OnBoard Board Management Software Reviews & Product Details

It helps in taking all the chaos out pf preparing for and running board meetings. There is no need of juggling long email threads, scattered files because everything safe is in one place. Its' interface is clean and easy to use. I would appreciate it's ability to review material, sign documents electronically and collaborate with other board member from anywhere helps in making the entire process a lot smoother and efficient. Review collected by and hosted on G2.com.

As far as my experience with it, there is nothing as such dislike in it and i would highly recommend this. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

As an administrator, I would like to make certain settings "permanent" so that other meeting creators are adhering to a standard. For example, currently either myself or a meeting creator has to enable the settings to append the meeting book with a table of contents and affix page numbering on every meeting object. I'd like that to be a global setting. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Sharing confidential information securely and without the use of emails. We can invite users to meetings efficiently, add to meetings then publish when ready. The Board book is also quite efficient. Implementation and training was a snap. We use it every week to publish important information. Agendas can be downloaded and admin restrictions work. Easy to integrate into operations. We have not had to rely on customer support. Review collected by and hosted on G2.com.

You can't select multiple files to move from one location in OnBoard to another. This one improvement could make a big difference. Review collected by and hosted on G2.com.

The convenience of combining the board packets page numbering and having the agenda prepared for you with table of contents Review collected by and hosted on G2.com.

I still agree with my previous response. The announcement page is lacking.. and it would be nice if there was a feature that could create an unnumbered agenda and or documents that you could share with non-board members such as residents since they aren’t privy to the full board packet Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

I still would love to see a way to add videos other than links. Review collected by and hosted on G2.com.