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Beaufort operations committee hears Diligent pitch to replace BoardDocs with Community
Summary
Diligent representatives presented the company's Community platform, explained why the company is migrating customers off BoardDocs and described features (search filters, workflow routing, public comments, vote recording), training support and pricing for the district pilot.
Diligent representatives briefed the Beaufort County School District operations committee on the company's Community platform and the district's pilot migration away from BoardDocs.
Jamie Alexander, a Diligent customer-success lead, told the committee Community is a newer, actively developed platform that will incorporate the best features of BoardDocs and other Diligent products. "BoardDocs was built and is still based on, a platform that was created in the late nineties," Alexander said, explaining the rationale for a modern replacement. She said Diligent aims to have migrations in place by the end of 2025 for customers that have not yet moved.
Why it matters: The platform manages meeting agendas, documents and public-facing records for local governing boards. Board members raised concerns about the district's ability to find past materials and vote records after migration and about annotation persistence when users prepare for meetings.
Diligent outlined several features targeted to public boards: workflow routing so departments can route agenda items, a public subscription/notification mechanism, a request-to-speak option for public comment, annotation and minute-taking tools, and built-in motion/second/vote recording that can be published after meetings. Alexander and the migration manager also said the product includes metasearch filters (for example, narrowing results by state or by file type) and that the company is actively improving search in both logged-in and public views.
Board members asked for practical refinements: a way to search specifically for previous motions and vote tallies, improved annotations that persist across devices, and clear public access to migrated vote records. Diligent said the migrated vote and minutes data did carry over from BoardDocs and that the company would consider adding a public-facing tile for easier motion searches.
Diligent committed to follow up: the vendor offered to open support cases for annotation issues, provide targeted training for the district's super-users, and supply how-to videos and coaching. Katya (the assigned customer-success manager for Beaufort County) and Diligent's team said they would deliver resources and record notes from the session.
The committee agreed the vendor presentation was useful and will bring the Diligent conversation to the full board for additional consideration and training planning. No procurement decision was made at the committee meeting.
