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Modern Board Management

Migrate from BoardEffect to Boardable

Modernize your board management without the complexity

Switch in days, not months. Keep your files, meetings, members, and permissions intact. Gain powerful reporting, flexible agendas and minutes, automated term tracking, and a delightful mobile experience your board will actually use.

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Features That Help to Meet the Standards of Excellence

Here’s how Boardable stacks up against BoardEffect on the capabilities admins mention most when switching. This quick comparison highlights where teams typically see time saved, simpler workflows, and stronger engagement from day one.

Reports & Insights

Prebuilt board/committee/engagement/attendance reports—filters, CSV/PDF export, shareable links—and a custom recurring packet builder.

Meeting Scheduler

Native scheduler with availability requests, time-zone handling, holds, and 1-click convert-to-meeting; calendar sync.

Goals & Strategic Alignment

Assign owners, set milestones, track status in dashboards, and link agenda items and tasks back to each goal.

Sharepoint Integration

Native Microsoft SharePoint and OneDrive integration with bi-directional sync, versioning, and permissions mapping.

Comments on Documents

Inline, threaded comments with mentions, resolutions, and audit history; works in the portal and mobile app.

Agenda Flexibility

Drag-and-drop sections and items, templates, timed segments, presenters, files, and approvals.

Minutes Builder

One-click elements for attendance, motions and votes, tasks, and decisions; auto-pull from agenda and roll to Action items.

Mobile App Experience

Fast and intuitive iOS/Android app with offline packets, annotations, comments, and eSign; Face/Touch ID.

Switch to Boardable with Confidence

Seamless migration, expert onboarding, and 3 months free on an annual plan.

Loved & Trusted by Nonprofits Worldwide

  • 2,000+ Nonprofits
  • 300k Board Members
  • 140 Countries
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  • The Floating Hospital logo
  • Curling Ontario Logo
  • Logo of Big Brothers Big Sisters of America featuring a bold, stylized “B” with black and green lines, alongside the organization name in black text—representing youth mentorship and community support.
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  • butler-university
  • The Floating Hospital logo
  • Curling Ontario Logo
  • Logo of Big Brothers Big Sisters of America featuring a bold, stylized “B” with black and green lines, alongside the organization name in black text—representing youth mentorship and community support.
  • als-association-1

Plays Well with Your Tech. Backed by a Team That Gets Governance.

Boardable connects easily with the tools you already use—no IT ticket required. Plus, 24/7 help center and a dedicated Success team trained on nonprofit governance.

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Compliance-Ready From
Day One

  • Soc 2 Type II aicpa
  • WCAG-AA accessibility WCAG-badge 1
  • HIPAA Compliant hipaa-compliant 1
  • Single-Sign-On
  • Roles & permissions
  • Two-Way Encryption
  • GDPR

BoardEffect Migration Frequently Asked Questions

How long does migration from BoardEffect take?

Most organizations complete migration within 2-4 weeks, depending on data volume and scheduling availability.

Can we keep our SharePoint folder structure?

If you choose to import SharePoint to the Document Center, we can import documents, but not folders. You’ll need to recreate the folder structure in Boardable. Yes, our connector maps to your existing hierarchy and preserves permissions.

Do we lose past minutes, packets, or votes?

No, we import historical artifacts and link them to the correct meetings and groups.

Does Boardable support eSignatures and approvals?

Yes, collect signatures and approvals within workflows and track in reports.

Can we try before we move?

Yes, we offer guided pilots using your real content so stakeholders can experience the workflows before you commit.

Ready to Switch?

Experience a live demo of our platform and see how we tackle real-world challenges head-on.

Free Resources for Nonprofit Boards

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