Board Management Software Category - WINTER 2021 Customer Success Report
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WINTER 2021
Customer Success Report
Board Management
Software Category
Board Management Software
Category
Board management software offers a workspace for professionals
such as chief executives and board members. They can utilize it to
plan progress, make timely decisions, and stay organized. This
collaborative tool provides access to contacts, calendars, notes, files,
and agendas that can be employed to inform corporate meetings.
You can upload files in the workspace and assign access to users
based on their roles and permission levels.
WINTER 2021 CUSTOMER SUCCESS REPORT
Board Management Software Category 2
Award Levels
Customer Success Report
Ranking Methodology
The FeaturedCustomers Customer Success ranking is based on
data from our customer reference platform, market presence,
MARKET LEADER
web presence, & social presence as well as additional data
Vendor on FeaturedCustomers.com with
aggregated from online sources and media properties. Our
substantial customer base & market
ranking engine applies an algorithm to all data collected to
share. Leaders have the highest ratio of
calculate the final Customer Success Report rankings.
customer success content, content
quality score, and social media presence
The overall Customer Success ranking is a weighted average
relative to company size.
based on 3 parts:
CONTENT SCORE
●
Total # of vendor generated customer references (case studies,
success stories, testimonials, and customer videos)
●
Customer reference rating score
TOP PERFORMER
●
Year-over-year change in amount of customer references on
Vendor on FeaturedCustomers.com with
FeaturedCustomers platform
significant market presence and
●
Total # of profile views on FeaturedCustomers platform resources and enough customer
●
Total # of customer reference views on FeaturedCustomers reference content to validate their vision.
Top Performer's products are highly rated
platform
by its customers but have not achieved
MARKET PRESENCE SCORE the customer base and scale of a Market
●
Leader.
Social media followers including LinkedIn, Twitter, & Facebook
●
Vendor momentum based on web traffic and search trends
●
Organic SEO key term rankings
●
Company presence including # of press mentions
COMPANY SCORE
RISING STAR
●
Total # of employees (based on social media and public
Vendor on FeaturedCustomers.com that
resources)
does not have the market presence of
●
Year-over-year change in # of employees over past 12 months Market Leaders or Top Performers, but
●
Glassdoor ranking understands where the market is going
and has disruptive technology. Rising
●
Venture capital raised
Stars have been around long enough to
establish momentum and a minimum
amount of customer reference content
along with a growing social presence.
WINTER 2021 CUSTOMER SUCCESS REPORT
Board Management Software Category 32021 Customer Success Awards
Check out this list of the highest rated Board Management Software based
on the FeaturedCustomers Customer Success Report.
* Companies listed in alphabetical order
WINTER 2021 CUSTOMER SUCCESS REPORT
Board Management Software Category 42021
WINTER 2021
Board Management
Software Category
WINTER 2021 CUSTOMER SUCCESS REPORT
Board Management Software Category 526
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Total Customer References
Featured Testimonials
ABOUT APRIO
Makes the office more efficient and organized. Aprio is a library for all of our
important documents. The board always has access to what they need. It’s
confidential, easy to navigate, and eliminates hard copies. Love it!
ROSE GIOIA
COMMUNITY FIRST CREDIT UNION
Aprio makes good governance
simple and affordable. They help
organizations large and small to The efficiency of providing Board information to our Directors has improved immensely using Aprio. Staff
achieve efficient and transparent time in preparing meeting packages has been greatly reduced. The speed at which the Directors can obtain
board communication and well run reference information has also vastly improved because they now know it exists and don’t have to contact
the Credit Union to obtain it. Aprio has made our governance practices so much easier and more effective.
board meetings. The Aprio board
ELAINE HASEMORE
portal provides premium features
ASSISTANT TO THE BOARD OF DIRECTORS, BLUESHORE FINANCIAL
without premium pricing, all
delivered with unmatched support
and top security. Their simplicity
and affordability make them the Quick to set up and easy to use for both our administrators and
first choice of credit unions across Directors. Our Directors particularly like the ability to view and access
North America. Founded in 2003,
documents immediately, no matter where they are.
Aprio is proud of their reputation
for being the best customer VANCITY
experience in their industry.
CUES chose Aprio to take advantage of industry-leading technology to
streamline communication, simplify meeting preparation, and strengthen the
engagement with our directors.
JOHN PEMBROKE
PRESIDENT/CHIEF EXECUTIVE OFFICER, CUES
TRUSTED BY
WINTER 2021 CUSTOMER SUCCESS REPORT
Board Management Software Category 664
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Featured Testimonials
ABOUT AZEUS CONVENE Convene provides an easily accessible and secure platform to help us manage our board and committee
meetings. The platform security and the ability to set access permissions on an individual and group level is
particularly important to us in order to maintain data security in relation to confidential and sensitive
information. User support from convene is always quick and helpful.
ALEKSANDRA DI FATO
Convene is the multi-awarded GOVERNANCE COORDINATOR, PARKINSON’S UK
board management software to
compile and distribute papers,
generate minutes and carry
[Convene offers the] functionality to collate all papers into one document, ease
forward actions items. Convene is
available on cloud and on premise
of access for all users, and ability to manage the account for users.
for Windows, IOS and Android. LINDSAY BRITTAIN
ASSISTANT COMPANY SECRETARY, COMBAT STRESS
Convene's award winning usability
makes it the choice for listed
companies, SME, banks,
governments, healthcare and non [Convene is] intuitive and easy to use. It lets you easily and quickly create
profits in more than 90 countries. meetings from the admin side. Meeting attendees can pick up easily and it
Developed by Azeus Systems with
works on multiple platforms.
more than 25 years of experience,
LUCY RICKSON
Convene is a certified secure
CORPORATE SUPPORT MANAGER, WESTWARD HOUSING GROUP
platform for your organization.
[Convene is] quick and easy to implement. The software itself is intuitive to use and even the
least tech savvy board Members have found it straightforward and easy to use. Having used
two similar products, I really struggle to find a fault with Convene, as it generally provides the
same functionality more efficiently and for a lower cost.
WILLIAM GILL
GOVERNANCE MANAGER, ONWARD HOMES
TRUSTED BY
WINTER 2021 CUSTOMER SUCCESS REPORT
Board Management Software Category 764
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Featured Testimonials
ABOUT BOARD INTELLIGENCE
Board Intelligence’s approach had the flexibility to evolve to the
changing needs of the board and committees.
STUART PORTEOUS
CORPORATE GOVERNANCE & SECRETARIAT, ROYAL BANK OF SCOTLAND
Boards and committees rely on
high-quality information - without
it, they are blindfolded. They
With the creation of several new divisional boards we needed to manage the
provide software tools, advisory
services and training for additional workload as efficiently as possible. Board Intelligence was the
organizations so they can prepare obvious solution.
smart board reports that cut the JENNIFER FOOTE
clutter and focus on what matters. SECRETARY AND GENERAL COUNSEL, LTE GROUP
Giving their boards the time and
the information they need to make
decisions have a lasting impact. Board Intelligence has translated the breadth and scope of the business into
insightful reporting, greatly improving our decision making processes.
PAUL SULLIVAN
FINANCE DIRECTOR, NETWORK RAIL
Board Intelligence is a really user friendly and intuitive system, backed
up by a great service experience.
DEBBIE HEWITT
CHAIRMAN, THE RESTAURANT GROUP
TRUSTED BY
WINTER 2021 CUSTOMER SUCCESS REPORT
Board Management Software Category 841
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Featured Testimonials
ABOUT BOARDBOOKIT
The team at BoardBookit is wonderful. I found the software very easy to use. I really
like that I am able to assign access to documents to all necessary parties in our
organization. Our personnel are world wide and this provides one stop access.
KATHY ZIMMEL
SENIOR EXECUTIVE ASSISTANT, KITO
BoardBookit is modern board
portal software built to be the
trusted technology partner for mid BoardBookit loaded easily, with simple navigation tools, and the ability to change and store
documents. Of course I do it all myself so I know what I’m talking about. It’s terrific. BoardBookit
to large-size organizations and
is also unbelievable in support. If I have a question, I get a call back immediately and the
corporations in meeting modern
problem gets solved. I can’t say enough good things about that.
governance challenges. Offering
CHARLES KELLY
unmatched ROI, user-experience CHAIRMAN OF THE BOARD, OHANA REAL ESTATE INVESTORS
focused design and premium
support, BoardBookit is the answer
to complex governance.
As a board member, I truly appreciate the convenience of accessing current board books, the
BoardBookit's superior approach
board calendar, and historical information in one app on my iPad, even when I am offline.
with features such as our Using the board book in BoardBookit is a vast improvement over previous electronic books I’ve
unlimited-user model and free used, not to mention paper board books.
account migration services make it YVONNE CAMPOS
the governance tool corporations PRESIDENT, NEXT ACT FUND
need to help mitigate risk and
ensure board engagement.
The portal is a great way to help to organize material from calendering to meeting material and
provides easy access for board members. With our boards' adaptation, we have eliminated
printing documents for meetings. BoardBookit provides an intuitive tool to organization
governance documents, board and committee meetings. Voting and polling with ease!
LISA SCHILLER
EXECUTIVE DIRECTOR, MHY FAMILY SERVICES
TRUSTED BY
WINTER 2021 CUSTOMER SUCCESS REPORT
Board Management Software Category 9102
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Featured Testimonials
ABOUT BOARDDOCS Any information I want to change or update with board members can be found in BoardDocs.
Our Board is more unified because we all see the same information and are on the same page
for meetings. Plus, they know exactly where to go to locate the information created for them.
CINDY GRAY
EXECUTIVE SECRETARY, HUNTINGTON COUNTY COMMUNITY SCHOOL CORPORATION
BoardDocs, a Diligent brand, is the
intuitive, easy-to-use paperless
meeting management software
BoardDocs has provided a tremendous platform for our district to streamline every aspect of its
that enables public school boards
committee and board meetings, including preparation. The level of transparency that is
to achieve best-in-class governance afforded to our stakeholders is extremely beneficial - it is utilized everyday to research historical
with a modern approach. information and is an invaluable tool for our central office staff.
BoardDocs is the easiest and most AMY STEWART
powerful software on the market SUPERINTENDENT, WARREN COUNTY SCHOOL DISTRICT
for school boards. With
best-in-class security, top-rated
customer support and constant
BoardDocs exceeds our expectations. It saves us time, energy and gives more
innovation, BoardDocs supports
flexibility to easily produce board documents. The Commissioners receive
key modern governance practices
that are critical to the ongoing
information more efficiently and public transparency is enhanced.
success of school districts and DANIELLE MITCHELL
CLERK TO THE BOARD OF COMMISSIONERS, CHARLES COUNTY GOVERNMENT
communities.
It saves time, postage and paper. I can also add information to the board at
any time after the agenda has been activated. Now that I've used BoardDocs,
there is absolutely no better way to prepare for board meetings!
PAUL BECKER
DISTRICT SUPERINTENDENT, HESSTON USD 460
TRUSTED BY
WINTER 2021 CUSTOMER SUCCESS REPORT
Board Management Software Category 10163
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Featured Testimonials
ABOUT DILIGENT As soon as they got hands-on experience with Diligent’s board portal solution, every member of the board
adopted it immediately. The app is so easy to use and loses nothing of the original paper versions. You can
read, highlight and make annotations just like you can with paper. But updates and revisions are delivered
in real time. Better still, you can say goodbye to the weight of all that paper.
GERHARD ROGGEMANN
NON-EXECUTIVE DIRECTOR, DEUTSCHE BÖRSE GROUP
Diligent is the leading provider of
secure corporate governance and
collaboration solutions for boards We favored Diligent Boards because of its versatility and ease of use. After going through the
and senior executives. Over 4,700 solution, I put it to the final test by sharing the full demonstration of its capabilities with our
clients in more than 75 countries chair of trustees. A chair with a demanding schedule needs things to work easily and properly; it
and on all seven continents rely on was vital that they were satisfied. Diligent did its job well.
Diligent to provide secure, intuitive MIKE LANGWORTH
COMPANY SECRETARY, LIVABILITY
access to their most time-sensitive
and confidential information,
ultimately helping them make
better decisions. The Diligent I see many positive improvements since Diligent Boards has been implemented. I like the fact that everything you need is
available in seconds at the touch of your hand; it’s all in the same place and it’s easy to find meeting minutes and
Boards (formerly Diligent committee documents from, say, five months back. It’s good to have a historical record of everything the Board has
Boardbooks) solution speeds and accomplished. So I would say that our overall experience with Diligent Boards has been very positive and only continues to
get better.
simplifies how board materials are
produced, delivered and EDUARDO MUELA RODRIGUEZ
SECRETARY OF THE BOARD, ANDBANK
collaborated on via any device,
removing the security concerns of
doing this by courier, email and file
sharing. Diligent has streamlined our process for sharing materials. The ease of use has simplified
communication among executives and directors alike. Additionally, the convenience of access to
the documents anytime through the online portal is perfect for busy Board members.
RACHAEL RENEE
ASSISTANT SECRETARY, UNIVERSITY OF TENNESSEE
TRUSTED BY
WINTER 2021 CUSTOMER SUCCESS REPORT
Board Management Software Category 11354
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Featured Testimonials
ABOUT ONBOARD BOARD MANAGEMENT As key decision-makers at a community bank, it is vital for the Board of Directors to have easy
SOFTWARE
and immediate access to information vital to the success of the bank. This is why ICBA is pleased
to bring Passageways’ OnBoard to member banks. Digital board books provide all the
necessary information in a format that is easy to update, annotate and search.
DANIEL CLANCY
EXECUTIVE VICE PRESIDENT OF SERVICES, ICBA
OnBoard Virtual Board
Management Software is a
comprehensive and secure suite of
The value of OnBoard far exceeded our expectations. The annotation features on top
meeting and governance tools
of electronic presentations extends our research and development far beyond the
designed for boards, committees,
walls of our meetings as attendees share our findings with their team.
and leadership teams. A board
KENT ZIMMER
portal that allows you to make DIRECTOR OF FINANCE, MEMBERS DEVELOPMENT COMPANY
smarter decisions and access
pertinent information, from any
place, on every device, at any time.
I was excited that OnBoard would allow us to push out our agenda and documents
Renowned for its ease of use,
earlier. That gave the board a chance to digest the information, make notes, update
OnBoard allows you to streamline
documents, maintain and organize notes, and that was really powerful to me.
meeting preparation, centralize
communication, and drive effective EMILIO COPPOLA
TREASURER, URANTIA BOOK FELLOWSHIP
meetings. OnBoard is the only
leading board management
software that offers a no strings
attached free trial, so you know The software is convenient to use and share information with our Directors. Once you
precisely what you’re getting get the hang of how to upload (which is really just clicking and dragging files) it is very
before you fill out any paperwork. quick to create new packets or content for your Directors.
There’s no credit card, no DONNA DAY
commitments. SR. EXECUTIVE ASSISTANT AND SECRETARY TO THE FOUNDATION BOARD, CALIFORNIA STATE
UNIVERSITY SAN MARCOS
TRUSTED BY
WINTER 2021 CUSTOMER SUCCESS REPORT
Board Management Software Category 1220
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Featured Testimonials
ABOUT PERVASENT When looking for an application to take our Board Meeting Papers from paper to electronic, it was important that we
found a system that was easy for everyone to use. After testing and analysing a number of different applications it was
clear that Board Papers best suited our needs. Board Papers is simple, clear and provides an easy-to-use process for
administrators who are not experienced with technology. On top of this it’s incredibly intuitive and user friendly.
KELLY WAHLSTROM
Pervasent's Board Papers solution
PA TO GENERAL MANAGERS, FMG
makes meetings easy and effective.
Tightly integrated with Microsoft
SharePoint, Board Papers cuts the
We had been sourcing for alternatives to uphold our commitment to environmental protection. Board Papers provided a
time spent assembling and solution seamlessly. We no longer print our board packs and no longer have to coordinate logistics for mailing to our
delivering documents for board board members, who are constantly travelling. The ease of use of both the app and SharePoint ensures that documents are
easily accessible to not just users of the Board Papers app, but users on other platforms as well.
and management meetings in half.
Meeting attendees use native CLARA LIM
GROUP PARALEGAL, KRISENERGY
book-like apps that require no
formal training to read and
annotate documents, cast votes
and sign pages on iPad, iPhone, We are using Board Papers not only for our board meetings but committee meetings as well. We appreciate
the ability to securely distribute documents in advance of meetings for review by the end users. The users
Windows and Android devices.
appreciate the ease of use of the product. We feel Board Papers is a good value and will return our
investment many times over in efficiency and resource savings for our bank.
TOMMY PHIPPS
VICE PRESIDENT/CFO, COO, COMMERCIAL BANK
We are very pleased with how simply Board Papers works, both on the directors’ iPads and in SharePoint for the secretary.
The directors really like the annotation tools, too. When we were evaluating portals, we saw solutions that were richer in
features, but were also ‘monsters’ – much more difficult to use. Board Papers had the right features for us, so rolling it out
was easy. Being SharePoint-based, it was that much simpler to implement.
ÓLAFUR LÚTHER EINARSSON
HEAD, LEGAL AFFAIRS AND COMPLIANCE, VIS INSURANCE LTD.
TRUSTED BY
WINTER 2021 CUSTOMER SUCCESS REPORT
Board Management Software Category 132021
WINTER 2021
Board Management
Software Category
WINTER 2021 CUSTOMER SUCCESS REPORT
Board Management Software Category 1421
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Featured Testimonials
ABOUT BOARDEFFECT When looking for a board portal solution we reviewed several in the industry. BoardEffect met our functionality
requirements equal to each of their competitors. Based on the function and price comparison BoardEffect was easily seen
as the best solution. We have been pleased with our implementation and our ongoing support by BoardEffect. BoardEffect
has a wide install base that gives them the experience to guide implementation decisions for best practice with their portal.
JOYCE MILLER EVANS
VICE PRESIDENT, CHIEF INFORMATION OFFICER, OHIO PRESBYTERIAN RETIREMENT SERVICES
BoardEffect is a Board
Management Platform that drives
efficiency, effectiveness and
Our implementation and continued use of such an effective and user-friendly portal has carried with it significant
engagement. Unlike legacy board
efficiencies for our trustees, our board office staff, and administrators and staff who support the efforts of our trustees. We
portals and digital board-book greatly appreciate the service that our volunteer trustees provide, and such a platform allows us to be sensitive to their time
providers, BoardEffect allows truly by providing an inviting, logical, and user-friendly vehicle to help them accomplish all that they do for our institution.
easy and elegant management of JEANIE ANDREWS
DIRECTOR, OFFICE OF THE BOARD OF TRUSTEES, PENN STATE UNIVERSITY
board information, while also
supporting board directors in
fulfilling their responsibilities to
elevate organizational Our first IHA Board Meeting went great using BoardEffect on their iPads. We had great
performance. comments on the product and how quickly we were able to get it implemented. Thanks again
for making this an easy implementation process for me and our board members. We really like
it.
PAM GRIDLEY
DIRECTOR, CORPORATE RELATIONS & OPERATIONS, IOWA HOSPITAL ASSOCIATION
We are a nonprofit company and we liked that BoardEffect understands the
needs of nonprofit organizations. That, and the fact that BoardEffect is fairly
priced, really appealed to us.
JOANN CRAGOE
EXECUTIVE ASSISTANT TO THE PRESIDENT, AMERICAN PUBLIC MEDIA
TRUSTED BY
WINTER 2021 CUSTOMER SUCCESS REPORT
Board Management Software Category 1530
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ABOUT BOARDPAC
Reasons for switching to Board PAC include elimination of costs of
preparation and delivery of board packs and convenience of uploading
documents for immediate access by board members.
LAUREN FLACK
BoardPAC is an award winning, EXECUTIVE ASSISTANT, WDB INVESTMENT HOLDINGS
multinational, paperless Board
meeting automation solutions
provider, recognized for driving
We adopted BoardPAC due to its simple manoeuvring, nice interface
simple, secure, sustainable and
experiential communications for
and enhanced security features.
Board and Executive members. SANDEEP DESHMUKH
COMPANY SECRETARY AND COMPLIANCE, UPL LIMITED
BoardPAC’s key success is
attributed within the simplicity of
the solution. It provides an
effective way for Board Directors to BoardPAC has enabled secure and better Board Meeting Management
access Board papers and
for us and provided a better paperless secure solution.
supplementary information
directly from their iPads or tablet SURENDER SUYAL
COMPANY SECRETARY, INDIAN RENEWABLE ENERGY DEVELOPMENT AGENCY LIMITED
devices for easy, effective decision
making.
A simple and secure governance solution for board meeting
management.
NOVO ENERGY
TRUSTED BY
WINTER 2021 CUSTOMER SUCCESS REPORT
Board Management Software Category 1669
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ABOUT BOARDABLE We find Boardable to be easy to navigate, well organized, and intuitive. Our organization loves
Boardable’s great features like the agenda builder, meeting reminders, attendance tracker, and
the ability to create meeting minutes based on the agenda. It has made keeping track of Board
activity and actions a breeze!
Boardable is the easiest way to TIM U
manage your board's documents, ROSE BOWL AQUATICS CENTER
meetings, polls and all of the other
assets required to make your
nonprofit or corporation effective Boardable was the tool Futuro Health needed to effectively equip our Board of Directors with the information they needed
and efficient. Boardable was for seamless board meetings. From an administrative perspective, Boardable is easy to use and templates for agendas and
minutes make facilitating meetings a breeze. From a user perspective, members are able to easily access materials and
founded by nonprofit founders to participate in a paperless environment. I conducted a lot of research prior to adopting a board management tool, and
serve community nonprofits. Their Boardable has not disappointed.
mission is to dramatically improve TESSA MILEY
the experience of serving on a FUTURO HEALTH
board of directors, and to help
organizations better engage with
their boards and committees. Boardable has become our go-to resource for content. We can immediately see what content
was discussed during a meeting or what documents were referenced. Even during meetings, if a
board member has a question about a specific document, we can immediately pull it up on the
screen without having to guess or wonder where it originated or if it is the correct version.
ISABEL CREASMAN
MANAGEMENT ANALYST, WORKFORCE DEVELOPMENT BOARD OF MARICOPA COUNTY
Boardable has allowed me to have one centralized place to coordinate all my Board activities. It saves me
time for posting information, conducting straw polls, tracking tasks and sharing documents. In addition, the
platform allows and encourages Board Members to be active and engaged with the ability to assign
committee members tasks and have discussions on multiple topics.
SCOTT BOVA
TRIANGLE EDUCATION FOUNDATION
TRUSTED BY
WINTER 2021 CUSTOMER SUCCESS REPORT
Board Management Software Category 1750
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ABOUT SHERPANY As an assistant, Sherpany is an excellent tool to organize a meeting, save time and allow me to
be more proactive. I can also organize several meetings at the same time, it's really practical.
For our board members, they can access securely and in real time all meetings and documents
with one single login - even with multiple mandates.
MARIE FERRARI
EXECUTIVE ASSISTANT, UNION BANCAIRE PRIVÉE
Sherpany is the Swiss market
leader for meeting management
software. We help executives,
Sherpany has definitely helped to increase the effectiveness and efficiency of
managers, and directors to
our meeting planning, execution, and especially also follow-up utilising the
increase the productivity of their
leadership meetings. Sherpany's
minutes function.
software streamlines the entire HANNS-PETER KNAEBEL
CHIEF EXECUTIVE OFFICER, RÖCHLING AUTOMOTIVE
meeting process, allowing leaders
to plan and prepare for their
meetings, increase asynchronous
collaboration, and speed up We have found that the Sherpany tool motivates meeting participants to
decision-making and execution. improve the quality of their work and implement decisions more efficiently.
ADRIAN ESCHER
PARTNER AND CHAIRMAN OF THE BOARD OF DIRECTORS, KENDRIS
I estimate to save at least 6 hours per week on meeting preparation
because of using Sherpany.
PASCAL NIQUILLE
CHIEF EXECUTIVE OFFICER, ZUGER KANTONALBANK
TRUSTED BY
WINTER 2021 CUSTOMER SUCCESS REPORT
Board Management Software Category 1877
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ABOUT ESHARE Everyone that has used BoardPacks so far has been impressed with how easy and accessible it
is to use. The feedback we have had has been uniformly positive, and in particular the feature
that allows Word and Excel documents to be shared and utilised within BoardPacks, not just
PDFs.
AMANDA BRUYNS
eShare was established in 2004 as COMPANY SECRETARY, TRUSTCO
the leading provider of governance
software and currently supplies
software to over 500 clients and Our board members all have different levels of technical understanding, but BoardPacks is so intuitive and
over 3,500 users around the world; easy to use that they were able to get the hang of it with minimal training. We are currently mostly using the
Meetings and Knowledge modules, that allows board members to access all relevant PSPFB information
across the Pensions Industry, NHS
quickly and securely, but over time we will be looking to deploy additional BoardPacks modules.
Trusts, Charities and Investment
EMMANUEL CHIMUKA
Management Funds, among HEAD OF IT DEPARTMENT, PUBLIC SERVICE PENSIONS FUND BOARD
others. They are trusted by some
top brand names such as Barclays,
Bank of England, Michelin, Ernst
and Young, Diageo and Legal and A major benefit of using BoardPacks is the assurance that directors are all
General. reviewing the same meeting pack; the inconsistency of packs if a paper is
added, amended or withdrawn has been eliminated.
FRANCES KLEJNOW
EXECUTIVE ASSISTANT TO THE TRUSTEE BOARD, THE PENSIONS TRUST
iPads were an important consideration when choosing a solution. The BoardPacks
app by eShare ticked all of the boxes in terms of security, ease of use, and
functionality.
ARLINE COETZEE
MANAGER, CORPORATE PERFORMANCE AND STRATEGIC PLANNING, MAYIBUYE TRANSPORT
CORPORATION
TRUSTED BY
WINTER 2021 CUSTOMER SUCCESS REPORT
Board Management Software Category 1943
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Featured Testimonials
ABOUT IDEALS SOLUTIONS iDeals Virtual Data Room has an intuitive design and extremely robust features. My entire transaction team was up and
running in a matter of minutes without any training. I have used the big IT companies VDR offerings and iDeals is superior
in a number of ways. From document rights management, reporting, file format compatibility and ease of use, iDeals is the
better choice. A great product at a reasonable price. I give it my highest recommendation.
BILL JENNINGS
CHIEF FINANCIAL OFFICER, PRODUCT QUEST MANUFACTURING LLC.
iDeals™ Solutions is a global
provider of secure online file
iDeals virtual data room allows us to quickly and easily provide document viewing across multiple projects, while
management services. Their maintaining document security. We have used other data room providers but iDeals outperforms them thanks to intuitive
flagship product is iDeals™ VDR, a design – we required no training at all – and speedy access to the documentation. In addition we have been very pleased
with the quality of service from the iDeals support staff. The virtual data room from iDeals helped us greatly expedite our
next-generation service-supported
deal processes.
virtual data room that is used by
SVEN-ERIK ZACHRISSON
companies and leading advisors in DEPUTY CHIEF EXECUTIVE OFFICE, PETROGRAND AB
over 30 countries. From their
founding in 2008, iDeals™ has
focused on developing a diversified
Our company used iDeals Solutions on a number of transactions. The platform is intuitive,
base of satisfied clients in both the
efficient, easy to use and set up. Support team always does their best to help us with carrying
developed and emerging markets. out our deals. We can recommend iDeals VDR platform for complex projects with many parties
They have offices in New York, involved.
Miami, London, Kiev, Moscow, and ROBERT KARLSSON
Hong Kong. CHIEF EXECUTIVE OFFICER, SHELTON PETROLEUM
The iDeals platform has been instrumental in Silicon Ranch Corporation being able to deal smoothly and
efficiently with its partners. iDeals Virtual Data Room allows seamless collaboration, and, along with the
great overall user interface and customer support, is a great system for document management. The
functionality for file and folder organization has been excellent.
DAVID HARPER
SILICON RANCH GROUP
TRUSTED BY
WINTER 2021 CUSTOMER SUCCESS REPORT
Board Management Software Category 202021
WINTER 2021
Board Management
Software Category
WINTER 2021 CUSTOMER SUCCESS REPORT
Board Management Software Category 2136
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ABOUT BOARDPAQ
With BoardPaq, we have eliminated the arduous process of printing Board books that
were invariably out of date by the time the Board gathered. Now, we can update the
Board on the fly. Members always have access to the latest information, we don't have
to worry about version control and we're not wasting reams of paper.
BoardPaq is the leading board MICROSEISMIC INC.
management SaaS vendor for
small-medium enterprises
including for-profit, nonprofit,
education and government BoardPaq helps us provide our Board of Directors with more information than before, when we
organizations. BoardPaq is sent board materials and they had to print them. And they see our reports in color! There's a
dedicated to providing services to steep learning curve as we get used to the iPad, but this tool allows Board members to review
content whenever they want - as they travel or sit in a coffee shop. They love it!
improve overall board
functionality. BoardPaq offers a ERIE SHORES COMMUNITY FEDERAL CREDIT UNION
paperless environment that yields
more efficient communication.
BoardPaq is the ultimate
collaboration tool that empowers We love BoardPaq. We operate a large for profit recycling business with over 60 locations. We
were one of BoardPaq's first customers and have been very happy with the product and the
boards to be great in and out of
service. We use it to communicate with our board members and other stakeholders. We find the
the boardroom.
company to be receptive to ideas and always there for support. Our users young and old take
to using BoardPaq with ease. I recommend it highly.
ALTER TRADING CORPORATION
BoardPaq has improved our Management to Board communication as we moved to iPads and
eliminated paper reports. The software is very user friendly and easy to navigate for both the
front-end user and the administrator. Implementing BoardPaq has made our organization
more efficient by reducing costs and enhancing communication.
ST. JEAN'S CREDIT UNION
TRUSTED BY
WINTER 2021 CUSTOMER SUCCESS REPORT
Board Management Software Category 2280
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ABOUT BOARDPRO
It's easy to use and makes the board process so professional. Storing our
governance docs is very handy, as is the fact that individual reports are
inserted into the agenda. It's a one stop shop for board management.
IAN MCPHEARSON
BoardPro provides a smart, elegant
CHIEF OPERATING OFFICER, ENTERPRISE RECRUITMENT
way to run an effective board with
less effort. SMEs and NFPs can
streamline their entire board
process to get organised, save time Using BoardPro has saved hours and hours of time preparing for each board
and reduce hassle. meeting. Organisation, documentation and communication with board members is
Small-to-medium and non-profit handled well, and everything is in one place. I can't imagine going back to our
boards are often less effective than previous process.
they could be, despite the quality JACKIE YOUNG
CHIEF EXECUTIVE OFFICER, ECENTRE
of their directors. Lack of time and
resources frequently leads to
issues such as poor reporting,
unfocused meetings and forgotten Outstanding. I love BoardPro and have recommended it many times to my business
action items. It’s frustrating for all and NFP friends as a cost effective means to create and run highly efficient meetings
parties involved, and particularly and have sound document organisation and storage accessible to members online.
for board members who value HANS WOUTERS
their time and want to focus on CHIEF EXECUTIVE OFFICER, NEW ZEALAND SPINAL TRUST
making a contribution. BoardPro's
board software addresses these
frustrations by providing a smart I have never before used a tool which makes the creating, collating and distribution of Board papers so easy and relatively
way to run an effective board with effortless. It assists with the creation of the agenda and makes uploading relevant papers to each agenda item very simple.
Executives can upload their own papers rather than having to rely on administrative assistance. Taking minutes during the
less effort. Their elegant and meetings themselves is very simple, along with Action Items, which are shared directly with the person required to take
easy-to-use software helps SMEs action.
and NFPs streamline their entire CATHERINE LINTON
board process, saving them time, EXECUTIVE ASSISTANT, CHRISTIAN SAVINGS LTD.
reducing hassle and easing stress.
TRUSTED BY
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Board Management Software Category 2311
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ABOUT DILITRUST
We needed a solution that could combine simplicity of use, mobility and
data security. DiliTrust Exec delivered results that exceeded expectations.
JEAN-FRANÇOIS LASNIER
EXECUTIVE VICE PRESIDENT, QUEBEC CPA ORDER
DiliTrust, a software solutions
provider, offers a complete range
of solutions and services dedicated
to corporate governance in legal, With just a few clicks, DiliTrust Governance can generate a broad, easily configurable reporting
spectrum, offering content tailored to each type of audience. The tool provides a coherent and
financial and internal control
shared source of information that fosters synergy between departments.
areas. The DiliTrust range of
YANN JORGE
solutions includes DiliTrust
CORPORATE LAWYER, TEREOS
Governance, a collaborative
platform for the management of
legal operations, centralizing and
organizing corporate legal data. DiliTrust is a team of available, competent and responsive professionals, who
listen to the problems and needs of the customer. An excellent service – I can
thoroughly recommend them!
KHANDOUDI NASSIRAH
DIRECTOR COORDINATION PROJECTS, LFB
DiliTrust lets you create a complete data room in a few clicks, accessible to an
indefinite number of users, while setting the level of confidentiality for each of
them.
MAXIME DESCOURNUT
STRUCTURES FINANCE MANAGER, AKUO ENERGY
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Board Management Software Category 2417
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ABOUT SIMBLI
eBOARDsolutions allows us to streamline the management of our board
policies as well as provide our community and staff members with immediate
access to them online in a convenient, searchable way.
JOSEPH WHITE
BOARD MEMBER, MITCHELL COUNTY SCHOOLS
eBOARDsolutions, the maker of
Simbli, is the leader in online board
management tools for effective
eBOARDsolutions Board Policy Management software helps us be more
governance. Their award-winning
transparent and accountable to our stakeholders by allowing us to use the
board management software was
originally created by a group of
system to easily collect input on draft policies.
board members to help them work GLENDA JOHNSON
SUPERINTENDENT SECRETARY, HARRIS COUNTY SCHOOL
more efficiently and effectively.
More than a decade later, Simbli
has become the most
comprehensive board governance Simbli delivers savings and increases productivity. Efficiency is critical and you want to be able
solution in the market, making it to create and edit HOA packets on the fly. You also need a better way to keep outside users up
to speed on policies, documents, and your strategic plan. That’s why we chose
the clear choice for boards looking
eBOARDsolutions.
to get more done.
TODD BEEBE
FIRST SERVICE RESIDENTIAL
eBOARDsolutions has allowed us to stay informed and on task to manage the
important work of educating students. The accessibility, ease of use and functionality
of the platform allows great mobility to balance our board and professional careers.
KATRINA YOUNG
BOARD MEMBER, ROCKDALE COUNTY SCHOOLS
TRUSTED BY
WINTER 2021 CUSTOMER SUCCESS REPORT
Board Management Software Category 2545
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ABOUT SIMPLIFIE Using VBR has transformed our board pack production process. Packs come together so quickly once all the final
documents are ready. Having the option of printed or online packs means everyone can access papers in the way they
prefer – and whether hard or soft copy, the final pdf is complete, numbered and professionally presented. The solution’s
ease of use and professional results make producing our board packs a pleasure.
SARAH ROUAULT
PA TO EXECUTIVE DIRECTORS, NEWBURY BUILDING SOCIETY
Simplifie, formerly known as
Perivan Technology, creates
VBR allows us to produce our board papers in a much more efficient way. It is quick and easy to
software that automates business
publish large board packs, which are professional in appearance, and the system is good value
processes. Its powerful software
for money. On the rare occasion that we have experienced an issue, the support we have
solutions are designed to respond received has been excellent.
to the unique challenges faced by
CLAIRE PAYNE
boardrooms, marketing, EXECUTIVE, MERTHYR VALLEYS HOMES
compliance and governance teams
in the financial and professional
services sectors. An independent
We wanted to move to a portal that gave us greater flexibility and security, and reduced our
business, with 79 years experience print costs. VBR has delivered on all of these, saving us significant time and money in the board
working in the global financial and pack production process. Their support services are always helpful, and we have found VBR a
professional services markets, cost-effective, efficient, user-friendly solution.
Simplifie’s strong heritage is built AOIFE BENNETT
firmly on customer trust and GROUP COMPANY SECRETARY, SIRIUS REAL ESTATE GROUP
integrity.
VBR is an excellent system, enabling us to produce and distribute highly professional briefing
packs. The many smart features within the system really enhance the packs – our trustees value
having a brief which is concise, well laid out and easy to work through, while we get great value
for money.
BRIGADIER ROBIN BACON
CHIEF OF STAFF, ABF THE SOLDIERS' CHARITY
TRUSTED BY
WINTER 2021 CUSTOMER SUCCESS REPORT
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