OnBoard Board Management Software Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

1.) Supports secure and confidential workflows that simultaneously enable agility and decentralized information activities. In short centralized administration that can assign roles and access levels, but decentralized control so that meeting sponsors (aka creators) can still accomplish goals related to their responsible area.

2.) Empowers preparedness for our Board and Committee members. The meeting book is published as a "pre-read". Members can make annotations, even share annotations with other meeting invitees.

3.) A built in OnBoard Academy, so I can ensure other administrators and creators are properly trained - even certified! A robust help center, with related topics categorized together so that I can choose to get quick information to meet a need, or dive deeper for greater understanding.

4.) The ability to quickly de-activate members and wipe their devices remotely.

5.) Believe it or not, being able to append the meeting book with a clickable Table of Contents, and add page numbering to the meeting book are quick settings that make a big difference both during the meeting and after.

6.) Facilitates a Corporate Standard for all board and committee related materials that in turn supports enterprise memory and institutional resilience. Through the OnBoard platform, the organization has a bonafide repository of information that facilitates research and retrieval activities when requests are presented. In short, the transcendent nature of this "library" is a means by which those of us in the present can aid team members in the future by sharing and receiving knowledge in a particular way.

7.) AI minutes: through this feature we can record, transcribe, and generate a draft set of minutes that can be further refined into our corporate standard. This feature was easily integrated across all our various board and committee meeting sponsored by different meeting creators. Review collected by and hosted on G2.com.

I am still hoping for this capability: As an administrator, I want the ability to make certain settings permanent so that all meeting creators follow a consistent standard. For instance, at the moment, either I or the meeting creator must manually enable options to add a table of contents to the meeting book and to include page numbers on every meeting object. I would really like to have these as global settings. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I love that the staff can place their items in onboard and that i can create the Board packet by going in to the resource folder. Loading is now the staffs responsibility. I really love that the board book creates its own agenda and page numbers. Its sooooo much easier to create the board packet now Review collected by and hosted on G2.com.

I cant verify which board members have gone in and read the material. Its no way to automatically track it. Its important that we know that they're doing their part as our board members Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I appreciate being able to build agendas and then use my agenda as the template for my minutes. The drag and drop function is easy to use. Review collected by and hosted on G2.com.

Pricing that benefits not-for-profits and charitable organizations would be appreciated. Additionally, formatting for minutes is frustrating. While I recognize that it's not a word processing application, it can be incredibly frustrating when using bullets, etc. Review collected by and hosted on G2.com.

I love how OnBoard Board Management Software makes managing our board meetings a breeze. It's very easy to use, and the UI is just very well-designed—so much cleaner and easier to use than other board platforms. I also found the initial setup incredibly easy and intuitive. Review collected by and hosted on G2.com.

I wish the agenda/minutes sections had a rich text editor. Rich text would be amazing as it would let me stylize and format my text within the platform itself. Review collected by and hosted on G2.com.

We love everything in one place. From board meetings to committee meetings, it's all there. OnBoard serves as our secondary archive. We also love the security of the information and the ability to assign roles to the users. Our onboarding was simple, the software/application is very intuitive. Review collected by and hosted on G2.com.

We have not experienced any downsides. Perhaps the video link option. I'm one of the admins, but one of my staff members has the Zoom account we prefer to use for our board meetings, and that requires a few steps to manually set up the Zoom link. I can't load a Zoom link for his name and then go back to it when we need to, as we set up a new meeting. Review collected by and hosted on G2.com.

The meeting set-up and agenda builder are easy to use, and it only takes a few minutes to create the board pack for our Board meetings. The Messenger is easy for all Board members to use and communicate before, during, and after a meeting. The annotations are easy for our board members to share and see. Review collected by and hosted on G2.com.

There is nothing about the program that I don't like. Review collected by and hosted on G2.com.

You can keep your board updated on events anytime using the Announcements section. When you post an update on the Announcements section the same message is sent to the board members' email! Review collected by and hosted on G2.com.

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