Boardable Board Management Software
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Customer Quotes

Barbara M.
BM
Executive Director
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

"Greatly improved board engagement."

What do you like best about Boardable?

Board meeting documents all in one place and able to be amended live. The ability for committees to work together and for content to be available for new members.

What do you dislike about Boardable?

We would like to be able to integrate conference calling, as our meetings are held via teleconference.

What problems is Boardable solving and how is that benefiting you?

Boardable keeps board and staff accountable. Nobody can say they didn't receive the documents. Board members are more empowered to call committee meetings.

Verified User in Non-Profit Organization Management
AN
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

"Our Board Loves the Software!"

What do you like best about Boardable?

As the administrator, I like that it takes attendance of meetings, it is very user friendly and that I don't have to make copies of our board notebook and try to keep that updated for 13-20 people all the time. I also like that it alerts me that a new board member has signed in and filled out their profile.

What do you dislike about Boardable?

I have struggled with how to post minutes for new board members to access instead of having the go to old meetings files.

What problems is Boardable solving and how is that benefiting you?

Making my time more efficient, not having to figure out who has what updated info, on-boarding new board members, especially during COVID has been easy.

DS
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

"I have had a great experience with Boardable, especially the ease of use and their customer service."

What do you like best about Boardable?

I love having everything at my fingertips. I can lay everything out for my Board and resources that once clogged emails can be organized with clarity and easily accessed. It was a very intuitive platform to get up and running and for Trustees to navigate for the first time.

What do you dislike about Boardable?

I wish the Google Drive connection was deeper, but it is easy enough to create a PDF in Drive and link that.

Recommendations to others considering Boardable:

It is worth a conversation with Laura Clark, their Customer Success Manager and Co-Founder. She is exceptionally accessible and can help launch Boardable very quickly. She also offers orientation and training sessions and webinars for Trustees that can take that load off of you.

What problems is Boardable solving and how is that benefiting you?

We have done a few polls that have been time sensitive and have been able to pass resolutions with 100% participation whereas before we would either need to meet or count emails in a chain. I have streamlined the orientation process for new Trustees, but referring to the Documents section of the platform. The agendas are easy to follow and have links directly tied to the topic on hand, making a deeper conversation in the Board meetings a reality.

MF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

"Improved our Board functioning"

What do you like best about Boardable?

One of the best features is being able to manage our board meetings in one simple suite with Agenda, attachments, minutes and correspondence and follow-up tasks all managed in one central place. Scheduling follow-up meetings and managing tasks are all seamless.

What do you dislike about Boardable?

We recently lost our prepared agenda when an admin cancelled a meeting not knowing it would delete the agenda. Having the warning to confirm what happens with a cancellation would be a great feature to be added.

Recommendations to others considering Boardable:

Boardable is intuitive and easy to implement. They also have regular webinar training which has enhanced our implementation.

What problems is Boardable solving and how is that benefiting you?

Meeting templates simplifies our Agenda building, and each board member can upload their reports rather than having our administrator having to track them down. Board members can RSVP, and after the meeting, the minutes are available in a summary package. All meeting details are available in a past meeting tab for easy reference. We are a flat national organization, so having all our board and committee documents available to committee members is cost-effective and efficient.

Eddie O.
EO
Operations Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

"Improved Board Communications"

What do you like best about Boardable?

It allows our board to have a portal which contains all required documentation from induction through to board meeting papers. It also means no emailing volumes of files to board members. We also planto have a section for senior staff to use it partitioned off from the board for HR and other documents.

What do you dislike about Boardable?

The lack of ability to customise it on opening it up and having to search through screens to get where I want.

Recommendations to others considering Boardable:

Go for it. It is a great product for the NFP sector.

What problems is Boardable solving and how is that benefiting you?

Less emails to board members.

Easy access to policy documents.

Ability to run circular resolutions on a portal like platform.

Meredith D.
MD
Managing Director
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

"A Goldilocks solution: not too simple but not too complext - just right!"

What do you like best about Boardable?

I like the fact that we can store all our important documents centrally in the Document Centre, instead of having them distributed across multiple personal computers. This will really help when the time comes to hand over to the next generation of board members.

Also, we can use the Discussion function instead of email or something like Slack.

And I have found the Boardable team to be very responsive to my questions and suggestions.

What do you dislike about Boardable?

It would be helpful to be able to download a list of all Decisions made easily (though I have suggested this and Boardable have agreed to place it on their list for development).

Recommendations to others considering Boardable:

I would say Boardable is a "Goldilocks" solution: not too simple but not too complex. Just about right.

What problems is Boardable solving and how is that benefiting you?

This automates much of what I was doing manually in preparing agenda and writing up minutes.

LR
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

"Efficient software to manage Board communications and Documents"

What do you like best about Boardable?

The best feature of Boardable from our perspective is the ease of use. We are able to manage 10 Directors, a few Executives, and sometimes an external party to participate in discussions, meetings, document review, or sharing of resources without a heavy training regimen.

What do you dislike about Boardable?

We would like to have a few tweaks to buttons and options in some of the screens that fit our business model. There is nothing critical and we have learned to adapt, but a couple small changes will make it even better for us.

Recommendations to others considering Boardable:

It works great for us in a company of 10 Directors and a couple of Executives. I can see the benefits to larger companies as well as it would scale up nicely. We tried it out for a a few months as a trial and learned the software easily. The set up was minimal outside of uploading multiple files which just took some time. The support has been great and we consistently get quick response times when we have questions. There are obviously a few small tweaks that we would like to have completed, but the team has been supportive and added our requests to development teams. We couldn't ask for anything better, and it is hard to imagine the old system of emailing documents and minutes between many people. I would recommend the software with a trial period of a few months to ensure it fits with a majority of your needs. It may not answer all of the questions that your organization is looking for, but it may answer the important ones. This is where we found it to be helpful.

We like the ease of use, the aesthetics, the document organization, and the features available. Some of the dislikes are the movement between areas or pages (navigation) and shortcuts. As well, there are some calendar tweaks (time zones, navigation, selections) that we feel could be improved upon.

Our recommendation is that it is an overall good product with good support and a great value. We looked at other Board management software with slightly better features and ideas, but the pricing was multiple times more expensive.

What problems is Boardable solving and how is that benefiting you?

We solved the problem of multiple versions of files being communicated. We are now able to organize files and folders and all users can look at the latest document in real time without having to worry about an outdated version.

Sara B.
SB
Executive Assistant
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

"Best Board Portal!!"

What do you like best about Boardable?

I like the software is very user friendly. I also like how it has made communication among our Board Members more open and even encouraged. It is a very streamlined and clear portal with no extra fancy bells and whistles that can bog down websites.

What do you dislike about Boardable?

I do not like that you can only assign a task to one Board Member at a time. I also do not like that events cannot be scheduled as events, that they have to be scheduled as meetings.

Recommendations to others considering Boardable:

This product is very easy to use, is in-expensive compared to other Board portals, and the customer service has been beyond amazing. I frequently get check-in emails from my direct customer service representative as well as the CEO.

What problems is Boardable solving and how is that benefiting you?

We are reducing the amount of paper that we waste because we no longer need to print out multiple flyers and agendas that will be thrown out after each meeting. It is also much easier to schedule meetings and to find times that work best for everyone's schedule. The attendance tracking has made my life as the administrator and Executive Assistant much easier. I also like that I do not have to send out an email and a calendar invite anymore and that I can just do everything through Boardable.

LN
Marketing % Development Communications Director
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

"Great tool for streamlining board communications and operations"

What do you like best about Boardable?

The calendar feature helps us keep board members informed of things happening at the organization without having to send them dozens of e-mails. The Documents area allows us to keep all of our organizational documents online where board embers can access them at any time.

What do you dislike about Boardable?

The biggest problem we have had with Boardable is not with the app, but with board members who are not tech savvy and don't want to take the time to use it, even though it's relatively simple to use,

Recommendations to others considering Boardable:

Make sure your board is on board and willing to use the product. Take time to show them how it works and how it will benefit them to use it. Make time to train less tech-savvy board members to get them accustomed to using the product.

What problems is Boardable solving and how is that benefiting you?

Boardable has helped our board committees to work more efficiently together between board meetings. The message threads allow them to keep track of conversations and documents without having to dig through e-mail messages.

Dr. Alan J. H.
DH
CEO/President
Non-Profit Organization Management
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

"Boardable is Stupid Easy"

What do you like best about Boardable?

The Boardable platform is very user-friendly and straightforward. My board, usually made up of retirees and technologically challenged, found it easy and extremely convenient. The ability to upload documents as they are available reduces our printing costs and board members can review documents at their leisure.

What do you dislike about Boardable?

Boardable is constantly improving, so much so that I cannot think of anything that I do not like about the program.

Recommendations to others considering Boardable:

Make the move now.

What problems is Boardable solving and how is that benefiting you?

Keeping board members informed about meetings is easy. Schedule the meeting and publish it and the program sends out reminder emails automatically, Now when a board member calls and asks about a policy or when the finance report will be out, all I have to say is, "Check boardable. It is there for you."