--- 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: '2026-08-08' 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. Great addition to our Board Management **Rating:** 4.0/5.0 stars **Reviewed by:** Sasha Z. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2024 **What do you like best about OnBoard Board Management Software?** The customer service team as been great in getting everyone trained and getting us set up. It's been easy to use and helped us communicate efficiently. One time I need to contact a Board member to change a meeting location and it was so easy to login to the app, get their number, and text them. **What do you dislike about OnBoard Board Management Software?** Sometimes but not often, I will have trouble figuring out how to grant people access to certain documents. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It is helping us streamline board meetings, strategize board recruitment, and provide a place for all board materials to go. **Official Response from Lori Farrell:** > We're delighted to hear that OnBoard has helped streamline your board meetings and board recruitment. We appreciate your feedback about the occasional difficulty in granting access to documents and will work on improving that aspect. Thank you for choosing OnBoard for your board management needs! ### 2. Amazing Board Management Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Karen K. | Administrative Assistant to DSB and DDO, Enterprise (> 1000 emp.) **Reviewed Date:** October 10, 2024 **What do you like best about OnBoard Board Management Software?** I love that the platform has incorporated Zoom for the meetings, I was the one who loaded all the 500+ board members, and I am extremely impressed with the ease of uploading members. The customer support has been exemplary and the implementation with our board members (average age of 70) has been extremely easy. **What do you dislike about OnBoard Board Management Software?** I am slightly confused about the AI transcription tool, we use Zoom AI transcripts and I am unsure if it will be the same. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It is allowing the divisional staff administrators to assist with the 50+ boards and allows them to see all meetings for our multiple states. ### 3. Exactly what we needed to level up our board's efficiency! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2024 **What do you like best about OnBoard Board Management Software?** ​What we love about OnBoard is the user-friendly agenda builder. Since our recurring meetings tend to have a similar agenda, I love that I can duplicate a previous meeting and make the needed changes without starting from scratch each time. **What do you dislike about OnBoard Board Management Software?** Our users dislike the feature that calculates and reports how much of the content they have reviewed prior to the meeting. It's not accurate and so my board members can feel discouraged or confused by email notices from OnBoard informing them that they have not completed reading the meeting materials. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard solves a problem of disorganized historic documentation (like meeting minutes) by becoming the centralized place we keep all these records. **Official Response from Lori Farrell:** > We're pleased to hear that the agenda builder has been beneficial for your recurring meetings. We appreciate your feedback about the content review feature and will take it into account for future enhancements. It's also great to hear that OnBoard is solving the problem of disorganized historic documentation and centralizing your records for improved efficiency. Thank you for your review! ### 4. Comprehensive Board Engagement **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** October 09, 2024 **What do you like best about OnBoard Board Management Software?** Everthing for a meeting, including communication is housed in one structure/platform. Implementation has been easy due to the structure for onboarding administrators. Customer support has been extremely helpful and trainer knows material. Our frequency of use of the software for other leadership meetings has reinforced usage of the platform. **What do you dislike about OnBoard Board Management Software?** Still within the first year of implementation, but one of the challenges I continue to experience is the extra steps of moving agenda items around and the inability to copy an agenda ITEM that has been TABLED or REFERRED BACK TO COMMITTEE to another meeting. Have to recreate from scratch, which is duplicative work. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Streamlining operational processes and brining all board engagement communication internally vs using external platforms for communication and meeting materials. Increasing member engagement with materials in advacne of the meeting and then conversations within the meetings. ### 5. Executive Assistant and Board Secretary **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2025 **What do you like best about OnBoard Board Management Software?** Ease of use, customer service/helpdesk responsiveness. **What do you dislike about OnBoard Board Management Software?** Some limitations. For example, we would like to be able to download from the Resource Folder but still keep downloading board packets restricted and this is not possible. It is currently all or nothing. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Secure portal for outside directors to review sensitive materials. ### 6. Excellent service and a very ease to use platform **Rating:** 5.0/5.0 stars **Reviewed by:** Jocelyn T. | Executive Corporate Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2024 **What do you like best about OnBoard Board Management Software?** Ease of use for both Administrator and the Board members. **What do you dislike about OnBoard Board Management Software?** There are a couple of "tweaks" that would be beneficial. One being the ability to select who I want to notify individually, not a group. For instance, all of my board members have access to all information contained on the website but only the Board members who are on a specific committee should get invited or receive notification of the posting for that committee meeting (although everyone has access to the information). **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Communication with the Board members, sharing of information, **Official Response from Lori Farrell:** > Hi Jocelyn, we are glad to hear that you find OnBoard easy to use for both administrators and board members. We appreciate your feedback about the ability to select individual notifications, and we will certainly take that into consideration for future updates. Let us know if we can support you in any other way! ### 7. The switch over and first 9 months with OnBoard have gone well. **Rating:** 4.5/5.0 stars **Reviewed by:** Eula K. | Executive Assistant to the Head of School and Board of Trustees, Mid-Market (51-1000 emp.) **Reviewed Date:** December 10, 2024 **What do you like best about OnBoard Board Management Software?** It is very user-friendly for our Trustees and staff. It was easy to implement. **What do you dislike about OnBoard Board Management Software?** I do not like that there is no way to send a secure email within the system. I also don't like that I cannot edit the attachments from the agenda to the minutes. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** This system is much easier to navigate than our prior system. We are using it for file storage, calendar/event management, and communication. **Official Response from Lori Farrell:** > We're glad to hear that you find OnBoard user-friendly and easy to implement. It is also great to hear that you're finding it easy to navigate! We appreciate your note about the secure email feature and the ability to edit attachments - if you'd like to provide further feedback on this, feel free to email me at lfarrell@onboardmeetings.com. ### 8. Elizabeth Warren **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2025 **What do you like best about OnBoard Board Management Software?** It makes my job easier. It makes things very seamless. **What do you dislike about OnBoard Board Management Software?** I'm not in the platform too much. However, the customer support team is super helpful and very encouraging. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Board Organization ### 9. Useful tool with many good features **Rating:** 4.0/5.0 stars **Reviewed by:** Brandon B. | Data Solutions Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2025 **What do you like best about OnBoard Board Management Software?** Really simplified a lot of aspects of board management -- scheduling, voting, minutes, agendas, etc. **What do you dislike about OnBoard Board Management Software?** The onboarding / setup was tricky to get used to, but the more we used it the easier it became to navigate. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Keeps board/meeting related materials organized and easy to find. No more searching through emails and Word documents for information. ### 10. Non-Profit Board Work **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2024 **What do you like best about OnBoard Board Management Software?** So far the ease of using it; the number of features available feel limitless and more than I thought possible in a platform. The support of the team during implementation has been phenomal and more than I expected. I am very grateful. Changes and new systems can be daunting but the support and ease of the platform have helped so much. **What do you dislike about OnBoard Board Management Software?** I don't know yet as we've just begun. I anticipate that members lack of use but my hope is their embrace the integration of OnBoard. The cost of the platform. I am looking forward to launch and use in 2025 to maintain the use. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** The ease of housing the materials to help build the quarterly book. The comfort of the platform storing confidential documents. ### 11. Why more places should use OnBoard **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard is easy to set up and use and easy to teach to not so tech savy board members. **What do you dislike about OnBoard Board Management Software?** There are some functions that I don't like or feel aren't user friendly. However, if you share your problems with OnBoard they listen and do their best to help. Example 1: We don't like the block format for taking notes. OnBoard is has already taken steps to get rid of the blocks. Example 2: One of our members can't recieve messages from OnBoard. OnBoard has been helping to try to solve the problem, even though it is something most likely outside of their responsibility. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard provides one location that the board can access all of their materials, schedule meetings and complete surveys. **Official Response from Lori Farrell:** > Thank you for your positive feedback about OnBoard's ease of use and its support for non-tech savvy board members. We value your input on the functions that you find challenging, and we're actively working to improve these areas. Please let us know if there's anything else we can help with at any time. ### 12. It's been great. Very intuitive, a great interface, and easy to learn. **Rating:** 5.0/5.0 stars **Reviewed by:** Roger N. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2025 **What do you like best about OnBoard Board Management Software?** Setting up a schedule that allows different board members to only see the meetings they need to see. **What do you dislike about OnBoard Board Management Software?** Unable to adjust a board members attendance on their behalf. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Reducing paper and emails **Official Response from Lori Farrell:** > Thank you for sharing your positive experience with OnBoard Board Management Software! We're happy to hear that you find the interface intuitive and easy to learn. We appreciate your feedback on the feature that allows different board members to view specific meetings. We understand your concern about adjusting a board member's attendance and will share this with our development team for future enhancements. It's great to hear that OnBoard is helping you reduce paper and emails. If you have any further suggestions or questions, please feel free to reach out. Thank you for choosing OnBoard! ### 13. OnBoard for BOD & Committee Success **Rating:** 5.0/5.0 stars **Reviewed by:** Barbara C. | Senior Manager, Executive Administration, Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2022 **What do you like best about OnBoard Board Management Software?** Onboard is very user-friendly and comprehensive. It is a great resource for Board, Committee and departmental meeting materials. **What do you dislike about OnBoard Board Management Software?** I am a 10+ year user of the platform, and I have not experienced any problems with this software. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard is continuously reviewing opportunities to improve their software with new and helpful features, as well as refining current features. It provides a one-stop location for our volunteer Directors and Committee Members to receive all required information for upcoming meetings, as well as all resource information. ### 14. Comprehensive software with great training and support from the OnBoard team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2024 **What do you like best about OnBoard Board Management Software?** This software is very beneficial for a "one-stop" location with our 32 advisory board groups to keep tabs on all their meetings and information. The training tools are very clear and easy to understand. The support from Emily and others has been very helpful - she and others are always available to help us learn the software on an ongoing basis. **What do you dislike about OnBoard Board Management Software?** The only downside I can imagine mentioning is just the simple fact that there is a learning curve for understanding how to use the software. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** We are using this software to have access to all of our advisory boards across four states. It provides a way for our headquarters to see what is happening in these advisory boards and how they are impacting their respective communities. ### 15. Using OnBoard to create meeting docs and share those materials with directors is a simple process. **Rating:** 5.0/5.0 stars **Reviewed by:** Janet T. | Senior Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** September 27, 2024 **What do you like best about OnBoard Board Management Software?** I appreciate how user friendly it is for both the admin and the users. In addition, the ability to have documents signed, get voting approvals and even surveys is a huge plus. The customer support is also top notch - my OnBoard rep is also quick to help. **What do you dislike about OnBoard Board Management Software?** I do not have any negatives about using OnBoard. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard provides us with a secure platform for sharing meeting materials, which is crucial. Our directors can conveniently access their materials on any device, and the platform’s features for obtaining signatures, completing surveys, and collecting votes keep everything centralized within OnBoard. **Official Response from Lori Farrell:** > Hi Janet, thank you for the 5-star review! We're pleased that OnBoard has been able to provide you with a secure platform for sharing meeting materials and that our features have been beneficial for your organization. It's equally as great to hear that our customer support is top-notch. Should anything change, you need help, or have feedback on your experience - please feel free to reach out at any time. ### 16. OnBoard Board Management Software Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2024 **What do you like best about OnBoard Board Management Software?** The software is very user friendly. It also has great features depending on the level of your needs. I appreciate that it isn't an "all in one" package where you are stuck with one level of features no matter your needs. Implementation and changes are very easy to do as we switch out board members/staff. I researched several different platforms when we were assessing our needs and OnBoard was the best option for us. **What do you dislike about OnBoard Board Management Software?** I feel we don't use enough of the base features that we are paying for, and while they have different add-on's and levels of options, we are still paying for features we aren't using. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard provides a repository for sharing information with our Board easily. **Official Response from Lori Farrell:** > We're glad to hear that you find OnBoard user-friendly and adaptable to your needs. We appreciate your feedback and are constantly working to improve our offerings. We'd love to help you make the most of the features you aren't using - keep an eye out for our webinar invitations. Many of our customers come to these for more tips, tricks and best practices. We also have the training webinars that are scheduled on an ongoing basis - you can sign up from the help section in OnBoard. If you'd prefer, reach out to your CSM and if you don't know who that is, you can email me - lfarrell@onboardmeetings.com. We'd love to make your meeting management even better. Thank you again for your feedback! ### 17. One Point Access for All Board Materials **Rating:** 5.0/5.0 stars **Reviewed by:** Jyl Z. | Executive Administrative Assistant to the President and Provost, Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2019 **What do you like best about OnBoard Board Management Software?** Prior to using a board portal, our board members received binders with printed documents and then emails with attached documents. By choosing OnBoard we now have one secure portal where board members can go to review documents. We still have a few members tied to printed documents but we are seeing more and more of the board members using tablets and phones during the meetings. **What do you dislike about OnBoard Board Management Software?** The only negative about the Management Software is the extra charges for some of the add-on features which is tough on institutions with limited budgets. **Recommendations to others considering OnBoard Board Management Software:** We heartily recommend OnBoard to any college or university considering a board portal. The best feature, particularly for small private institutions, is the partnership with the Association of Governing Boards and access to their board resources. Our board members had been asking for these documents. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** We can now upload documents to OnBoard and select which users see what documents. All documents are secure and we no longer worry sending out confidential material. We have also decreased the amount of paper copies needed at each board meeting, saving time and resources. If we have an important announcement, we upload it to one spot where everyone has access. **Official Response from Dylan Caraker:** > Thank so much for taking the time to review OnBoard Board Management Software! We are so glad that the partnership with AGB is helping your institution. For the separate TOS, we would suggest setting up a folder for each board member in the Resources tab and setting the permissions so only that member can see it. Hope this helps! ### 18. OnBoard is a fantastic tool for your Boards! **Rating:** 5.0/5.0 stars **Reviewed by:** Tonya K. | Vice President, Finance and Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2024 **What do you like best about OnBoard Board Management Software?** I like that everything is laid out very conveniently and the Board has found most things very easy to complete in their portal. **What do you dislike about OnBoard Board Management Software?** I think a little more accessibiity with screen readers would be my only comment. We have a couple of Board members that use screen readers and the signature option is a little harder for them to use. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** This keeps all items for our meeting together in one easy to read and accessible at any time packet. **Official Response from Lori Farrell:** > We're glad to hear that you find OnBoard convenient and easy to use for your Board. We appreciate your feedback about accessibility and will definitely take it into consideration for future improvements. Please let us know if we can help with anything else -- we're here to support you! ### 19. OnBoard looks attractive to prospective board members! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2024 **What do you like best about OnBoard Board Management Software?** I like that OnBoard has different levels of user permissions (like editor, admin, reader) for each user AND I can customize the visibility of each uploaded document. **What do you dislike about OnBoard Board Management Software?** Some of our users have struggled to access all the attachments and meeting documents from the "Downloads" feature. It would be nice if that button was a different color. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** One hope we had in starting with OnBoard was to go 'paperless' for board meetings. But not all of our members have devices to be able to do this so we have continued to print. Still, we hope for a paperless future. **Official Response from Lori Farrell:** > We're glad to hear that you appreciate the different levels of user permissions and the ability to customize document visibility in OnBoard. We understand the importance of easy access to attachments and meeting documents, and we will consider your feedback about the 'Downloads' feature button color. Let us know if we can help in any way and thank you for your review! ### 20. Stellar tool for managing all Board interactions! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard has made life so much easier. All our Board members (even the non techie ones) love it. They seem to engage more (and we can measure that). Everything we need is in one place. It helps us manage voting in between meetings, and committee meetings, and a place to archive past meeting materials. I love that they're always open to hearing what's missing so that they can improve their offering. **What do you dislike about OnBoard Board Management Software?** Currently the meeting minutes creation tool, however, they're rolling out a new product that will uplevel the functionality and Board minutes creation. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** A clean tool that is easy to implement, easy to train Board members on and keeps everything in a secure place. **Official Response from Lori Farrell:** > Thank you for sharing your positive experience with OnBoard! We're thrilled to hear that it has made managing Board interactions easier for you and that your members are engaging more effectively. We appreciate your feedback and are constantly striving to improve our offerings based on customer input. If you have any further suggestions or need assistance with anything else, please feel free to reach out. Thank you for choosing OnBoard to streamline your Board operations! ### 21. Great all-in-one Board portal! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** November 05, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard has provided one site/app to allow our Board and Councils to access information in one place. The site is easy to maneuver for everyone and allows better communication for members. Compared to our prior system, OnBoard is a refreshing change for our organization. While we just started this year, we're looking forward to utilitizing all of its features. OnBoard also provides on-going improvements and easy ways to learn how the site can work best. **What do you dislike about OnBoard Board Management Software?** I'm not a huge fan nitially of the Actions and Messenger tabs but I also need to use these areas more which may improve my experiences. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Simply easier, clearer access to documents and information, meeting planning. **Official Response from Lori Farrell:** > Thank you for sharing your positive experience with OnBoard! We're glad to hear that the platform is making it easier for your Board and Councils to access information in one place. If you'd like any additional guidance on actions and messenger, please feel free to reach out to your CSM! I'm sure they will be more than happy to share some tips and tricks with you. Let us know if you need anything else! ### 22. Intuitive tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard has streamlined our board management processes and increased the security around accessing sensitive documents. Everything is one spot. Easy to create board packs and share with board members, and annotation process is straight forward. Implementation was easy and our Imp Consultant helped us create our file structure in the Resources section. **What do you dislike about OnBoard Board Management Software?** Looking forward to trialling Automated Minutes. Would also be great to see a simplified minutes review process after the meeting to get board members to review and annotate the minutes before finalising. Would also be great to store videos directly in the platform as well instead of linking out. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Automated Minutes will be very beneficial. **Official Response from Lori Farrell:** > Thank you for sharing your positive experience with OnBoard! We're thrilled to hear that the platform has streamlined your board management processes and enhanced document security. Storing videos directly in the platform is also a great suggestion that we'll take into account. I hope you were able to try out Automated Minutes - if you haven't yet, feel free to reach out to obgrowth@onboardmeetings.com to get this started! If you have any more suggestions or need further assistance, please don't hesitate to reach out. We're here to help! ### 23. User friendly platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2024 **What do you like best about OnBoard Board Management Software?** My orginization is new to OnBoard, but we've been pleased with it so far. The implementation team has been great to work with, the live and on-demand training offerings are abundant, and it's been easy to navigate. **What do you dislike about OnBoard Board Management Software?** While I am sure it's a great feature to have, and hopefully will get easier to understand the longer I use the software, the "level-based" permission settings have been a little tricky for me to get used to as a new user. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Our last board software was hard to navigate, did not feel user friendly, and I was not impressed with the interface or available features. OnBoard has been great on all of those fronts. **Official Response from Lori Farrell:** > Thank you for sharing your positive experience with OnBoard! We understand that the permission settings may be challenging at first, and we are continuously working to improve user experience. Your feedback is valuable to us. Glad to hear this has been much more user friendly for you and we hope to keep it that way! ### 24. Highly Recommend OnBoard as your Director Portal **Rating:** 5.0/5.0 stars **Reviewed by:** Debbie J. | Executive Assistant to the CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** January 28, 2020 **What do you like best about OnBoard Board Management Software?** The implementation is as simple as it gets. It is very user friendly, they listen to your requests/suggestions to update their product and there is never downtime or issues. Their IT team and service reps are great and respond to emails promptly. We use OnBoard for all our Board and Board Committee meetings and it is nice to have everything in one place. **What do you dislike about OnBoard Board Management Software?** No dislikes with the software. I wish the pricing modules were a little different and instead of pricing per person it was by groupings - say 10 to 15 users or 20-25 users. **Recommendations to others considering OnBoard Board Management Software:** Staff at Passageways was very easy to deal with. The software was easy to implement. I was able to input most of the information and build a sample package within one day. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Being able to keep all documents and Board information in one place and the ease of moving agenda items or making changes to documents which can be done right in OnBoard. No more deleting and re-inserting documents everytime you make a change. ### 25. Getting to know OnBoard **Rating:** 5.0/5.0 stars **Reviewed by:** Paula L. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2020 **What do you like best about OnBoard Board Management Software?** The ease of use and they way the OnBoard team met with us weekly to help us set up the software. The team at Onboard is continually working and making improvements to the software. Their tech support is so helpful and very responsive. I use the software almost every day and it is easy to access and update. I like the date and time stamp when a document is uploaded. **What do you dislike about OnBoard Board Management Software?** If you enter an incorrect email address when setting up your directory you cannot change it. You have to delete the entire record and re-enter everything. There is no "Undo" button. If you delete something it is deleted. Somtimes it doens't like my pdf files. I have to save them a specific way for others to be able to open and view them **Recommendations to others considering OnBoard Board Management Software:** They offer a trial version. Try and talk with your sales rep on instructions how to use. If you elect to use the systems, set up weekly meetings/conference call to walk through your set. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** at this point in time I do not have any problems that Onboard is helping me solve. They have already solved them. ### 26. OnBoard is a great resource **Rating:** 4.5/5.0 stars **Reviewed by:** Lori Ann W. | CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about OnBoard Board Management Software?** It is very easy to navigate and it's nice to have all the archival and current information at our fingertips at any time. Customer support has been terrific. **What do you dislike about OnBoard Board Management Software?** Limitations to agenda building, but we found a way to import at document to meet our needs. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It has elminated tons of paper! Our board can log on from anywhere and get the documents. It manages RSVP's and the calendar. It archives all our historical information for quick access. ### 27. Effective, efficient portal. Intuitive to set up and use, would choose OnBoard again, again. **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie S. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2024 **What do you like best about OnBoard Board Management Software?** Intuitive to use and set up. Best part was the training and support I received as the admin and the personalized training that the board received. We had a very tight timeline to get the portal up and running before the next board meeting, together we met that deadline. The board has been very receptive to using the portal, and we receive compliments everytime for them about the ease of use, and why didn't we do this earlier. **What do you dislike about OnBoard Board Management Software?** We have asked for a couple of items to be reviewed, specifically the messanger function. Even during the process of reporting some minor issues, the response by the success team has been very responsive. Karen listened to all facets of our issue, walked us through some steps we were not aware of, and sent in a request to the IT team to look at some part we could not work through. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** We have been able to maximize the storgae of the board info in one location. Taking notes and have those and the additional documents on hand for meetings has been so much easier than the multiple emails - are you on the correct version of the data, notes stored in a place not accessble to everyone that needed it. We knew we needed OnBoard before we purchased, we just did not realize how much we needed it. ### 28. Great Experience with OnBoard **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley E. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2024 **What do you like best about OnBoard Board Management Software?** I like the ease of use of creating an agenda and adding or removing items to the agenda. **What do you dislike about OnBoard Board Management Software?** One minor hiccup we ran into was during a meeting, another employee uploaded a document to the agenda. The entire agenda had to reload which being presented. This also could have been user error. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** A much simpler process for meeting management. Way less time consuming for gathering documents and making them available to the attendees. **Official Response from Lori Farrell:** > Hi Ashley! Thank you for sharing your experience with OnBoard.We're thrilled to hear that you find creating agendas easy and time-saving. We apologize for the inconvenience you faced during the meeting with the document upload. If you run into this issue again, please reach out to our support team as they are happy to help. We're glad to hear that OnBoard has simplified your meeting management process and made document sharing more efficient. If you have any further feedback or need assistance, please feel free to reach out. Thank you for choosing OnBoard! ### 29. Onboard - year 1 **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Building Materials | Mid-Market (51-1000 emp.) **Reviewed Date:** March 18, 2025 **What do you like best about OnBoard Board Management Software?** OnBoard's implementation was smooth and quick. The ease of use for users is great. **What do you dislike about OnBoard Board Management Software?** The one thing I struggle with, is getting my board to use more. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard centralizes all of our board activitys in a platform that is user friendly. ### 30. OnBoard Rocks! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** September 26, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard not only saves a paper trail and physical storage, it enables the ability to have all Board, Committee, and Management meeting, resources, approvals, minutes, policies, etc. in one place. OnBoard is constantly seeking to make things even better, and their costomer service is stellar. I find the software easy to administer and navigate every time (day) I use it. We currently do not allow integrating email and calendars, just Zoom. **What do you dislike about OnBoard Board Management Software?** I can't think of anything I dislike about OnBoard. Anytime I have made a suggestion for improvement, or asked a question, a helpful and defined response comes my way. OnBoard is very receptive to new ideas to make their software the best it can be. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard simplifies setting up, preparing, and holding meetings for me. **Official Response from Lori Farrell:** > HI! Thanks so much for your review. It is great to hear that there's nothing you dislike and that alongside the benefit of having everything in one place, you're also receiving great customer service. I will definitely pass this along to the team. Should this ever change, please reach out, as our team is happy to help. Thank you for being a valued customer! ### 31. OnBoard review **Rating:** 4.5/5.0 stars **Reviewed by:** Tammy H. | Executive Assistant to the President, Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2024 **What do you like best about OnBoard Board Management Software?** I find it super user-friendly. This helps when onboarding new staff and board members. **What do you dislike about OnBoard Board Management Software?** I don't have any complaints about the software. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** We use it primarily for board meetings. It helps the board be prepared for the meetings while also creating a historical record of each meeting and the supporting documents presented. It also allows our Ops team to quickly find approvals for grants so they can be processed. **Official Response from Lori Farrell:** > Hi Tammy! We're glad to hear that you find OnBoard Board Management Software user-friendly and helpful for onboarding new staff and board members. Thank you for sharing your positive experience! Please let us know if you need anything - we are happy to help. ### 32. We have no regrets about switching to OnBoard. **Rating:** 5.0/5.0 stars **Reviewed by:** Mary Claire M. | Executive Assistant to the President and Board Professional, Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard has made the board’s work and mine so much easier, it will be hard to keep this brief. OnBoard is easy to use from both the administrator and user standpoint. The interface is intuitive, and users of all skill levels can navigate it. I particularly like that that are several ways to access information. In addition, our trustees who use OnBoard with another organization were thrilled that they had a single sign-on. Our board meeting materials are often thousands of pages. Uploading documents to OnBoard has been extremely easy and without storage limit issues. I like being able to put a time on each agenda item and our users like the notation features. Recently, I created our assessments using the built-in questions bank. This was a game changer for us, as were the many answer options that allowed for more nuance. We have also made use of the approvals and eSignatures options, which are much easier to use than in our previous portal. OnBoard has allowed us to give access to all those who need it and at a competitive price. I particularly like the ease with which I can add and remove users. In addition, the directory and messenger features allow our trustees to easily interact with our staff and each other. Lastly, the customer service is outstanding. The sales staff worked within our timeline without pushing to close. The onboarding was robust and allows us to hold as many trainings as we needed. Our dedicated customer success manager is responsive and very helpful, and the tutorial videos are just wonderful. **What do you dislike about OnBoard Board Management Software?** I wish there were more customization options. For example, we do not collect all the areas available in OnBoard nor do we want to. It would be good if we could hide the fields we do not want the trustees to answer. Another example is the agenda numbering system. There are only three options. If the options mirrored the numbering options in Microsoft Word, for example, it would be a bit easier. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Our previous portal had a limited number of users for a high price and less than stellar customer services. OnBoard solved all of those problems and some we didn’t even know we had. We can add and remove users with ease and can troubleshoot with things like forgotten passwords. Collecting information from our trustees has never been easier, and staff can add materials to each meeting without having to use email. We are still working on the new collaboration function, but I think it will prove useful going forward. **Official Response from Lori Farrell:** > Hi Mary Claire! Thank you for such a thorough review of OnBoard. We love seeing how we have helped our customers. I will pass along your feedback on customization options - this is great information for our product team. I will also pass along your feedback to Jess - we think she's great as well. :) It sounds like you know your way around OnBoard very well, but if you ever need any additional help, our team is here for you! ### 33. Excellent platform -- we would not go back paper! **Rating:** 4.5/5.0 stars **Reviewed by:** John D. | General Counsel and Secretary, Mid-Market (51-1000 emp.) **Reviewed Date:** March 14, 2023 **What do you like best about OnBoard Board Management Software?** OnBoard allows teams across my institution to take responsibility for creating their parts of the agenda and board materials, whereas my office previously had to process, combine and organize everyone's contributions. Also, with Onboard, we can change and correct agendas and materials down to the last minute -- not what we want, but when you find a mistake right before a meeting, or even during a meeting, it is great to be able to fix it. The agenda and materials are very accessible to our members, both in advance and during meetings. E.g., you can call up the "board book" during a meeting, and you get a column on the left showing the agenda topics, and on the right you have a document combining all the attachments -- and if you click on an agenda topic, the right side automatically moves to the associated materials. OnBoard has also made preparation of minutes much easier. You can take notes during the meeting on the platform within the agenda headings, and later produce the notes formatted as minutes with all the headings. Of course, you have to edit your minutes to get the text right, but the formatting saves a lot of time. **What do you dislike about OnBoard Board Management Software?** The notifications that go out from the platform to attendees sometimes go overboard -- often, when you change or add a minor thing to the agenda, everybody gets a new email and calendar reminder, which people find excessive. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It is providing a streamlined way for offices across our institution to collaborate in putting together agendas and materials for our board meetings, while allowing my office to monitor and oversee the process as needed. This has saved a lot of time and improved our product. It is also helpful for producing minutes of meetings. And OnBoard works well for our board members to access and use the materials for each meeting. ### 34. OnBoard improves communications with board members **Rating:** 5.0/5.0 stars **Reviewed by:** Jennie C. | Assistant Secretary to the Board of Trustees, Mid-Market (51-1000 emp.) **Reviewed Date:** March 14, 2023 **What do you like best about OnBoard Board Management Software?** I find it easy to organize and highlight information, which in turn makes it easier for board members to find and use the information they need. The Meetings organizer is easy for me to populate and puts all the information they need to be prepared for a meeting right at their fingertips. I appreciate having the analytics tool and can see that our rate of user access and downloads is increasing - particularly over our previous platform. **What do you dislike about OnBoard Board Management Software?** I'd like to be able to customize reminder and alert messages re: meetings or resource updates. It would be helpful to be able to note what updates were made, especially if a file has been edited or replaced or added since the original posting. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard provides a one-stop tool for all the information sharing needed among board members and our institution's staff. While creating new habits can be a slow process, users are better able to find the information they need without asking for my help or direction. ### 35. Streamlined Meetings Made Easy with Onboard! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** September 26, 2024 **What do you like best about OnBoard Board Management Software?** We’ve been using Onboard for our board meetings for years, and I can’t say enough good things about it! The platform is incredibly user-friendly, making it easy for everyone to get up and running without a steep learning curve. Onboard is a fantastic hub for all our meeting essentials. Everything, from agendas to minutes and important documents, is housed in one convenient location. No more digging through endless email threads or remembering where we saved that crucial document! **What do you dislike about OnBoard Board Management Software?** I don't have any complaints about the software. New components are introduced frequently to enhance the user experience. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** The virtual connection feature is a game-changer. It allows us to connect seamlessly for meetings, regardless of where board members are. This has significantly improved our collaboration and communication. **Official Response from Lori Farrell:** > Thank you for your review of OnBoard! We're thrilled to hear that you find our board management software user-friendly and convenient. We're constantly working on new features to enhance your experience, so it's great to know that you appreciate the updates. More coming this month, too! We're delighted to hear that your collaboration and communication have improved. If you ever have any questions or need assistance, please don't hesitate to reach out. We're here to help and support you every step of the way. Thank you for being a valued OnBoard user! ### 36. OnBoard has provided outstanding remote engagement for our non-profit Board during COVID19 **Rating:** 5.0/5.0 stars **Reviewed by:** Craig M. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2020 **What do you like best about OnBoard Board Management Software?** The ability to tie everything into the platform including zoom, agendas, read aheads, online voting, voting results, notification of availability of minutes, and even allow for members to edit read aheads for keeping the virtual meetings focused and time rewarding. **What do you dislike about OnBoard Board Management Software?** Like any platform it has a few bugs. The main one for us is that you can't order documents by date in the folders. It puts them in alphabetically. Another issue is allowing for proxy votes and other ways for votes to be entered that aren't done by the voting member on the platform (e.g., they send in an email vote). **Recommendations to others considering OnBoard Board Management Software:** Definitely do your homework relative to how many users you will need as OnBoard is relatively expensive if you add a large number of users. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** The main benefit has been keeping our Board and Committees engaged now that we aren't meeting in person. Frankly, the ability to do so much now remotely with OnBoard will likely have benefits long after (hopefully) COVID19 is behind us. ### 37. OnBoard has streamlined board communications and saved tremendous amount of staff time **Rating:** 4.5/5.0 stars **Reviewed by:** Chris S. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2024 **What do you like best about OnBoard Board Management Software?** With OnBoard we are able to keep all of our board information in one place. Everyone has access to all the information they need - both Board and staff. Our calendar is all kept in one place which allows a single place to keep everyone updated. We also keep many documents in our Resources section; Policies & Procedures, By-Laws, nomination forms, etc. Finally, built-in surveys allow us to conduct Board assessments, committee selections, and other items. **What do you dislike about OnBoard Board Management Software?** There are some places where working within the way OnBoard is configured does not quite work for us. This causes some minor work-arounds, but nothing major. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** We no longer have to hunt for documents that were included in Board meetings or documentation of decisions made by the Board. Everything is in one place and easy to access. We also no longer have to compile all the documents needed for a meeting into one pdf, format it, email it, track RSVP's for meetings, or send reminders - all of these functions are built into the product. **Official Response from Lori Farrell:** > Hi Chris - thank you for your review! So glad to hear you're utilizing the resource folders well - I know that is helping so much. Our goal is for things to be more simplified and have everything in one place and it sounds like we're helping you achieve this. Please let us know if we can help in any way! ### 38. Streamlined Board Administration **Rating:** 5.0/5.0 stars **Reviewed by:** Cassie K. | In-House Legal Counsel, Mid-Market (51-1000 emp.) **Reviewed Date:** January 28, 2020 **What do you like best about OnBoard Board Management Software?** The software is easy to use and makes administration of board packets/meetings streamlined and intuitive. Since starting use in late 2017, we have completely eliminated paper from our board meetings, which both staff and board members appreciate. Board meeting preparation is far less cumbersome. We are able to amend agenda items and add new items seamlessly with immediate notification to staff and board members. Our board members are able to easily use the platform with little or no training. **What do you dislike about OnBoard Board Management Software?** There is nothing in particular that we dislike. There are occasional glitches, but they are easily resolved. Customer support is quick to respond and very helpful. I've contacted them on occasion in the past with questions or issues, and received immediate response if not immediate resolution of the issue. On one occasion with a survey, I experienced a recurring issue. Customer support did testing while shadowing my computer to gain information into the issue. The only issue I repeatedly experience is surveys not saving all responses, forcing respondees to reenter and resubmit which resolves the issue. **Recommendations to others considering OnBoard Board Management Software:** Make use of the free trial option to develop test agenda and packets. Also explore surveys, approvals, and e-signature options along with directory options. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** We went paperless with our board packets. The platform streamlined our entire board packet and meeting process. There are far less resources and time spent preparing the packets and administering the meetings which flow more smoothly now. We are also able to make last minute changes and additions without preparation of various supplement packets, which eliminates further use of significant resources and staff time. ### 39. Best of class! **Rating:** 5.0/5.0 stars **Reviewed by:** Anthony S. | President and CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2024 **What do you like best about OnBoard Board Management Software?** I’ve used three other board management tools, in my role as CEO at one organization, board chair at another, and in a chair of quality at a third. Far and away, OnBoard provides the most capabilities and best support. The ability to manage and plan for board members is cutting edge. It has helped us to determine the type of board members we need. We switched from another tool two years ago, and the migration was painless thanks to the support of the OnBoard team. **What do you dislike about OnBoard Board Management Software?** The minutes function should be more integrated with the agenda. We "pre-write" the minutes before the meeting that serves like an annotated agenda. However, it is painful if we move the agenda around. We also need the administrative ability to change an email address for a board member. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Managing the board materials. Determine board needs and members. ### 40. User friendly and flexible platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2024 **What do you like best about OnBoard Board Management Software?** One can securely store, utilize and share information. Data from the platform can be downloaded to a personal device for further editing and use. Very handy to get everybody in one space, the needful information can be easily found by all the members of a group. Great cusotmer support. **What do you dislike about OnBoard Board Management Software?** Lack of the platform flexibitlity at some points. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Getting different kinds of information under one resourse - no need to further follow-up with each board member through email. Easily shareable and adjustable for all kinds of purposes - I can choose the visibility of the document and assign access level to everyone which is time saving. **Official Response from Lori Farrell:** > We're glad to hear that you find OnBoard Board Management Software user-friendly and flexible. We appreciate your feedback about securely storing, utilizing, and sharing information, as well as the ability to download data to a personal device. We also understand your concern about platform flexibility and will take that into consideration for future improvements - would love to hear more about this if you're willing to share specifics! Feel free to email me at lfarrell@onboardmeetings.com. ### 41. OnBoard: The Seamless Solution to Boosted Board Engagement **Rating:** 5.0/5.0 stars **Reviewed by:** Vinnie V. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2023 **What do you like best about OnBoard Board Management Software?** We had been using a different board management software that was hard to naviate and difficult to organize. The process at OnBoard was exemplary, from our first conversations with their sales team, to working with their implementation service, to the quick and through replies to our questions from their customer service team. We were able to move from deciding to move forward with OnBoard to full board implementation within six weeks. The system is easy to use and allows for easy integration of hybrid meeting environmnets. Our board members love the interface and flexibility of the dashboard which in turn, has created more board engagement with the software. The members of the board quickly began to utilize the other features, tracking of skills and experience and have moved all of their committees to the platform to provide a central repository to support their work. **What do you dislike about OnBoard Board Management Software?** I have not found anything that we dislike abou thte service **What problems is OnBoard Board Management Software solving and how is that benefiting you?** From my perspective, OnBoard is providing an central, secure hub for board members to conduct their business. ### 42. OnBoard Streamlines Board Meeting Preparation **Rating:** 5.0/5.0 stars **Reviewed by:** Eve H. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard allows us to share as much or as little as we want with Board Members, in one central location. Rather than creating new documents for every meeting, OnBoard allows us to replicate previous documents, update them and then share with the Board when we are ready ... without having to download to a PDF, create a new email and attach the document. It also allows us to input terms and skills--ALL IN ONE PLACE! We have saved so much time in preparation for Board Meetings. I especially like that it is easy to include motions with one click. Another valuable feature is the ability to send documents for signature ... and it tracks who has and hasn't signed. I could go on about the positives ... as an Executive Assistant to the co-founders/co-CEOs, I highly recommend OnBoard, for the time-saving aspects and the synchronicity it provides between staff and Board Members. **What do you dislike about OnBoard Board Management Software?** There are very few downsides. One is there is no "undo" button. So if you accidentally delete something, it is gone. FOREVER. I have submitted this technology upgrade, so hopefully, they will have the ability to "undo" an action in future version. I also wish OnBoard would copy me when I send minutes or an agenda for review--I always have to ask the recipient to confirm receipt. Other than those minor details, OnBoard is fantastic. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard saves time ... which in turn, saves money. As a non-profit, this is very important. The other benefit is having all information in one place. The ability for each Board Member to update their own contact information saves time and guarantees delivery of important items from OnBoard. I especially appreciate having the profiles, agendas, minutes, resources, terms and skills all in one location. OnBoard helps me maintain efficiency in all aspects of my work. **Official Response from Lori Farrell:** > Hi Eve! Thank you so much for your review of OnBoard. Isn't it great to have everything all in one place? So happy to hear that you highly recommend and that it's providing you so many benefits. That being said, I did pass along your feedback on an 'undo' button and having OnBoard copy you when you send minutes or an agenda- both great ideas. Let us know if we can help with anything! ### 43. OnBoard has been an efficient platform for our board. **Rating:** 4.0/5.0 stars **Reviewed by:** Kris H. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2025 **What do you like best about OnBoard Board Management Software?** I appreciate the customer service that we have received from OnBoard **What do you dislike about OnBoard Board Management Software?** I do not have any negative feedback at this time. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Communication efficiency ### 44. Easy to Use **Rating:** 4.5/5.0 stars **Reviewed by:** Kelly R. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2025 **What do you like best about OnBoard Board Management Software?** Having the AP at my fingertips and the ability to generate easy meeting minutes. **What do you dislike about OnBoard Board Management Software?** I do wish downloading and printing, etc. was a bit smoother. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** We didn't have a shared platform with our Board in the past. Sensitive documents were being emailed around. Now everything is in one place and version control exists! **Official Response from Lori Farrell:** > Hi Kelly, thanks so much for your positive feedback! It's great to hear that OnBoard has made meeting minutes easy, and that you now have a shared platform for everything in one place. If you'd like to provide more feedback on downloading and printing, feel free to email me at lfarrell@onboardmeetings.com. Let us know if we can help in any way! ### 45. Easy and Efficient Board Management **Rating:** 5.0/5.0 stars **Reviewed by:** Heather P. | Assistant to the President/CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2021 **What do you like best about OnBoard Board Management Software?** The best part of OnBoard is being able to edit, add, or delete items out of your "book." The efficiency makes preparing meetings so easy. The new features are very useful as well. **What do you dislike about OnBoard Board Management Software?** The only dislike that I have is multiple updates in a short time. Sometimes it's a lot at once. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** There are many benefits. No more printing packets, no more changing pages of packets, and members can review items before meetings. Members are also able to download agenda items and vote. The new minute builder is a very useful took for board secreatries. ### 46. Administrator **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** March 19, 2025 **What do you like best about OnBoard Board Management Software?** It is a great place to keep confidential information and documents for Board Members. Easy to use **What do you dislike about OnBoard Board Management Software?** Some members find it hard to find things in "folders" **What problems is OnBoard Board Management Software solving and how is that benefiting you?** N/A ### 47. Intuitive **Rating:** 4.5/5.0 stars **Reviewed by:** Abby D. | Assistant to the President, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard is intuitive to use and makes it easy to keep Board documents in one place. The search feature has been a huge Timesaver. **What do you dislike about OnBoard Board Management Software?** I think there's room for improvement in the search function, although I love to have the ability to search. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Organizing board documents, updating board books, locating past board documents, keeping track of RSVPs for meetings ### 48. User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Adrianne C. | Chief Culture Officer & Executive Assistant to the President & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2024 **What do you like best about OnBoard Board Management Software?** The tool is very user friendly from an administrative end and from our board members. We find it makes creating new documents, meetings and surveys very easy. **What do you dislike about OnBoard Board Management Software?** One downside is after you create an agenda and start the minutes and then you go back into the agenda to add or delete something, it doesnt correlate with the minutes. Thus, leaving the minutes not accurate. I get that you want to have a final agenda and then begin minutes, but sometimes last minute things come up and they need to be added or deleted. Would love for that feature to be fixed as I have brought it up to customer service previously. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** eSignatures are a huge help and allow for us to collect important forms that need to be signed and tracked. ### 49. Great to have everything in one place. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2025 **What do you like best about OnBoard Board Management Software?** I love that board members can easily access everything from one same place. I love the time tracker as it really helps us actually get to all of the agenda items. **What do you dislike about OnBoard Board Management Software?** I haven't found anything I don't like from it. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** - Time tracking - Document organization - Ease of use **Official Response from Lori Farrell:** > Thank you for sharing your positive experience with OnBoard Board Management Software. We're thrilled to hear that the time tracker and document organization features are benefiting your board meetings. Also, love to hear that there's not anything you don't like. Should that change, please let us know how we can help and/or improve. Thanks for being with us! ### 50. OnBoard is a place to store, collaborate, and disseminate important information securely. **Rating:** 4.5/5.0 stars **Reviewed by:** Scott M. | Executive Vice President for Finance and Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about OnBoard Board Management Software?** It is simple to use and has all the functionality that is neccessary to communicate with a Board of Trustees. **What do you dislike about OnBoard Board Management Software?** When we are dealing with more senior-levle board members, they prefer to use handouts and printouts. To move them to paperless is a difficult task. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Quick and easy communication for all the Board of Trustees. ## 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?page=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-08+05%3A38%3A45+-0500&secure%5Bsession_id%5D=c66a8983-2358-4a2a-85e9-7adea94285cf&secure%5Btoken%5D=40dc149ca04ff3ce53dc33b0561e748c0b1ce678353416547f3919c7cc8c094f&format=llm_user) ## OnBoard Board Management Software Integrations - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/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)