OnBoard Board Management Software Reviews & Product Details

Everything is is one place and it saves on paperwork. It is easy to navigate and find the information I need. Review collected by and hosted on G2.com.

I wish it would hold the history of the past few board meeting for my review. Review collected by and hosted on G2.com.

OnBoard is a cost-efficient, flexible, and user-friendly platform for board meetings. Review collected by and hosted on G2.com.

There is very little to dislike about this software Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

It would be great if board material complying process was a little faster. Review collected by and hosted on G2.com.

I use OnBoard Board Management Software to organize board materials and send meeting invites. I appreciate how it increases transparency and allows me to upload documents for board access efficiently. I no longer have to distribute multiple versions of documents when updates are made, and I love the automatic meeting reminders. The software provides a single source for board members to access materials, which is a huge plus. I really like its ease of use, organization, and modern user interface. It's easy to find meeting information and access resources, with files organized similarly to a desktop file management style with folders within folders. I also find the modern look of the user interface much better compared to others. Setting it up was very easy. OnBoard's onboard team was there every step to ensure set up and handoff was smooth. Review collected by and hosted on G2.com.

Board members complain they are unable to print the board packet directly from OnBoard. Users have to either download the materials to their computers first, or export to a printer from the mobile app. Review collected by and hosted on G2.com.

I love that building a board meeting in OnBoard Board Management Software is way easier. You can edit documents directly in the software, so there's no more different versions that I need to upload and update in the board book. Being able to create a PDF directly from OnBoard is really helpful. It also allows us to collaborate easier on building a board meeting. Myself, the director, and maybe some of the members of the board or other high level staff contribute towards building a meeting altogether. Having this one platform where we can all log in, equally update things, and not create any issues, like different versions or file issues, is super collaborative. The initial setup was really great, and the service and help from OnBoard is really top tier. Review collected by and hosted on G2.com.

I don't currently use the minute builder because we have a template for doing minutes for my organization that we like and we're familiar with. I'd like for you to be able to upload a template that can match your style of how you already do minutes. That would be more helpful. Review collected by and hosted on G2.com.

I like that OnBoard Board Management Software is easy to use and makes it simple to replace and compile documents. Without it, we would have to compile documents using PDFs that are not replaceable, which means more work every time we put them together. With OnBoard, I can seamlessly replace documents within the book, making the process more efficient. The ease of use was a significant factor in choosing OnBoard, and the initial setup was very easy. Review collected by and hosted on G2.com.

Sometimes we're not able to access the software. We have to clear our cache a lot. Sometimes when you're building a book, dragging and dropping documents, they'll go in the wrong place. Also, sometimes the book gets stuck, and then you have to have these little tricks and tips to get the system unstuck, like changing something in the settings to rebuild something. The functionality within the book could use improvement as well. Review collected by and hosted on G2.com.

I love how OnBoard Board Management Software allows me to duplicate meetings; this is great because the cadence of our school doesn't change much from year to year. It's a wonderful record keeper, maintaining the past 13 years of meetings, and an excellent document manager. I find the resources folder and the ability to search for files to be great features. The ease of record keeping and one-stop user management were significant factors in our switch to OnBoard. Gina Guy, our implementation specialist, was great during the setup process. Also, the OnBoard customer service is amazing, which I really appreciate. Review collected by and hosted on G2.com.

Sometimes the formatting in minutes is not the greatest. The spacing needs work. Review collected by and hosted on G2.com.

I like OnBoard Board Management Software because of its ease of use and how it consolidates everything in one place. It's great having all resources, actions, board papers, and minutes together, which really helps in saving time when collating board packs and managing tasks. Review collected by and hosted on G2.com.

The AI minute needs some work because it doesn't capture Australian or NZ accents accurately. The software should be updated to be more sensitive to other accents, including Te Reo Maori. Also, the initial setup was easy but very manual, which is cumbersome. Another issue is the difficulty in navigating the measuring of licenses and emails across sub-entities. Review collected by and hosted on G2.com.

I like their customer service and quick response time. Review collected by and hosted on G2.com.

The glitching when making an agenda - sometimes it moves agenda items out of order. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.