TrustRadius: an HG Insights company

BoardPro

Score9.3 out of 10

7 Reviews and Ratings

What is BoardPro?

BoardPro offers board management software for small enterprise, small cap and nonprofit organizations. With it, users can create agendas, build board packs, record minutes, send actions and store files.

Media

Meeting Agenda Feature
Voting Feature
My Meetings Feature

1 / 3

A new, digital and effective begin with BoardPro!

Use Cases and Deployment Scope

When using BoardPro, the first considerable advantage is the fact of having all the necessary and useful elements in one place. This particularity has improved and enhanced the ease of communication and integration of the multiple development teams for projects and events in the organization. In addition, the use in real time has favored the cooperation of the work in planning and execution of tasks, together with the differentiation of documentation, making it an excellent tool for classifying useful information for the different teams.

Pros

  • Exceptionally Intuitive.
  • Easy to use.
  • Collaborative and offline.
  • Organization and tools adaptable to multiple needs.

Cons

  • The ability to work offline.
  • It need a good internet connectivity.
  • Integration of automation elements.
  • The ability to make private chats during meetings.

Most Important Features

  • Real-time collaboration.
  • Meetings.
  • Work management through boards.
  • Items that can be scheduled and are easily accessible.

Return on Investment

  • Effective working time.
  • Increased productivity through a better understanding of work plans.
  • Reduction of time for face-to-face meetings and collaborative decision-making.

Other Software Used

Diligent Boards, Azeus Convene

BoardPro is indispensable to me - at times it's the only thing holding everything together!

Pros

  • Agenda-setting and writing minutes is very easy with the built-in structure offered
  • Compiling and distributing Board packs with BoardPro takes a fraction of the time it used to - and updates to papers are so much easier
  • Ability to hold all governance documents in one central repository is useful for external Directors
  • Directors find the Board paper annotation feature very useful. New updates to this have made it an extremely powerful tool.
  • Flying Minutes feature is very useful for obtaining formal decisions between meetings and then automatically adding them to the next set of minutes.
  • The ability for Directors to update their own interests in the Interests Register is efficient and puts the responsibility on them to ensure this is up to date - this is automatically included in each Board pack.
  • The actions feature is fantastic - allocating a person responsible and an action deadline which then is followed up by BoardPro email reminders keeps people on tasks and allows the Chair to stay on top of actions as they are reported in the Board packs each meeting.

Cons

  • One feature which I believe is being worked on is the ability to allocate an action to more than one Board member, so everyone gets a reminder if it's a group action.
  • BoardPro are incredibly responsive to feedback and have continually enhanced their product over the years I've been using it and will no doubt continue to do so.

Most Important Features

  • Agendas and Board packs
  • Minutes
  • Actions and reminders

Return on Investment

  • As Board Secretary I do not have 'hard numbers' but certainly the organisations I support have received a much better service from me and more value for money as a result of the efficiencies that BoardPro offers.

Alternatives Considered

Diligent Boards

Other Software Used

Adobe InDesign, Microsoft 365 (formerly Office 365), Slack

Manage meetings (agenda and documents) with a unique board

Use Cases and Deployment Scope

For our organization, I'm a Project Manager and there are a lot of projects that I have to manage, in different areas and with different team members. With BoardPro I use an unique platform to manage all the projects also when I have to communicate with people outside the company. BoardPro is like a control panel (a board) where you can show all the details for every project without waste time or searching mails and documents in outlook or in your local repository. You are sure that the document you are working on is the last version and, when there are corrections or integrations you know when they were done and who did them. Moreover, every document is linked with an event in the agenda, so it makes easy to share the documents with all the people who participated in a meeting. In my experience the more relevant benefits are: a cleaner way to manage projects; avoiding waste of time to search and re-create the meetings (and also the ideas, the notes and the decisions that were taken) and give to the team members a space in which they can collaborate as a team.

Pros

  • Different boards for every projects in an unique platform
  • A common space in which team members can participate in a project, using resources as documents and minutes and can annotate them in the personal local space
  • For every project there are the details of every single meeting; and for every meeting you can easily look all the notes and the minutes taken

Cons

  • development of an Android app (at the moment available only on the Apple store)
  • a section for the Q&A answer for users at the beginning level
  • upload also excel format documents

Most Important Features

  • a clean agenda for every meeting with minutes and documents linked on it
  • separated board for every project
  • sharing documents among team members, and the possibility to annotate/integrate them

Return on Investment

  • BoardPro reduces time dedicated to burocracy aspects
  • BoardPro increases teamwork

Alternatives Considered

Microsoft Teams

Other Software Used

Microsoft Teams, Microsoft Planner

BoardPro for the real Pros

Pros

  • Creation of board pack
  • Recording minutes
  • Action items from minutes
  • Flying minutes
  • Creation of agenda
  • Send meeting invites

Cons

  • Include a feature where all information is displayed on one page. For example my finance and risk subcommittee and assests and investments subcommittee material and information is on the same page as the main board material and information.
  • I am not sure if this feature is already available but BoardPro integration in Outlook email or Gmail and other services.
  • The above suggestion will allow the invites saved on emails to update automatically.

Most Important Features

  • Flying Minute
  • Meeting invite & agenda
  • Board packs
  • meeting action points
  • meeting minutes

Return on Investment

  • We can make decisions decisively.
  • We have access to all the infomation we need at our fingertips.
  • Through BoardPro we are well-equipped and supported to focus on what we do best and to make a real difference in the lives of young women in Aotearoa, New Zealand.

Alternatives Considered

monday.com

Other Software Used

Outlook4Gmail, Zscaler Private Access, Microsoft 365 (formerly Office 365)

Remove the stress and hassle out of your board meetings and focus on the strategy.

Pros

  • Ability to upload documents
  • Ability to create a Board Pack - which can be sent out via the software to board members
  • A place to record minutes during the board meeting

Cons

  • Ability to upload large excel spreadsheets.

Most Important Features

  • Ability to duplicate previous meeting so a lot of time is saved creating each board meeting
  • Ability to allocate actions to members and these are sent out automatically - plus reminders sent out if not implemented.
  • Minutes can be created in meetings, with notes, tasks and actions
  • Actions from previous board meeting are carried over from previous meeting and it can be seen if they have been completed or not and by whom.

Return on Investment

  • It has made meetings more enjoyable and flow faster
  • We are able to get through the formal agenda quickly and focus on strategy
  • The strategic decisions that have occurred as a direct result of using BoardPro have added real value to Search Republic

Other Software Used

Zoho Connect, Asana, TMetric