Boardable vs. CSI Secure Connect

Boardable is definitely worth the cost. It’s extremely valuable and there are new tools and updates being released all the time. Their staff reaches out for feedback and is easy to reach. It is a great resource for managing our board meetings and being effective, supportive, and interactive for our Trustees. I never want to waste our board members' time and Boardable helps us deliver an outstanding and engaging board experience.

Incentivized

• Organize and execute Board & Committee meetings through the "Meetings" which allows you to build your agenda, attach documents, create minutes, and send out a summary of the meeting once completed.
• Provide a very versatile Document Center where you can archive all types of documents for current and future use.
• Polls, Tasks, & Decision-making features. These tools allow for broadcasting to members at large or to committees important information to be acted upon. It also keeps a record of responses.
• Reports--this is an area we are just beginning to appreciate since it provides overviews of board member engagement and progress made within committees and the board at large.
• People Directory--an invaluable tool for orienting new board members to current members as well as allowing for board members to contact each other.
• Goal Setting: this is a tool we are just starting to use. It allows for the tracking of progress for board projects and/or fundraising.

Incentivized

• Meeting scheduling can be wonky with polling for a date
• A lot of the most valuable features are at a higher price point beyond the basic package.
• Opportunity to improve the minutes builder

Incentivized

If it was solely up to me it would be a no-brainer, however, it has to be a board decision.

Incentivized

Boardable is very user-friendly, easy to manage, and building agendas and setting up meetings is functionally easy.

Incentivized

Very responsive, but only through a ticketing system at this time.

Incentivized

Boardable provides ample videos, information, and support to enable new members to learn how to navigate the platform. However, not all members are motivated to learn a new software system. Lessons learned with onboarding new members is to do a Spotlight meeting with them that utilizes as many of the popular features our board uses so that they shorten their learning curve. As with anything new, "practice makes permanent!"

Incentivized

The main issue is this platform is designed and geared toward nonprofits vs. adapting a for-profit board portal. The second is the price point, while it has gone up significantly, is still in line with nonprofit budgets.

Incentivized

• Allows for a quicker turnaround in getting docs to board members.
• Provides a one-stop location for all board proceedings and documents.
• Pricing plans for getting up and running are easily among the best available with similar tools providers.

Incentivized