I love how easy OnBoard is to use. I’ve used other board management software, like Diligent, and I genuinely don’t think it comes anywhere close to OnBoard. The ease of uploading materials and adding items is what makes my work feel so quick and straightforward.

I also prefer the UI and UX in OnBoard compared with other board management software. For example, when I’m creating an agenda and want to edit an item name, it’s fast and simple in OnBoard. In Diligent, I have to go through 2–3 steps just to change the item name. I believe OnBoard truly stands out from its competitors because of how simple it is to use.

I trained a colleague on OnBoard, and she picked it up very quickly, which again shows how user-friendly OnBoard is Review collected by and hosted on G2.com.

One minor deterrent while working is that when I’m uploading a lot of materials to a single item in the board book, there isn’t an easy way to upload the materials in the order I want. Instead, I have to click and drag each material into the correct position afterward, which is sometimes time-consuming. Review collected by and hosted on G2.com.

OnBoard has been an outstanding board management solution for us, combining powerful functionality with an intuitive, easy‑to‑learn interface that our directors actually enjoy using. It centralizes agendas, board books, voting, minutes, and secure messaging in one place, which has simplified preparation and kept our communication focused and organized. Even board members who are not especially comfortable with technology adopted OnBoard quickly, and they now rely on it as their primary way to access materials, stay informed, and participate fully in board work. Review collected by and hosted on G2.com.

While there is a survey option that can be used for scheduling, an integration with a tool like Doodle would be an amazing addition to the program! It would be great to have a way to poll for availability on a meeting in the software, and then set the date based on poll results (rather than needing to add dates/times to a survey and then create the meeting once people have responded). Review collected by and hosted on G2.com.

UI/UX: The board book builder is the thing I'd fight to keep. We used to chase down attachments from a bunch of departments, merge PDFs, then resend the whole packet anytime something changed. Now I build the agenda, attach files to each item, and updates just push out. Saves me most of a day every meeting cycle. Our board members range from very tech savvy to not at all, and even the ones I figured would want paper log in and show up prepared. We don't print packets anymore.

Integrations: Zoom integration ended up being bigger than I expected. One link inside the platform, and the Zoom AI summaries have sped up our meeting recaps a lot. Stuff that took days to get out to internal teams and the board now goes out fast. Really helpful for committee meetings where there are a lot of assignments to track. We also turned on the Microsoft 365 integration so Word and Excel docs get edited right in OnBoard and save back automatically, which cut out a lot of download/edit/reupload.

Performance: No real complaints. Big board books load fine and it hasn't gone down on a meeting day yet.

Pricing/ROI: It's not cheap but it pays for itself in staff time. Add in what we used to spend on printing and it's an easy case.

Support/Onboarding: Admin side takes a while to learn, permissions and resources especially. Rolling it out to board members was easy though.

AI/Intelligence: We have the Intelligent Assistant turned on for document summaries and asking questions of board materials. Still early for us. Honestly the Zoom meeting summaries through the integration have been the bigger AI win so far. Review collected by and hosted on G2.com.

The biggest one for me is email control. Even when we have notifications set to not automatically email the board, emails still go out. It's most annoying when we're adjusting meeting times or making agenda changes, because board members get pinged on edits we're not ready to announce yet. I'd like a true "save quietly, notify when I say so" option.

Calendar sync is the other gap. Board events don't sync to Outlook, so our board liaison has to maintain a master calendar outside the platform just to keep board events straight. That's exactly the kind of thing the platform should be handling.

Smaller stuff: the admin side takes a while to learn, permissions and resources especially. And the file system is pretty limited for non-admin users, so staff who help coordinate meetings but aren't full admins end up routing more through me than they should. Review collected by and hosted on G2.com.

OnBoard is very easy to navigate, and it’s simple to move between features. The onboarding process was smooth; I was able to complete OnBoard Academy and set up our Board Management System exactly the way I wanted. The help and feedback section is fantastic. Whenever I have a question, I can click on the Help Center and find multiple videos and articles related to the topic. I haven’t used the Calendar or Microsoft integrations yet, so I can’t offer an opinion on those at this time. Review collected by and hosted on G2.com.

I’m not a fan of how long it takes for changes to appear on the public posting page after we make updates. We’re also having issues with the “posted” and “last updated” time feature on the public page. We were told the original posting date and time would appear at the top of a meeting, along with the most recent date and time the meeting was updated, but this hasn’t been consistent. It has only worked for a couple of meetings, and then after another update, the original posting date and time disappeared. To comply with Indiana Open Door Laws, we added a line at the end of the agenda stating the day the meeting was originally posted. Review collected by and hosted on G2.com.

OnBoard has an intuitive user interface that requires little to no training for our nontechnical board members. We love how it is available via browser as well as iOS and Android apps. It has dramatically reduced the effort required by our staff to assemble board materials prior to meetings, with team members able to upload documents pertinent to their portions of the agenda. It has also improved board engagement by providing visibility into board meeting materials as far in advance as possible. It is very useful to be able to share meeting agendas far in advance -- even before meeting materials are avilable, then to publish materials when available. We also love the ability to organize board members into groups and create meetings for those groups -- for subcommittees, for example. OnBoard is by far the most robust and easy-to-use platform for the price among several we evaluated. It is extremely simple to add meeting links for remote attendees for any online meeting platform, and they can easily join meetings directly from within OnBoard. We only needed support during the first few months, and we found the OnBoard support department to be both accessible and responsive. Review collected by and hosted on G2.com.

I would love to see nonprofit discounts available for the more advanced features such as AI, the advanced minutes builder, and real-time voting. Amazingly, we have only had one technical bug in four years of using OnBoard, and that was resolved within about an hour. Review collected by and hosted on G2.com.

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

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

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

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

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

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

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

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

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

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

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

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

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

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