--- title: OnBoard Board Management Software Reviews meta_title: 'OnBoard Board Management Software Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 683 reviews by the users' company size, role or industry to find out how OnBoard Board Management Software works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 683 scale: '5' date_modified: '2026-08-14' parent_category: name: Collaboration & Productivity url: https://www.g2.com/categories/collaboration-productivity --- # 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:** 683 ## 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 appreciate the **ease of use** of OnBoard, enhancing efficiency and streamlining board management processes seamlessly. (88 reviews) - Users praise the **exemplary customer support** of OnBoard, appreciating their guidance and responsiveness throughout the process. (41 reviews) - Users value the **convenience of centralized resources** in OnBoard, enhancing engagement and streamlining board meeting processes. (40 reviews) - Users love the **user-friendly and intuitive group management** feature, enhancing communication and efficiency significantly. (35 reviews) - Users value the **effortless agenda management** in OnBoard, streamlining meeting preparations and document sharing for board members. (33 reviews) - Users value the **document management capabilities** of OnBoard, enabling organized access and efficient collaboration for all members. (33 reviews) - Implementation Ease (31 reviews) - Users appreciate the **intuitive and centralized platform** of OnBoard, making board meeting prep seamless and efficient. (24 reviews) - Training (22 reviews) - Centralization (21 reviews) **What users dislike:** - Users find the **agenda management features lacking** , causing issues with document sharing and member notifications. (20 reviews) - Users find the **limited functionality** of OnBoard frustrating, particularly with communication and document management features. (17 reviews) - Users express frustration over the lack of **email notifications** for RSVPs, impacting their ability to stay organized. (9 reviews) - Users experience challenges with **RSVP management** , finding it cumbersome to track and update responses efficiently. (8 reviews) - Users report difficulties with **document management** , including issues with outdated member information and complicated cancellation processes. (8 reviews) - Users find the **high expense** of OnBoard to be a significant drawback, leading them to consider alternatives. (8 reviews) - Users note that **limited features** impact accessibility and information sharing, leading to challenges for board communications. (8 reviews) - Limited Formatting (8 reviews) - Permission Issues (8 reviews) - Upload Issues (8 reviews) ## OnBoard Board Management Software Reviews ### 1. 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 ### 2. 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. ### 3. 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. ### 4. 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! ### 5. 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! ### 6. 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. ### 7. 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. ### 8. A User Friendly Tool to Help Support your Board **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** March 26, 2025 **What do you like best about OnBoard Board Management Software?** OnBoard is an intuitive program. It's easy to create meetings, assign different levels of access to various members/groups, create agendas and add documents to said agendas. It is easy to utilize the messenger within the portal to provide secure updates to team members. It is easy to manage and create new Resource Folders. The OnBoard Academy is a great tool for familiarizing yourself with various features within the portal if you are just starting out with the program. I think one of of my favorite features is the ability to duplicate meetings and surveys/questionnaires, as this is a huge time saver. While I have not utilized the portal from a mobile device as an administrator I would imagine having access to the portal while on the go would be really convenient. The OnBoard support team is extremely responsive, usually responding to inquiries within the same business day. **What do you dislike about OnBoard Board Management Software?** I have only encountered a couple of hic-ups with this software. The first was a glitch with the program and I was not able to update one of my board books immediately as I would normally. The other was when a team member with reader access was trying to view an Excel document from a resource folder. They were using an Apple product and the Excel document was not opening properly, but rather converted to a PDF as they did not have the Excel app downloaded on their device. I am personally not an Apple user, but I would expect whatever the equivalent app is to Excel should have been the default and they should have been able to access the spreadsheet. This was a minor inconvenience, which we were able to work around, plus the support team responded to my inquiry within the hour which I found to be very impressive. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** I believe that OnBoard helps deliver information pertaining to our business in a seamless manner. Meeting books are created quickly and made available to team members for review and comment. I think having a built in annotation tool would be a huge help when reviewing materials and preparing for upcoming meetings. ### 9. OnBoard is an outstanding platform. **Rating:** 5.0/5.0 stars **Reviewed by:** Bill K. | Administrative coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** August 07, 2025 **What do you like best about OnBoard Board Management Software?** I work with a half dozen groups. The OnBoard software has made this manageable, weather I am building an agenda or archiving important records. The quality of the service I receive from OnBoard staff has been professional, courteous, and efficient. **What do you dislike about OnBoard Board Management Software?** I would like some of the add on features at a lower price point. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** The software allows me to do everything needed within 1 system. From building an agenda to secure my recors. ### 10. SO easy to organize everything for everyone! **Rating:** 5.0/5.0 stars **Reviewed by:** Chris Z. | Manager, Board Relations and Governance, Mid-Market (51-1000 emp.) **Reviewed Date:** August 31, 2021 **What do you like best about OnBoard Board Management Software?** The ease of uploading important documents into the resources area has been a life saver. All Committees have their own resource folder for agendas, minutes, necessary policies and other documents. The meeting agenda timekeeper line is very helpful to keep the Board on track and on time; something we've struggled with in the past. Customer support has been quick, clear, and consistent. **What do you dislike about OnBoard Board Management Software?** Nothing I dislike, but I do wish as an admin that I had the ability to change a member's RSVP status. I've just asked for a global administrator account, so perhaps that might solve the (very small) issue. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** All documents accessible in one clearly-defined spot for board and staff. ### 11. Best Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Jayesh A. | CSAM, Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2025 **What do you like best about OnBoard Board Management Software?** Onboarding becomes jubiliantly easy. Management across teams carry very easy process and APIs were easy to incorporate. Support has been fast and detailed. Frequency of features used on daily basis has improved high across department. Infrastructure team was baffled with quick n easy integration. **What do you dislike about OnBoard Board Management Software?** More hirerchy would result in more trust **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard Board Management Software primarily addresses challenges in board meeting organization and collaboration, improving efficiency and governance. It streamlines processes like agenda building, meeting scheduling, secure file sharing, and meeting minutes generation, ultimately saving time and reducing administrative burden. ### 12. Intuitive Software **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah B. | Administrative Assistant to Business Affairs and Athletics, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about OnBoard Board Management Software?** Our Board members have a wide range of tech-savvy abilities and all can easily use On Board for meetings. On the administrative side, it is easy to load documents, schedule meetings, and send notices. The administrative tools are user-friendly, easy to navigate, and, more importantly, easy to teach. The software has greatly enhanced our Board experience for all parties and is used monthly by most committees and working groups. Anytime an administrative user has a question, our customer success manager is available with quick assistance. **What do you dislike about OnBoard Board Management Software?** Taking minutes in On Board does not work for our institution as we use certain formats and templates. We have found that taking minutes via On Board results in double the work of retyping them into our templates. We have chosen not to use this feature. We would love for On Board to consider having customized minute templates for future software enhancements. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It solves the probelm of sending hard copies of Board materials for meetings. On Board allows for all meeting materials to be available in one spot, as well having access to archived documents from previous meetings. Board members have access to not only materials for their committees and working groups but those of others as well. It helps create a broad overview of the Board as a whole as opposed to siloed committees. **Official Response from Lori Farrell:** > Hi Sarah! Thank you for your review of OnBoard. We're thrilled to hear that OnBoard has been a valuable tool for your Board meetings and administrative needs. We appreciate your feedback about the customized minute templates, and we will certainly consider this for future software enhancements. It's great to hear that OnBoard has provided easy access to meeting materials and improved the overall Board experience. Please let us know if you need anything at all. ### 13. OnBoard - Best Board Management Software Period! **Rating:** 5.0/5.0 stars **Reviewed by:** Robert B. | Secretary of the College, Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2024 **What do you like best about OnBoard Board Management Software?** The ease of use with the system is fantastic. This is as user friendly as it gets! I have been able to OnBoard new users seemlessly because of all the helpful tools, articles, and videos available. Their customer support team is outstanding and work quickly to address all issues. Whether you use it every day or three times per year, the system is not hard to navigate. **What do you dislike about OnBoard Board Management Software?** One feature that could be improved is allowing the user to download the board book when they click on open book. Currently, you have to close the screen and can only download from the downloads button. Wished some of the add ons came as part of the system already especially skils tracking. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard allows us to keep all board related material in one location that is accessible 24/7 from all users. This saves so much time and effort and allows users to see out information at their conveneicne. This system allows us to keep all records in one location without having to use paper! ### 14. A lifesaver for a board! **Rating:** 4.0/5.0 stars **Reviewed by:** Amber H. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2024 **What do you like best about OnBoard Board Management Software?** Getting all of our board resources, meetings, directory, messages, etc. into one place that everyone can find has been HUGE. Their support team has been fantastic and is highly responsive when we've had an issue or a question. The help center with videos and recordings has been used MANY times. **What do you dislike about OnBoard Board Management Software?** I would love to see some feature tweaks. The Microsoft Office integration doesn't work as well as I hoped. It's a bit confusing and misses features, so I end up downloading the files, making edits, and re-uploading them to OnBoard. Would also like to see a better way to reschedule recurring meetings. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Getting all of our files (resources) in one place has been huge for our board so everyone can find things without having to dig through emails or asking me to re-send them. Having all the meetings in one place has also been very helpful for everyone to track. The automated meeting reminders really help with that too. Digital Meeting Books have a high engagement of use - I think more people are viewing the materials earlier. ### 15. Tried several board portals and this is the best! **Rating:** 5.0/5.0 stars **Reviewed by:** Maggie S. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 01, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard is intuitive for admins and easy to use for directors and staff. They provide detailed video and screen-shotted step-by-step instructions for every task and feature. We didn't even need their great implementation service - it was just that easy. The product is designed for mobile device users, unlike others we have tried. Customer support for both admins and users is prompt and easy to follow. **What do you dislike about OnBoard Board Management Software?** It makes my job look too easy! But I would like to see the ability to add a custom cover page to my books. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** We went to board management software to get our board and corporate materials off our dedicated server so they can be accessed anywhere on any device. We tried another product that proved cumbersome for both admins and end users, and which was not designed for mobile devices. OnBoard achieves our first objective with a very smooth experience for both admins and users. **Official Response from Lori Farrell:** > Hi Maggie - we're delighted to hear that OnBoard has met your board management needs with its intuitive interface and mobile device compatibility. Wealso appreciate your feedback for adding a custom cover page feature. I added it to the portal for our product team - https://feedback.onboardmeetings.com/board-DQK1/feedback. Please reach out should you need anything - we are happy to help! ### 16. User Friendly Board Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Gwenn W. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 18, 2025 **What do you like best about OnBoard Board Management Software?** Convient one-stop place for board materials, meetings and updates. "Onboarding" is fabulous! Customer support and webinars are always available. An especially useful tool for virtual meetings. **What do you dislike about OnBoard Board Management Software?** Fairly intuitive, though some non-techy board members (and staff) require more frequent reminders of the benefits. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Ability to have all board infomration in one place with the ability to update and/or have board members provide thier input. ### 17. RFUMS OnBoard **Rating:** 5.0/5.0 stars **Reviewed by:** Jean M. | Executive Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2020 **What do you like best about OnBoard Board Management Software?** I like that OnBoard is very user-friendly. I always get the latest information on new features that make the board portal easier for me and my board. Communication from OnBoard to me is excellent. When I call customer service or send a request, the turnaround is quick and my questions are answered. **What do you dislike about OnBoard Board Management Software?** I have not encountered any problem that has not been solved. **Recommendations to others considering OnBoard Board Management Software:** Give yourselves time to learn and practice the system. Practice with your OnBoard support people and then practice with your own staff before introducing the system to your board members. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** A couple of times, uploading documents became an issue but it was quickly and easily solved with instructions that were easy to follow. Since then, we have not had the same issue again. ### 18. The portal is easy navigation for all users **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2024 **What do you like best about OnBoard Board Management Software?** The best part about OnBoard was the ease of use for all that need access. Onboading everyone was quick & simple & allowed me not to have to jump from person to person to get them set up, they were able to do their own profiles. We have a variety of people using the portal & everyone jumped on & started using it with very little questions or help. I appreciate the quick response from OnBoard if there are any questions. There are many training videos & help available. I appreciate that I can add on all the news articles & infomation about our company & have it housed in one place for easy access. I add to the portal weekly with our articles, announcements, etc. to keep our Board updated. **What do you dislike about OnBoard Board Management Software?** A few of the add-ons we would like to use but can't justify the cost at this time. One of the add-ons seems like it should be part of the basic package of which we are using. There are a couple points in the software that are not really intuitive when I'm setting up meetings but if you work in systems at all it just takes a few extra moments to figure them out. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** This has brought the Board together with information at their finger tips instead of finding the emails sent to them regarding Board meetings, reports, updates & news articles. I don't every have to resend an email! **Official Response from Lori Farrell:** > Thank you for sharing your positive experience with OnBoard. We're thrilled to hear that the portal has streamlined your board management process. We understand your concerns about the add-ons - feel free to reach out if you'd like to discuss further. Additionally, for the parts that aren't as intuitive, don't forget our training webinars that run on a weekly schedule - you can find them from the help section in OnBoard! You can also get tips, tricks, and best practices in some of our customer webinars this year - keep an eye out for the invitations. Let us know if we can help; we are here to support you! ### 19. Find everything that I need in one central location! **Rating:** 5.0/5.0 stars **Reviewed by:** Mari C. | Assistant to the Executive Director of the HCC Foundation, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2024 **What do you like best about OnBoard Board Management Software?** I like how OnBoard streamlines everything into one central location. You can schedule meetings, contact board members, keep track of data, organize meetings, share information, and conduct surveys and polls. The software is also user-friendly and has great customer support. **What do you dislike about OnBoard Board Management Software?** The only pain point was the minute-taking process, having to record in Otter or Zoom and migrating data over after the meetings, but it appears that may be resolved with the launch of AI minutes. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Keeps all board data centralized. From board member information, skill sets, and terms to eliminating having to use multiple external tools, like Doodle, to schedule meetings and Google Drive to store data. **Official Response from Lori Farrell:** > Thank you for sharing your feedback!We're thrilled to hear that you appreciate the centralization it offers and how it streamlines various tasks for your board. We understand the challenges you faced with the minute-taking process and are hopeful this will improve for you with Automated Minutes. We're constantly working to enhance our software to better serve our users. If you have any further questions or need assistance with the new feature, please feel free to reach out to our customer support team. Thank you for choosing OnBoard! ### 20. OnBoard Implementation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2024 **What do you like best about OnBoard Board Management Software?** The resources provided are some of my favorite features. Not only can you do self-paced online training, but you have an amazing implementation manager meeting with you and making sure you have everything you need. Their customr support is phenomenal. Another great thing is the ease of setting everything up instead of doing it manually within different products. **What do you dislike about OnBoard Board Management Software?** For the profile information, the DEI section does not capture all the data we collect from our volunteers. I am disappointed that it only has five questions which lacks an appropriate DEI lens to see a clearer representation. The Messages feature is also disappointing as it is more for private messages like a text, instead of a discussion board. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Time management. Being able to have it all in one system that will prepare the Board Book for me instead of my doing it manually will save a lot of time. ### 21. Good Product so Far! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2025 **What do you like best about OnBoard Board Management Software?** It is very user friendly and the support is amazing! I also like that committee members can share their notes during the meeting. **What do you dislike about OnBoard Board Management Software?** It doesn't have it's own ,meeting feature. It's great that it integrates with Zoom, but I prefer a "one stop shop". **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It keeps everything on one location, notes, agendas, etc. ### 22. Senior Vice President/Loan Administration **Rating:** 5.0/5.0 stars **Reviewed by:** Lori P. | Senior Vice President Loan Administration, Mid-Market (51-1000 emp.) **Reviewed Date:** December 01, 2021 **What do you like best about OnBoard Board Management Software?** I like that OnBoard is very user friendly with multiple way to access the information. Gives us a great tool to be able to have open discussions on loans and track our voting. Customer support has been very responsive when we have ran into any challenges. In the lending department we utilize the action feature quite frequently and the meetings, an average of 2-3 times a month. **What do you dislike about OnBoard Board Management Software?** Not really a dislike, but with any new software you have to learn the best way that works for you and your organization. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Communicating with our Board of Directors and different committees seems to be more efficient and a great tool to track voting on loans for approval. ### 23. Just getting started **Rating:** 5.0/5.0 stars **Reviewed by:** Chelsea W. | Chief of Staff, Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard is user friendly for all ages and super simple to navigate. The features are endless! When I am uncertain about something, the help section has video tutorials as well as customer support. **What do you dislike about OnBoard Board Management Software?** The two factor authentication email is slow to arrive in my inbox, but that is likely not an OnBoard issue. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard is such a time saver for the administrator, especially when there are last minute changes to the board book. With our past board portal, some of our Trustees were not able to access it because of security firewalls at their companies; with OnBoard, we no longer have Trustees that cannot access our meeting materials. ### 24. Stellar Board **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly J. | Executive Assistant to the Head of School, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2024 **What do you like best about OnBoard Board Management Software?** My experience thus far with the software has been wonderful! We've had 90% Board participation and as the Board secretary, it's the most efficient and user-friendly platform we have used in years. The customer support team has been amazing and the integration was uncomplicated. **What do you dislike about OnBoard Board Management Software?** I have only been using the platform for a few months so I have yet to find any dislikes. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Our main problem hasbeen the housing/ archiving of information. I am the Board secretary so this is a huge benefit. The software is user-friendly and I haven't been aksed by the Trustees for any help. ### 25. Meets Our Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Julie F. | Executive Administrative Assistant, Enterprise (> 1000 emp.) **Reviewed Date:** November 05, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard allows our organization to create informational board books much quicker than our old method of compiling pdf documents. It's user friendly and customer support is great. **What do you dislike about OnBoard Board Management Software?** Not being able to reopen a survey after it's closed is not ideal. We previously used a popular survey tool that allowed surveys to be reopened, so we had to adapt to this change. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard has dramatically reduced the hours taken to prepare a meeting book. Uploading documents is quick and easy and with a click the documents are compiled into a book. **Official Response from Lori Farrell:** > Hi Julie - we're glad to hear that OnBoard has been able to meet your organization's needs and has improved the efficiency of creating board books. We appreciate your feedback about the survey feature and will take it into consideration for future updates. ### 26. Amazing Board Management Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Karen K. | Administrative Assistant to DSB and DDO, Enterprise (> 1000 emp.) **Reviewed Date:** October 10, 2024 **What do you like best about OnBoard Board Management Software?** I love that the platform has incorporated Zoom for the meetings, I was the one who loaded all the 500+ board members, and I am extremely impressed with the ease of uploading members. The customer support has been exemplary and the implementation with our board members (average age of 70) has been extremely easy. **What do you dislike about OnBoard Board Management Software?** I am slightly confused about the AI transcription tool, we use Zoom AI transcripts and I am unsure if it will be the same. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It is allowing the divisional staff administrators to assist with the 50+ boards and allows them to see all meetings for our multiple states. ### 27. Comprehensive Board Engagement **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** October 09, 2024 **What do you like best about OnBoard Board Management Software?** Everthing for a meeting, including communication is housed in one structure/platform. Implementation has been easy due to the structure for onboarding administrators. Customer support has been extremely helpful and trainer knows material. Our frequency of use of the software for other leadership meetings has reinforced usage of the platform. **What do you dislike about OnBoard Board Management Software?** Still within the first year of implementation, but one of the challenges I continue to experience is the extra steps of moving agenda items around and the inability to copy an agenda ITEM that has been TABLED or REFERRED BACK TO COMMITTEE to another meeting. Have to recreate from scratch, which is duplicative work. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Streamlining operational processes and brining all board engagement communication internally vs using external platforms for communication and meeting materials. Increasing member engagement with materials in advacne of the meeting and then conversations within the meetings. ### 28. Executive Assistant and Board Secretary **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2025 **What do you like best about OnBoard Board Management Software?** Ease of use, customer service/helpdesk responsiveness. **What do you dislike about OnBoard Board Management Software?** Some limitations. For example, we would like to be able to download from the Resource Folder but still keep downloading board packets restricted and this is not possible. It is currently all or nothing. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Secure portal for outside directors to review sensitive materials. ### 29. Non-Profit Board Work **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2024 **What do you like best about OnBoard Board Management Software?** So far the ease of using it; the number of features available feel limitless and more than I thought possible in a platform. The support of the team during implementation has been phenomal and more than I expected. I am very grateful. Changes and new systems can be daunting but the support and ease of the platform have helped so much. **What do you dislike about OnBoard Board Management Software?** I don't know yet as we've just begun. I anticipate that members lack of use but my hope is their embrace the integration of OnBoard. The cost of the platform. I am looking forward to launch and use in 2025 to maintain the use. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** The ease of housing the materials to help build the quarterly book. The comfort of the platform storing confidential documents. ### 30. Comprehensive software with great training and support from the OnBoard team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2024 **What do you like best about OnBoard Board Management Software?** This software is very beneficial for a "one-stop" location with our 32 advisory board groups to keep tabs on all their meetings and information. The training tools are very clear and easy to understand. The support from Emily and others has been very helpful - she and others are always available to help us learn the software on an ongoing basis. **What do you dislike about OnBoard Board Management Software?** The only downside I can imagine mentioning is just the simple fact that there is a learning curve for understanding how to use the software. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** We are using this software to have access to all of our advisory boards across four states. It provides a way for our headquarters to see what is happening in these advisory boards and how they are impacting their respective communities. ### 31. Using OnBoard to create meeting docs and share those materials with directors is a simple process. **Rating:** 5.0/5.0 stars **Reviewed by:** Janet T. | Senior Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** September 27, 2024 **What do you like best about OnBoard Board Management Software?** I appreciate how user friendly it is for both the admin and the users. In addition, the ability to have documents signed, get voting approvals and even surveys is a huge plus. The customer support is also top notch - my OnBoard rep is also quick to help. **What do you dislike about OnBoard Board Management Software?** I do not have any negatives about using OnBoard. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard provides us with a secure platform for sharing meeting materials, which is crucial. Our directors can conveniently access their materials on any device, and the platform’s features for obtaining signatures, completing surveys, and collecting votes keep everything centralized within OnBoard. **Official Response from Lori Farrell:** > Hi Janet, thank you for the 5-star review! We're pleased that OnBoard has been able to provide you with a secure platform for sharing meeting materials and that our features have been beneficial for your organization. It's equally as great to hear that our customer support is top-notch. Should anything change, you need help, or have feedback on your experience - please feel free to reach out at any time. ### 32. OnBoard is a great resource **Rating:** 4.5/5.0 stars **Reviewed by:** Lori Ann W. | CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about OnBoard Board Management Software?** It is very easy to navigate and it's nice to have all the archival and current information at our fingertips at any time. Customer support has been terrific. **What do you dislike about OnBoard Board Management Software?** Limitations to agenda building, but we found a way to import at document to meet our needs. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It has elminated tons of paper! Our board can log on from anywhere and get the documents. It manages RSVP's and the calendar. It archives all our historical information for quick access. ### 33. OnBoard Rocks! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** September 26, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard not only saves a paper trail and physical storage, it enables the ability to have all Board, Committee, and Management meeting, resources, approvals, minutes, policies, etc. in one place. OnBoard is constantly seeking to make things even better, and their costomer service is stellar. I find the software easy to administer and navigate every time (day) I use it. We currently do not allow integrating email and calendars, just Zoom. **What do you dislike about OnBoard Board Management Software?** I can't think of anything I dislike about OnBoard. Anytime I have made a suggestion for improvement, or asked a question, a helpful and defined response comes my way. OnBoard is very receptive to new ideas to make their software the best it can be. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard simplifies setting up, preparing, and holding meetings for me. **Official Response from Lori Farrell:** > HI! Thanks so much for your review. It is great to hear that there's nothing you dislike and that alongside the benefit of having everything in one place, you're also receiving great customer service. I will definitely pass this along to the team. Should this ever change, please reach out, as our team is happy to help. Thank you for being a valued customer! ### 34. User friendly and flexible platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2024 **What do you like best about OnBoard Board Management Software?** One can securely store, utilize and share information. Data from the platform can be downloaded to a personal device for further editing and use. Very handy to get everybody in one space, the needful information can be easily found by all the members of a group. Great cusotmer support. **What do you dislike about OnBoard Board Management Software?** Lack of the platform flexibitlity at some points. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Getting different kinds of information under one resourse - no need to further follow-up with each board member through email. Easily shareable and adjustable for all kinds of purposes - I can choose the visibility of the document and assign access level to everyone which is time saving. **Official Response from Lori Farrell:** > We're glad to hear that you find OnBoard Board Management Software user-friendly and flexible. We appreciate your feedback about securely storing, utilizing, and sharing information, as well as the ability to download data to a personal device. We also understand your concern about platform flexibility and will take that into consideration for future improvements - would love to hear more about this if you're willing to share specifics! Feel free to email me at lfarrell@onboardmeetings.com. ### 35. OnBoard has been an efficient platform for our board. **Rating:** 4.0/5.0 stars **Reviewed by:** Kris H. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2025 **What do you like best about OnBoard Board Management Software?** I appreciate the customer service that we have received from OnBoard **What do you dislike about OnBoard Board Management Software?** I do not have any negative feedback at this time. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Communication efficiency ### 36. OnBoard enables a user-friendly and secure portal for managing and supporting the work of Boards **Rating:** 5.0/5.0 stars **Reviewed by:** Chip B. G. | Board of Trustees Liaison at California Institute of Integral Studies, Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2023 **What do you like best about OnBoard Board Management Software?** Great for both end-user trustees and backend portal administrators. User-friendly interface. Comprehensive. Sufficient flexibility to meet local needs. Terrific customer support. **What do you dislike about OnBoard Board Management Software?** Could be more flexible with roles and terms and with customer prefereces for formatting agendas and minutes. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Enabling one cloud location for all board calendaring, rosters, agenda and minutes creation, documents access and archiving, and messaging. ### 37. Chief of Staff & Secretary to the Board of Trustees **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua M. | Chief of Staff & Secretary to the Board of Trustees , Enterprise (> 1000 emp.) **Reviewed Date:** October 31, 2024 **What do you like best about OnBoard Board Management Software?** There are several things to admire about OnBoard...the ease to upload materials, the ease of navigation, and the number of features available. Equally noatable is the outstanding customer support. **What do you dislike about OnBoard Board Management Software?** I cannot think of any downsides to OnBoard. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It is easy for users to navigate and read materials. **Official Response from Lori Farrell:** > Hi Joshua, thank you for your glowing review of OnBoard Board Management Software! We are thrilled to hear that you find the platform easy to use, with seamless navigation. Our team is dedicated to providing outstanding customer support, so we are delighted that you have had a positive experience with us. If you ever have any questions or need assistance in the future, please don't hesitate to reach out. We are here to help ensure that OnBoard continues to meet your needs and exceed your expectations. Thank you for choosing OnBoard! ### 38. New to OnBoard and enjoying the experience **Rating:** 5.0/5.0 stars **Reviewed by:** Asa S. | President & CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** October 01, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard has allowed the staff to better prepare and offer information to our Board. We are still new using the software, so my Board members are still getting used to how to navigate through it during a meeting. The OnBoard team has been awesome with the amount of support that has been provided. **What do you dislike about OnBoard Board Management Software?** Haven't found anything that I dislike at this time, as I'm still learning how to use all of its functionalities. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Upkeep and maintenance of all documentation provided to the Board throughout the month and shared at various committee meetings. **Official Response from Lori Farrell:** > Hi Asa, thank you for sharing your positive experience with OnBoard! We're glad to hear that it's helping your staff better prepare and offer information to your Board. If you encounter any challenges or have suggestions for improvement as you continue to use the software, please feel free to let us know. ### 39. Best Board Portal Ever! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2024 **What do you like best about OnBoard Board Management Software?** Ease of use for both sides - board members and admin. Great customer service with implementation and integration. **What do you dislike about OnBoard Board Management Software?** The only issue I have is not being able to update ALL of the board member information - i.e., email changes. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Meeting documents and retention. Resources for board members to find on their own, which equals time savings. **Official Response from Lori Farrell:** > We're happy to hear that OnBoard is meeting your needs for meeting documents and retention, as well as providing resources for board members. We apologize for the inconvenience of not being able to update all board member information and will take your feedback into account for future enhancements. ### 40. Night and Day Experience for our Board **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2024 **What do you like best about OnBoard Board Management Software?** Keeps everything in one place. User-friendly. Professional. The OnBoard team is always available to support and are knowledgable, supportive and quick to respond. **What do you dislike about OnBoard Board Management Software?** People complain that the calendar invites make them go into OnBoard versus having the Zoom link in their calendar invite. Not a deal breaker but would be nice to have the option. There are some other communication work-arounds but we figured it out. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** The Board had very inconsistent communication prior to OnBoard. Their materials were in several different locations and now it is all together. **Official Response from Lori Farrell:** > Thank you for sharing your positive experience with OnBoard! We're thrilled to hear that you find it user-friendly and professional. We appreciate your feedback regarding the calendar invites and understand the importance of having the Zoom link directly in the invite. We will definitely take this into consideration for future updates. It's great to hear that OnBoard has helped streamline your board's communication and centralize materials. If you have any further suggestions or need assistance, please feel free to reach out to our support team. We're here to help! ## OnBoard Board Management Software Discussions - [How granular is OnBoard's role-based permissions system, and can you actually track who accessed or changed board materials?](https://www.g2.com/discussions/how-granular-is-onboard-s-role-based-permissions-system-and-can-you-actually-track-who-accessed-or-changed-board-materials) - 1 comment, 1 upvote - [What security standards and certifications does OnBoard have, and is it a good fit for highly regulated organizations?](https://www.g2.com/discussions/what-security-standards-and-certifications-does-onboard-have-and-is-it-a-good-fit-for-highly-regulated-organizations) - 1 comment, 1 upvote - [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 - [View OnBoard Board Management Software pricing details and edition comparison](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1167929&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+19%3A26%3A14+-0500&secure%5Bsession_id%5D=b6c17a0f-515c-44d5-bb38-b5574f3af87f&secure%5Btoken%5D=f6fd9952062344da0a3ca840e0e1052ea6d2fea6c0b481be8e56624cb33abcbe&format=llm_user) ## OnBoard Board Management Software Integrations - [Microsoft 365](https://www.g2.com/products/microsoft365/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 **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Meeting Management** - Scheduling - Agenda builder - Meeting Minutes - Document Management - Voting - Polls and Questionnaires - Task Manager - Meeting Management - Compliance Management - Calendar Management - Agenda Management - Attendance Management - Committee Management - Task Management - Minutes Management - Approval Process Control - Workflow Management - File Management - Deadline Management - Event Scheduling **Board Tools** - Document Storage - 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 - Third-Party Integrations - Secure Data Storage **Generative AI - Board Management** - AI Text Summarization - Generative AI - Automatic Transcription **Agentic AI - Board Management** - Natural Language Interaction **Additional Functionality** - Mobile Access - AI Copilot - Customizable Branding - Chat/Messaging - Self Service Portal - Reporting & Statistics - For Healthcare - Activity Dashboard - Automatic Backup - Search/Filter - API - Document Review - Member Directory - Version Control - Video Conferencing - Customizable Templates - Audit Trail - Surveys & Feedback - Collaboration Tools - Single Sign On - For Nonprofits - Critical Date Alerts - Multi-Company - Alerts/Notifications - Company Register - Data Import/Export - Reminders - Client Portal - Offline Access - Authentication - Role-Based Permissions - Company Formation - Event Calendar - Archiving & Retention - Document Templates ## 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 (389 reviews) - [BoardEffect](https://www.g2.com/products/boardeffect/reviews) - 4.5/5.0 (329 reviews)