Boardable's data helps us to determine & improve board engagement. The document center provides an accessible location for all of our organizational documents & dramatically improves our transparency with our board members.

Honestly, there isn't anything I dislike about Boardable. The more we use it, the more we realize new features that help to improve our organizational efficiency and outcomes. It helps staff and board members better prepare for meetings due to the accessibility of organizational documents. We've even received feedback from our board members that they enjoy using the platform & have recommended it to other organizations.

Boardable has helped us tremendously improve board communication, administrative efficiency, allowing us to focus on the completion of organizational tasks and goals. We have even started using it with our internal staff to help track tasks to be completed.

Boardable is efficient and allows us to make changes in minutes. This allows us to edit our agenda and upload the most recent documents we have available.

We have only encountered one issue with boardable. When trying to upload a file it gave us an error message that the file was not compatible. With one phone call, boardable support solved our issue and had us up and running.

We used to print out all of our supporting documents for our meetings. This meant over 1000 pages of printing and organizing. It also meant that if we had a last minute change or addition to our board packet we would have to reprint and replace agendas. Boardable eliminates all those problems. It also allows us to get our board packets to the board in advance of our meeting.

Boardable has allowed us to operate all virtually in a post-COVID world. Having all of our documents, marketing materials, passwords, etc allowed us to keep moving, and having a shared calendar and address list are very helpful. It is also great having all of our budgets, narratives, etc for grant writing / reporting. We run multiple social media accounts so having branding, images, passwords etc all in one place is great.

The addition of the app has been great, it was hard to push people to it without that. The video conferencing was just ok. As with any tool, it is only as good as the people who use it. I wish there was a way to push people to use the tool more, many conversations happen off of the tool, so they get lost to the whole board .

Go all in. Make all of your documents digital. It will really help with grant writing and organization. It's especially helpful for if there is transition in your board, people can go back and see what other grants were applied for, why you got to certain decisions, what programming you've done in the past etc .

We have had to operate without a physical presence for a couple of years now. I honestly don't know how we would have done it without boardable.

The ease of use and very adaptable to do

really nothing - I haven't found anything

I have referred Boardable to some colleagues at another company.

communicating with specific board members and sharing documents.

Boardable is a user friendly option to streamline board communication. From board member profiles, committee meetings, discussion groups, file folders for organization documents, calendar invitations, tasks and polls. It definitely has cut down on the email threads and request for documents. All easily accessible in one place.

I don't have a dislike...just a recommendation...wish there were away to share images/pictures on the dashboard and group descriptions. As they say...a picture is worth a thousand words.

Like anything else...adoption and persistency is lead when introducing new communication platforms. Having a couple of champions along the way definitely expedite the process.

Love having an electronic format of the traditional Board Manuel that was prepared annually. Grateful how our committee chairs are utilizing the polling tool to coordinate meetings and share information.

The online portal is very easy to utilize and doesn't require loads of training to onboard the Board of Directors and organizational staff. I also really like the document center that allows us to store recordings of prior meetings and board minutes and notes from committee meetings. I also like that I can push out reminders and calendar appointments directly from the portal for upcoming meetings to my board members.

The portal doesn't have a dedicated board annual forms section which would be very helpful. Something we could set to pop up at a certain time each year to get the board members to complete (directly in the portal with an electronic signature) annual disclosures and other annual governance forms. I also wish the in portal video conferencing was bette quality, the video feed often appears fuzzy and sometimes people are dropped the from the call (the video conferencing is still in beta, so I anticipate it will be strengthened over time).

Know exactly what you want from your board portal and compare it across the various board management softwares that exist. Once you know the features you need it will be easier to make your selection.

We solved several problems by moving to Boardable. First, we had all of our board documents easily accessible to board members for easy review. Second, we were able to have electronic voting within the secured portal to accomplish some best practices in governance. Lastly, the in portal video calls with the side by side agenda have made it easier for members to view packets at their own pace vs a shared screen in traditional video conference software.

It's a one-stop location for all things our Board needs access to and for storing important historical data.

The only thing I wish Boardable could do is create the Agenda only for print/public link posting without the enclosures/attachments included/visible. Other than that, it's great.

It's extremely user-friendly, even for our tech-challenged board members.

Our Board now has quick and immediate access to Agenda Meetings and documents in real-time rather than resending/resharing PDF attachments as things change.

Boardable stores everything for the board in one place. Board members can access the documents they need and see the meetings that are scheduled with out contacting staff.

Boardable is adding features all the time. I do wish that you could start discussions from the app and not just the desktop version.

Boardable saves me time by storing everything in one place and making documents, meetings and discussions easy for board members to use. It also records everyone's activity so you have an electronic record of the work of the board. It is like having a virtual board binder!

It is extremely easy to use and very intuitive.

I wish secure video conferencing was included. That would make it an all inclusive product. I wish you could edit an agenda and not have to be an administrator.

Use it!

Location of documents, publishing of minutes, agenda creation and assigning people.

Boardable makes it easy to compile all of the records our regulators require. Setting up accounts is easy. The program is highly intuitive. I think it is simple for anyone to use without extensive training. Our new admin hopped in it and got it even more organized with almost no instruction from me. Going back in time to a specific meeting is simple. We like it that you can make changes to meeting minutes even after you publish them. We love it that you can have more than one administrator. That makes system administration easy.

I have only minor things in the category of things I dislike. Once the board member logs into their profile the first time, the administrator cannot make changes to the name or email account for them. As a non-profit, our board members are volunteers and they are also busy people. I would prefer to have all features changeable by the administrator. Also, running a report of all board member activities is not as easy as it should be. Finally, the software uses a note-taking category for Vote, which is fine. However, they need to add a way to easily plug in who made the motion, and who seconded. This is completely doable by typing that in, but could be improved with some check-boxes. These votes could also be done by using polls. Although the ability to take notes in it live during a meeting is nice, we find it necessary to do them in Word so we can collaborate on minutes using the track changes feature. When we are all done, we copy and paste them into Boardable's minutes feature for that meeting.

This is a great program for non-profits to help them organize their efforts with their governing bodies. The software also makes it easy to meet regulatory requirements, especially when there is an unannounced inspection or site visit. Most board members have been able to get in and create their profiles without difficulty. The app makes it a cinch for them to RSVP to meetings or answer polls right from their phones.

Boardable helps us to keep our board members informed of upcoming meetings. They can find all of their information in one place. Boardable also makes it possible for us to track everything at an administrator level instead of having files, "owned," by a staff member who may leave the organization. Getting those records back was a challenge before we went to Boardable. Also, the software makes it simple for leadership to check that things are in place and where they should be.