OnBoard is extremely user-friendly and includes all the key features we need for board meetings, such as the ability to upload the agenda, minutes, and any required documents. It also offers user permissions and helps keep our data secure.

They are introducing several AI tools to further assist members during meetings and provide additional insights, and we’re looking forward to seeing what those additions have to offer.

It also offers integrations with Microsoft and Zoom for virtual meetings!

The provide excellent support and onboarding via their OnBoard Academy for every member whether they are board members or the CEO and executive assistant.

The ROI is very worthwhile for the price of our package, and it's overall performance is 5-stars! Review collected by and hosted on G2.com.

The new AI suite is an additional add-on cost. Review collected by and hosted on G2.com.

I value using OnBoard because it provides a centralized, organized platform that streamlines all aspects of board and committee management. It simplifies agenda creation, document distribution, and minute-taking, ensuring everything is easily accessible in one place. The platform enhances efficiency, supports secure document sharing, and improves communication with board members, ultimately helping maintain strong governance practices and consistent processes. Review collected by and hosted on G2.com.

While OnBoard is a strong tool overall, there are a couple challenges that can impact efficiency. Document management, particularly with revisions or version tracking, can be a bit cumbersome if not carefully maintained. Additionally, formatting limitations with minutes—can make it harder to achieve a polished, consistent look without extra effort. Review collected by and hosted on G2.com.

We use OnBoard for the Loinette Capital credit approval process even though the system is actually for board meetings. We found it easy to adapt to a different application and all our requirements for a credit system are satisfactorily met by OnBoard. Review collected by and hosted on G2.com.

I find the AI functions to be intrusive and it would be helpful if these could be suppressed by users who do not want to use them. Review collected by and hosted on G2.com.

It's so easy to assemble my board packet and distribute last-minute changes. The gift of time! Support is always quick to respond, though I haven't had much need for it. Their platform never gives me an error message that shows "stop responding". It's a real work horse. Extremely easy for board members to log in. Review collected by and hosted on G2.com.

My only small dislike is regarding the different fonts when you download the book. I've been working with them on a fix and they've been very helpful. Review collected by and hosted on G2.com.

I really appreciate the amazing interface of OnBoard Board Management Software, which looks modern and almost like a social media app. It's smooth, intuitive, and particularly easy for an older audience to navigate, making board meetings much easier. The calendar feature is something I enjoy as it works well, sending notifications when a meeting is coming up and acting as a one-stop shop for managing board meetings. Additionally, the support team has been terrific and made the initial setup super easy. Review collected by and hosted on G2.com.

I think the roles and permissions is a bit confusing. It takes a ton of understanding for admins, and even the support team knows that. Relaying it to the executive assistants was tough for us though. Because roles and permissions are confusing. Review collected by and hosted on G2.com.

It is so much better than our old software. It’s more secure, has more useful tools, and is quicker overall. It has substantially reduced the amount of paper we print, which was associated with our previous process, and the tools are easier to use. Review collected by and hosted on G2.com.

The inability to print directly from the s/w package. of items desired on paper. I do realize the desire to maintain security which to me is paramount. Review collected by and hosted on G2.com.

What I like best about OnBoard Board Management Software is how easy it makes organizing board meetings, agendas, and documents in one secure location. The platform has improved our workflow by reducing time spent emailing files back and forth and ensuring board members always have access to the most current information. The interface is intuitive, meetings run more efficiently, and the annotation and collaboration tools help keep everyone engaged and prepared. The customer support team has also been responsive and helpful whenever questions arise. Review collected by and hosted on G2.com.

One downside of OnBoard Board Management Software is that some features can take time for new users to fully learn, especially board members who are less familiar with technology. There are also occasional navigation and formatting limitations when working with large packets or documents on mobile devices. While the platform is overall very reliable, improvements to customization options and a more streamlined mobile experience would make it even better. Review collected by and hosted on G2.com.

I like that you can do everything in one location. It consolidated four softwares we were using to just one. I really like the meetings feature, it allows me to easily build and track the agenda to keep us all on target. Review collected by and hosted on G2.com.

The only thing I dislike about OnBoard is actually more about outlook. I don't like that my board members cannot RSVP as virtual through the calendar invite. Review collected by and hosted on G2.com.

We used to use emails to communicate with the board. OnBoard is a much better system for this. I as board secretary now make better arrangements ahead of meetings, arrange the meeting book, share easily with board members and control timings better. Review collected by and hosted on G2.com.

The management of minutes is still poor. I have to use a resource folder for that instead of it being tied to a meeting. Additionally, a book is either downloadable entirely or not. I cannot separate between confidential and non-confidential matter within a meeting book. Review collected by and hosted on G2.com.

The service offers a comprehensive overview of tasks, ensuring all board members are aligned and informed. Review collected by and hosted on G2.com.

OnBoard keeps everything I need in one secure location. Being able to distribute and manage materials, collect signatures, and even send surveys from a secure platform makes board management feel much more manageable. Review collected by and hosted on G2.com.