Boardable is designed for quick and easy implementation, with a structured onboarding process included in every pricing tier, at no additional cost.
Step-by-Step Implementation Process
Initial Setup & Account Configuration
Admins receive login credentials and set up the organization’s profile.
Customize user roles, permissions, and board structures.
Onboarding & Training
Access to Boardable Academy: On-demand tutorials, live webinars, and quick-start guides.
Optional live onboarding sessions with a Customer Success Manager (for Professional and Enterprise plans).
Training includes agenda building, document sharing, meeting scheduling, and task tracking.
Data Migration & Integration
Upload existing board documents and member directories.
Integrate with tools like Zoom, Google Workspace, Outlook, and Dropbox.
User Invitations & Adoption
Admins invite board members via email.
Members receive guided walkthroughs and support materials to ease adoption.
Ongoing Support & Optimization
24/7 access to help articles, live chat, and email support.
Regular check-ins and personalized training (for higher-tier plans).
Access to a dedicated Customer Success Manager for strategic guidance.
Implementation Timeline
Typical Setup Time: 1 to 2 weeks
Many organizations report being fully operational within a few days.
Larger or more complex boards may take 2–4 weeks for full adoption, especially if migrating large volumes of data or requiring custom training.
Customisation
Boardable offers several customization options, especially in its Enterprise plan, to meet specific organizational needs:
Customization Capabilities:
Custom Reporting: Available in the Enterprise plan, allowing organizations to tailor analytics and insights to their KPIs.
Custom Data Collection: Enables organizations to gather specific information from board members or stakeholders.
Multiple Account Instances: Useful for organizations managing multiple boards or chapters.
API Integrations: Allows integration with other systems or platforms used by the organization.
Custom Goals & Metrics: Users can define and track unique performance goals.
Flexible User Roles & Permissions: Admins can configure access levels and responsibilities to match organizational structure.
Boardable emphasizes user-centric design, ensuring the platform adapts to nonprofit workflows rather than forcing users to adapt to the software.
Additional Costs
Boardable is transparent about its pricing and aims to minimize hidden costs. Here's a breakdown:
Core Pricing Plans (Annual Billing):
Essentials: $17.99/user/month
Professional: $26.99/user/month
Enterprise: Custom pricing (based on features and scale)
Additional Costs & Add-Ons:
Boardable Video: Starts at $400/year – for integrated video conferencing with AI summaries.
Boardable Surveys: Starts at $800/year – for collecting and analyzing feedback.
Setup & Maintenance Fees:
No setup fees are mentioned for any plan.
Maintenance and updates are included in the subscription cost.
Support & Training:
Essentials Plan: Access to Help Center and self-guided onboarding.
Professional & Enterprise Plans: Include guided rollout, training, and a dedicated Customer Success Manager.
24/7 Support: Included in higher-tier plans, with chat, email, and in-product help bots.
Training
Boardable provides a comprehensive training and support ecosystem designed to help users—from beginners to advanced board professionals—get the most out of the platform.
Training Resources
Boardable Academy: Offers on-demand tutorials, quick-start guides, and live webinars tailored to different user roles.
New Admin & Member Training: Step-by-step tutorials for configuring settings, managing meetings, and using communication tools.
Live Webinars: Regular sessions for hands-on learning and Q&A.
Help Center: A searchable knowledge base with articles on meetings, documents, reports, surveys, and more.
Support Services
24/7 Support Access: Includes live in-product chat, email support, and a robust help center.
Customer Success Manager: Available for Professional and Enterprise plans, offering personalized onboarding, regular check-ins, and strategic guidance.
Tailored Implementation: Included in all pricing tiers, with no extra cost for onboarding.
Security Measures
Boardable implements enterprise-grade security protocols to protect user data, documents, and communications.
Core Security Features
Two-Factor Authentication (2FA): Adds an extra layer of login protection.
Single Sign-On (SSO): Simplifies secure access for organizations using identity providers.
Role-Based Permissions: Ensures users only access what they’re authorized to see.
Infrastructure & Compliance
Hosted on AWS: Uses Amazon Web Services for secure, scalable cloud infrastructure.
Data Residency Options: Choose data hosting in the U.S., Canada, or Europe.
Compliance Certifications:
SOC 2 (AICPA)
HIPAA
GDPR
Additional Safeguards
SSL Encryption: All data in transit is encrypted using Secure Sockets Layer (SSL).
No Credit Card Storage: Payment data is handled externally for added security.
Administrative, Technical, and Physical Safeguards: Protect against unauthorized access, data loss, and breaches.
Updates
Boardable maintains a regular and transparent update cycle, with new features, improvements, and bug fixes released monthly or more frequently.
Update Management Process:
Release Notes: Boardable publishes detailed Release Notes to inform users of new features, enhancements, and resolved issues.
Recent Example: The May 2025 release included calendar sync improvements and AI enhancements, indicating active development.
User Notifications: Updates are communicated through in-app notifications, emails, and the Help Center.
Phased Rollouts: Some features are released in limited availability first to monitor performance before full deployment.
Feedback Loop: User feedback is incorporated into future updates, especially for AI tools and integrations.
This approach ensures that Boardable remains responsive to user needs while maintaining platform stability
Data Ownership and Portability
Boardable has a clear and user-respecting policy regarding data ownership and portability:
Data Ownership:
Customer-Owned Data: All content uploaded by users (e.g., documents, meeting notes, member data) remains the property of the customer.
Aggregated Data: Boardable retains ownership of aggregated and anonymized data, which may be used to improve services or for analytics.
Data Portability:
Users can export their data at any time, including:
Meeting minutes
Agendas
Documents
Reports
Export formats typically include PDF, CSV, and DOCX, depending on the content type.
Upon termination of service, customers can request a full data export.
Data Protection:
Boardable complies with GDPR, HIPAA, and SOC 2 standards, ensuring that data is handled securely and ethically.
Scaling Up / Down
Boardable offers flexible subscription management through its Subscription Dashboard, allowing organizations to scale up or down based on their evolving needs.
Scaling Options:
Change Number of Users: Admins can increase or decrease the number of users directly from the dashboard.
Upgrade or Downgrade Plans: Organizations can switch between Essentials, Professional, and Enterprise plans as needed.
Billing Adjustments: Changes in user count or plan level are reflected in the next billing cycle.
No Downtime: Changes take effect immediately without service interruption.
This flexibility is ideal for nonprofits and growing organizations that may experience seasonal or project-based fluctuations in board activity.
The terms & conditions for contract renewal and cancellation
Boardable provides clear and user-friendly policies for contract renewal and cancellation:
Renewal Terms:
Auto-Renewal: Subscriptions automatically renew at the end of the billing cycle (monthly or annually).
Notification: Users are typically notified before renewal, especially for annual plans.
Cancellation Terms:
How to Cancel: Contact your Customer Success Manager or email [email protected].
Access After Cancellation:
Monthly Plans: Access continues until the end of the paid month.
Annual Plans: Access continues until the end of the annual term.
Refund Policy: Subscriptions are non-refundable. Exceptions may be reviewed upon request.
Data Retention: After cancellation, accounts enter a “soft delete” state—data is preserved in case of reactivation.
Compliance
Boardable adheres to industry-leading compliance and security standards to protect user data and ensure regulatory alignment:
Compliance Certifications:
SOC 2 (AICPA): Ensures secure handling of customer data with rigorous auditing.
HIPAA: Compliant with healthcare data protection standards.
GDPR: Fully compliant with the EU’s General Data Protection Regulation.
Additional Security Practices:
Data Hosting: Regional data centers in the U.S., Canada, and Europe.
Data Protection Officer (DPO): Oversees GDPR compliance and third-party data agreements.
User Rights: Users can request data access, deletion, or processing restrictions within 30 days.
