OnBoard Board Management Software Reviews & Product Details

OnBoard is very user-friendly. I have tried the AI Minutes integration software and love it. It is very helpful when typing up board minutes. It is also easy to upload documents for members to access and review before meetings. Whenever I have any issues, customer support is always available and responds quickly to help me resolve the problem. Review collected by and hosted on G2.com.

In the past, I’ve had trouble automatically integrating my Teams account and have had to set it up manually instead. I also don’t like that when board members RSVP through OnBoard, I don’t receive an email notification. I’m not sure whether that’s possible, but it would be really helpful, because when I’m busy I sometimes forget to check the RSVPs in OnBoard before meetings. Review collected by and hosted on G2.com.

We had staffing change and needed to reassign the primary administrator for our OnBoard account. It very intuitive and easy to reassign roles and the transition was very smooth! Review collected by and hosted on G2.com.

It would be great if board material complying process was a little faster. Review collected by and hosted on G2.com.

I use OnBoard Board Management Software to organize board materials and send meeting invites. I appreciate how it increases transparency and allows me to upload documents for board access efficiently. I no longer have to distribute multiple versions of documents when updates are made, and I love the automatic meeting reminders. The software provides a single source for board members to access materials, which is a huge plus. I really like its ease of use, organization, and modern user interface. It's easy to find meeting information and access resources, with files organized similarly to a desktop file management style with folders within folders. I also find the modern look of the user interface much better compared to others. Setting it up was very easy. OnBoard's onboard team was there every step to ensure set up and handoff was smooth. Review collected by and hosted on G2.com.

Board members complain they are unable to print the board packet directly from OnBoard. Users have to either download the materials to their computers first, or export to a printer from the mobile app. Review collected by and hosted on G2.com.

I love that building a board meeting in OnBoard Board Management Software is way easier. You can edit documents directly in the software, so there's no more different versions that I need to upload and update in the board book. Being able to create a PDF directly from OnBoard is really helpful. It also allows us to collaborate easier on building a board meeting. Myself, the director, and maybe some of the members of the board or other high level staff contribute towards building a meeting altogether. Having this one platform where we can all log in, equally update things, and not create any issues, like different versions or file issues, is super collaborative. The initial setup was really great, and the service and help from OnBoard is really top tier. Review collected by and hosted on G2.com.

I don't currently use the minute builder because we have a template for doing minutes for my organization that we like and we're familiar with. I'd like for you to be able to upload a template that can match your style of how you already do minutes. That would be more helpful. Review collected by and hosted on G2.com.

I like that OnBoard Board Management Software is easy to use and makes it simple to replace and compile documents. Without it, we would have to compile documents using PDFs that are not replaceable, which means more work every time we put them together. With OnBoard, I can seamlessly replace documents within the book, making the process more efficient. The ease of use was a significant factor in choosing OnBoard, and the initial setup was very easy. Review collected by and hosted on G2.com.

Sometimes we're not able to access the software. We have to clear our cache a lot. Sometimes when you're building a book, dragging and dropping documents, they'll go in the wrong place. Also, sometimes the book gets stuck, and then you have to have these little tricks and tips to get the system unstuck, like changing something in the settings to rebuild something. The functionality within the book could use improvement as well. Review collected by and hosted on G2.com.

I love how OnBoard Board Management Software allows me to duplicate meetings; this is great because the cadence of our school doesn't change much from year to year. It's a wonderful record keeper, maintaining the past 13 years of meetings, and an excellent document manager. I find the resources folder and the ability to search for files to be great features. The ease of record keeping and one-stop user management were significant factors in our switch to OnBoard. Gina Guy, our implementation specialist, was great during the setup process. Also, the OnBoard customer service is amazing, which I really appreciate. Review collected by and hosted on G2.com.

Sometimes the formatting in minutes is not the greatest. The spacing needs work. Review collected by and hosted on G2.com.

I like their customer service and quick response time. Review collected by and hosted on G2.com.

The glitching when making an agenda - sometimes it moves agenda items out of order. Review collected by and hosted on G2.com.

So far, OnBoard has been very user-friendly for me as an admin, as well as for our Board of Directors and C-Suite team. Working with an implementation partner from OnBoard made our transition smooth by providing helpful tips, flexible training sessions, and ensuring all our questions were addressed. Having a dedicated customer success manager has also been a valuable resource. Since adopting OnBoard, we've expanded its use to include committee meetings, e-signatures, and minutes AI. The range of features and the potential for future growth were important reasons behind our decision to switch. Review collected by and hosted on G2.com.

The question I receive most often concerns the cost of adding extra features. I appreciate that the platform provides a dedicated area where you can view your account details, see which plan you're on, and explore other available plans. However, it would be helpful if there were at least a visible cost range—whether per user or as a general estimate—to give users a starting point. Review collected by and hosted on G2.com.

I really like the ease of creating and managing meetings. It is so easy for me to create the agenda and build a meeting pack and then get the meeting book out to the board. I also appreciate the resource storage for documents, like the board handbook, which makes it easier for board members to find items they need. Review collected by and hosted on G2.com.

I wish there were a calendar I could use to manage RSVPs for things beyond meetings, because so often there are other events connected with the board meeting, but aren't the meeting. Review collected by and hosted on G2.com.

I use OnBoard to manage our board meetings throughout the year, and it has resolved the issues of time management, organization, and consistency. One of the best things about OnBoard is that everything board meeting related is housed in one place. This removes the additional steps that were previously needed, and it saves time, which is always an important component. The setup was very easy, which made getting started with OnBoard straightforward. Review collected by and hosted on G2.com.

One thing I noticed is that an administrator is not able to update some directory information. Having access to update titles, for example, is something that would be helpful as well. Allowing additional formatting to be uploaded would be beneficial also. Since so many different formats are used for documents and/or for media, being able to upload these as it would save time from the conversions needed currently. Review collected by and hosted on G2.com.