--- 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: '2026-08-15' 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 Software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.) **Reviewed Date:** August 07, 2025 **What do you like best about OnBoard Board Management Software?** OnBoard makes board meeting prep seamless by centralizing agendas, documents, and updates in one easy-to-use platform. Its intuitive design, mobile access, and real-time collaboration features help keep everyone aligned and informed. **What do you dislike about OnBoard Board Management Software?** Uploading of old files and packages was difficult and a little time consuming **What problems is OnBoard Board Management Software solving and how is that benefiting you?** streamline workflow and allow for more efficient practices ### 2. OnBoard brings a new level of organization and professionalism to Board Management **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua C. | Executive Liaison Officer, Enterprise (> 1000 emp.) **Reviewed Date:** November 01, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard provides a reliable and consistent experience for administrators and board members. We use OnBoard for all of our board and board committee meetings. For administrators and content creators, OnBoard makes it easy to import an agenda from a simple template. The integration with Office 365 and Zoom provide a sense of familiarity and allow for easy file development, sharing meeting invitations, and broadcasting meetings. Taking attendance and minutes directly within the agenda is such a welcome feature! Integrated signature collection is another frequently used feature that has been extremely helpful. The permission controls are rock solid! Trustees are easily acclimated to OnBoard's features. The FAQ and other helps provide easy resources to teach and learn the software. Being able to access the meeting documents on a phone, tablet or computer has eliminated our need for printed books and allowed for simple navigation, reference and updating. **What do you dislike about OnBoard Board Management Software?** One challenge has been that OnBoard doesn't always behave as expected. Sometimes when too many users are in a meeting, it crashes for some or doesn't save all edits when two people are editing simultaneously. Its hard to reproduce these experiences, but they do happen from time to time. The agenda building feature is limiting for complex agendas. OnBoard has so many features, it is hard to master them all. This isn't a big negative, but is frustrating when I hear about a cool feature, but struggle to implement it without significant effort. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard has helped us move all of our files from paper to electronic. It is wonderful not needing to print books for our trustees and it makes meetings much more efficient. Record keeping from signed resolutions to minutes has improved dramatically. **Official Response from Lori Farrell:** > It's great to hear that OnBoard is reliable, consistent, and has helped you transition from paper to electronic files, making meetings more efficient and improving record keeping. We understand that mastering all of OnBoard's features can be challenging, and we're committed to providing resources and support to help you make the most of the platform. Please feel free to reach out to your CSM or obpros@onboardmeetings.com so we can help make things easier for you. ### 3. OnBoard - Best Board Management Software Period! **Rating:** 5.0/5.0 stars **Reviewed by:** Robert B. | Secretary of the College, Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2024 **What do you like best about OnBoard Board Management Software?** The ease of use with the system is fantastic. This is as user friendly as it gets! I have been able to OnBoard new users seemlessly because of all the helpful tools, articles, and videos available. Their customer support team is outstanding and work quickly to address all issues. Whether you use it every day or three times per year, the system is not hard to navigate. **What do you dislike about OnBoard Board Management Software?** One feature that could be improved is allowing the user to download the board book when they click on open book. Currently, you have to close the screen and can only download from the downloads button. Wished some of the add ons came as part of the system already especially skils tracking. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard allows us to keep all board related material in one location that is accessible 24/7 from all users. This saves so much time and effort and allows users to see out information at their conveneicne. This system allows us to keep all records in one location without having to use paper! ### 4. A lifesaver for a board! **Rating:** 4.0/5.0 stars **Reviewed by:** Amber H. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2024 **What do you like best about OnBoard Board Management Software?** Getting all of our board resources, meetings, directory, messages, etc. into one place that everyone can find has been HUGE. Their support team has been fantastic and is highly responsive when we've had an issue or a question. The help center with videos and recordings has been used MANY times. **What do you dislike about OnBoard Board Management Software?** I would love to see some feature tweaks. The Microsoft Office integration doesn't work as well as I hoped. It's a bit confusing and misses features, so I end up downloading the files, making edits, and re-uploading them to OnBoard. Would also like to see a better way to reschedule recurring meetings. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Getting all of our files (resources) in one place has been huge for our board so everyone can find things without having to dig through emails or asking me to re-send them. Having all the meetings in one place has also been very helpful for everyone to track. The automated meeting reminders really help with that too. Digital Meeting Books have a high engagement of use - I think more people are viewing the materials earlier. ### 5. Great Adjustment to Outdated Process **Rating:** 4.5/5.0 stars **Reviewed by:** Hannah S. | Associate Director of Advancement, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2024 **What do you like best about OnBoard Board Management Software?** I loved this software for the ability to house everything in once place. It's a great way to keep historical documents that members can use at their convience. I also liked the ability for our board members to engage with one another. Our old system was very outdated and didn't allow for any collaboration. The ease of use was ideal for our group. **What do you dislike about OnBoard Board Management Software?** So far, there haven't been many issues. There are a few features that need some time to get used to. I don't always update the user capabilities before each meeting. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It allows us to house everything in an easy to access space. Previously we were using a ton of different forms of communication for our meetings. This is a one stop shop. It also allows us to store historical data. Futhermore, it offers features that we hadn't used in the past, or ones that we had done differently. We are now able to take polls, mark up documents, track meetings and take minutes with ease. It eliminates all the additional sources we were using. **Official Response from Lori Farrell:** > Hi Hannah, We're thrilled to hear that OnBoard has been a great solution for your board management needs! It's fantastic to know that the software has streamlined your processes and improved collaboration among board members. If there are any features you could still use some help with, don't forget our training webinars (found in the help section), customer webinars (invites come to your email monthly), or your CSM! If you don't know who your CSM is, freel free to email me at lfarrell@onboardmeetings.com. We're here to support you! ### 6. OnBoard Software has proven to be user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle B. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2024 **What do you like best about OnBoard Board Management Software?** The thing I feel that I like best so far about OnBoard, is the platform it provides for us to put important information out to our Directors that can be found in one place. We have the ability to keep it well organized and up to date. The ability to really personalize it to for our peers is exciting too! We were able to implement to our peers with little to no difficulties. So far the integration process has been vastly easy for myself as an administrator. **What do you dislike about OnBoard Board Management Software?** Honestly, I have not found anything that I dislike about my OnBoard Board Management Software experience as of yet. I was able to maneuver more efficiently through our first meeting and that means everything. It is refreshing to know that they listen to your concerns and have already made changes to the dashboard due to others input. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard is giving us a platform to have available to our Board all of the information that they need as well as publish past meeting information. All of this to be found in one place is extrememly valuable and cuts the time that they have to spend trying to find what they are looking for. **Official Response from Lori Farrell:** > We're pleased to hear that OnBoard is solving the problem of providing a centralized platform for your Board's information and past meeting details. It's great to know that it's saving time and adding value to your Board's experience. We are definitely listening to your concerns and feedback, so please reach out if you'd ever like to share more! lfarrell@onboardmeetings.com. ### 7. Intuitive, full of features, but hard to get everyone on the same page. **Rating:** 4.0/5.0 stars **Reviewed by:** Josh L. | Advancement Services Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2024 **What do you like best about OnBoard Board Management Software?** I do think the layout of the site makes a lot of sense -- I've been able to lay out agendas, organize the board members, and create rolling documents and spreadsheets in resources. There are a great number of features and I think it has a lot of potential should we choose to work more in it. I've run 2 meetings straight out of the Zoom and that integration also works very well. **What do you dislike about OnBoard Board Management Software?** This is less an issue with OnBoard itself, more with our board members, but we've just had trouble getting folks on our board onto the software. When we had our Assistant Dean get on, she said that maybe the whole "temporary password" situaton may be difficult, particularly for board members that don't know how the copy-paste function works. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** I haven't been keyed into much of our board happenings prior to our use of OnBoard, but I think our main use case is getting all board communication into 1 channel (maybe 2 if we include the email lists). Unfortunately we still aren't getting everyone on the software -- we just finished our big board meeting where we can hopefully send the remaining invites out and get our 75% mark. (Note below, regarding the questions around pricing, I'm unaware of how much our package cost as that decision was made over me. So I noted NA). **Official Response from Lori Farrell:** > Thank you for sharing your positive experience with OnBoard's layout and integration with Zoom. We understand the challenges of getting all board members to use the software. We appreciate your feedback and are committed to improving the user experience. Keep an eye out, because this spring, we are hosting a customer webinar on boosting board engagement! It could be helpful for you and spark some ideas! ### 8. A huge step up from other board portals **Rating:** 4.5/5.0 stars **Reviewed by:** Dustin R. | Marketing Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2024 **What do you like best about OnBoard Board Management Software?** The amount in which you can do and have your board engaged is staggering. You can have them vote, see who opens materials, have them watch videos, download packets; the list goes on! **What do you dislike about OnBoard Board Management Software?** I would like a feature that would help my board look at and help sign up to conferences. My board is wanting to be more involved and a one stop shop (that i could help set up) to where they can look at all the conferences they can attend and then click a link to help sign up would be great. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** The ease of retrieving the board packets, The constant updates, the notification system, and having it a great interface. All 4 of these items i did not have with my previous board portal. It felt like they just gave up on the system back in 2015 but not onboard. When implemented back in January, I was showered with praise because of these four items. **Official Response from Lori Farrell:** > Thank you for sharing your positive experience with OnBoard! We're glad to hear that the platform has provided you with the tools to engage your board effectively. We'll take note of your request for a conference sign-up feature for future improvements. ### 9. OnBoard has streamlined our board of director needs greatly! **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda B. | Executive Administrative Assistant/Operations Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2024 **What do you like best about OnBoard Board Management Software?** The action feature is very useful for completing a straightforward, confidential, and compliant e-vote for our board and committees. The meeting minutes builder in conjunction with the agenda upload is very useful and has been a tremendous help in capturing minutes appropriately and then providing easy access to the minutes. Also, the approval flow included is very effective. Meeting scheduling is also a nice feature that allows all meetings to be seen in one space. The new landing page interface is very nice and I love that you can see important upcoming meetings and action items. **What do you dislike about OnBoard Board Management Software?** My calendar integration several times has been disconnected without me being aware so calendar invitations are not created without me knowing it. Certain areas I would like to attach things is not available. Not being able to edit a profile email is very troublesome at times. I wish there was a way the email was not the account ID, which causes only the account owner to make a change to the email address in the system. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Having a centralized location for all board needs and documents. Having an app for mobile devices is also very beneficial and helpful to our board members. ### 10. After trial testing 3, our Directors chose OnBoard **Rating:** 5.0/5.0 stars **Reviewed by:** Jim M. | Property Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2024 **What do you like best about OnBoard Board Management Software?** Of the 3 we tested, our Directors found OnBoard to be the best choice for intuitive ease of use which has led to universal adoption and use by the Directors themselves. The integration with other software we use, as well as its internal integration between actions taken and agenda items has also been very helpful. **What do you dislike about OnBoard Board Management Software?** One thing that OnBoard did not have when we made the decision was AI functionality around minutes taking. Even though one other company did offer that, and even though we really wanted that as well, the Dircetors chose OnBoard anyway due to the superiority of functionality in all other respects. Thankfully, now we have recently learned that OnBoard is also rolling out AI functionality for minutes taking, so we are especially pleased. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Communication with the Directors in between meetings, Agenda building for meeting, Repository of all information relevant to the decisions the board makes in one place ### 11. Onboard has been good and I have no issues. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Investment Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** September 10, 2025 **What do you like best about OnBoard Board Management Software?** Onboard helps manage our meetings with little to no hiccups. **What do you dislike about OnBoard Board Management Software?** There is nothing we dislike. Onboard has been good. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Being able to have all meeting documents in one place ### 12. Onboard helps me with external meetings **Rating:** 4.0/5.0 stars **Reviewed by:** Brad R. | Marketing Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2025 **What do you like best about OnBoard Board Management Software?** The ability to share documents to specific groups of people. **What do you dislike about OnBoard Board Management Software?** Sometimes setting up the meetings can be a little clunky. The date and time especially. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** We have meetings with different Councils. It helps with seperating those groups of 10-15 people and keeping the handouts organized. ### 13. A game changer! **Rating:** 5.0/5.0 stars **Reviewed by:** Milton M. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2024 **What do you like best about OnBoard Board Management Software?** From the instant I inquired about OnBoard to my transition meeting yesterday with Kaitlyn, OnBoard has far exceeded our expectations. The ease of use, the training, the support at each level, the bells and whistles offered at each level, the app + desktop experience - I have not had one encounter with OnBoard and its people that hasn't been a 10/10. In just the two months we've been working with the system, our Board's communication and efficiency have skyrocketed exponentially. I initially tried to ease our members into this, thinking they needed a longer runway to get adapted. After the first introduction, the Board immediately began asking for more access to various features and wanted to communicate via OnBoard exclusively. A game changer, indeed. **What do you dislike about OnBoard Board Management Software?** Nothing. I can't think of one thing that I would change or ask to improve about the Software or the people I've encountered. I am immensely grateful for this company! **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Communication amongst members and staff The clearinghouse for all documents and a stellar ease of access to them Calendaring all meetings and events Storing data on Board members in one central place ### 14. OnBoard Has Completed Changed our Board Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Tracy A. | Travel Manager & Executive Support, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard has revolutionized our board meeting prep, signing of resolutions and board minutes. Being able to keep our documents in resources is also a huge plus. **What do you dislike about OnBoard Board Management Software?** There is nothing I do not like about OnBoard, I think my only frustration with it is I don't feel training was as in debth as it should have been or as long as it should have been, but OnBoard itself I highly recommend. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** We are able to keep our board calendar updated, schedule meetings, build and prepare board presentations. It is so much quicker than the method we used before and having everything in one place for the board meetings, approving board minutes, sending monthly board reports. We keep everything in our resources folder so we can reference it later without having to look for paper minutes or bound board meeting books. **Official Response from Lori Farrell:** > Hi Tracy, thank you for recommending OnBoard and for sharing your positive experience with us. Hearing that there's nothing you do not like is fantastic! I am sorry the training was not as in depth as you had hoped - please reach out to your CSM as I'm sure they will be willing to help if there are any additional needs. Also, don't forget our Group Training; you can sign up at any time! - https://help.passageways.com/hc/en-us/articles/4412742947469-OnBoard-Group-Training-Webinar-Schedule I hope everything continues to go well for you - please reach out should that ever change. We are here to help! ### 15. Awesome Board Portal Software for a non-profit association of any size. **Rating:** 5.0/5.0 stars **Reviewed by:** Deborah K. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2020 **What do you like best about OnBoard Board Management Software?** I can use this software on my phone, laptop, tablet from anywere there is an internet connection. And when I can't connect to the internet, I can still view board agendas and attachments! I can also make notes on the attachments ;-) **What do you dislike about OnBoard Board Management Software?** Five years ago, I would have said it needed to integrate with Zoom, but they've even figured that out. One thing that does need attention is spreadsheets. They don't show well, unless you make them a PDF. They get split up and numbers are on different pages. **Recommendations to others considering OnBoard Board Management Software:** Try it for a few months and see if you like it. The staff is very friendly, and will assist you and your Board volunteers. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** This software helps us keep the board conversations and handouts private. It also has the board engaged more, I see the board members approving the minurtes before the board meetings. ### 16. Our Board is on board with OnBoard!! **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa B. | Executive Assistant To The President, Mid-Market (51-1000 emp.) **Reviewed Date:** January 29, 2020 **What do you like best about OnBoard Board Management Software?** It is so user friendly on the board and administrator side. The board members love that the portal is accessible from any of their devices. Unsolicited, users always tell me how much they love it and how efficient it is to have all of the meeting materials and resources in one place! **What do you dislike about OnBoard Board Management Software?** There are so many positives with using OnBoard, that there is nothing that comes to mind that I dislike about it. **Recommendations to others considering OnBoard Board Management Software:** Don't look any further into any other board management software! **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Board materials no longer need to be compiled into one pdf and emailed to the board. Everything can just be uploaded to either the board meeting book or the resource folder. OnBoard is so much more efficient for our board members because, with the app or desktop, they literally have all the board materials and resources available at their fingertips. ### 17. Tried several board portals and this is the best! **Rating:** 5.0/5.0 stars **Reviewed by:** Maggie S. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 01, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard is intuitive for admins and easy to use for directors and staff. They provide detailed video and screen-shotted step-by-step instructions for every task and feature. We didn't even need their great implementation service - it was just that easy. The product is designed for mobile device users, unlike others we have tried. Customer support for both admins and users is prompt and easy to follow. **What do you dislike about OnBoard Board Management Software?** It makes my job look too easy! But I would like to see the ability to add a custom cover page to my books. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** We went to board management software to get our board and corporate materials off our dedicated server so they can be accessed anywhere on any device. We tried another product that proved cumbersome for both admins and end users, and which was not designed for mobile devices. OnBoard achieves our first objective with a very smooth experience for both admins and users. **Official Response from Lori Farrell:** > Hi Maggie - we're delighted to hear that OnBoard has met your board management needs with its intuitive interface and mobile device compatibility. Wealso appreciate your feedback for adding a custom cover page feature. I added it to the portal for our product team - https://feedback.onboardmeetings.com/board-DQK1/feedback. Please reach out should you need anything - we are happy to help! ### 18. User Friendly Board Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Gwenn W. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 18, 2025 **What do you like best about OnBoard Board Management Software?** Convient one-stop place for board materials, meetings and updates. "Onboarding" is fabulous! Customer support and webinars are always available. An especially useful tool for virtual meetings. **What do you dislike about OnBoard Board Management Software?** Fairly intuitive, though some non-techy board members (and staff) require more frequent reminders of the benefits. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Ability to have all board infomration in one place with the ability to update and/or have board members provide thier input. ### 19. We switched to OnBoard this summer and it has been incredible! **Rating:** 5.0/5.0 stars **Reviewed by:** Jason G. | Director, Office of the President and Strategy; Special Assistant to the Board of Trustees, Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2024 **What do you like best about OnBoard Board Management Software?** We were originally interested in OnBoard for the many features it offered and the incredible user interface/experience. After selecting the product, we were even more impressed with the ease of implementation from our old software and the features that we didn't even know about. The team helped us seamlessly onboard to OnBoard in a matter of a few weeks, offering multiple trainings for all of our different user types. As the administrator, I am constantly in the platform and have not been disappointed to date. **What do you dislike about OnBoard Board Management Software?** There are some unique ways that OnBoard has designed some of the features that feel limiting at first but just take some time to adjusting to (e.g., the timing for agenda items). **What problems is OnBoard Board Management Software solving and how is that benefiting you?** A highly engaged Board of Trustees is critical to our work and one of the ways to do this is through our board software. ### 20. Useful but need improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2025 **What do you like best about OnBoard Board Management Software?** It allows me to build a book rapidly to save time **What do you dislike about OnBoard Board Management Software?** Formatting can be an issue for Word doc posting **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Quick assemble of books, survey and assessment features save time ### 21. Board Meetings made simple **Rating:** 5.0/5.0 stars **Reviewed by:** Heather J. | Executive Assistant to the CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard has transformed the board meeting process for me, making my job much easier and saving me countless hours—sometimes even days! Previously, I had to print and mail all the meeting materials to each board member. With OnBoard, I can make adjustments on the fly, even on the day of the meeting, and instantly share updates. The e-signature feature is a game-changer; it allows board members to sign minutes from their phones, tablets, or computers, adding a level of convenience and speed I hadn’t anticipated. The ROI is evident just from the planning phase alone—OnBoard has been a smart investment for streamlining our board operations! **What do you dislike about OnBoard Board Management Software?** I wish that by editing the document in the meeting, it would also make the changes in the Resources. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Time involved; last minute changes, etc. **Official Response from Lori Farrell:** > Hi Heather, thank you for sharing your positive experience with OnBoard! We are thrilled to hear that it has transformed your board meeting process and saved you valuable time. Your feedback about the editing feature is noted, and we appreciate your suggestion for improving the software. We are constantly working to enhance our platform to better meet the needs of our users. Thank you for choosing OnBoard to streamline your board operations. ### 22. 8 out 10 **Rating:** 4.5/5.0 stars **Reviewed by:** Emily Y. | Executive Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2025 **What do you like best about OnBoard Board Management Software?** Very robust and convenient meeting book-building and meeting set-up feature. **What do you dislike about OnBoard Board Management Software?** The lack of synchronization /integration with Microsoft makes it hard to manage live documents.. I am still saving all documents in SharePoint, and have to upload it to the meeting package + Resource folder because all these three locations do not talk to each other. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** building the packages in a robust way, and be able to replace attachments quietly (when there is an error or typo, for example) **Official Response from Lori Farrell:** > Hi Emily! Thank you for your review of OnBoard. I'm glad to hear you find it both robust and convenient! I understand your concern over lack of synchronization - if you would like to share further feedback on this, feel free to email me at lfarrell@onboardmeetings.com. Please let us know if we can help in any way! ### 23. secure and Enjoyable Board Management Platform! **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa N. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2024 **What do you like best about OnBoard Board Management Software?** The OnBoard software has been invaluable to our organizations for all of our meeting correspondence. The security features that allow you to share documents and limit downloads was important to our Board. In addition, the platform has been very helpful in sharing the agenda and creating resource folders for committee documents and functions. We have definitely leveled-up our meeting preparation and experience with OnBoard. **What do you dislike about OnBoard Board Management Software?** The only thing that can be difficult is that to view the platform as a user, we have to create an account and turn it on to do this. OnBoard monitors very closely so if we have one active user more than we are paying for, we recieve an email notifying us right away. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It solves the issue of secure document sharing, agenda development and documents, and also minutes and voting in an electronic platform. **Official Response from Lori Farrell:** > Hi Melissa! We're thrilled to hear that OnBoard has been invaluable to your organization for meeting correspondence and that the security features have been important to your board. We're also glad to hear that the platform has helped level-up your meeting preparation and experience. Thank you for your feedback on viewing the platform as a user. I've submitted this feedback to our product team - but, as another suggestion, and in the meantime, you can use the mobile app to have the member experience as there are no admin tools there. Please reach out if you need anything from us, and thank you again for your review! ### 24. OnBoard Helped Us Stay Organized and Focused **Rating:** 5.0/5.0 stars **Reviewed by:** Yamini S. | HR Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2025 **What do you like best about OnBoard Board Management Software?** It’s super easy to use, keeps everything in one place, and saves us so much time before and during meetings. **What do you dislike about OnBoard Board Management Software?** Sometimes it takes a bit longer to load, and the notifications could be more customizable. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard helps streamline board meetings by organizing agendas, tracking attendance, and keeping documents in one place. It saves time, reduces confusion, and ensures everything runs smoothly, making my job as HR much easier. ### 25. RFUMS OnBoard **Rating:** 5.0/5.0 stars **Reviewed by:** Jean M. | Executive Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2020 **What do you like best about OnBoard Board Management Software?** I like that OnBoard is very user-friendly. I always get the latest information on new features that make the board portal easier for me and my board. Communication from OnBoard to me is excellent. When I call customer service or send a request, the turnaround is quick and my questions are answered. **What do you dislike about OnBoard Board Management Software?** I have not encountered any problem that has not been solved. **Recommendations to others considering OnBoard Board Management Software:** Give yourselves time to learn and practice the system. Practice with your OnBoard support people and then practice with your own staff before introducing the system to your board members. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** A couple of times, uploading documents became an issue but it was quickly and easily solved with instructions that were easy to follow. Since then, we have not had the same issue again. ### 26. HU Board of Trustees use **Rating:** 5.0/5.0 stars **Reviewed by:** Cindy H. | Executive Assistant to the President, Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2024 **What do you like best about OnBoard Board Management Software?** The thing I like best about OnBoard is being able to have all the documents, resources and agendas in one place for the board members. **What do you dislike about OnBoard Board Management Software?** The only thing that I have had an issue with on OnBoard is being able to make a response form for the board to let me know if they are coming to the meeting and needing hotel room, tickets for events, etc. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It has helped have all the documents/past minutes needed for the board in one place and always accessible for them. It has helped in my time management to not have to send things to different people at different times as they have the need for something specific. They can just go to OnBoard and find it for themselves. ### 27. OnBoard-great management tool **Rating:** 5.0/5.0 stars **Reviewed by:** Nikki H. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2025 **What do you like best about OnBoard Board Management Software?** OnBoard has made setting up the information covered in Board meetings very easy and accessible for Board members. It is very user friendly. The Help Center is also a great resource for any issues you may run into and need help with. **What do you dislike about OnBoard Board Management Software?** There is still more to learn on the platform and all it can do. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** There are no problems currently that I am having, however they have been very quick to resolve issues I have ran into in the past. ### 28. OnBoard makes Board Management easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2022 **What do you like best about OnBoard Board Management Software?** I find OnBoard Board Management easy to use. It integrates well with my other office tools like Zoom and Microsoft office. The documents/resources for our meetings are easy to share and secure. The tool is easy to use for hybrid meetings and is accessible through IOS/Microsoft products. **What do you dislike about OnBoard Board Management Software?** If I have any issues, the customer service team is quick to answer or resolve them. The company is always innovating and listening to customer feedback. We haven't had any issues. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard software made our virtual transition much easier. We no longer print any board packets and it has enabled us to have hybrid, in-person or virtual meetings seamlessly. ### 29. OnBoard is very user friendly and provides a quality product for our board meetings. **Rating:** 5.0/5.0 stars **Reviewed by:** Beth H. | EVP/CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** November 22, 2021 **What do you like best about OnBoard Board Management Software?** I like how easy it is to create and update meetings and post documents. My favorite feature is the Minutes builder. I can start preparing the minutes prior to the meeting which makes completing them afterwards so much easier and allows me to pay better attention while in the meeting. The system is very user friendly and I rarely have to trouble shoot issues with our users. They love how easy it is to use. I also appreciate our Success Manager, she is friendly and always helpful and responsive. **What do you dislike about OnBoard Board Management Software?** I can't think of anything that I dislike. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Our board is more informed and engaged with having this easy to use site to review meeting documents. We also use OnBoard for internal executive meetings and it's made it easier to track those meetings and minutes more efficiently. ### 30. Be careful for what you sign up for. **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2025 **What do you like best about OnBoard Board Management Software?** There is nothing I like about OnBoard Board Management Software. **What do you dislike about OnBoard Board Management Software?** I have not found OnBoard to be useful for our 501c3 organization. I found myself using email and then OnBoard with my board since it would not attach documents. I tried it for a year and then when we tried to cancel before our year anniversary, I found that we actually needed to let them know about a month prior so that we would not incur the exorbitant $5,000 fee again. I am disappointed in their customer service and lack of ability to help us cancel before the date we started. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** They helped us store information but nothing about it was easy to use in my opinion. **Official Response from Lori Farrell:** > We appreciate your feedback. I’m very sorry that your organization encountered difficulties. We strive to create a smooth and valuable experience for all of our users. We’re committed to addressing any concerns so we can provide better clarity and assistance in the future. If you’d be open to it, we’d welcome the opportunity to learn more about the specifics of your experience and see if there’s anything we can do to help. Again, we appreciate you taking the time to share your thoughts. Should you wish to continue this conversation, please feel free to reach out directly at obpros@onboardmeetings.com. We take your feedback seriously and want to make every effort to improve where we fell short. ### 31. Great Tool for Board Meetings **Rating:** 5.0/5.0 stars **Reviewed by:** Caroline G. | Educational Foundation Technician, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard creates our meeting books and that is a substantial time saver. We used to gather documents and send them to our print center. If we had a change, we had to stop the assembly and correct the documents. OnBoard eliminates all of the stress. I just upload my agenda then insert the documents. It is a much cleaner process **What do you dislike about OnBoard Board Management Software?** I wish there was a quicker way to share and stop share during the meeting. Also, I wish there was more room when I share the agenda and docs. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** We were wasting time on building our own books. OnBoard streamlined the process. I like the fact that we have an online tool for all of our minutes. **Official Response from Lori Farrell:** > Thank you for sharing your positive experience with OnBoard. We understand your concerns about the sharing capabilities and the space for agenda and document sharing. We will definitely take note of your feedback and work on improving these aspects. So glad to hear you are not wasting time anymore and have streamlined your processes! ### 32. Reliable and intuitive for great remote board meetings **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Networking | Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2025 **What do you like best about OnBoard Board Management Software?** Great tool for preparing board meetings in advance; especially preparing the agenda, sharing relevant docs, managing calendars which are normally hard to harmonise. The interface is clean, minimal and functional; no frills but straight to core functionalities. **What do you dislike about OnBoard Board Management Software?** Setting up new users has been sometimes complicate (some colleagues had trouble logging for the first time). I’ve also had occasional issues when accessing older material. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Definitely a big plus is building and sharing agendas to securely distributing documents and collecting e-signatures. It's a tool that has improved pre-meeting preparation a lot. Great asset for those working remotely or across time zones. ### 33. A Solid Addition to our Organization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2025 **What do you like best about OnBoard Board Management Software?** OnBoard has been very easy to adopt for both our admins and our users and had an immediate positive impact on our board/management communications. There is much that it can do and we look forward to finding new ways that OnBoard can enhance our organization. **What do you dislike about OnBoard Board Management Software?** There has been nothing to date that I would say I dislike about OnBoard. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It helps us communicate and take action when necessary in a safe, secure, and easy-to-access manner. ### 34. An honest review of OnBoard Board Management Software **Rating:** 5.0/5.0 stars **Reviewed by:** Bellyn W. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2024 **What do you like best about OnBoard Board Management Software?** I like that I can place documents in one place for Board members to see. For Committee Meetings, members can access documents as I load them. For Board meetings, as soon as I finish the minutes, members will have access to them for review. **What do you dislike about OnBoard Board Management Software?** The difficulty with using the software is reminding myself to allow members full access to the documents. Since there are 3 levels to publish: meeting details visible, meeting details and agenda visible, and all visible, I initially put it in the first level until I received the details. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** I do not have to constantly email board members. They receive updates as I make them along with reminders of an upcoming meeting. ### 35. The portal is easy navigation for all users **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2024 **What do you like best about OnBoard Board Management Software?** The best part about OnBoard was the ease of use for all that need access. Onboading everyone was quick & simple & allowed me not to have to jump from person to person to get them set up, they were able to do their own profiles. We have a variety of people using the portal & everyone jumped on & started using it with very little questions or help. I appreciate the quick response from OnBoard if there are any questions. There are many training videos & help available. I appreciate that I can add on all the news articles & infomation about our company & have it housed in one place for easy access. I add to the portal weekly with our articles, announcements, etc. to keep our Board updated. **What do you dislike about OnBoard Board Management Software?** A few of the add-ons we would like to use but can't justify the cost at this time. One of the add-ons seems like it should be part of the basic package of which we are using. There are a couple points in the software that are not really intuitive when I'm setting up meetings but if you work in systems at all it just takes a few extra moments to figure them out. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** This has brought the Board together with information at their finger tips instead of finding the emails sent to them regarding Board meetings, reports, updates & news articles. I don't every have to resend an email! **Official Response from Lori Farrell:** > Thank you for sharing your positive experience with OnBoard. We're thrilled to hear that the portal has streamlined your board management process. We understand your concerns about the add-ons - feel free to reach out if you'd like to discuss further. Additionally, for the parts that aren't as intuitive, don't forget our training webinars that run on a weekly schedule - you can find them from the help section in OnBoard! You can also get tips, tricks, and best practices in some of our customer webinars this year - keep an eye out for the invitations. Let us know if we can help; we are here to support you! ### 36. Find everything that I need in one central location! **Rating:** 5.0/5.0 stars **Reviewed by:** Mari C. | Assistant to the Executive Director of the HCC Foundation, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2024 **What do you like best about OnBoard Board Management Software?** I like how OnBoard streamlines everything into one central location. You can schedule meetings, contact board members, keep track of data, organize meetings, share information, and conduct surveys and polls. The software is also user-friendly and has great customer support. **What do you dislike about OnBoard Board Management Software?** The only pain point was the minute-taking process, having to record in Otter or Zoom and migrating data over after the meetings, but it appears that may be resolved with the launch of AI minutes. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Keeps all board data centralized. From board member information, skill sets, and terms to eliminating having to use multiple external tools, like Doodle, to schedule meetings and Google Drive to store data. **Official Response from Lori Farrell:** > Thank you for sharing your feedback!We're thrilled to hear that you appreciate the centralization it offers and how it streamlines various tasks for your board. We understand the challenges you faced with the minute-taking process and are hopeful this will improve for you with Automated Minutes. We're constantly working to enhance our software to better serve our users. If you have any further questions or need assistance with the new feature, please feel free to reach out to our customer support team. Thank you for choosing OnBoard! ### 37. OnBoard Implementation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2024 **What do you like best about OnBoard Board Management Software?** The resources provided are some of my favorite features. Not only can you do self-paced online training, but you have an amazing implementation manager meeting with you and making sure you have everything you need. Their customr support is phenomenal. Another great thing is the ease of setting everything up instead of doing it manually within different products. **What do you dislike about OnBoard Board Management Software?** For the profile information, the DEI section does not capture all the data we collect from our volunteers. I am disappointed that it only has five questions which lacks an appropriate DEI lens to see a clearer representation. The Messages feature is also disappointing as it is more for private messages like a text, instead of a discussion board. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Time management. Being able to have it all in one system that will prepare the Board Book for me instead of my doing it manually will save a lot of time. ### 38. Good Product so Far! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2025 **What do you like best about OnBoard Board Management Software?** It is very user friendly and the support is amazing! I also like that committee members can share their notes during the meeting. **What do you dislike about OnBoard Board Management Software?** It doesn't have it's own ,meeting feature. It's great that it integrates with Zoom, but I prefer a "one stop shop". **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It keeps everything on one location, notes, agendas, etc. ### 39. OnBoard has proven very beneficial to our organization. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Individual & Family Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 16, 2024 **What do you like best about OnBoard Board Management Software?** The most useful aspect of OnBoard is the fact that everything is located in one place and the platform is incredibly easy to navigate. **What do you dislike about OnBoard Board Management Software?** The only downside would be if you have board members who are not as tech savvy as they should be and may be resistent to using the internet for all of their board information. There are some that feel uncomfortable going completely paperless, but that is one of the huge advantages. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** One problem we have solved through OnBoard is the amount of paper we previously wasted preparing for meetings. Another problem the platform solves is the fact that board members can find any information they need within the site and at their own convenience. **Official Response from Lori Farrell:** > We appreciate your feedback on OnBoard. It's great to hear that the platform has helped streamline your board management by reducing paper waste and providing convenient access to information. We understand the challenge of transitioning board members to a paperless system, but we're pleased to hear that OnBoard has been beneficial to your organization. That being said, we are hosting a webinar this spring on boosting Board engagement - keep an eye out for the invitation! ### 40. One-stop shop for board management documents and meetings. **Rating:** 4.0/5.0 stars **Reviewed by:** Deborah W. | Director of Finance & HR, Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2023 **What do you like best about OnBoard Board Management Software?** Having all meetings, agendas, minutes and supporting documentation in one place instead of multiple areas is what I feel is the most helpful about Onboard Board Management software. **What do you dislike about OnBoard Board Management Software?** The downside of Onboard Management software is that I would like to have the ability to customize certain areas more, such as the minutes section during a meeting would be helpful to have more customization ability and the permissions for admins to have different level of permissions for different admins. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** To have the ability to have all meeting details, agendas, minutes and supporting documentation in one application is the most beneficial aspect of using Onboard . ### 41. OnBoard is Amazing! **Rating:** 5.0/5.0 stars **Reviewed by:** Dr. Tamika S. H. | Founder/CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard is most helpful in keeping my board organized. We have all the board documents, meetings, agendas, votes, minutes, and announcements in one place. This cuts down on the administrative work of sending emails back and forth and hoping to get a response from a busy board member. I also appreciate the ease of integration with Outlook and Zoom. **What do you dislike about OnBoard Board Management Software?** I wish the document signature option also allowed for fields to be updated, like name, title, etc. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It is streamlining processes and communications to give me more time to focus less on the administrative functions and more on the strategic ones. **Official Response from Lori Farrell:** > Hi! Thank you so much for your review. We appreciate your feedback and are happy to hear that OnBoard is making your administrative work easier. We'll definitely take your suggestion for document signature options into consideration for future updates. Should you need anything, please let us know; we are happy to help. ### 42. Making Board Meetings and Board Meeting Minutes Easier **Rating:** 4.5/5.0 stars **Reviewed by:** Leah G. | Chief of Staff, Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2023 **What do you like best about OnBoard Board Management Software?** One centralized location for all meeting attachments and meeting minutes to be stored and shared with the board of directors. The software allows the board to go to one location and make electronic votes on consent agenda items. **What do you dislike about OnBoard Board Management Software?** I want to be able to store more information about the board demographics to assist us with meeting the requirements of an FQHC board. HRSA has regulations around the composition of our board. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** The software is solving the problem of having documents in multiple formats to present to the board. To build the book, I can put any format document in the system and it is compiled in one location. ### 43. Onboard for Board Meetings **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2025 **What do you like best about OnBoard Board Management Software?** I have been using OnBoard for the past three years in order to present packages for all meetings. In those three years OnBoard has made several updates that have enhanced the experience and ease of use. **What do you dislike about OnBoard Board Management Software?** I I’ll let you know. I had several issues in the past that were addressed with the updates. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard simplifies the process of compiling essential information into a seamless, user -friendly deliverable. It ensures that all board members can access, understand, and engage with meeting materials effortlessly, enhancing collaboration and productivity. ### 44. Senior Vice President/Loan Administration **Rating:** 5.0/5.0 stars **Reviewed by:** Lori P. | Senior Vice President Loan Administration, Mid-Market (51-1000 emp.) **Reviewed Date:** December 01, 2021 **What do you like best about OnBoard Board Management Software?** I like that OnBoard is very user friendly with multiple way to access the information. Gives us a great tool to be able to have open discussions on loans and track our voting. Customer support has been very responsive when we have ran into any challenges. In the lending department we utilize the action feature quite frequently and the meetings, an average of 2-3 times a month. **What do you dislike about OnBoard Board Management Software?** Not really a dislike, but with any new software you have to learn the best way that works for you and your organization. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Communicating with our Board of Directors and different committees seems to be more efficient and a great tool to track voting on loans for approval. ### 45. This is our second time working with an online portal provider and OnBoard is clearly superior. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2024 **What do you like best about OnBoard Board Management Software?** The meeting setup is easy and having all of our Board information and resources in one place helps keep materials organized and confidential. **What do you dislike about OnBoard Board Management Software?** It would be helpful if PDFs could be dropped directly below an agenda item instead of at the bottom of a section. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Usig an online portal like OnBoard allows us to improve efficiency by streamlining administrative tasks like creating agendas and minutes. It allows us to make changes to the materials right up to the last minutes before the meetings start, if necessary, saving an incredible amount of time. It increases security by protecting confidential documents. Most importantly, it allows us to create a record of every committee, board, and special meeting which is then stored electronically as opposed to making paper copies of everything. This allows us to manage the records for posterity. **Official Response from Lori Farrell:** > We're thrilled to hear that OnBoard has been a superior choice for your board management needs. We appreciate your feedback about the PDF placement and will share it with our development team for consideration. ### 46. Just getting started **Rating:** 5.0/5.0 stars **Reviewed by:** Chelsea W. | Chief of Staff, Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard is user friendly for all ages and super simple to navigate. The features are endless! When I am uncertain about something, the help section has video tutorials as well as customer support. **What do you dislike about OnBoard Board Management Software?** The two factor authentication email is slow to arrive in my inbox, but that is likely not an OnBoard issue. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard is such a time saver for the administrator, especially when there are last minute changes to the board book. With our past board portal, some of our Trustees were not able to access it because of security firewalls at their companies; with OnBoard, we no longer have Trustees that cannot access our meeting materials. ### 47. Best Implementation Ever **Rating:** 5.0/5.0 stars **Reviewed by:** Heather B. | EXECUTIVE ASSISTANT & HR MANAGER, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2024 **What do you like best about OnBoard Board Management Software?** It is very user friendly. I love the 'Duplicate' option. I also love that I can drag files and drop them in the agenda. **What do you dislike about OnBoard Board Management Software?** It's only been two months, but so far, one thing I noticed was that when I sent minutes to my CEO for review, he made changes and the system never told me there were changes made. I would like to be notified once they've reviewed the minutes and made changes. This way, we can go back and forth without printing and writing on the paper agenda or minutes. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** I have not had any problems as of today. ### 48. Stellar Board **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly J. | Executive Assistant to the Head of School, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2024 **What do you like best about OnBoard Board Management Software?** My experience thus far with the software has been wonderful! We've had 90% Board participation and as the Board secretary, it's the most efficient and user-friendly platform we have used in years. The customer support team has been amazing and the integration was uncomplicated. **What do you dislike about OnBoard Board Management Software?** I have only been using the platform for a few months so I have yet to find any dislikes. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Our main problem hasbeen the housing/ archiving of information. I am the Board secretary so this is a huge benefit. The software is user-friendly and I haven't been aksed by the Trustees for any help. ### 49. OnBoard Survey **Rating:** 4.0/5.0 stars **Reviewed by:** Sarah B. | Director of Advancement Communications, Enterprise (> 1000 emp.) **Reviewed Date:** May 28, 2020 **What do you like best about OnBoard Board Management Software?** The ability to instantly share information and documents with Board members. **What do you dislike about OnBoard Board Management Software?** As the administrator, I don't always see things the same way my users see it. So it can difficult to walk them through troubleshooting. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Our Board members are more apt to read through our materials as they had the ability to go through them in a more organized manner (no longer sent on huge pdf). It saves me time, as I no longer have members emailing requesting documents that have already been sent. We are nimble and can easily and or change documents on the fly. ### 50. Meets Our Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Julie F. | Executive Administrative Assistant, Enterprise (> 1000 emp.) **Reviewed Date:** November 05, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard allows our organization to create informational board books much quicker than our old method of compiling pdf documents. It's user friendly and customer support is great. **What do you dislike about OnBoard Board Management Software?** Not being able to reopen a survey after it's closed is not ideal. We previously used a popular survey tool that allowed surveys to be reopened, so we had to adapt to this change. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard has dramatically reduced the hours taken to prepare a meeting book. Uploading documents is quick and easy and with a click the documents are compiled into a book. **Official Response from Lori Farrell:** > Hi Julie - we're glad to hear that OnBoard has been able to meet your organization's needs and has improved the efficiency of creating board books. We appreciate your feedback about the survey feature and will take it into consideration for future updates. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-15+09%3A07%3A53+-0500&secure%5Bsession_id%5D=3b6e1ac3-ce29-4858-ab84-e92ea7516138&secure%5Btoken%5D=081c046f7ae4d1f25579ea23a8d5097fe6a7bca627e4ffa84aa3cbd26fe34958&format=llm_user) ## OnBoard Board Management Software Integrations - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## OnBoard Board Management Software Features **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Meeting Management** - Scheduling - Agenda builder - Meeting Minutes - Document Management - Voting - Polls and Questionnaires - Task Manager - Meeting Management - Compliance Management - Calendar Management - Agenda Management - Attendance Management - Committee Management - Task Management - Minutes Management - Approval Process Control - Workflow Management - File Management - Deadline Management - Event Scheduling **Board Tools** - Document Storage - E-Signatures - Permissioning - Annotations and Notes - Video Conferencing Integration - Meeting Archives - Single Sign On (SSO) - Skills Tracking - Board Assessments - Roles & Terms - D&O Questionnaires - Storage & File Sharing Integration - Email Integration - E-Signature Integration - Third-Party Integrations - Secure Data Storage **Generative AI - Board Management** - AI Text Summarization - Generative AI - Automatic Transcription **Agentic AI - Board Management** - Natural Language Interaction **Additional Functionality** - Mobile Access - AI Copilot - Customizable Branding - Chat/Messaging - Self Service Portal - Reporting & Statistics - For Healthcare - Activity Dashboard - Automatic Backup - Search/Filter - API - Document Review - Member Directory - Version Control - Video Conferencing - Customizable Templates - Audit Trail - Surveys & Feedback - Collaboration Tools - Single Sign On - For Nonprofits - Critical Date Alerts - Multi-Company - Alerts/Notifications - Company Register - Data Import/Export - Reminders - Client Portal - Offline Access - Authentication - Role-Based Permissions - Company Formation - Event Calendar - Archiving & Retention - Document Templates ## Top OnBoard Board Management Software Alternatives - [Diligent Boards](https://www.g2.com/products/diligent-boards/reviews) - 4.5/5.0 (496 reviews) - [Convene](https://www.g2.com/products/azeus-systems-convene/reviews) - 4.8/5.0 (389 reviews) - [BoardEffect](https://www.g2.com/products/boardeffect/reviews) - 4.5/5.0 (329 reviews)