Aprio

Pros: Ease of agenda building, never any issues with the site during meetings. Customer support is always quick to response with any questions for administrators and user support.

Cons: I would add more categories when classifying document type in agenda building (i.e. other finance documents - not just financial statements)

Pros: Aprio provides a great platform for Directors (and Management) to access confidential materials to fulfil the responsibilities of the Board. Ease of access and ability to find documents is a must and Aprio provides this. Going paperless is important for Northern Savings - we are yet to mobilize all the features of Aprio which will in the future enhance our director experience. Adding material is easy - appreciate the updates recently done to the platform.

Cons: On our side we are still working on learning to use all the features of the system. To date we do not have any issues with the program and are not yet able to provide any suggestions.

Pros: Aprio is very user friendly from an Admin perspective, and our Board Members took to it right away. A secure cloud-based platform, that is not overwhelming for Directors.

Cons: I don't think there is anything that I dislike about Aprio. Great software that does not disappoint.

Pros: What we appreciate most about Aprio is how user-friendly and intuitive the platform is, it’s easy for both board members and administrators to navigate. The 24/7 customer support has been incredibly valuable, offering peace of mind when questions or issues arise. We also rely on the platform’s secure document management and centralized access, which ensures that all board materials are organized and accessible in one place. The ability to access the portal seamlessly across devices, along with helpful meeting reminders, makes staying on top of board responsibilities effortless and efficient.

Cons: Not much that we don't like, if I had to pick something I would say cost. Pricing may be a barrier for very small organizations or nonprofits with tight budgets.

Pros: Am besten gefällt mir die klare, intuitive Benutzeroberfläche und die einfache Navigation – selbst für weniger technikaffine Vorstandsmitglieder. Die Möglichkeit, alle Sitzungsunterlagen zentral und sicher zu verwalten, spart enorm viel Zeit und vereinfacht die Vorbereitung erheblich. Besonders schätze ich die Annotation-Funktion und die automatische Benachrichtigung bei neuen Dokumenten.

Cons: Die mobile App könnte noch etwas optimiert werden – insbesondere bei der Dokumentenvorschau auf kleineren Bildschirmen kommt es gelegentlich zu Ladeproblemen. Auch die Integration mit externen Kalendern (z. B. Outlook) funktioniert nicht immer reibungslos.

Pros: Aprio excels at customer and client support, as Kirstin and her team have helped me promptly when I've needed assistance urgently. Also, since we started using Aprio, I no longer need to print multiple copies of the meeting materials since our Board members use Aprio to access the materials.

Cons: It would be helpful if Aprio offered a template or two for Board surveys. Our board chair likes to circulate surveys to find out how the members feel about the leadership, how meetings are run, etc.

Pros: The platform is very intuitive and easy to navigate. Support is consistently fast, friendly, and helpful.

Cons: Not a con, but we don’t currently use all of the features APRIO offers, so can’t speak to them. No cons to notate.

Pros: I like the ease of getting documents out to our board, and that both the meetings and the materials are all in one place.

Cons: I think the thing I like the least is that I haven't found a way to easily copy a meeting that's been booked and rebook a similar meeting.

Pros: Setting up board and committee meetings including the agendas and attaching all the relevant reports and documents for directors to read and review ahead of each respective meeting.

Cons: The time it can take to convert a word document into .pdf format when a word file is upload into Aprio. We try and avoid this by converting the word document to .pdf internally before loading into Aprio.

Pros: Aprio is an intuitive, user-friendly governance solution with best-in-class customer service.

Cons: No significant cons with the solution as the team at Aprio are always willing to take feedback to incorporate into the portal.

Pros: I liked that Aprio provided our members of the board and I with the materials with which we can work at any time. The calendars in particular helped in keeping everyone on track on important dates and during audit, one is able to pull prior records.

Cons: There are no additional deeper automation functions available in the meeting preparation module specifically for packet formats. I often had to set up similar types of templates for the monthly board packets, and this became a time-consuming task.

Pros: I like the fact that all the information I need can be found in one app. The search function allows me to find items quickly and easily.

Cons: I wish there were more drag and drop options.

Pros: Aprio is an excellent platform for storing information from all board and committee meetings and developing surveys. Our board directors give us positive feedback. The Support staff are always responsive.

Cons: I recall it was much easier in the past to upload several documents for our agenda package. I did not have to set up the agenda template and then attach the attachments individually.

Pros: It's ease of use and intuitiveness. It's customer service is second to none! The platform is fairly easy to navigate and you can easily find what you are looking for if you have a good naming convention. Using templated agendas from the past is a real time-saver.

Cons: Uploading is easy however when you need to move a file, there is no drag and drop option. You have to go to the end of the line, move into the next screen as the information is not all on the same screen, click on the three dots and then edit. Too many steps. When you need to move several documents at once, I have no idea how to do that. I would also like to have color differentiation to showcase different things in the agenda itself. The Agenda creation is not very professional looking so I don't use that option at all which is a real shame.

Pros: The service! Aprio is also easy to navigate.

Cons: Cannot think of anything at this time. Previous suggestions were acknowledged and implemented (i.e. more spacing when viewing items)

Pros: Pretty easy to maneuver around the platform. The support team is super pleasant and quick to respond to any questions I may have. Continually making updates to satisfy their clients and the sessions they host are super helpful.

Cons: Not much to complain about for what we use it for. One of our directors uses his laptop and the app versus going to the actual Aprio site and he finds it difficult to navigate and download the package.

Pros: I like the level of service I have received from the support staff. The training and video help library is also very detailed and in depth. I appreciate the continuous updates and check ins with staff, and the emails that come out, outlining the updates. They listen to their customers and act on the customer's feedback. The product itself is great in terms of meeting all of my organization's needs, and then some - there are features available to me that I don't even use fully.

Cons: I wish the search function could search within documents, not just titles.

Pros: Board packages are a snap—no more binders! Any updates can be shared in real-time. The support staff is amazingly quick to respond to any inquiry, even outside regular business hours.

Cons: I don't dislike anything other than the fact that I haven't used all of the features available, but I'm working on it.

Pros: This was the first online board platform we used for our organization; however, it did not meet our expectations. The only feature that appeared to work correctly and we used regularly was the expense management functionality.

Cons: Unfortunately, there are many. Login issues, syncing issues, annotations/surveys showing for some but not all, documents error loading, file error loading, app would close off for no reason, etc.

Pros: During our demonstrations, Aprio appeared to be user friendly. The fact that they were a Canadian company was also a huge benefit. The product for the price was a good selling point for our Directors. Myself as the administrator and our IT department undertook a review of several software companies, and for the price, Aprio seemed to be the best option. We do not regret our decision, and continue to use the software for all of our Board and Committee Meetings, and a depository for all information for our Directors. The initial phase was completed seamlessly, with the exception of a couple of hiccups, which were readily identified and fixed by Aprio.

Cons: The one feature regarding Aprio that our Board found somewhat frustrating was the difference between the app and the dashboard. I understand that modifications are underway in its next release to "mirror" each other, which will be a welcome improvement.

Pros: So Easy to Use - Seamless roll out to Board of Directors. The addition of the Aprio Board portal has been integral in bringing our Directors into the technology age. Information is passed from office and Senior Management to Board quickly and effortlessly giving the ability to make decisions and approvals faster and efficiently. Record keeping is a breeze - eliminating mountains of paper and filing.

Cons: We have been using the Polls/Surveys function quite a bit, especially during the pandemic when in-person meetings have not been allowed. The Poll/Surveys work very well and I really like the feature. Now that we have completed so many, and will likely continue using this function, it would be very helpful to have the ability to file or archive them as a file system for the results and to copy them when needed again.

Pros: $89

Cons: The folder structure and the ability to move items into a folder later is difficult without going in and moving each item separately. A drag feature into a folder would be really handy. The ability to "turn off" a user and "turn on" when required without having to remove their access and then resend a welcome message. This way your users remain under the requirement of your contract and those users that attend one or two meetings per year (specifically staff required at a meeting) are not counted as a regular user. Another frustration is the timing out feature. And I have extended it. However, I have been in the middle of adding numerous documents and the time out feature appears and I have lost all of the uploading I was in the middle of doing.