Boardable headquartered in Indianapolis offers their eponymous board portal and board management application.
N/A
Dropbox DocSend
Score 9.6 out of 10
N/A
Dropbox DocSend helps business professionals to securely share and control content. Dropbox DocSend's link-based system is used to set security preferences for each stakeholder, receive notifications each time someone views a file, analyze content performance on a page-by-page basis, and create modern virtual deal rooms. With DocSend, business can offload administrative burdens and securely share the most impactful proprietary information faster. DocSend’s Virtual…
Overall this is a solid board/volunteer portal. It allows staff and volunteers to have an all-in-one place for operations, votes, and meetings. It is also built to allow volunteers to operate without the need for staff to do the work. A committee chair needs to set up a meeting - no problem they can go in, poll committee members, set a date, and with the preset zoom integration establishes the meeting using the company's Zoom account. Tired of building huge board packets of materials with tabs and chapters? No problem the system allows you to build it easily with attachments. Then you don't kill trees to print and mail with the Board able to view the agenda with all attachments in order with a few taps. Overall very solid product and cheaper than many other board portal services. They have some things that can be better, but nothing that should keep someone from adopting the technology.
It's super great for sharing sales collateral, investor pitch slide decks, and other one-time viewing content. It's mainly built for sales but has been a huge benefit as a small startup. It best for PDF content that is okay to be horizontally oriented and scrolled (e.g. the forward and back buttons are on the side of the viewing interface).
Streamlined agenda building: Instead of spending time sending emails and attachments, I can easily build and share an Agenda with documents appended to specific agenda items. This keeps everyone organized and informed.
Accountability: I can see when board members log into the platform and keep track of who has read which content for increased transparency and accountability.
Real-time edits and updates: As things change or need to be added to an agenda, I can easily make edits and share these changes with board members. I can send them an email on the platform to remind them of new documents or information related to the board meeting.
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!"
We didn't look at other products. I used Boardable for another organization first (as its President) and was thoroughly impressed with the easy-to-use interface, the low cost, and the quick onboarding process. I introduced the platform to our Board Chairman who gave the green light to move forward in 2019, which was a great move to do before the pandemic and our board meeting became virtual for nearly 2 years.
Our organization previously used ClearSlide but switched to DocSend as a cost savings. It was not made clear during the sales process that DocSend does not natively possess audio conferencing or screen-share capabilities. We had to add on the join.me integration after the fact, which has not worked well. When our contract is up with DocSend we will be moving back to ClearSlide
