Diligent Boards Reviews

Easy & secure

Comments: Overall, a secure place to keep all of our Board data in one place. Easy gif new Board members to review old materials for onboarding.

Pros:

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

Cons:

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

A Safe Old School Platform

Comments: Generally good - it's certainly up there as one of the preferred platforms used by our clients and our internal team. However I do feel they need to seriously compare their offering to others now available on the market to make sure they don't fall behind.

Pros:

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.

Cons:

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.

Excellent product for Board books

Comments: Have been extremely happy as a client of Diligent for over 15 years.

Pros:

User friendly admin experience and love the search feature.

Cons:

Losing user notes when having to replace a document.

Dashboards are good

Comments: Not very user friendly, should be easier to navagate.

Pros:

Dashboards are customized, everything is right there.

Cons:

Customizing the dashboard is extremely difficult.

Diligent Review - RNC

Pros:

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.

Cons:

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.

Diligent Boards is great for creating and sharing content with Board of Directors

Comments: Overall it has been a very good product that our board members are happy with. There are other features we have yet to take advantage of.

Pros:

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.

Cons:

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

Diligent: Enterprise Board Document Management

Comments: To date DB has proven to be reliable and secure solution for board management, streamlining corporate document sharing, meeting preparation, and governance processes. While there is a learning curve for new users, the platform’s efficiency, strong security protocols, it is like using MS OneNote.

Pros:

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

Cons:

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.

Love Diligent Boards!

Pros:

Using it as a repository of information for our trustees.

Cons:

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.

Review of Diligent

Comments: Overall it has been great. The help line is awesome! They have spent numerous hours on the phone with me. Very patient.

Pros:

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

Cons:

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

Good system

Comments: Overall would recommend to any legal professional.

Pros:

Different functionalities that are available.

Cons:

Sometimes more technical issues than expected.

Recommend Diligent

Comments: Long term user. Like the improvements rolled out over the years.

Pros:

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

Cons:

Nothing. Generally very pleased overall with the product.

Diligent Board Portal

Comments: It has been an incredible experience. The platform itself is second to none and the customer service support team is incredible.

Pros:

How intuitive it is to use for new users.

Cons:

The shift away from an always answered 24/7 customer service centre.

Great product and service

Comments: Great customer service and product, Board is happy with the easy of navigation

Pros:

Easy to browse for board members, easy administration

Cons:

View of committees, sometimes there is too much to view

Diligent Board: Intelligent and User-Friendly Platform for Board Materials!

Comments: My overall experience with Diligent Boards is one of the best I have ever had! I have worked with corporate boards for over 25 years and this is by far the most "intelligent" platform I have ever used. Being able to construct a board book, make changes, control the access of not only the book but of individual documents and having multiple platforms to view materials (web, mobile, etc.) make Diligent a hands-down choice for me.

Pros:

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

Cons:

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.

Diligent makes Board Books easy

Comments: Diligent has been an invaluable tool for our company and for our team. It makes it possible for us to construct and distribute documents for our Board in a quick and efficient manner, from wherever we may be working.

Pros:

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

Cons:

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.

Great tool for documentation porpuses

Comments: So far so good. I have been using the tool for 3 years now

Pros:

Easy to navigate and great for documentation porpuses

Cons:

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

Very useful but needs some improvement

Comments: Have been using since inception. Overall it’s very useful. One feature that I have been suggesting is automatic accessing pages. In other words, a leader could be looking at a page and all other attendees would see the same page automatically.

Pros:

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

Cons:

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

Happy Customer!

Comments: My overall experience has been very positive. The product is great and the service is always quick and reliable.

Pros:

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

Cons:

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.

Review of the app

Comments: Huge time saver and convenient when traveling. Saves printing

Pros:

All board papers in one place and easy to read.

Cons:

Can’t copy or email selected pages. Not all features on writing mode are enabled to scan to the nest page but keeping writing

A great tool for easy board meeting material assembly!

Comments: Diligent Boards has been a great tool for our board meetings. We look forward to continuing to evolve our use of the platform!

Pros:

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

Cons:

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.

Sr. Corporate Paralegal

Comments: Purchased Diligent several years ago when a platform was needed for our Board. We upload very sensitive documents to the platform with comfort.

Pros:

I can be confident about the security that Diligent offers.

Cons:

Downloading documents for our official company records.

Good tool for Boards

Comments: Diligent works well for the intended purpose. Some of the navigating especially on a computer is a bit clunky. Easier to navigate on an ipad.
A huge improvement would be a feature that allows someone to know what has been added each time there is a new sync.

Pros:

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

Cons:

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

Head of Internal Audit

Comments: very useful tool to support audit planning and execution

Pros:

Very regular updates on audit needs. This software I will highly recommend to everyone! The customer support is the best

Cons:

nothing with maybe one point to improve is the feedback

Good application to consider for your board content

Comments: It generally meets my needs and I appreciate some of the education content and events hosted by Diligent

Pros:

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

Cons:

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

Really like Diligent!

Comments: We really like Diligent and my organization has been using it for years with no plans of switching.

Pros:

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

Cons:

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