# OnBoard Board Management Software Reviews **Vendor:** OnBoard **Category:** [Board Management Software](https://www.g2.com/categories/board-management) **Average Rating:** 4.7/5.0 **Total Reviews:** 661 ## About OnBoard Board Management Software OnBoard unites agendas, materials, minutes, votes, approvals, and actions in one secure record. No PDFs or version sprawl, so directors prepare faster, and leaders decide with confidence. Prep time drops when everyone opens the same book, sees what changed since the last draft, and walks in ready to decide. Turn long board books into clear briefs with the AI Suite: draft minutes in minutes, summarize packets, highlight late edits, answer questions, and enter board meetings with full context - contained to your official record, not the open web. Directors review, annotate, and vote on any device, online or offline; chairs keep the discussion focused; committees move work forward between meetings. Publish one final board book, absorb late edits without rebuilds, and keep an audit-ready history. Executives assign actions, track approvals, and align decisions to strategy without spreadsheet gymnastics. Integrated messaging, e-signatures, surveys, Microsoft 365, and Zoom integrations cut app-switching and turn busywork into decisions. Keep sensitive work out of email with enterprise controls like SSO/MFA, role-based access, device and file permissions, and exportable audit logs. Data is hosted on Microsoft Azure with encryption in transit and at rest. Compliance frameworks include SOC 2 and ISO/IEC 27001; HIPAA-aligned controls support healthcare use cases; retention and legal hold policies protect books and records. Support how boards actually meet, whether it is mobile, remote, or hybrid, so every member stays aligned on any device. Directors who prefer PDFs stay comfortable; those who choose dashboards get a simple, organized view built for every skill level. Scale without complexity. Run multiple entities, committees, and calendars in parallel while maintaining least-privilege access and a single source of truth. Trusted by 6,000+ organizations worldwide, boards choose clarity, speed, ease of use, and defensible records in OnBoard. ## OnBoard Board Management Software Pros & Cons **What users like:** - Users love the **ease of use** of OnBoard, highlighting its intuitive features and efficient communication tools. (33 reviews) - Users value the **secure and efficient workflows** OnBoard offers, enhancing collaboration and information management for boards. (21 reviews) - Users find the **agenda management** of OnBoard incredibly efficient, simplifying preparation and enhancing team collaboration. (16 reviews) - Users value the **responsive customer support** of OnBoard, appreciating prompt assistance and knowledgeable help when needed. (14 reviews) - Users appreciate the **simple and intuitive onboarding** process of OnBoard, making board meetings seamless and efficient. (14 reviews) - Implementation Ease (12 reviews) - Intuitive (12 reviews) - Users value the **document management capabilities** of OnBoard, enabling organized access and efficient collaboration for all members. (11 reviews) - Access Control (9 reviews) - Centralization (9 reviews) **What users dislike:** - Users experience a **steep learning curve** with OnBoard's features, taking time to adapt as new users. (6 reviews) - Users experience **glitching and delays** with agenda management, leading to disorganized items and RSVP issues. (5 reviews) - Users express concerns over the **expensive cost** of OnBoard, leading to consideration of alternative solutions. (5 reviews) - Users find OnBoard's **limited features** restrict usage, especially for in-person meetings and information sharing challenges. (5 reviews) - Users express frustration over **limited functionality** , seeking permanent settings and improved sharing options for meeting management. (5 reviews) - Navigation Difficulty (5 reviews) - Upload Issues (5 reviews) - Users face **inefficient RSVP management** in OnBoard, complicating adjustments and updates for board meetings. (4 reviews) - Users experience **document duplication issues** leading to outdated information and complications in board member assessments. (4 reviews) - Download Issues (4 reviews) ## OnBoard Board Management Software Reviews ### 1. Easy to Navigate with The Best Onboarding and Help Center **Rating:** 4.5/5.0 stars **Reviewed by:** Jennifer S. | Administrative Assistant to the Superintendent, Enterprise (> 1000 emp.) **Reviewed Date:** June 11, 2026 **What do you like best about OnBoard Board Management Software?** OnBoard is very easy to navigate, and it’s simple to move between features. The onboarding process was smooth; I was able to complete OnBoard Academy and set up our Board Management System exactly the way I wanted. The help and feedback section is fantastic. Whenever I have a question, I can click on the Help Center and find multiple videos and articles related to the topic. I haven’t used the Calendar or Microsoft integrations yet, so I can’t offer an opinion on those at this time. **What do you dislike about OnBoard Board Management Software?** I’m not a fan of how long it takes for changes to appear on the public posting page after we make updates. We’re also having issues with the “posted” and “last updated” time feature on the public page. We were told the original posting date and time would appear at the top of a meeting, along with the most recent date and time the meeting was updated, but this hasn’t been consistent. It has only worked for a couple of meetings, and then after another update, the original posting date and time disappeared. To comply with Indiana Open Door Laws, we added a line at the end of the agenda stating the day the meeting was originally posted. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Our previous system was outdated, and we needed a better way to communicate with our board. The OnBoard App has been a great solution for sending out materials, collecting eSignatures, and even gathering lunch orders through Surveys. The Meeting Book is our board’s favorite feature because it lets them review the agenda and documents from anywhere. Before, it used to take me a whole day after the meeting to read through my notes, watch the recording for accuracy, and complete the minutes. OnBoard has saved me so much time by building the minutes, allowing me to take notes and record votes in the document. ### 2. OnBoard has hit a home run in simplifying board meeting prep **Rating:** 5.0/5.0 stars **Reviewed by:** Luke M. | Director of Information Technology, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about OnBoard Board Management Software?** OnBoard has an intuitive user interface that requires little to no training for our nontechnical board members. We love how it is available via browser as well as iOS and Android apps. It has dramatically reduced the effort required by our staff to assemble board materials prior to meetings, with team members able to upload documents pertinent to their portions of the agenda. It has also improved board engagement by providing visibility into board meeting materials as far in advance as possible. It is very useful to be able to share meeting agendas far in advance -- even before meeting materials are avilable, then to publish materials when available. We also love the ability to organize board members into groups and create meetings for those groups -- for subcommittees, for example. OnBoard is by far the most robust and easy-to-use platform for the price among several we evaluated. It is extremely simple to add meeting links for remote attendees for any online meeting platform, and they can easily join meetings directly from within OnBoard. We only needed support during the first few months, and we found the OnBoard support department to be both accessible and responsive. **What do you dislike about OnBoard Board Management Software?** I would love to see nonprofit discounts available for the more advanced features such as AI, the advanced minutes builder, and real-time voting. Amazingly, we have only had one technical bug in four years of using OnBoard, and that was resolved within about an hour. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Before OnBoard, we would manually assemble paper packets of board meeting materials which was time consuming. When we discovered an error, we would have to print them all over again. Now, contributors can add their own content to the meeting materials, and mistakes can be corrected the moment they are discovered. Automated notifications inform board members of any updates as they are implemented. **Official Response from Joseph Arcos:** > Thank you for such a thorough review and for being a loyal customer for four years! Hearing that your team has gone from manually assembling paper packets to having contributors update materials in real time is exactly the kind of progress we love to be a part of. ### 3. User-Friendly Board Meetings with Secure Docs, Great Support, and Strong ROI **Rating:** 5.0/5.0 stars **Reviewed by:** Angela R. | Executive Assistant to Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about OnBoard Board Management Software?** OnBoard is extremely user-friendly and includes all the key features we need for board meetings, such as the ability to upload the agenda, minutes, and any required documents. It also offers user permissions and helps keep our data secure. They are introducing several AI tools to further assist members during meetings and provide additional insights, and we’re looking forward to seeing what those additions have to offer. It also offers integrations with Microsoft and Zoom for virtual meetings! The provide excellent support and onboarding via their OnBoard Academy for every member whether they are board members or the CEO and executive assistant. The ROI is very worthwhile for the price of our package, and it's overall performance is 5-stars! **What do you dislike about OnBoard Board Management Software?** The new AI suite is an additional add-on cost. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard has given our executive team and board a secure way to manage and share documents. We no longer have to email multiple files back and forth or keep sending updated copies. Everything is loaded once and then accessible in the meeting book or on the resource page in OnBoard. It has saved us countless hours that used to go into downloading and printing materials just to keep them on a USB drive or in a physical binder. **Official Response from Joseph Arcos:** > Thank you so much for the detailed review and the 5-star rating! It's great to hear that your team has moved past the days of emailing files and managing physical binders, and we're excited for you to see what's coming soon with OnBoard's AI features. ### 4. OnBoard Streamlines Board Management with Secure, Centralized Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Heather S. | Office Administrator, Webmaster , Mid-Market (51-1000 emp.) **Reviewed Date:** June 09, 2026 **What do you like best about OnBoard Board Management Software?** I value using OnBoard because it provides a centralized, organized platform that streamlines all aspects of board and committee management. It simplifies agenda creation, document distribution, and minute-taking, ensuring everything is easily accessible in one place. The platform enhances efficiency, supports secure document sharing, and improves communication with board members, ultimately helping maintain strong governance practices and consistent processes. **What do you dislike about OnBoard Board Management Software?** While OnBoard is a strong tool overall, there are a couple challenges that can impact efficiency. Document management, particularly with revisions or version tracking, can be a bit cumbersome if not carefully maintained. Additionally, formatting limitations with minutes—can make it harder to achieve a polished, consistent look without extra effort. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard streamlines board management by bringing everything into one place, eliminating the need for multiple platforms like Adobe. Board members can easily access materials, make annotations, and stay organized, which saves time and simplifies the entire process. **Official Response from Joseph Arcos:** > Thank you for taking the time to leave such a thoughtful review. It's great to hear that having agendas, documents, and minutes all in one place has made a real difference for your board and committee work. ### 5. Efficient and User-Friendly Board Management Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer S. | Executive Assistant to Chief Executive Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about OnBoard Board Management Software?** What I like best about OnBoard Board Management Software is how easy it makes organizing board meetings, agendas, and documents in one secure location. The platform has improved our workflow by reducing time spent emailing files back and forth and ensuring board members always have access to the most current information. The interface is intuitive, meetings run more efficiently, and the annotation and collaboration tools help keep everyone engaged and prepared. The customer support team has also been responsive and helpful whenever questions arise. **What do you dislike about OnBoard Board Management Software?** One downside of OnBoard Board Management Software is that some features can take time for new users to fully learn, especially board members who are less familiar with technology. There are also occasional navigation and formatting limitations when working with large packets or documents on mobile devices. While the platform is overall very reliable, improvements to customization options and a more streamlined mobile experience would make it even better. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Before using OnBoard Board Management Software, managing board packets, agendas, and meeting updates through email created version control issues and took significant administrative time. OnBoard has streamlined the entire process by keeping documents, meeting materials, approvals, and communication in one secure platform. This has improved organization, reduced preparation time for meetings, and made it easier for board members to stay informed and engaged. The software has also helped improve efficiency by reducing paper usage and minimizing last-minute document confusion. **Official Response from Joseph Arcos:** > We're glad OnBoard has helped streamline your meetings and keep everyone aligned. Your points on the mobile experience and onboarding for less tech-savvy members are well noted; these are areas we're actively improving. If you have specific feedback, we'd love to hear it. You can always leave feedback for our Product team using the product feedback section in the ‘Help & Feedback’ section, located in the bottom left-hand corner of the OnBoard app. Thanks for being part of the OnBoard community. ### 6. OnBoard Keeps All Board Activities in One Place **Rating:** 5.0/5.0 stars **Reviewed by:** Lori S. | Administrative Assistant II, Mid-Market (51-1000 emp.) **Reviewed Date:** June 09, 2026 **What do you like best about OnBoard Board Management Software?** OnBoard centralizes all my board activities in one place—from emailing board members and scheduling meetings to drafting agendas and assembling board books. **What do you dislike about OnBoard Board Management Software?** In certain areas, you can’t format text at all—there are no options for changing fonts or adding spacing between lines. This is especially annoying when I’m creating home page announcements and messages for board members, because the text ends up looking cramped and harder to read. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Creating meetings, setting the agenda, and launching board polls is much quicker now. I also like that board polls are kept in one centralized place, which makes it easy to look back and reference them later. On top of that, board members have been becoming more responsive to action requests. **Official Response from Joseph Arcos:** > So glad to hear board meetings and action items feel more manageable — that's exactly the goal. We hear you on the formatting limitations and appreciate you flagging it. We will be sure to share this with our product team. ### 7. Cost-Saving and User-Friendly Board Management Software **Rating:** 5.0/5.0 stars **Reviewed by:** Nadine S. | Executive Assistant to the CEO/President, Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2023 **What do you like best about OnBoard Board Management Software?** 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. **What do you dislike about OnBoard Board Management Software?** 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. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Using OnBoard eliminates the need to print board materials for board meetings, so we are saving money. Board members are better prepared for meetings because they can review the handouts and the agenda all in one place. ### 8. Effortless Board Management with OnBoard **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua M. | Chief of Staff & Secretary to the Board of Trustees , Enterprise (> 1000 emp.) **Reviewed Date:** June 10, 2026 **What do you like best about OnBoard Board Management Software?** I really like OnBoard Board Management Software for its ease of use, especially for managing the back end when uploading information and making it available to a large group of people both on and off-campus. It's also beneficial for obtaining information in a timely manner, archiving it, and accessing it while traveling, whether via a laptop or mobile device. The platform is intuitive, easy to navigate, and it's straightforward to train new users. I also appreciate its easy navigation and the offerings that led us to switch from our previous cumbersome and expensive product. **What do you dislike about OnBoard Board Management Software?** Nothing. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** I use OnBoard Board Management Software to streamline communications and organize important documents for our board of trustees and administrators, making them easy to navigate, download, and reference later. **Official Response from Joseph Arcos:** > Thank you for the wonderful review and for making the switch to OnBoard! Knowing that your trustees and administrators can easily access and reference what they need, whether in the office or on the road, is exactly what we aim for. ### 9. Streamlined Board Meetings, Easy Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Conni K. | Finance Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2025 **What do you like best about OnBoard Board Management Software?** I like OnBoard Board Management Software because it efficiently saves time by securely storing all our board meeting materials in one place and organizing our board meetings precisely. Adding reports to our meetings is easy, and board books are compiled and downloadable quickly. This saves us from the hassle of emails and reformatting outside OnBoard. The automatic compilation of board books once our meeting is set up also saves time, and we have the option to print a paper book if needed. The initial setup was easy, and the board members quickly learned how to maneuver internally. **What do you dislike about OnBoard Board Management Software?** I don't like that there's no option to change or update minutes directly within the software when sending them to the board chair and secretary for approval. I have to send them the compiled minutes in an email, then upload the new version for their approval. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard saves time, organizes our board meetings perfectly, and securely stores all materials. It avoids time spent emailing and reformatting. Reports are easy to add, and board books are compiled quickly, which is a huge time saver for my team. ### 10. OnBoard Review **Rating:** 5.0/5.0 stars **Reviewed by:** Erik R. | Director of Institutional Research and Strategy, Mid-Market (51-1000 emp.) **Reviewed Date:** March 18, 2022 **What do you like best about OnBoard Board Management Software?** 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! **What do you dislike about OnBoard Board Management Software?** It would be great if board material complying process was a little faster. **Recommendations to others considering OnBoard Board Management Software:** This is a pretty complete board portal platform that is both easy to use and so far has had great support. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** We just brought on a new employee in our board liaison role and because the system is so intuitive, she was able jump right in with a short tutorial and be proficient with the platform. We had a homegrown board portal that lacked some functionality and support so we scrapped it and began looking for an alternative. OnBoard will create administrative efficiencies and improve how our board does business. ### 11. Intuitive UI and Efficient Board Management **Rating:** 4.5/5.0 stars **Reviewed by:** Kelly W. | Executive Assistant, Non-Profit Organization Management, Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2026 **What do you like best about OnBoard Board Management Software?** 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. **What do you dislike about OnBoard Board Management Software?** 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. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** I use OnBoard Board Management Software to organize board materials, send meeting invites, and upload documents. It provides automatic meeting reminders and a single source for board members to access materials, eliminating the need to distribute multiple versions when updates are made. ### 12. Effortless Collaboration and Top-Tier Support **Rating:** 4.0/5.0 stars **Reviewed by:** Lenora L. | Philanthropic Services Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2026 **What do you like best about OnBoard Board Management Software?** 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. **What do you dislike about OnBoard Board Management Software?** 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. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard Board Management Software creates a secure platform for accessing documents, empowering board members to handle governance work independently without staff. It simplifies building board meetings, enabling easier collaboration. Editing documents and creating PDFs directly within the software prevents version issues, making the process super collaborative. ### 13. Simplifies Board Book Creation but Needs Stability Improvements **Rating:** 3.5/5.0 stars **Reviewed by:** Anne B. | Paralegal Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2026 **What do you like best about OnBoard Board Management Software?** 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. **What do you dislike about OnBoard Board Management Software?** 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. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard Board Management Software solves the problem of compiling multiple documents into a uniform package, making them easily accessible for review in board meetings. It allows me to seamlessly replace documents within the book, reducing the workload compared to using non-replaceable PDFs. ### 14. Essential Tool for Efficient Board Management **Rating:** 5.0/5.0 stars **Reviewed by:** Allison H. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2026 **What do you like best about OnBoard Board Management Software?** 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. **What do you dislike about OnBoard Board Management Software?** Sometimes the formatting in minutes is not the greatest. The spacing needs work. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** I use OnBoard for easy record-keeping and document management. I love duplicating meetings because our topics don't change much yearly. The resources folder and file search are great, making setup easier, and managing everything in one place offers ease which prompted switching from Blackbaud. ### 15. A two time user... **Rating:** 4.5/5.0 stars **Reviewed by:** Kevin M. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 07, 2024 **What do you like best about OnBoard Board Management Software?** I like their customer service and quick response time. **What do you dislike about OnBoard Board Management Software?** The glitching when making an agenda - sometimes it moves agenda items out of order. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard effectively addresses several challenges faced by a private, non-profit university board, streamlining communication, collaboration, and decision-making processes. By providing a centralized platform for sharing documents, scheduling meetings, and facilitating discussions, OnBoard enhances efficiency and transparency within the board. Its secure environment ensures that sensitive information remains protected, meeting the stringent privacy and compliance requirements of our university. Moreover, the mobile accessibility of OnBoard enables board members to stay connected and engaged from anywhere, promoting flexibility and productivity. Ultimately, OnBoard empowers my board to make well-informed decisions efficiently, fostering effective governance and advancing the institution's mission and goals. **Official Response from Lori Farrell:** > Hi Kevin! I love hearing that you like our collaboration tools and find no drawbacks to using OnBoard. Should that ever change, please let us know, as we want to continue to best support you and your board's needs! Thank you for sharing your experience. - Lori ### 16. User-Friendly Platform with Outstanding Support **Rating:** 4.5/5.0 stars **Reviewed by:** Mitzi O. | Executive Administrative Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** December 30, 2025 **What do you like best about OnBoard Board Management Software?** 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. **What do you dislike about OnBoard Board Management Software?** 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. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Our primary challenges were keeping all documents in one place, streamlining the process of taking minutes, and ensuring ease of use for our board members. Using these criteria as our guide, we have been very pleased with OnBoard. Although there is still a learning curve and we are continually refining our processes, it is already a significant improvement over our previous solutions. ### 17. Streamlined Board Management with User-Friendly Features **Rating:** 5.0/5.0 stars **Reviewed by:** Joseph B. | Administrative Assistant to the Board of Governors, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2024 **What do you like best about OnBoard Board Management Software?** 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. **What do you dislike about OnBoard Board Management Software?** 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. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard Board Management Software consolidates everything we need, making it easy to manage governance processes, streamlining audits and compliance tasks, and simplifying meeting and document management. It makes creating agendas and meeting packs straightforward, and resource storage helps board members easily access necessary documents. ### 18. You're Still the One **Rating:** 5.0/5.0 stars **Reviewed by:** Kim R. | Executive Administrative Assistant, Banking, Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2025 **What do you like best about OnBoard Board Management Software?** 1.) Supports secure and confidential workflows that simultaneously enable agility and decentralized information activities. In short centralized administration that can assign roles and access levels, but decentralized control so that meeting sponsors (aka creators) can still accomplish goals related to their responsible area. 2.) Empowers preparedness for our Board and Committee members. The meeting book is published as a "pre-read". Members can make annotations, even share annotations with other meeting invitees. 3.) A built in OnBoard Academy, so I can ensure other administrators and creators are properly trained - even certified! A robust help center, with related topics categorized together so that I can choose to get quick information to meet a need, or dive deeper for greater understanding. 4.) The ability to quickly de-activate members and wipe their devices remotely. 5.) Believe it or not, being able to append the meeting book with a clickable Table of Contents, and add page numbering to the meeting book are quick settings that make a big difference both during the meeting and after. 6.) Facilitates a Corporate Standard for all board and committee related materials that in turn supports enterprise memory and institutional resilience. Through the OnBoard platform, the organization has a bonafide repository of information that facilitates research and retrieval activities when requests are presented. In short, the transcendent nature of this "library" is a means by which those of us in the present can aid team members in the future by sharing and receiving knowledge in a particular way. 7.) AI minutes: through this feature we can record, transcribe, and generate a draft set of minutes that can be further refined into our corporate standard. This feature was easily integrated across all our various board and committee meeting sponsored by different meeting creators. **What do you dislike about OnBoard Board Management Software?** I am still hoping for this capability: As an administrator, I want the ability to make certain settings permanent so that all meeting creators follow a consistent standard. For instance, at the moment, either I or the meeting creator must manually enable options to add a table of contents to the meeting book and to include page numbers on every meeting object. I would really like to have these as global settings. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Helped us solve operational drag and process bottlenecks without compromising security or responsibility. Helped us implement and meet a corporate standard regarding meeting materials in an efficient manner. ### 19. Effortlessly Manages Board Tasks with Minor Hiccups **Rating:** 5.0/5.0 stars **Reviewed by:** Joel R. **Reviewed Date:** December 17, 2025 **What do you like best about OnBoard Board Management Software?** I like the ease of use that OnBoard Board Management Software offers. It doesn't take long to train someone on using the system. It's user friendly. The arrangement of files, with tabs that make it easy for members to find needed documents. I also appreciate the Microsoft 365 editing feature which saves downloading time. I have found the customer support group to be very helpful and accommodating. Additionally, I have recommended it to a few people, showing my satisfaction with the software. **What do you dislike about OnBoard Board Management Software?** I ran into a few issues with the assessment this year. I originally created it three years ago and then would duplicate it for each new year since it’s a long document. Unfortunately the duplication doesn’t update with the current board members even though I change them. It includes all older members in its calculations, and that ends up throwing off the completion percentages. I’ve been looking at other board software because of the cost, but so far I haven’t found anything that offers the same quality of features. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** I use OnBoard Board Management Software for managing meetings and documentation, which reduces email exchanges and document transfers. Its ease of use and file organization make it user-friendly, allowing quick training and easy document access through tabs. ### 20. OnBoard is the way to go **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2026 **What do you like best about OnBoard Board Management Software?** I love that the staff can place their items in onboard and that i can create the Board packet by going in to the resource folder. Loading is now the staffs responsibility. I really love that the board book creates its own agenda and page numbers. Its sooooo much easier to create the board packet now **What do you dislike about OnBoard Board Management Software?** I cant verify which board members have gone in and read the material. Its no way to automatically track it. Its important that we know that they're doing their part as our board members **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Everything is in one place. The docs, the packets, the meeting minutes, the voting. All in one spot, i love it. ### 21. Bringing Our Board Into the Digital Age with Ease **Rating:** 4.5/5.0 stars **Reviewed by:** Jodie M. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2024 **What do you like best about OnBoard Board Management Software?** If you’re looking for a board management tool that doesn't require a degree in IT to use, OnBoard is it. I was able to jump right in and start organizing meetings, linking documents, and setting up votes without any steep learning curve. The document archiving is a lifesaver for staying organized, and the built-in communication tools keep everyone on the same page. Beyond the great software, their support team is always there when you need them. Highly recommended for any organization looking to streamline their governance. **What do you dislike about OnBoard Board Management Software?** Honestly, I don't have any negatives to report. The transition has been smooth for both our internal team and our external stakeholders, with everyone finding it very accessible. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** The primary problem OnBoard solved for us was the sheer amount of time spent on meeting prep. We can now build agendas and distribute board books in a fraction of the time it used to take. Additionally, it has solved the 'lag' in decision-making; by using the digital signature and voting tools, we no longer have to wait for the next physical meeting to move projects forward. It’s significantly boosted our overall administrative efficiency. **Official Response from Lori Farrell:** > Hi Jodie, thank you for your OnBoard review. We are thrilled to hear that you find our platform intuitive, user-friendly, and efficient for both administrators and board members. We are also committed to providing exceptional customer support, so it's great to hear that you have had a positive experience with our team. I will definitely pass this feedback along! Should you ever have any questions or need assistance in the future, please don't hesitate to reach out. Thank you for choosing OnBoard for your board management needs. ### 22. OnBoard software is worth it! **Rating:** 4.5/5.0 stars **Reviewed by:** Jessica G. | Manager of Board Operations, Higher Education, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2024 **What do you like best about OnBoard Board Management Software?** The user interface of OnBoard is one of the best software platforms for boards that I have seen. As an admin, it was easy to set-up on the back-end and then implement with our board (some of who were new to the board and some who were not and used to paper books each meeting). The features included in the Ultimate package are worth the cost, as our team utilizes most of the features included on a frequent basis. Some features are only used once a year on our end, but it is nice to have it available and in the same place (OnBoard) that our board members are used to using. When we have an issue, the customer success team is readily available for support. **What do you dislike about OnBoard Board Management Software?** As an admin, we are missing some key RSVP features that would be really helpful. One example is that there is no way for an admin to change a member's meeting RSVP response in OnBoard. When I get an email from someone who's plans have changed that day, I can't edit their RSVP for that meeting, which impacts the RSVP report that can be downloaded. I have to keep track of their response separately, which is a pain. Additionally, if you make any updates/edits to the meeting details (such as change the room/location), OnBoard will default everyone's RSVPs to "No Response", so then everyone has to go back in to OnBoard and update their RSVP again. That is really inefficient and not a good use of our board members' and admins' time. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard puts all the work of agenda building, document attachments, and meeting notices in one place that is user friendly on both sides. **Official Response from Lori Farrell:** > Hi Jessica! Thank you for sharing your detailed feedback on OnBoard! We are thrilled to hear that you find the user interface and features included in the Ultimate package valuable for your board meetings. We appreciate your insights on areas for improvement, such as the RSVP features. Your feedback is crucial for us to enhance our platform further. If you have any more suggestions or encounter any issues, please feel free to reach out to our customer success team. We are here to assist you and ensure your experience with OnBoard remains positive. Thank you for choosing OnBoard! ### 23. Easy Agenda-to-Minutes Templates with Smooth Drag-and-Drop **Rating:** 4.0/5.0 stars **Reviewed by:** Community Living A. | Executive Assistant, Manager of IT, and Manager of Marketing & Communications, Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2026 **What do you like best about OnBoard Board Management Software?** I appreciate being able to build agendas and then use my agenda as the template for my minutes. The drag and drop function is easy to use. **What do you dislike about OnBoard Board Management Software?** Pricing that benefits not-for-profits and charitable organizations would be appreciated. Additionally, formatting for minutes is frustrating. While I recognize that it's not a word processing application, it can be incredibly frustrating when using bullets, etc. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard is solving easy meeting management and secure meeting information storage. That benefits me from the backend and eases the the amount of work I need to do to create and invite meeting attendees as well as worry about storage. ### 24. Effortless Board Management with Intuitive UI **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan D. | Customer Service Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** June 09, 2026 **What do you like best about OnBoard Board Management Software?** I love how OnBoard Board Management Software makes managing our board meetings a breeze. It's very easy to use, and the UI is just very well-designed—so much cleaner and easier to use than other board platforms. I also found the initial setup incredibly easy and intuitive. **What do you dislike about OnBoard Board Management Software?** I wish the agenda/minutes sections had a rich text editor. Rich text would be amazing as it would let me stylize and format my text within the platform itself. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard Board Management Software makes managing our board meetings a breeze, providing our board members with all the needed resources promptly. **Official Response from Joseph Arcos:** > Thank you for taking the time to leave a review, we truly appreciate it. It's rewarding to hear that the setup experience was smooth and that the platform feels intuitive for your team's day-to-day board work. ### 25. Streamline Your Board Operations **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard is a valuable tool to keep our Board on track and all on the same page. We have found uses for it beyond our Board. Our Senior Leadership Team has begun using the platform to collaborate. My favorite part is the consistent attention from the OnBoard support and account teams. **What do you dislike about OnBoard Board Management Software?** I am waiting for Minutes AI to be compatible with Zoom Webinars as that is the platform we use for public meetings. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** I find that the security of the platform is very valuable. It also allows senior leadership to have input into the Board agendas. ### 26. All-in-One Meeting Solution with Top-Notch Security **Rating:** 4.5/5.0 stars **Reviewed by:** Liz K. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2025 **What do you like best about OnBoard Board Management Software?** We love everything in one place. From board meetings to committee meetings, it's all there. OnBoard serves as our secondary archive. We also love the security of the information and the ability to assign roles to the users. Our onboarding was simple, the software/application is very intuitive. **What do you dislike about OnBoard Board Management Software?** We have not experienced any downsides. Perhaps the video link option. I'm one of the admins, but one of my staff members has the Zoom account we prefer to use for our board meetings, and that requires a few steps to manually set up the Zoom link. I can't load a Zoom link for his name and then go back to it when we need to, as we set up a new meeting. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** The most important thing is security and organization. Emailing PDFs or printing piles of paper and killing trees is in the rearview mirror! ### 27. OnBoard Board Portal **Rating:** 4.5/5.0 stars **Reviewed by:** Alicia W. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about OnBoard Board Management Software?** The meeting set-up and agenda builder are easy to use, and it only takes a few minutes to create the board pack for our Board meetings. The Messanger is easy for all Board members to use and communicate before, during, and after a meeting. The annotations are easy for our board members to share and see. **What do you dislike about OnBoard Board Management Software?** There is nothing about the program that I don't like. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** The software solves the issue of Board member communication. With Messenger, the Board is able to communicate and share documents securely. With Resources, the Board is able to securely store important files, vote on action items, and eSign documents. We do not have worry about information in emails that could potentially land in the wrong hands. ### 28. OnBoard Board Management Software A+ **Rating:** 5.0/5.0 stars **Reviewed by:** Shonda W. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about OnBoard Board Management Software?** You can keep your board updated on events anytime using the Announcments section. When you post an update on the Announcements section the same message is sent to the board members email! **What do you dislike about OnBoard Board Management Software?** I still would love to see a way to add videos other than links. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It is saving us money on printing and postage. It makes the meetings smoother and the documents in one spot for everyone. It also makes collecting signatures from busy board members a breeze! ### 29. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Tiknika N. | Manager of Administration, Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2023 **What do you like best about OnBoard Board Management Software?** OnBoard has genuinely provided the structure our board of trustees needed. The platform allows us to monitor board engagement metrics effectively. Conducting surveys and virtual voting has become seamless and straightforward, which has been especially valuable in our hybrid setting. OnBoard remains user-friendly and simple to navigate. As we lean more into the platform, we are learning additional features such as the minutes builder. **What do you dislike about OnBoard Board Management Software?** One drawback of the platform is that it does not allow for a "super user" role with full access to all areas. Additionally, each time a new folder is created, it is necessary to notify the administrator so they can be granted access, which can be inconvenient. I will say customer service representatives have been responsive to this matter. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard has made it much easier for our board members to access meeting books ahead of upcoming meetings. It also enables board members to work together on documents, which has improved our collaboration. Another advantage is the flexibility to assign Admin roles as needed within meetings, groups, resources, and documents. We are now able to conduct virtual votes on important issues, which helps us avoid scheduling additional meetings. Additionally, we can see which board members have reviewed the board packet before the meetings take place. Onboard remains an effective way to have a collaborative environment across our board of trustees. It's a bonus that they find it easy to use. ### 30. Efficient Agenda Management, Needs Better eSignature **Rating:** 3.5/5.0 stars **Reviewed by:** Tiffany P. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2026 **What do you like best about OnBoard Board Management Software?** I like the easy access for board members to board packets and historical data. I also appreciate how easy it is to create agendas and minutes with OnBoard Board Management Software. The ability to format and adjust agenda items as needed means there's no need to create and send multiple PDFs. **What do you dislike about OnBoard Board Management Software?** The e-signature option is quite buggy. I have multiple tickets open for builders/designers to review and correct. It does not consistently work. I love the option to send documents for signature but there are a couple of issues. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** I use OnBoard Board Management Software for easy access to board packets and historical data, and it makes creating agendas and minutes straightforward without the need for multiple PDFs. ### 31. Streamlines all our board of directors communications and document storage, but messaging can use improvements **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2023 **What do you like best about OnBoard Board Management Software?** I like the integration of AI for meeting minutes **What do you dislike about OnBoard Board Management Software?** The messaging module is difficult to use because all messages are listed chronologically without any regard to subject. I've asked my board members to put a subject on each of their messages (in CAPS) so that it is easier to follow a specific conversation. The addition of a Subject, and linking the similar subject together would be a good addition to the product. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Keeping all of our policies and procedures in one place and making them accessible to board members eliminates sending documents via email, and makes it easier to onboard new board members. Also, I love that the messenger function allowed us to eliminate all of our email communications and other productivity tools we were using. ### 32. Everything Securely in One Place **Rating:** 4.5/5.0 stars **Reviewed by:** Lisa S. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2026 **What do you like best about OnBoard Board Management Software?** I love that everything is securely in one place. Our board appreciates having a single place to go to access what they need. OnBoard is simple to use and simple to explain. **What do you dislike about OnBoard Board Management Software?** I do wish you could click, grab, and move events around while you’re adding them to the “For Your Calendar” section. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** We haven’t run into any real problems with OnBoard so far, so I don’t feel like I can really speak to any issues. ### 33. Centralized Communication, Easy Admin Management **Rating:** 4.5/5.0 stars **Reviewed by:** Jake F. | College Administrative Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2024 **What do you like best about OnBoard Board Management Software?** I find OnBoard Board Management Software easy to use, which is great. It's also handy that multiple people can manage at an admin level. I appreciate how everything is in one place, keeping all Board members on the same page if we keep OnBoard up to date. The initial setup was pretty easy, which was a nice surprise. **What do you dislike about OnBoard Board Management Software?** I'd love an easier way to upload an agenda (in our own format) to create agendas in OnBoard. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard Board Management Software centralizes our documents, meetings, and member information, improving communication by ensuring all Board members access the same information when kept updated. **Official Response from Lori Farrell:** > Hi Jake, Thank you for sharing your positive experience with OnBoard. We're thrilled to hear that you find it easy to store files and that our customer support has been helpful during your setup. We understand your concerns about limited features and integration issues with Zoom. We are continuously working to enhance our platform and improve integrations. Regarding the login issues, we apologize for any inconvenience caused to your Board members and would like to investigate further to ensure a smoother experience for all users. Please reach out to our support team if we can help further on this. Thank you for choosing OnBoard! ### 34. OnBoard Is Crazy Easy, with Incredible Customer Service!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2026 **What do you like best about OnBoard Board Management Software?** OnBoard is such a crazy easy platform – I already feel as though we’ve been using it for years and, yet why didn’t we begin using it years ago?! Driving OnBoard makes me feel I’m in command of the USS Enterprise – it can go anywhere and it gets you there in style. As a Board Admin, the ability to Messenger any or all directors and then having the communication thread harnessed so neatly has greatly reduced my stress level. In addition, having all pertinent Board materials available to members is what really sold me to OnBoard. Their incredible customer service, however, is what really convinced me I would be fully supported and not left to flounder at the controls. **What do you dislike about OnBoard Board Management Software?** So far, after many months of navigating OnBoard, I have not encountered any issues, I'm happy to say! **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard solves communication issues with the Board, namely, accountability, accessibility, and consistency. I no longer have to sift through multiple email threads to gather information for the Board President. They can do it themselves, if they so wish, using Messenger. In addition, it provides a one-stop shop for Board materials which they can easily access without having to depend on my availability to provide them with any desired docs. ### 35. Streamlined Board Management with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Kathryn M. **Reviewed Date:** January 27, 2026 **What do you like best about OnBoard Board Management Software?** I like the group management feature of OnBoard Board Management Software; it is user-friendly and intuitive. It streamlines communication and provides a secure place to house all board-related documents, which saves me time, making it much better than having to email board members and share links to Google Drive. The initial setup was also very easy. **What do you dislike about OnBoard Board Management Software?** We need to see RSVP reports for specific users across all meetings. Also, there should be a way to 'undo/redo' in the minutes builder, or to see different versions when multiple people are editing. More customization in the home page would be great too. I would also like to be able to RSVP on behalf of a member. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard Board Management Software streamlines communication and securely houses board-related documents, saving time compared to emailing and sharing links on Google Drive. ### 36. Seamless Meeting Setup and Board Book Creation **Rating:** 5.0/5.0 stars **Reviewed by:** Carrie E. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2026 **What do you like best about OnBoard Board Management Software?** Ease of setting up meetings and creating board books. Training board members and staff has been seamless and very easy to complete. **What do you dislike about OnBoard Board Management Software?** When uploading documents in the resource section, I'd love for the system to return to the last-visited folder, instead of always starting at the top. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Keeping all of our information in one place. Recording of our meetings. Polling board members for dates. BOARD BOOK - amazingly easy! ### 37. Centralized Platform with Minor Communication Hurdles **Rating:** 4.5/5.0 stars **Reviewed by:** Kristi S. **Reviewed Date:** December 19, 2025 **What do you like best about OnBoard Board Management Software?** I really like having everything in one place with OnBoard Board Management Software, which makes it easy for us. I appreciate the ease of doing repetitive tasks, and I find it super helpful to be able to copy previous meetings or easily access what we've done in the past. It's easy for board members to find information on their own. The initial setup was very easy, and our sales rep, Kate, is phenomenal. She answers every question and makes everything easy to understand. **What do you dislike about OnBoard Board Management Software?** Some of the communication part we've had to work around using messages, and being able to send out monthly or weekly reports has not been super easy. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard Board Management Software keeps everything in one place, providing a central location for communication. I can easily access past meetings, copy previous meetings, and it's easy for board members to find information on their own. It simplifies repetitive tasks. ### 38. Working with the best **Rating:** 5.0/5.0 stars **Reviewed by:** Katie G. | Executive Assistant to the CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2025 **What do you like best about OnBoard Board Management Software?** The OnBoard team takes very good care of the customer. From the demo phase to implementation, the OnBoard team keeps you informed of what to expect next and is ready and willing to answer all the questions you have. **What do you dislike about OnBoard Board Management Software?** I haven't run into anything I don't like - I don't know what I don't know. Looking forward to figuring out how to use all the features the software has. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Streamlining the process of BOD meetings, from invites to meeting minutes. Saving time is the most important thing for our company. **Official Response from Lori Farrell:** > Hi Katie! Thank you for the great review of OnBoard! It makes us happy to hear that our team is providing you with great care and communication. We hope to continue to help to streamline processes - should you need anything always feel free to reach out! ### 39. Effortless Board Management **Rating:** 5.0/5.0 stars **Reviewed by:** Marcus C. | Head of Schools/CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2024 **What do you like best about OnBoard Board Management Software?** I like how OnBoard Board Management Software pulls all documents together for everyone to see in a single book for review. It's been very easy to set up. **What do you dislike about OnBoard Board Management Software?** it doesn't integrate with Google Calendar Meets, which is what we use as an organization **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard Board Management Software organizes files, compiles reports, notifies trustees about meetings, allows real-time document updates, and consolidates all documents into a single book for easy review. ### 40. onboard review **Rating:** 5.0/5.0 stars **Reviewed by:** Patty R. | admin specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about OnBoard Board Management Software?** The ease. I was not sold on it at first. Once we sarted, got more familiar it is in fact very user friendly. **What do you dislike about OnBoard Board Management Software?** The expense has become a major negative. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** we can have everyone on the same page, literally for meetings. We all have the same information, in the same format. Makes it very easy when discussing materials, before and during meetings. ### 41. OnBoard Board Management Software Review **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa W. | Executive Administrative Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2025 **What do you like best about OnBoard Board Management Software?** OnBoard Management Software excels as a centralized communication tool, consolidating documents with user-specific permissions. It sends calendar invitations to alert users of upcoming meetings or available materials, while upcoming events are visible on the home page. Voting is streamlined via email, with results compiled into reports. E-signatures enhance functionality further, showcasing its numerous impressive features, making it challenging to highlight just one! **What do you dislike about OnBoard Board Management Software?** As an Administrator, the learning curve for OnBoard can be challenging due to time constraints for watching instructional videos and managing regular tasks before fully transitioning to the product. More time for familiarization with the program would be beneficial. While this isn't a product defect, suggestions for improvements can be submitted via a ticket, a fair approach to incorporating user feedback. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard Board Management Software enables comprehensive oversight by showing who has read materials, voted, registered for meetings, and commented, all in one place. This convenience eliminates the need for direct inquiries. During audits, auditors can access necessary information without emailing documents. Additionally, composing minutes is streamlined as OnBoard integrates the agenda and attendance records directly into the minutes, enhancing efficiency and enjoyment of the process. ### 42. Overall, very intuitive to use and has been helpful for my board. **Rating:** 5.0/5.0 stars **Reviewed by:** Emma B. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2025 **What do you like best about OnBoard Board Management Software?** Having everything in one place has been very helpful. The features like in-system signing of documents and tasks have helped with keeping everything in one place. This will be the board's second year with OnBoard and they've all adopted to using it quite well. Being able to set the permissions for everything based on groups or individuals has been useful. **What do you dislike about OnBoard Board Management Software?** It would be helpful to be able to create meeting series since most board or committee meetings happen on a regular basis and sending one meeting invite instead of 10 would be nice. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** The biggest problem solved by OnBoard is the fact that emails and information were getting lost. Most of my board members are working or are busy and the number of emails going back and forth among the rest of their emails was difficult to keep track of. Having meetings, agendas, minutes, and resources all in the same place has helped fix that. ### 43. 4 plus years and wouldn't turn back. **Rating:** 5.0/5.0 stars **Reviewed by:** Crystal B. | Senior Vice President and HR Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2022 **What do you like best about OnBoard Board Management Software?** Implementing the Onboard system was seamless. Its intuitive design made it easy to learn and adopt—even for board members who aren’t especially tech-savvy. From the start, our team felt confident navigating the platform, and that confidence has only grown stronger. Now, nearly four years into our partnership, we continue to be impressed. Onboard has evolved over time, and each update has enhanced our experience. The system remains consistent, reliable, and genuinely aligned with the needs of a modern boardroom. We can’t recall the last issue we encountered—and that kind of dependability speaks volumes. For organizations seeking a stable, user-friendly solution that can grow with them, Onboard earns our highest recommendation. **What do you dislike about OnBoard Board Management Software?** Compared to our previous board management system, the difference is night and day. We've had far fewer issues, and we honestly can't recall the last time we encountered one. The platform is consistently reliable, and that consistency has earned our trust. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** At FNB, Onboard plays a pivotal role in streamlining our board governance and communications. We use the system to securely deliver monthly board and audit committee meeting documents, ensuring timely access and organized workflows for all members. Beyond scheduled meetings, Onboard also enables efficient decision-making between sessions. Its voting feature allows us to manage loan approvals remotely, saving time and keeping our processes moving without delay. In short, Onboard helps us stay connected, informed, and effective—no matter the calendar. ### 44. Effortless Setup, Perfect for Governance **Rating:** 5.0/5.0 stars **Reviewed by:** John C. **Reviewed Date:** December 19, 2025 **What do you like best about OnBoard Board Management Software?** I really appreciate OnBoard Board Management Software for its simplicity of use. The training academy is great, but I've learned more from the journey of actually using it. I find it incredibly easy to set up, and I managed a lot of the setup myself to ensure it fits our governance structure. The software does a fantastic job of centralizing all our governance interactions and actions, helping to modernize our volunteer leadership experience. Using it with Zoom, Teams, and Microsoft 365 has been seamless. **What do you dislike about OnBoard Board Management Software?** I would prefer that my initial investment cover more than the 100 seats that came with it. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard centralizes all our governance interactions and actions and modernizes our volunteer leadership experience. ### 45. Effortless Board Packet Creation with Room for Communication Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Samantha R. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2026 **What do you like best about OnBoard Board Management Software?** I find the ease of building a board packet with OnBoard Board Management Software quite impressive. It makes creating board packets straightforward and efficient. Also, the initial setup was pretty easy overall, which was a relief. **What do you dislike about OnBoard Board Management Software?** The messaging outline to board members is a bit clunky and unsophisticated. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** I use OnBoard Board Management Software for resource management and board book building. I appreciate the ease of building a board packet. ### 46. OnBoard has been a great addition to our tool box. **Rating:** 4.0/5.0 stars **Reviewed by:** Karen T. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** January 30, 2025 **What do you like best about OnBoard Board Management Software?** I like that everything can be found in one place, it is very easy to us, very intuitive. **What do you dislike about OnBoard Board Management Software?** It is sometimes hard for our Board members to move from one device to another and find what they are looking for. It is sometimes hard for Board members to use. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It is a multi-functional platform, which I love as an Administrator but that makes it sometimes difficult for our Board members to us. **Official Response from Lori Farrell:** > Hi Karen, We're delighted to hear that OnBoard has been a valuable tool for your organization, providing a centralized location for communication and resources. We appreciate your feedback about the challenges with transitioning between devices and will strive to improve this for your Board members. We have an webinar this spring on boosting board engagement - perhaps this could be helpful as well! Please let us know if there's anything else we can do to make your OnBoard experience even better. ### 47. Streamlines Agenda Building with Ease **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2025 **What do you like best about OnBoard Board Management Software?** I like the ease of building the agenda with OnBoard Board Management Software. It really helps our board know what we'll be talking about during meetings. The initial setup was also fairly easy. **What do you dislike about OnBoard Board Management Software?** I find the organization of information somewhat challenging. There seem to be too many features, which can make it feel overwhelming. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** I use OnBoard Board Management Software for our board meetings. It solves agenda building issues, making it easy to create agendas, which helps our board know what we'll be talking about. ### 48. Easy and Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Lara M. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2025 **What do you like best about OnBoard Board Management Software?** I like that OnBoard is user friendly and intuitive. I have also had good luck with their customer service. They're very easy to contact and knowledgeable. **What do you dislike about OnBoard Board Management Software?** It's not really OnBoard's fault, but some of the features - like AI minutes - aren't quite right for our board because we mostly meet in person. I feel like we could take advantage of a lot more tools if we met remotely. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Having the directory in OnBoard for Board Members to easily access all necessary documents has been very helpful. We’re also using much less paper since we no longer need to print every document for each meeting. In addition, OnBoard makes it much easier for Board Members who prefer to join meetings online, keeping everyone connected and informed. ### 49. Effortlessly Organizes Our Board Meetings **Rating:** 5.0/5.0 stars **Reviewed by:** Shelley L. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** March 22, 2025 **What do you like best about OnBoard Board Management Software?** I like the ease of setting up a board meeting with OnBoard Board Management Software. It's also very user-friendly, and the initial setup was very easy to implement and set up. **What do you dislike about OnBoard Board Management Software?** The main administrator should be able to RSVP for board members. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** I find OnBoard Board Management Software keeps everything in one place—resources, minutes, agenda—and is very user-friendly. ### 50. Game Changer for Board Management and Governance **Rating:** 5.0/5.0 stars **Reviewed by:** Charles S. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2025 **What do you like best about OnBoard Board Management Software?** The visibility and transparency I, as the CEO, can provide my board members in a functional, user friendly format in a consolidated workspace designated for our organization. We use the Resource section extensively for historical documents, board and committee meeting minutes, financials, tax and audit materials, etc. The meeting book building function saves us significant time in preparation for board and committee meetings and enables us to share agendas and documents days in advance. **What do you dislike about OnBoard Board Management Software?** I love the software. My challenges are in board member adoption as the advantage of having a designated virtual workspace separate from my board members' company resources cuts both ways. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Meeting agendas and documentation easily compiled in a user friendly space that enables efficient distribution and availability for board members. ## OnBoard Board Management Software Discussions - [Does anyone else think examples of the dashboard setups with other organizations would be helpful?](https://www.g2.com/discussions/52135-does-anyone-else-think-examples-of-the-dashboard-setups-with-other-organizations-would-be-helpful) - 2 comments, 1 upvote - [Our board book is comprised of various file types. Does OnBoard support that?](https://www.g2.com/discussions/our-board-book-is-comprised-of-various-file-types-does-onboard-support-that) - 2 comments, 1 upvote - [How does OnBoard benefit both administrators and directors?](https://www.g2.com/discussions/how-does-onboard-benefit-both-administrators-and-directors) - 1 comment, 1 upvote - [Once I get started, how does training happen?](https://www.g2.com/discussions/once-i-get-started-how-does-training-happen-9625d890-3f43-4755-9809-15d8bfad437f) - 1 comment, 1 upvote - [How do I make the case to management that we should get OnBoard?](https://www.g2.com/discussions/how-do-i-make-the-case-to-management-that-we-should-get-onboard) - 1 comment, 1 upvote - [View OnBoard Board Management Software pricing details and edition comparison](https://www.g2.com/products/onboard-board-management-software/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-11+17%3A54%3A38+-0500&secure%5Bsession_id%5D=884b0657-11f0-45da-a9b2-094c6be3eeb0&secure%5Btoken%5D=f3b5a45200a21034c7238700bb7a0afb80eb39949769212ed877109765c313e9&format=llm_user) ## OnBoard Board Management Software Integrations - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## OnBoard Board Management Software Features **Meeting Management** - Scheduling - Agenda builder - Meeting Minutes - Document Management - Voting - Polls and Questionnaires - Task Manager **Board Tools** - E-Signatures - Permissioning - Annotations and Notes - Video Conferencing Integration - Meeting Archives - Single Sign On (SSO) - Skills Tracking - Board Assessments - Roles & Terms - D&O Questionnaires - Storage & File Sharing Integration - Email Integration - E-Signature Integration **Generative AI - Board Management** - AI Text Summarization **Agentic AI - Board Management** - Natural Language Interaction ## Top OnBoard Board Management Software Alternatives - [Diligent Boards](https://www.g2.com/products/diligent-boards/reviews) - 4.5/5.0 (496 reviews) - [Convene](https://www.g2.com/products/azeus-systems-convene/reviews) - 4.8/5.0 (388 reviews) - [BoardPro](https://www.g2.com/products/boardpro/reviews) - 4.8/5.0 (319 reviews)