5 more features driving governance efficiency with BoardEffect
Tina Khail
In our previous blog, we explored six powerful features in BoardEffect that help nonprofit teams work smarter, from automated agenda creation to AI-powered meeting minutes. But that’s just the beginning. BoardEffect continues to help support volunteer boards and staff with even more tools designed to streamline governance and boost efficiency.
In this follow-up, we’re highlighting five additional features that further simplify meeting workflows, preparation and minutes — helping administrators, board members and governance professionals stay focused on what matters most: serving their communities effectively.
5 features driving governance efficiency with BoardEffect
1. AI Smart Prep
AI Smart Prep distills board materials into essential takeaways and discussion questions, reducing manual prep time and ensuring nothing is overlooked.
Who it’s for: Board administrators and meeting organizers who want to streamline agenda creation and ensure meetings are focused and productive.
How to get it: Available in the Plus package. Contact your customer success representative for more information.
Pro tip: Board administrators can enable or disable AI Smart Prep through BoardEffect Settings, allowing for controlled rollout based on organizational needs.
2. Diligent Minutes and AI Smart Minutes
Streamline minute-taking and action tracking with Diligent Minutes. Automatically capture meeting details, assign action items and enable real-time collaboration. AI Smart Minutes generates high-quality minutes and action lists from board materials and transcripts.
Who it’s for: Board secretaries, administrators and anyone responsible for recording and distributing meeting minutes and action items.
How to get it: Available in the Plus package. Contact your customer success representative for more information.
Pro tip: Use the new Restricted Reviewers functionality to control who can review sensitive agenda items, set due dates per reviewer and focus reviewers on specific agenda items for a more efficient process.
3. Meeting management and video conferencing integrations
Efficiently schedule events, send invitations, track RSVPs and set up video conferencing with Zoom or GoToMeeting integrations. Sync events to external calendars for seamless coordination.
Who it’s for: Administrators, board and committee members managing remote, hybrid or in-person meetings.
How to get it: Included in all BoardEffect packages.
Pro tip: Board and committee members can subscribe to events, syncing them to Outlook, iCalendar, or Google. Choose to sync all events, events from a specific workroom, or a single event for automatic updates.
How others are getting the most from this BoardEffect feature
“Attendance has been through the roof since we introduced hybrid.” — Susan Bovair, Executive Assistant to the CEO and Board Liaison, Starfish Family Services
4. BoardEffect App
Empower board members to work on the go with the BoardEffect app. Access meeting books, RSVP, annotate documents and collaborate from any device, anywhere.
Who it’s for: Board members, administrators, leaders and committee members who need mobile access to board materials and collaboration tools.
How to get it: Download the free BoardEffect app for iOS or Android.
Pro tip: From most screens on the app, users can tap the Menu icon in the upper-left corner to display a Navigation Menu, allowing quick access to Workrooms and Libraries.
How others are getting the most from this BoardEffect feature
“BoardEffect has made finding and using information much simpler, allowing us to make informed decisions with ease. It has turned the experience of navigating a complex maze into effortlessly accessing all the answers we need.” — Christie Doyle, User, Broadcast Media Industry
5. Customizable Reporting
Build custom reports using the metrics and fields that matter most to your board. Access real-time data, automate reporting workflows and visualize trends for better decision-making.
Who it’s for: Administrators, board chairs and governance professionals who need to track performance, engagement and compliance.
How to get it: Available in the Pro or Plus package. Contact your Diligent customer success representative for more information.
Pro tip: Use saved filters and templates to standardize reporting, ensuring everyone is aligned while saving time on every reporting cycle.
Whether you’re an administrator, board member or leader, BoardEffect puts smarter digital tools at your fingertips, to help you operate at peak efficiency and focus your time and energy on what matters most.
If you have any questions or need support implementing these features, don’t hesitate to reach out to your Customer Success Manager. They’re here to help you get the most out of your software investment and uncover even more ways to drive value for your organization. We are here to help make sure your governance tools are working as hard as you do.
And if you’re interested in learning how we can support your governance team to help it be even more efficient, schedule a demo today.
Tina Khail, with almost 20 years of experience in the board portal space, serves as an Account Executive at Diligent. Experienced in working in the healthcare space and other mission driven organizations, she played a pivotal role in establishing a board portal company in 2006 and has been a part of the BoardEffect team for more than five years. Tina is passionate about helping volunteer boards elevate their governance practices through BoardEffect.
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