Dedicated training

Our teams are expert at helping clients achieve board acceptance and make the transition to a board portal smoothly and easily.

What to Expect:

Diligent Boardbooks’ client retention rate of 97% speaks for itself. Our teams are expert at helping clients achieve board acceptance and make the transition to a board portal smoothly and easily through superior advice and training. You get a dedicated local account manager, board presentations, global support desk, regular reviews and ongoing advice.

Our clients say it best:

Based on client satisfaction surveys conducted to date, Diligent rated a 4.62 out of a possible 5 rating. Here is what a few of our clients had to say about how Diligent improved their board communications:

“I have nothing but excellent things to say about the whole process from start to finish. The product, the account team and the customer support have been outstanding and I look forward to working with this product every quarter.”

— Executive Assistant to CFO, Oil & Gas Company

“This is the easiest software implementation that I have experienced. The end users are extremely satisfied with the product and the support they have received at implementation. Well Done!!”

— Manager, Energy Management and Distribution Company

“Team Orange did an outstanding job! They are just awesome and very responsive to all my needs. They are “best in class” and I am your number one advocate!”

— Special Assistant to the CEO and Board, Health Care System

“Our implementation was very successful and our board members are pleased! We have also sought follow-up training for other uses of Boardbooks and the response and customer service has been great!”

— Boardbooks User, Quick-Service Restaurant Operator

“There was never a doubt that when I started to dial or hit send on an e-mail that I was going to get a quick response with just the information I needed. We recently implemented a new HR/Benefits/Payroll system and I believe we would have been better off without the training and just used the trial and error method. Maybe I should send that company to train with you guys!”

— Administrative Assistant, Investment Company

“We couldn’t have asked for a better product experience, all thanks to Team Blue. We’ve only heard great things from our Directors about Boardbooks. Keep up the good work!”

— Counsel, Telecommunications Provider

“I had an amazing experience with Diligent. They answered all my questions in a very quick and timely manner. Very knowledgeable staff and they were extremely patient when training our board members. Our company is very pleased with the software and the members of Diligent. Thank you so much for making our lives easier and paperless!”

— Boardbooks User, Commercial Bank

“Our Account Manager did a wonderful job presenting to our Board of Managers. She handles any issues right away and has a very professional manner about her. I really enjoy working with her as we get all our Boards set up with Diligent. Diligent is a great product and it’s even better when you have such attentive employees like our Account Manager.”

— Secretary, Hospital Foundation

“Our Account Team responded quickly to my email questions and was very accommodating for the one-on-one training calls. My Account Managers are very knowledgeable about the program and able to understand the needs of their customer. Couldn’t have had an easier implementation.”

— Executive Assistant, Asset Management Provider

“Can’t speak more highly of the implementation process and the help and professionalism of the Diligent team. Thank you so much.”

— Boardbooks User, Commercial and Construction Contractor

“I’m very pleased with the ease of the Boardbooks program. However, I do not use the program on a regular basis so when I do create/upload a book, my Account Manager is always there to answer my question(s). He is very responsive and extremely knowledgeable, and I appreciate his assistance.”

— Legal Administrative Assistant, Wireless Network Operator

“We have been very pleased with the Gold Team, both with the training of our Directors, as well as assisting the administrators with questions that have come up as we prepared the sample books for training purposes, as well as our current set of books for the upcoming meetings. The meetings were intended to be on the portal as well as in hard copy. Several of our Directors feel so comfortable with the portal that they have opted not to have hard copies delivered to them. A job well done by the Gold Team and Diligent!”

— Boardbooks User, Glass Manufacturer

“She was wonderful! We had an amazing and seamless experience with Diligent. We are extremely happy.”

— Executive Assistant, Food Manufacturer

“I certainly appreciate the great customer service you provide. Definitely helps me with my confidence level in working with Boardbooks — I know I have help if I need it!”

— Executive Secretary, Agricultural Lender

“I wanted to report that our first meeting using Diligent Boardbooks was a huge success! Our directors were excited about the product and were very comfortable navigating through the materials. I think that having the training close to the time of our first meeting was key. Everyone remarked how knowledgeable and patient the trainers were and how easy the application was to use. We had two password re-sets, but two out of 25 people using Boardbooks at the meeting was certainly a minor event.

Our CEO commented on how smoothly things went and how he thought the first meeting would be disrupted by the introduction of something out of the ordinary. Instead, it enhanced the meeting and made things easier on everyone. He couldn’t be more thrilled (which makes me very happy)!

Thank you again for a wonderful product and for all of your patience with our Board. Team Orange rules! “

— Vice President and Senior Assistant Corporate Secretary, Community Bank

“It has been a pleasure and we look forward to a long future of enjoying the convenience and efficiency that Boardbooks allows us for distributing our meeting materials.”

— Boardbooks User

“The Diligent team was extremely effective, responsive with a very aggressive timeline and constant changes. I would like to especially highlight the excellent performance of my two key Account Managers.”

— Corporate Paralegal, Pharmaceutical Manufacturer

“Implemented ahead of schedule. Training was excellent. Service was to a very high standard. Will definitely recommend.”

— Boardbooks User, Building and Construction Contractor

“Wish we had implemented Diligent years ago.”

— Boardbooks User, Home Improvement Center

“The turn-around was very quick and we were able to bring our Board members onboard in a matter of weeks. Our Account Manager was excellent, very responsive and basically ‘anything was possible’ with him. Thank you for a great experience.”

— Director, Strategic Initiatives – Legal, Corporate and Compliance Group, National Bank

“Our dedicated Account Manager attended promptly to all our needs. The Directors could not speak highly enough of him and the service he provided to them.”

— Boardbooks User, Education and Training Services Provider

“We had overall very positive feedback from our board members about the portal. And from an administrator’s view, it was very easy to use and more our process more organized.”

— Boardbooks User, Insurance Broker

“You guys (and gals) are the best! There are many companies that could benefit from your service training.”

— Boardbooks User