OnBoard Board Management Software Reviews & Product Details

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. Review collected by and hosted on G2.com.

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 whose 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. Review collected by and hosted on G2.com.

I like how OnBoard keeps board materials, meeting agendas, minutes, and communications organized in one central location. I also appreciate its integrations, overall performance, and user-friendly design, which make managing board activities more efficient. The support and onboarding process is helpful, and the AI and intelligence features have the potential to further streamline workflows. Overall, I think OnBoard provides a good return on investment by saving time and keeping everything organized in one place. Review collected by and hosted on G2.com.

One area for improvement would be making some of the integrations and AI features more seamless and intuitive. While the overall performance is good, there can occasionally be a learning curve when navigating certain features or workflows. I also think additional onboarding resources and more streamlined support could be helpful for new users. From a pricing and ROI perspective, it would be helpful to continue expanding features that provide clear time savings and value for administrators and board members. I know they are constantly updating and improving the software. Review collected by and hosted on G2.com.

I love how easy and intuitive it is to use. You have everything you need in one platform like resource storage for easily accessing documentation both current and past. Being able to drag and drop in documents is so helpful and saves a ton of time. I cannot find any aspect of my board admin role that is not helped by OnBoard. With all the services provided by the one product, you cannot put a price on it. Being able to build the agenda, gather demographic information, search for anything with ease, and the ability to capture votes, has made our lives so much easier because of OnBoard. Review collected by and hosted on G2.com.

I wish the integration with Zoom was a bit smoother. There are times when the information entered for the board meeting seems to show incorrectly so members have issues logging in. We have found that entering the information manually works better but it would be so much easier if that part worked better. Review collected by and hosted on G2.com.

I love how easy OnBoard is to use. I’ve used other board management software, like Diligent, and I genuinely don’t think it comes anywhere close to OnBoard. The ease of uploading materials and adding items is what makes my work feel so quick and straightforward.

I also prefer the UI and UX in OnBoard compared with other board management software. For example, when I’m creating an agenda and want to edit an item name, it’s fast and simple in OnBoard. In Diligent, I have to go through 2–3 steps just to change the item name. I believe OnBoard truly stands out from its competitors because of how simple it is to use.

I trained a colleague on OnBoard, and she picked it up very quickly, which again shows how user-friendly OnBoard is Review collected by and hosted on G2.com.

One minor deterrent while working is that when I’m uploading a lot of materials to a single item in the board book, there isn’t an easy way to upload the materials in the order I want. Instead, I have to click and drag each material into the correct position afterward, which is sometimes time-consuming. Review collected by and hosted on G2.com.

Having meetings, agendas, minutes, supporting documents, and other board materials centralized in one platform continues to be one of the most valuable features. I also appreciate how OnBoard makes it easier to organize information, maintain historical records, and provide board members with convenient access to the materials they need before and during meetings. Review collected by and hosted on G2.com.

I would still like to see more customization options in certain areas, particularly within the meeting minutes functionality. More flexibility with administrative permissions would also be beneficial, allowing different levels of access and permissions to be assigned to individual administrators based on their roles and responsibilities. Review collected by and hosted on G2.com.

OnBoard has one of the best interfaces I’ve used for a Board management platform. It’s incredibly intuitive and easy to navigate for administrators, contributing staff, and Board members alike. One training session is typically all our Board members need to get comfortable with the platform, with very little ongoing support required from me.

The Dashboard is an especially valuable feature, keeping timely meeting, event, and other important information front and center for our Board members. We also make extensive use of the built-in Actions, Voting, and Survey features for everything from Board approvals to our annual Board evaluation survey.

Having meeting materials, historical records, approvals, surveys, and other Board business housed in one centralized platform is extremely convenient and has made managing our Board’s work much more efficient. Review collected by and hosted on G2.com.

The meeting minutes builder could benefit from greater customization, particularly to accommodate different formatting and documentation needs. There is also room to improve the minutes review and approval workflow to make the process more intuitive and efficient.

For Board members, reducing the number of clicks required to access Board book annotations would improve the user experience. It would also be helpful if the annotation view defaulted to “All Annotations,” rather than requiring users to select that option each time. Review collected by and hosted on G2.com.

OnBoard has been an outstanding board management solution for us, combining powerful functionality with an intuitive, easy‑to‑learn interface that our directors actually enjoy using. It centralizes agendas, board books, voting, minutes, and secure messaging in one place, which has simplified preparation and kept our communication focused and organized. Even board members who are not especially comfortable with technology adopted OnBoard quickly, and they now rely on it as their primary way to access materials, stay informed, and participate fully in board work. Review collected by and hosted on G2.com.

While there is a survey option that can be used for scheduling, an integration with a tool like Doodle would be an amazing addition to the program! It would be great to have a way to poll for availability on a meeting in the software, and then set the date based on poll results (rather than needing to add dates/times to a survey and then create the meeting once people have responded). Review collected by and hosted on G2.com.

UI/UX: The board book builder is the thing I'd fight to keep. We used to chase down attachments from a bunch of departments, merge PDFs, then resend the whole packet anytime something changed. Now I build the agenda, attach files to each item, and updates just push out. Saves me most of a day every meeting cycle. Our board members range from very tech savvy to not at all, and even the ones I figured would want paper log in and show up prepared. We don't print packets anymore.

Integrations: Zoom integration ended up being bigger than I expected. One link inside the platform, and the Zoom AI summaries have sped up our meeting recaps a lot. Stuff that took days to get out to internal teams and the board now goes out fast. Really helpful for committee meetings where there are a lot of assignments to track. We also turned on the Microsoft 365 integration so Word and Excel docs get edited right in OnBoard and save back automatically, which cut out a lot of download/edit/reupload.

Performance: No real complaints. Big board books load fine and it hasn't gone down on a meeting day yet.

Pricing/ROI: It's not cheap but it pays for itself in staff time. Add in what we used to spend on printing and it's an easy case.

Support/Onboarding: Admin side takes a while to learn, permissions and resources especially. Rolling it out to board members was easy though.

AI/Intelligence: We have the Intelligent Assistant turned on for document summaries and asking questions of board materials. Still early for us. Honestly the Zoom meeting summaries through the integration have been the bigger AI win so far. Review collected by and hosted on G2.com.

The biggest one for me is email control. Even when we have notifications set to not automatically email the board, emails still go out. It's most annoying when we're adjusting meeting times or making agenda changes, because board members get pinged on edits we're not ready to announce yet. I'd like a true "save quietly, notify when I say so" option.

Calendar sync is the other gap. Board events don't sync to Outlook, so our board liaison has to maintain a master calendar outside the platform just to keep board events straight. That's exactly the kind of thing the platform should be handling.

Smaller stuff: the admin side takes a while to learn, permissions and resources especially. And the file system is pretty limited for non-admin users, so staff who help coordinate meetings but aren't full admins end up routing more through me than they should. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.