Board Intelligence Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for Board IntelligenceQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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MC
Company Secretarial Administrator
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Board Intelligence?

I use Board Intelligence frequently, at least a couple times a week.There are many things I like about Board Intelligence.

It's user friendly.

Customer service are approachable, knowledgeable, kind and helpful. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

Sometimes I can't upload powerpoint slides because the formatting changes. Sometimes I can't upload a PDF without having to compress it.

It would be nice to have a template function, whereby those regular committies we have, we could have a template available and just copy/paste/change dates. Review collected by and hosted on G2.com.

Response from Lewis Morley of Board Intelligence

Hi,

Thank you for taking the time to share your experience with Board Intelligence. We are delighted to hear you are enjoying our board portal and the benefits it has brought to your organisation. I will also pass your kind words along to our customer service team.

In relation to being unable at times to upload PowerPoints, we do recommend printing these to pdf with a maximum size of 50mb however our dedicated support team are on hand 24/7 should you ever have any difficulties in the future.

You also mentioned the desire for a template function and I wanted to provide a couple of tips that may be of use with this.

The first is the option to clone a previous pack, to do this click the 3 dots on the front of the pack and select the option to "clone pack", this will make a carbon copy of the pack that you can then edit. Alternatively when creating a new pack, once you have selected the location you will be asked if you would like to select a pack to copy or to start from scratch, picking a pack here will again create a copy of this pack that you can then edit.

I do hope these tips will prove to be of use to you and that you continue to have great experiences using the Board Intelligence platform.

Best wishes,

The BI Team

Verified User in Consulting
AC
Small-Business(50 or fewer emp.)
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Verified Current User
Review source: G2 Gives Campaign
Incentivized Review
What do you like best about Board Intelligence?

Board Intelligence deals with most of the challenges that we encountered with our board meetings.

On the administrator’s side, it means we don’t have to rely on email chains anymore to put the board packs together and distribute them to our directors. The agenda feature is also quite clever and a big time-saver.

On the directors’ side, the application is uncluttered and easy to use. Board papers can be accessed even when offline and the customer support is top-notch. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

New features used to take time to become available, but they seem to have picked up the pace in the last year or so. Review collected by and hosted on G2.com.

Response from Lewis Morley of Board Intelligence

Your kind feedback is hugely appreciated & thank you for recognizing our support team, they will be so please to hear your kind words.

We aim to provide the tools required to create impactful and effective board packs, so I am incredibly happy that both the platform and app have been well received and that the features are proving to be continually useful, time saving and enjoyable.

We would like to better understand your comment in relation to features being pushed out quicker so please do get in touch if you would like to discuss this or any other experiences you have had.

Best wishes,

The BI Team.

JC
Chief of Staff
Enterprise(> 1000 emp.)
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Review source: G2 invite on behalf of seller
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What do you like best about Board Intelligence?

The Board Intelligence team are very responsive and the training given was engaging. Lucia makes it very easy to write board papers and collaborate with the team. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

It could be made easier to view the changes that the team are making to the paper, and then being able to accept / decline those changes. Review collected by and hosted on G2.com.

Response from Lewis Morley of Board Intelligence

Hello,

Thank you for your feedback its fantastic to hear the training was well received, I will pass along your kind comments to the team.

I am very happy to hear the benefits Lucia has brought you and your organisation in particular the standardisation this has offered.

We do make quality of life improvements and I will be sure to raise this with the development team for consideration.

Many thanks,

The BI Team.

BB
Executive Assistant to MD and General Counsel
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: G2 invite on behalf of seller
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What do you like best about Board Intelligence?

Board Intelligence simplifies the whole Board Pack experience - from Agenda creation to pulling whole packs together. Nothing is forgotten! Customer Support is also exceptional - any issues are dealt with immediately and in layman's terms, therefore very easy to understand. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

I can't think of any dislikes at the momemt...! Review collected by and hosted on G2.com.

Response from Lewis Morley of Board Intelligence

Hello Bruna,

Thank you very much for you kind words, I will pass along your feedback to our support team, this will make their day!

I am also very happy to read that you are having such a positive experience on the portal and that the creation of agendas and packs has become a simpler process.

We welcome all feedback so please do keep us updated on your future experiences.

Wishing you all the best,

The BI Team.

Verified User in Financial Services
AF
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Board Intelligence?

I love how simple it is to use, you can teach it how to use pretty much to anyone. The easy drag and dropping of files makes it quicker and more efficient to send out reports and packs. I am rating the new improvements to the app and website - especially now that you do not have to press the enter key for it to save. I have been at the business for about 2years and being it my first job, it has been really easy to implement BI into my general tasks and using almost as a library to acknowledge all we have done over time, it is really easy to pull out packs instead of using our normal method of file searching on File Explorer. We are currently having an Audit Trail and BI has been of extreme help pulling information out and providing to our Auditors. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

I would appreciate if there was a way that the paper titles were longer than 40 characters - I know it feels impossible to fit it all onto the bookcase cover, but if something even increasing a few more characters would mean that they are easier to find considering if we have multiple reports to send out in a day; often we will have to shorten down words for them all to fit, i.e calling Reports "Rpts" and they are going out to the NEDs. Review collected by and hosted on G2.com.

Response from Lewis Morley of Board Intelligence

Thank you for taking the time to share your feedback.

We are delighted to hear you find our portal simple and intuitive, we aim to make the experience easy for all, so I am pleased this is hitting the mark.

We are always aiming to improve the overall user experience, so it is great to see that some of these improvements have already been of benefit to you.

Your feedback on the title character limit is incredibly valuable to us, I will ensure to put this forward for consideration for future development.

Wishing you the best,

The BI Team.

Verified User in Investment Management
UI
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Board Intelligence?

The bookshelfs give a good overview and are practical. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

Login is bit tedious.

Not possible to download docs from the app.

That I need to login again to switch from one board (platform) to another as user with multiple access. Review collected by and hosted on G2.com.

Response from Lewis Morley of Board Intelligence

Hello and thank you for taking the time to provide your feedback on you experience with Board Intelligence.

I am pleased to hear that you are finding some benefit in having all of your documents in one easy to access, practical, safe space and hope that as you continue to use the system you will find many more of the features available to you just as useful.

In reference to switching between your accounts, depending on how you are accessing your account, we do have a couple of options that I would love to have the opportunity to discuss with you. Additionally hearing more about your experience will help us give the right feedback to our teams.

If this is of interest please reach out to our dedicated support team who will be able to assist you with this and any other questions you may have.

Best regards

The BI Team

AL
Company Secretary and Head of Risk & Assurance
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite on behalf of seller
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What do you like best about Board Intelligence?

Creating agendas is very easy and is attuned to how clerks and committe secretaries would build agendas in accordance with best practice. It saves you the time it used to take to add attachments to emails if you did not have a board software system. It is unfussy and clear. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

A minor quibble but the numbering of sub items by BI does cause some confusion. You get there in the end but you're never quite sure how. Review collected by and hosted on G2.com.

Response from Lewis Morley of Board Intelligence

Hello Anthony,

Thank you very much for your feedback, it's great to hear how the system is saving you time and that the app has been well received by your trustees.

I would be very keen to speak with you more to better understand the minor issue you have mentioned about the sub item numbering.

We can then provide you with some tips and training to help you get more from this feature.

Please do reach out to our support team who will be happy to help you with this.

Wishing you all the best,

The BI Team.

Verified User in Financial Services
AF
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Board Intelligence?

Easy to navigate interface both for directors and administrators alike. Fantastic onboarding team and follow up support is quick and effective. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

To date, I cannot think of anything except to say perhaps that compared to other products in the market, it may have fewer capabilities. But it is a board portal, and as a board portal compared to other products out there, it is the best! Review collected by and hosted on G2.com.

Response from Michael McPherson of Board Intelligence

Thank you for sharing your feedback of Board Intelligence. We are so pleased you have had such a positive experience and found our platform intuitive and easy to use. We are grateful for your continued support. Best wishes, the BI Team

Verified User in Construction
AC
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Board Intelligence?

It's easy to use and easy to make changes. Gone are the long nights working late trying to produce a single pdf document to send via email. Now I have discovered how to use the signature function which will save time and effort for me and all my Board members.

The customer support has always been second to none. Someone is always available and very knowledgeable. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

I can't really think of anything to be honest Review collected by and hosted on G2.com.

Response from Lewis Morley of Board Intelligence

Hello,

Thank you for your lovely feedback, we are so pleased to hear that the Board Intelligence platform is providing such positive benefits to you and your board members and that the features and time saving tools are hitting the mark.

Its great to hear that you have not found any areas of dislike however should this change we are always receptive to feedback so please do keep us updated on your continued experience.

Thank you once again.

The Bi Team.

Verified User in Executive Office
UE
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Board Intelligence?

It is really easy to access my papers, and during the meeting ensure that I go to the relevant part of the pack of papers. I am able to mark important papers and add my own notes and annotations Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

Nothing that I can identify, it is user friendly and does what I need it to. Review collected by and hosted on G2.com.

Response from Lewis Morley of Board Intelligence

Hello,

We are all happy to hear that you are having a good experience using the Board Intelligence app as well as our bookmark and annotation features. We aim to make the app as accessible and user friendly as possible so its nice to know we are hitting the mark.

We are always working to improve the features we offer and always welcome feedback, so please do reach out if you have any suggestions or feel there are any areas of improvement needed.

Wishing you all our best.

The BI Team.