Suzanne S.
SS
Suzanne S.
Executive Assistant
Mid-Market (51-1000 emp.)
"An Upgrade"
5/5
What do you like best about OnBoard Board Management Software?

OnBoard has streamlined meeting creation with tools such as duplicating meetings, drag-and-drop both PDF and Word files, agenda import, and user-friendly agenda customization. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

It would be better if there was a streamlined way to add past meeting books to the resources section. That's where the meeting archive is collected after being downloaded and imported from the previous board software. As it is, meeting history is divided in two locations. There is also no ideal way to search through the content of past meetings. Review collected by and hosted on G2.com.

Chris Z.
CZ
Chris Z.
Manager, Board Relations and Governance
Mid-Market (51-1000 emp.)
"SO easy to organize everything for everyone!"
5/5
What do you like best about OnBoard Board Management Software?

The ease of uploading important documents into the resources area has been a life saver. All Committees have their own resource folder for agendas, minutes, necessary policies and other documents.

The meeting agenda timekeeper line is very helpful to keep the Board on track and on time; something we've struggled with in the past.

Customer support has been quick, clear, and consistent. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

Nothing I dislike, but I do wish as an admin that I had the ability to change a member's RSVP status. I've just asked for a global administrator account, so perhaps that might solve the (very small) issue. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
Mid-Market (51-1000 emp.)
"Collaboration is key!"
4.5/5
What do you like best about OnBoard Board Management Software?

OnBoard has been a great resource for our board. It has been a slow uptake by some, but they are using it more now than ever before. The collaborative functions have been very helpful as we grow our international teams and develop deeper risk management. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

Some directors prefer not to use portals. This can exclude them from vital information sharing and resources that are stored on OnBoard. It also requires extra steps for me to share that infomration with them. Review collected by and hosted on G2.com.

Lealoni C.
LC
Lealoni C.
Executive Assistant Office Manager
Small-Business (50 or fewer emp.)
"OnBoard"
3.5/5
What do you like best about OnBoard Board Management Software?

the system is easily accessible which allows our user to get information easily Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

There is no surprise feature that makes it stand out Review collected by and hosted on G2.com.

Madison L.
ML
Madison L.
Executive Assistant To President & Chief Executive Officer
Mid-Market (51-1000 emp.)
"Review of OnBoard and Courtney Felt’s Exceptional Support"
5/5
What do you like best about OnBoard Board Management Software?

OnBoard’s management software has made board meeting setup incredibly efficient and stress-free. Building agendas is simple and intuitive, with drag-and-drop features and easy formatting tools that save time and keep everything organized. Myself and the Executive team uses it every week, it's certainly easy to implement on daily use, and the ease of integration was great because of the support we received from our OnBoard representatives, Courtney F. and Chelsey R. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

Some Board members who are less comfortable with technology had trouble adapting to OnBoard and needed a bit of extra support during the early stages of adoption. Review collected by and hosted on G2.com.

KK
Kevin K.
Board Governance Manager
Small-Business (50 or fewer emp.)
"Excellent Board Management System"
5/5
What do you like best about OnBoard Board Management Software?

What I like most about OnBoard is the board meeting book of materials building feature and the excellent customer service (Abby is a gem). Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

Some features, like the action > surveys have small bugs, like including past users who aren't even on the list of available folks to select. Review collected by and hosted on G2.com.

Jayesh A.
JA
Jayesh A.
CSAM
Small-Business (50 or fewer emp.)
"Best Experience"
5/5
What do you like best about OnBoard Board Management Software?

Onboarding becomes jubiliantly easy. Management across teams carry very easy process and APIs were easy to incorporate. Support has been fast and detailed. Frequency of features used on daily basis has improved high across department. Infrastructure team was baffled with quick n easy integration. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

More hirerchy would result in more trust Review collected by and hosted on G2.com.

Verified User in Higher Education
AH
Verified User in Higher Education
Enterprise (> 1000 emp.)
"Intuitive, easy to share web-based portal"
5/5
What do you like best about OnBoard Board Management Software?

I recently took over the administration of our school's OnBoard account, and with little outside guidance, was able to walk thorugh the online tutorials and learn how to use the website. It truly is an intuitive interface.

I most appreciate how easy it is to create initial meetings and then copy them, much like a template, for use in creating other meetings. This feature decreases the amount of duplicative work involved. I also like how easy it is to share with board members, especially ones who are less tech savvy. I highly recommend this product. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

I found it misleading that you can label someone as an administrator, but adding that label doesn't make them the actual administrator. You have to call in to make that change. Once the issue was discovered, the team at OnBoard was quick to help get our account straightened out. Review collected by and hosted on G2.com.

Response from Lori Farrell of OnBoard Board Management...

We're glad to hear that you found OnBoard's interface intuitive and easy to use. The ability to create and share meetings easily is a key feature that many of our customers appreciate. We apologize for any confusion regarding the administrator label, but we're pleased that our team was able to quickly assist you in resolving the issue. Thank you for recommending our product!

Verified User in Banking
AB
Verified User in Banking
Small-Business (50 or fewer emp.)
"Board Binders made easy"
4.5/5
What do you like best about OnBoard Board Management Software?

The OnBoard software makes compiling information for Board meetings simple. A huge change from photocopying and makes changes to specific reports much easier. Drag and drop files into the agenda items as needed and I can't stress enough how easy it is to move agenda items around or to add or delete items as you are putting together materials. Multi users allow anyone that has to had materials to do and exclusion features allow items to only be viewed by those designated people. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

Sometimes when Directors click on the book, there is no way for them to get out of it without closing down and restarting. Also, typing minutes in can be somewhat cumbersome and does not allow for much formating. Review collected by and hosted on G2.com.

Sarah B.
SB
Sarah B.
Administrative Assistant to Business Affairs and Athletics
Mid-Market (51-1000 emp.)
"Intuitive Software"
5/5
What do you like best about OnBoard Board Management Software?

Our Board members have a wide range of tech-savvy abilities and all can easily use On Board for meetings. On the administrative side, it is easy to load documents, schedule meetings, and send notices. The administrative tools are user-friendly, easy to navigate, and, more importantly, easy to teach. The software has greatly enhanced our Board experience for all parties and is used monthly by most committees and working groups. Anytime an administrative user has a question, our customer success manager is available with quick assistance. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

Taking minutes in On Board does not work for our institution as we use certain formats and templates. We have found that taking minutes via On Board results in double the work of retyping them into our templates. We have chosen not to use this feature. We would love for On Board to consider having customized minute templates for future software enhancements. Review collected by and hosted on G2.com.

Response from Lori Farrell of OnBoard Board Management...

Hi Sarah! Thank you for your review of OnBoard. We're thrilled to hear that OnBoard has been a valuable tool for your Board meetings and administrative needs. We appreciate your feedback about the customized minute templates, and we will certainly consider this for future software enhancements. It's great to hear that OnBoard has provided easy access to meeting materials and improved the overall Board experience. Please let us know if you need anything at all.