Enterprise DNA

Instead of Diligent Boards

Stop renting Diligent Boards. Own your board governance workflow.

We build your version around the way your secretary and directors work. We map your Diligent action records, agree how to retain the rest of your board history, and run your system for you.

Diligent’s annual marketplace packages list US$48,500 to US$155,500. Final scope and pricing are quoted.

Get your version built See it working
  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
  • check_circleBuilt and run by Enterprise DNA

The board software bill

Pay for the board process your business actually needs

Diligent sells a broader board portal. Its vendor-sold marketplace packages list Essentials at US$48,500, Pro at US$84,500 and Pro Plus at US$155,500 for a year. Compare the quoted scope with the recordkeeping and follow-up your secretary needs.

event

Meeting preparation

Agendas, meeting material and director preparation sit inside the subscription. Your version starts with your meeting cycle, presenters and paper requirements.

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Minute preparation and review

Diligent offers minute preparation and exports. Your version retains each minute record, its recording date and the reference to its signature evidence.

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Action follow-through

Diligent keeps action items and exports action reports. Your version connects follow-up to the board, meeting and recorded decision.

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Protected director access

The vendor portal includes access and document protections. We scope the access controls and director experience your own version requires before a switch.

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Director collaboration

Reading, annotations and collaboration are part of the wider portal choice. We agree the screens and connections your directors need around your records.

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A packaged service

Your contract covers a chosen package. An owned version lets you agree the fields, reports and operating support around your actual governance process.

Your board record

From the next agenda to the last unfinished action

Preparation

Start the week with the missing pieces

The secretary sees the upcoming meetings and the material still needed.

  • check Keep the board, date, chair and location together
  • check Give each agenda item a presenter and purpose
  • check Find decision items with no supporting paper reference
  • check Bring overdue follow-up into the next meeting pack

Minutes and decisions

Keep the record behind the outcome

Corrections add a new version while signed minute records stay intact.

  • check Record actual attendance separately from the agenda
  • check Retain the date each minute version was recorded
  • check Keep chair signature evidence with the relevant version
  • check Connect a recorded decision to its unfinished actions

Interests and evidence

Make record gaps visible

Review declarations and limited company record checks alongside the meeting history.

  • check Keep a director’s declared interest and disclosure evidence
  • check Set the business’s own interest review dates
  • check Flag missing NZ minute records and retention dates
  • check Separate late Australian minute recording from missing signature evidence

Follow-through

Ask across the whole board cycle

Your questions can combine records that sit in separate parts of the weekly process.

  • check Find owners carrying overdue actions across boards
  • check Identify people with overdue actions and overdue interest reviews
  • check Read imported action history beside the original source values
  • check Produce meeting packs, minute records and interests registers in your own brand

Make it yours

Design your own Diligent Boards replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Diligent Boards. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your Diligent Boards replacement Your version
YB Your business

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Answered from your own database

Build my version

We build it from the open-source base, bring your Diligent Boards data across and run it for you.

What it looks like

Ask it like you would ask a colleague

Real answers from the demo data that ships with Board Governance for Claude Code. It runs in Claude Code inside the Claude app, so it feels like any chat you already use.

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Board Governance for Claude Code

Connected to your own database

Which meetings need preparation in the next fortnight?

NZ-NEXT

Name
Quarterly strategy meeting
Board
Kowhai Components board
Held_on
2026-11-02
Chair
Aroha Lane
Agenda_items
2
Missing_decision_papers
1

AU-NEXT

Name
Risk review
Board
Banksia Services board
Held_on
2026-11-05
Chair
Mina Reed
Agenda_items
1
Missing_decision_papers
0

Ask it anything

Ten questions to ask your board records

These cross-record questions run on the demonstration data today. Use your own records to see which decisions, interests and follow-up need attention.

chat_bubble Which owners have overdue actions across boards?
chat_bubble Which decisions still have unfinished follow-up?
chat_bubble Which upcoming decisions have no supporting paper?
chat_bubble Which meetings have unsigned latest minutes?
chat_bubble Which Australian meetings were recorded late?
chat_bubble Which NZ meetings have a retention gap?
chat_bubble Which recorded meetings were below configured quorum?
chat_bubble Which declared interests still need disclosure evidence?
chat_bubble Which imported actions still lack an owner or date?
chat_bubble Which people have both overdue actions and overdue interests?

Switching

How to switch from Diligent Boards

A move is usually a staged records migration, starting with one board or committee’s Excel action export and a reconciliation before you decide what else to move.

  1. 1

    Export your action records

    Diligent documents an Actions dashboard export to Excel. Start with one board or committee, filter its actions, and export the report. For any other records you plan to move, check what your account allows and confirm the export options with Diligent. Do not assume minutes, signed documents, attachments, votes or permissions come across with the action export.

  2. 2

    Preview the import

    Have the action export checked before records are added. The import can first show what it would add or skip without making changes. If the export uses different column headings or text dates, those fields need to be mapped so the records can be read correctly. Start with the filtered board or committee export, not every board at once.

  3. 3

    Reconcile the results

    Compare the number of added and skipped actions with the filtered export, and review anything the import flags. Missing owners and due dates remain missing and appear for follow-up. Check that the board or committee and dates are right, then resolve any differences before importing more records. Keep the original Diligent export available for comparison.

  4. 4

    Run both systems briefly

    Keep Diligent available while you test the new recordkeeping workflow alongside it. Check imported actions against Diligent, then use the new database for a short period of meeting preparation and follow-up. Confirm that the records you need are present and that the secretary can find and maintain them. This gives you a chance to catch gaps before ending the existing service.

  5. 5

    Switch off Diligent

    Before you end the service, agree what happens to records the action import does not cover. Minutes, votes, attachments and permissions need a separate migration plan. Keep original signed documents and required legal records in controlled storage. Retire Diligent only after you have reconciled the action import and confirmed where the other records you need will remain accessible.

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Where the real effort goes

The action import is narrow. The real work is usually mapping your own headings, dates, fields and board rules, then deciding how much history to bring and how to handle minutes, signed documents, votes and attachments. Those records need a separate plan. When Enterprise DNA runs the system for you, they handle this mapping and migration planning with you.

Not ready for a call?

Get your Diligent Boards switch plan by email

We will send you the step-by-step plan for moving your business off Diligent Boards, what the move really involves, and how we would do it for you.

One email with your plan. No spam, and you can unsubscribe any time.

Three ways to own it

Do it yourself, customise it, or have us run it

Open source

Do it yourself

Free and open source

  1. 1 Clone the repo and run npm install, npm test and npm run demo
  2. 2 Open it in Claude Code, Codex, OpenCode or Cursor
  3. 3 Set your boards, secretaries, jurisdictions and actual quorum rules
  4. 4 Import a filtered Diligent action export, map its headings and reconcile the count
Get it on GitHub

Built around your business

We customise it

One setup fee, then a retainer

  • check Your board cycle, paper fields and decision records
  • check Your Diligent actions mapped and board history reconciled
  • check A web front end or different technology where your team needs it
  • check Your meeting packs, interests registers and reporting rules
Get your version built

Omni by Enterprise DNA

We run it for you

One setup fee, then a monthly retainer

  • check Installed and operated through Omni by Enterprise DNA
  • check Agreed access controls, backups and ongoing support
  • check Connections to the business systems you actually use
  • check Your directors and secretary retain responsibility for governance decisions
Book a call with Sam

Questions

Instead of Diligent Boards, answered

How much does Diligent Boards cost? expand_more

Diligent’s vendor-sold marketplace listing shows annual Board & Leadership Collaboration packages of US$48,500 for Essentials, US$84,500 for Pro and US$155,500 for Pro Plus. These are package list prices, not a typical small-company bill. Its own website requests a tailored quote. Enterprise DNA charges one setup fee, then a retainer for the work agreed with you.

Can our existing board records come with us? expand_more

The free version imports Diligent’s Excel action report after its headings and dates are mapped. Start with one filtered board or committee and reconcile the count. Minutes, signed documents, attachments, votes and access permissions need a separate migration plan. We agree that plan before you retire the existing service.

Will directors still have a secure place to read and sign? expand_more

Enterprise DNA can build the director access, reading experience and signature connections your board requires. The free base serves the secretary’s recordkeeping workflow and records references to existing signature evidence. It does not itself collect or verify signatures.

Does a clean check mean the board is legally compliant? expand_more

No. The checks flag specific record gaps, including NZ retention dates and Australian minute-recording dates. They cannot find a meeting never entered, prove that documents were retained, or decide whether a resolution was valid. Your secretary and advisers remain responsible for the rules that apply to your business.

Why own this instead of moving to BoardPro or OnBoard? expand_more

Those are other board software options to compare against your requirements. An owned version gives you a process built around your fields, board cycle and follow-up questions. Compare the full director experience, migration work and ongoing operation before choosing. Enterprise DNA can build and run that agreed version with you.

Bring one board pack and your Diligent bill

Book a 30-minute call with Sam. We will walk through how your secretary prepares meetings, keeps the record and follows actions, then scope the version Enterprise DNA would build and run for you.

Book a call with Sam Get the free version

Board Governance for Claude Code is free and open source, published by Enterprise DNA.

Done paying for Diligent Boards?

Get your version built