--- 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. 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. ### 2. 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. ### 3. 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. ### 4. 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. ### 5. 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. ### 6. 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. ### 7. 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! ### 8. 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. ### 9. 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! ### 10. 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. ### 11. 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. ### 12. 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. ### 13. 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. ### 14. 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. ### 15. 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. ### 16. 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. ### 17. 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. ### 18. 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. ### 19. AMAZING !! **Rating:** 5.0/5.0 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?** I love having everything in one place. It makes life alot easier to have all your files and documents right at your fingertips during board meetings. **What do you dislike about OnBoard Board Management Software?** I haven't found anything yet that I dislike about the software. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Having all documents in one spot is the real benefit for me. ### 20. Onboard is a great way to organize your meeting & get the materials out ahead of time **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2025 **What do you like best about OnBoard Board Management Software?** Onboard is easy to use, intuative, and is great at distributing the meeting materials ahead of your meeting. **What do you dislike about OnBoard Board Management Software?** i wish it would integrate Teams along with Zoom. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard is great at distributing meeting materials ahead of your meeting making it a quick start to the meeting, and the fact that it is HIPAA compliant makes me feel comfortable in releasing those materials ahead of time. ### 21. Great platform for Board Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah H. | Director of Administration, Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2024 **What do you like best about OnBoard Board Management Software?** Our Board loves the OnBoard App and asked to keep using it. It is a one stop shop; everything they need they can find on the App. As an administrator, I find the App to be very user friendly and a great tool for communication. **What do you dislike about OnBoard Board Management Software?** I don't have any dislikes at this time.. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** None at this time. ### 22. Promotes efficiency, simple to use **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle C. | Director - Communications/Board Secretary, Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about OnBoard Board Management Software?** OnBoard is simple to use from both an administrator and user standpoint. Permissions ensure the right people see the right information and security is granular. Votes can be accomplished easily between meetings if needed. Quick updates when new material is added and the ability to view if offline are helpful. Navigation is easy to use and still provides details needed to make the meeting proceed on schedule. **What do you dislike about OnBoard Board Management Software?** I dont have complaints. Occassionally there is an issue - customer support has been very responsive and has resolved my issue quickly and efficiently. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Securely provide meeting material. Resource center for items the Board may need to refer back to, such as past, approved minutes or policies. Being easy to use with quick updates is extremely important, for our users are mostly farmers/ranchers who do not spend days on computers like business professionals. **Official Response from Lori Farrell:** > Hi Michelle! Thank you so much for your review of OnBoard. We are glad to hear the permissions are helpful for you as well as voting and easy navigation. Also happy to hear our support team continues to delight! Please reach out should you need anything - we are happy to help! ### 23. Effortless Meeting Management with Intuitive Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Joe D. **Reviewed Date:** September 11, 2025 **What do you like best about OnBoard Board Management Software?** I find OnBoard Board Management Software incredibly easy to use, with a clean and user-friendly interface that is highly intuitive. It allows even non-technical users to manage efficiently. The platform keeps our meetings organized and facilitates smooth running by helping us stay on schedule and move the agenda efficiently. **What do you dislike about OnBoard Board Management Software?** None **What problems is OnBoard Board Management Software solving and how is that benefiting you?** I find OnBoard streamlines our meetings with its clean, user-friendly interface, making it easy to find necessary information and fostering organized, efficient board meetings. ### 24. 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. ### 25. 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. ### 26. Great Software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.) **Reviewed Date:** August 07, 2025 **What do you like best about OnBoard Board Management Software?** OnBoard makes board meeting prep seamless by centralizing agendas, documents, and updates in one easy-to-use platform. Its intuitive design, mobile access, and real-time collaboration features help keep everyone aligned and informed. **What do you dislike about OnBoard Board Management Software?** Uploading of old files and packages was difficult and a little time consuming **What problems is OnBoard Board Management Software solving and how is that benefiting you?** streamline workflow and allow for more efficient practices ### 27. OnBoard brings a new level of organization and professionalism to Board Management **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua C. | Executive Liaison Officer, Enterprise (> 1000 emp.) **Reviewed Date:** November 01, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard provides a reliable and consistent experience for administrators and board members. We use OnBoard for all of our board and board committee meetings. For administrators and content creators, OnBoard makes it easy to import an agenda from a simple template. The integration with Office 365 and Zoom provide a sense of familiarity and allow for easy file development, sharing meeting invitations, and broadcasting meetings. Taking attendance and minutes directly within the agenda is such a welcome feature! Integrated signature collection is another frequently used feature that has been extremely helpful. The permission controls are rock solid! Trustees are easily acclimated to OnBoard's features. The FAQ and other helps provide easy resources to teach and learn the software. Being able to access the meeting documents on a phone, tablet or computer has eliminated our need for printed books and allowed for simple navigation, reference and updating. **What do you dislike about OnBoard Board Management Software?** One challenge has been that OnBoard doesn't always behave as expected. Sometimes when too many users are in a meeting, it crashes for some or doesn't save all edits when two people are editing simultaneously. Its hard to reproduce these experiences, but they do happen from time to time. The agenda building feature is limiting for complex agendas. OnBoard has so many features, it is hard to master them all. This isn't a big negative, but is frustrating when I hear about a cool feature, but struggle to implement it without significant effort. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard has helped us move all of our files from paper to electronic. It is wonderful not needing to print books for our trustees and it makes meetings much more efficient. Record keeping from signed resolutions to minutes has improved dramatically. **Official Response from Lori Farrell:** > It's great to hear that OnBoard is reliable, consistent, and has helped you transition from paper to electronic files, making meetings more efficient and improving record keeping. We understand that mastering all of OnBoard's features can be challenging, and we're committed to providing resources and support to help you make the most of the platform. Please feel free to reach out to your CSM or obpros@onboardmeetings.com so we can help make things easier for you. ### 28. 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! ### 29. Great Adjustment to Outdated Process **Rating:** 4.5/5.0 stars **Reviewed by:** Hannah S. | Associate Director of Advancement, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2024 **What do you like best about OnBoard Board Management Software?** I loved this software for the ability to house everything in once place. It's a great way to keep historical documents that members can use at their convience. I also liked the ability for our board members to engage with one another. Our old system was very outdated and didn't allow for any collaboration. The ease of use was ideal for our group. **What do you dislike about OnBoard Board Management Software?** So far, there haven't been many issues. There are a few features that need some time to get used to. I don't always update the user capabilities before each meeting. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It allows us to house everything in an easy to access space. Previously we were using a ton of different forms of communication for our meetings. This is a one stop shop. It also allows us to store historical data. Futhermore, it offers features that we hadn't used in the past, or ones that we had done differently. We are now able to take polls, mark up documents, track meetings and take minutes with ease. It eliminates all the additional sources we were using. **Official Response from Lori Farrell:** > Hi Hannah, We're thrilled to hear that OnBoard has been a great solution for your board management needs! It's fantastic to know that the software has streamlined your processes and improved collaboration among board members. If there are any features you could still use some help with, don't forget our training webinars (found in the help section), customer webinars (invites come to your email monthly), or your CSM! If you don't know who your CSM is, freel free to email me at lfarrell@onboardmeetings.com. We're here to support you! ### 30. OnBoard Software has proven to be user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle B. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2024 **What do you like best about OnBoard Board Management Software?** The thing I feel that I like best so far about OnBoard, is the platform it provides for us to put important information out to our Directors that can be found in one place. We have the ability to keep it well organized and up to date. The ability to really personalize it to for our peers is exciting too! We were able to implement to our peers with little to no difficulties. So far the integration process has been vastly easy for myself as an administrator. **What do you dislike about OnBoard Board Management Software?** Honestly, I have not found anything that I dislike about my OnBoard Board Management Software experience as of yet. I was able to maneuver more efficiently through our first meeting and that means everything. It is refreshing to know that they listen to your concerns and have already made changes to the dashboard due to others input. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard is giving us a platform to have available to our Board all of the information that they need as well as publish past meeting information. All of this to be found in one place is extrememly valuable and cuts the time that they have to spend trying to find what they are looking for. **Official Response from Lori Farrell:** > We're pleased to hear that OnBoard is solving the problem of providing a centralized platform for your Board's information and past meeting details. It's great to know that it's saving time and adding value to your Board's experience. We are definitely listening to your concerns and feedback, so please reach out if you'd ever like to share more! lfarrell@onboardmeetings.com. ### 31. Intuitive, full of features, but hard to get everyone on the same page. **Rating:** 4.0/5.0 stars **Reviewed by:** Josh L. | Advancement Services Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2024 **What do you like best about OnBoard Board Management Software?** I do think the layout of the site makes a lot of sense -- I've been able to lay out agendas, organize the board members, and create rolling documents and spreadsheets in resources. There are a great number of features and I think it has a lot of potential should we choose to work more in it. I've run 2 meetings straight out of the Zoom and that integration also works very well. **What do you dislike about OnBoard Board Management Software?** This is less an issue with OnBoard itself, more with our board members, but we've just had trouble getting folks on our board onto the software. When we had our Assistant Dean get on, she said that maybe the whole "temporary password" situaton may be difficult, particularly for board members that don't know how the copy-paste function works. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** I haven't been keyed into much of our board happenings prior to our use of OnBoard, but I think our main use case is getting all board communication into 1 channel (maybe 2 if we include the email lists). Unfortunately we still aren't getting everyone on the software -- we just finished our big board meeting where we can hopefully send the remaining invites out and get our 75% mark. (Note below, regarding the questions around pricing, I'm unaware of how much our package cost as that decision was made over me. So I noted NA). **Official Response from Lori Farrell:** > Thank you for sharing your positive experience with OnBoard's layout and integration with Zoom. We understand the challenges of getting all board members to use the software. We appreciate your feedback and are committed to improving the user experience. Keep an eye out, because this spring, we are hosting a customer webinar on boosting board engagement! It could be helpful for you and spark some ideas! ### 32. After trial testing 3, our Directors chose OnBoard **Rating:** 5.0/5.0 stars **Reviewed by:** Jim M. | Property Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2024 **What do you like best about OnBoard Board Management Software?** Of the 3 we tested, our Directors found OnBoard to be the best choice for intuitive ease of use which has led to universal adoption and use by the Directors themselves. The integration with other software we use, as well as its internal integration between actions taken and agenda items has also been very helpful. **What do you dislike about OnBoard Board Management Software?** One thing that OnBoard did not have when we made the decision was AI functionality around minutes taking. Even though one other company did offer that, and even though we really wanted that as well, the Dircetors chose OnBoard anyway due to the superiority of functionality in all other respects. Thankfully, now we have recently learned that OnBoard is also rolling out AI functionality for minutes taking, so we are especially pleased. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Communication with the Directors in between meetings, Agenda building for meeting, Repository of all information relevant to the decisions the board makes in one place ### 33. A game changer! **Rating:** 5.0/5.0 stars **Reviewed by:** Milton M. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2024 **What do you like best about OnBoard Board Management Software?** From the instant I inquired about OnBoard to my transition meeting yesterday with Kaitlyn, OnBoard has far exceeded our expectations. The ease of use, the training, the support at each level, the bells and whistles offered at each level, the app + desktop experience - I have not had one encounter with OnBoard and its people that hasn't been a 10/10. In just the two months we've been working with the system, our Board's communication and efficiency have skyrocketed exponentially. I initially tried to ease our members into this, thinking they needed a longer runway to get adapted. After the first introduction, the Board immediately began asking for more access to various features and wanted to communicate via OnBoard exclusively. A game changer, indeed. **What do you dislike about OnBoard Board Management Software?** Nothing. I can't think of one thing that I would change or ask to improve about the Software or the people I've encountered. I am immensely grateful for this company! **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Communication amongst members and staff The clearinghouse for all documents and a stellar ease of access to them Calendaring all meetings and events Storing data on Board members in one central place ### 34. Our Board is on board with OnBoard!! **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa B. | Executive Assistant To The President, Mid-Market (51-1000 emp.) **Reviewed Date:** January 29, 2020 **What do you like best about OnBoard Board Management Software?** It is so user friendly on the board and administrator side. The board members love that the portal is accessible from any of their devices. Unsolicited, users always tell me how much they love it and how efficient it is to have all of the meeting materials and resources in one place! **What do you dislike about OnBoard Board Management Software?** There are so many positives with using OnBoard, that there is nothing that comes to mind that I dislike about it. **Recommendations to others considering OnBoard Board Management Software:** Don't look any further into any other board management software! **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Board materials no longer need to be compiled into one pdf and emailed to the board. Everything can just be uploaded to either the board meeting book or the resource folder. OnBoard is so much more efficient for our board members because, with the app or desktop, they literally have all the board materials and resources available at their fingertips. ### 35. 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! ### 36. We switched to OnBoard this summer and it has been incredible! **Rating:** 5.0/5.0 stars **Reviewed by:** Jason G. | Director, Office of the President and Strategy; Special Assistant to the Board of Trustees, Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2024 **What do you like best about OnBoard Board Management Software?** We were originally interested in OnBoard for the many features it offered and the incredible user interface/experience. After selecting the product, we were even more impressed with the ease of implementation from our old software and the features that we didn't even know about. The team helped us seamlessly onboard to OnBoard in a matter of a few weeks, offering multiple trainings for all of our different user types. As the administrator, I am constantly in the platform and have not been disappointed to date. **What do you dislike about OnBoard Board Management Software?** There are some unique ways that OnBoard has designed some of the features that feel limiting at first but just take some time to adjusting to (e.g., the timing for agenda items). **What problems is OnBoard Board Management Software solving and how is that benefiting you?** A highly engaged Board of Trustees is critical to our work and one of the ways to do this is through our board software. ### 37. Board Meetings made simple **Rating:** 5.0/5.0 stars **Reviewed by:** Heather J. | Executive Assistant to the CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard has transformed the board meeting process for me, making my job much easier and saving me countless hours—sometimes even days! Previously, I had to print and mail all the meeting materials to each board member. With OnBoard, I can make adjustments on the fly, even on the day of the meeting, and instantly share updates. The e-signature feature is a game-changer; it allows board members to sign minutes from their phones, tablets, or computers, adding a level of convenience and speed I hadn’t anticipated. The ROI is evident just from the planning phase alone—OnBoard has been a smart investment for streamlining our board operations! **What do you dislike about OnBoard Board Management Software?** I wish that by editing the document in the meeting, it would also make the changes in the Resources. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Time involved; last minute changes, etc. **Official Response from Lori Farrell:** > Hi Heather, thank you for sharing your positive experience with OnBoard! We are thrilled to hear that it has transformed your board meeting process and saved you valuable time. Your feedback about the editing feature is noted, and we appreciate your suggestion for improving the software. We are constantly working to enhance our platform to better meet the needs of our users. Thank you for choosing OnBoard to streamline your board operations. ### 38. OnBoard Helped Us Stay Organized and Focused **Rating:** 5.0/5.0 stars **Reviewed by:** Yamini S. | HR Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2025 **What do you like best about OnBoard Board Management Software?** It’s super easy to use, keeps everything in one place, and saves us so much time before and during meetings. **What do you dislike about OnBoard Board Management Software?** Sometimes it takes a bit longer to load, and the notifications could be more customizable. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard helps streamline board meetings by organizing agendas, tracking attendance, and keeping documents in one place. It saves time, reduces confusion, and ensures everything runs smoothly, making my job as HR much easier. ### 39. 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. ### 40. OnBoard-great management tool **Rating:** 5.0/5.0 stars **Reviewed by:** Nikki H. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2025 **What do you like best about OnBoard Board Management Software?** OnBoard has made setting up the information covered in Board meetings very easy and accessible for Board members. It is very user friendly. The Help Center is also a great resource for any issues you may run into and need help with. **What do you dislike about OnBoard Board Management Software?** There is still more to learn on the platform and all it can do. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** There are no problems currently that I am having, however they have been very quick to resolve issues I have ran into in the past. ### 41. OnBoard is very user friendly and provides a quality product for our board meetings. **Rating:** 5.0/5.0 stars **Reviewed by:** Beth H. | EVP/CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** November 22, 2021 **What do you like best about OnBoard Board Management Software?** I like how easy it is to create and update meetings and post documents. My favorite feature is the Minutes builder. I can start preparing the minutes prior to the meeting which makes completing them afterwards so much easier and allows me to pay better attention while in the meeting. The system is very user friendly and I rarely have to trouble shoot issues with our users. They love how easy it is to use. I also appreciate our Success Manager, she is friendly and always helpful and responsive. **What do you dislike about OnBoard Board Management Software?** I can't think of anything that I dislike. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Our board is more informed and engaged with having this easy to use site to review meeting documents. We also use OnBoard for internal executive meetings and it's made it easier to track those meetings and minutes more efficiently. ### 42. A Solid Addition to our Organization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2025 **What do you like best about OnBoard Board Management Software?** OnBoard has been very easy to adopt for both our admins and our users and had an immediate positive impact on our board/management communications. There is much that it can do and we look forward to finding new ways that OnBoard can enhance our organization. **What do you dislike about OnBoard Board Management Software?** There has been nothing to date that I would say I dislike about OnBoard. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It helps us communicate and take action when necessary in a safe, secure, and easy-to-access manner. ### 43. 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! ### 44. 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! ### 45. 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. ### 46. Onboard for Board Meetings **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2025 **What do you like best about OnBoard Board Management Software?** I have been using OnBoard for the past three years in order to present packages for all meetings. In those three years OnBoard has made several updates that have enhanced the experience and ease of use. **What do you dislike about OnBoard Board Management Software?** I I’ll let you know. I had several issues in the past that were addressed with the updates. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard simplifies the process of compiling essential information into a seamless, user -friendly deliverable. It ensures that all board members can access, understand, and engage with meeting materials effortlessly, enhancing collaboration and productivity. ### 47. 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. ### 48. This is our second time working with an online portal provider and OnBoard is clearly superior. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2024 **What do you like best about OnBoard Board Management Software?** The meeting setup is easy and having all of our Board information and resources in one place helps keep materials organized and confidential. **What do you dislike about OnBoard Board Management Software?** It would be helpful if PDFs could be dropped directly below an agenda item instead of at the bottom of a section. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Usig an online portal like OnBoard allows us to improve efficiency by streamlining administrative tasks like creating agendas and minutes. It allows us to make changes to the materials right up to the last minutes before the meetings start, if necessary, saving an incredible amount of time. It increases security by protecting confidential documents. Most importantly, it allows us to create a record of every committee, board, and special meeting which is then stored electronically as opposed to making paper copies of everything. This allows us to manage the records for posterity. **Official Response from Lori Farrell:** > We're thrilled to hear that OnBoard has been a superior choice for your board management needs. We appreciate your feedback about the PDF placement and will share it with our development team for consideration. ### 49. 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. ### 50. Best Implementation Ever **Rating:** 5.0/5.0 stars **Reviewed by:** Heather B. | EXECUTIVE ASSISTANT & HR MANAGER, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2024 **What do you like best about OnBoard Board Management Software?** It is very user friendly. I love the 'Duplicate' option. I also love that I can drag files and drop them in the agenda. **What do you dislike about OnBoard Board Management Software?** It's only been two months, but so far, one thing I noticed was that when I sent minutes to my CEO for review, he made changes and the system never told me there were changes made. I would like to be notified once they've reviewed the minutes and made changes. This way, we can go back and forth without printing and writing on the paper agenda or minutes. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** I have not had any problems as of today. ## 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=1168469&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+16%3A31%3A27+-0500&secure%5Bsession_id%5D=c2d93ff6-ec53-4306-9745-cc2b3a98fe46&secure%5Btoken%5D=c0ff34d2ec82e5084ef434cb1de06c9e35b551a9403d2f3d25f314140347a928&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)