Tiffany P.
TP
Tiffany P.
Small-Business (50 or fewer emp.)
"Efficient Agenda Management, Needs Better eSignature"
3.5/5
What do you like best about OnBoard Board Management Software?

I like the easy access for board members to board packets and historical data. I also appreciate how easy it is to create agendas and minutes with OnBoard Board Management Software. The ability to format and adjust agenda items as needed means there's no need to create and send multiple PDFs. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

The e-signature option is quite buggy. I have multiple tickets open for builders/designers to review and correct. It does not consistently work. I love the option to send documents for signature but there are a couple of issues. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
Small-Business (50 or fewer emp.)
"Streamlines all our board of directors communications and document storage, but messaging can use improvements"
4.5/5
What do you like best about OnBoard Board Management Software?

I like the integration of AI for meeting minutes Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

The messaging module is difficult to use because all messages are listed chronologically without any regard to subject. I've asked my board members to put a subject on each of their messages (in CAPS) so that it is easier to follow a specific conversation. The addition of a Subject, and linking the similar subject together would be a good addition to the product. Review collected by and hosted on G2.com.

LS
Lisa S.
Office Manager
Small-Business (50 or fewer emp.)
"Everything Securely in One Place"
4.5/5
What do you like best about OnBoard Board Management Software?

I love that everything is securely in one place. Our board appreciates having a single place to go to access what they need. OnBoard is simple to use and simple to explain. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

I do wish you could click, grab, and move events around while you’re adding them to the “For Your Calendar” section. Review collected by and hosted on G2.com.

Jake F.
JF
Jake F.
College Administrative Analyst
Mid-Market (51-1000 emp.)
"Centralized Communication, Easy Admin Management"
4.5/5
What do you like best about OnBoard Board Management Software?

I find OnBoard Board Management Software easy to use, which is great. It's also handy that multiple people can manage at an admin level. I appreciate how everything is in one place, keeping all Board members on the same page if we keep OnBoard up to date. The initial setup was pretty easy, which was a nice surprise. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

I'd love an easier way to upload an agenda (in our own format) to create agendas in OnBoard. Review collected by and hosted on G2.com.

Response from Lori Farrell of OnBoard Board Management...

Hi Jake, Thank you for sharing your positive experience with OnBoard. We're thrilled to hear that you find it easy to store files and that our customer support has been helpful during your setup. We understand your concerns about limited features and integration issues with Zoom. We are continuously working to enhance our platform and improve integrations. Regarding the login issues, we apologize for any inconvenience caused to your Board members and would like to investigate further to ensure a smoother experience for all users. Please reach out to our support team if we can help further on this. Thank you for choosing OnBoard!

Verified User in Banking
AB
Verified User in Banking
Enterprise (> 1000 emp.)
"Intuitive, Feature-Rich, and Stable—Great Integrations at a Competitive Price"
5/5
What do you like best about OnBoard Board Management Software?

Nice, intuitive interface. Practically all the necessary features (including AI) are available, the app runs stably, and the Adobe and Microsoft integrations are solid. Overall, it offers a competitive price for what you get. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

There is no dedicated feature for running correspondence (absentee) voting, and it also doesn’t support video files. The process is quite lengthy in terms of the documentation required to complete KYC and the corporate approval steps, especially if you represent a bank or another large organization with internal controls and related requirements. 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.)
"OnBoard Is Crazy Easy, with Incredible Customer Service!!!"
5/5
What do you like best about OnBoard Board Management Software?

OnBoard is such a crazy easy platform – I already feel as though we’ve been using it for years and, yet why didn’t we begin using it years ago?! Driving OnBoard makes me feel I’m in command of the USS Enterprise – it can go anywhere and it gets you there in style. As a Board Admin, the ability to Messenger any or all directors and then having the communication thread harnessed so neatly has greatly reduced my stress level. In addition, having all pertinent Board materials available to members is what really sold me to OnBoard. Their incredible customer service, however, is what really convinced me I would be fully supported and not left to flounder at the controls. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

So far, after many months of navigating OnBoard, I have not encountered any issues, I'm happy to say! Review collected by and hosted on G2.com.

Kathryn M.
KM
Kathryn M.
"Streamlined Board Management with Room for Improvement"
4/5
What do you like best about OnBoard Board Management Software?

I like the group management feature of OnBoard Board Management Software; it is user-friendly and intuitive. It streamlines communication and provides a secure place to house all board-related documents, which saves me time, making it much better than having to email board members and share links to Google Drive. The initial setup was also very easy. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

We need to see RSVP reports for specific users across all meetings. Also, there should be a way to 'undo/redo' in the minutes builder, or to see different versions when multiple people are editing. More customization in the home page would be great too. I would also like to be able to RSVP on behalf of a member. Review collected by and hosted on G2.com.

CE
Carrie E.
Executive Assistant
Small-Business (50 or fewer emp.)
"Seamless Meeting Setup and Board Book Creation"
5/5
What do you like best about OnBoard Board Management Software?

Ease of setting up meetings and creating board books. Training board members and staff has been seamless and very easy to complete. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

When uploading documents in the resource section, I'd love for the system to return to the last-visited folder, instead of always starting at the top. Review collected by and hosted on G2.com.

KS
Kristi S.
"Centralized Platform with Minor Communication Hurdles"
4.5/5
What do you like best about OnBoard Board Management Software?

I really like having everything in one place with OnBoard Board Management Software, which makes it easy for us. I appreciate the ease of doing repetitive tasks, and I find it super helpful to be able to copy previous meetings or easily access what we've done in the past. It's easy for board members to find information on their own. The initial setup was very easy, and our sales rep, Kate, is phenomenal. She answers every question and makes everything easy to understand. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

Some of the communication part we've had to work around using messages, and being able to send out monthly or weekly reports has not been super easy. Review collected by and hosted on G2.com.

KG
Katie G.
Executive Assistant to the CEO
Mid-Market (51-1000 emp.)
"Working with the best"
5/5
What do you like best about OnBoard Board Management Software?

The OnBoard team takes very good care of the customer. From the demo phase to implementation, the OnBoard team keeps you informed of what to expect next and is ready and willing to answer all the questions you have. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

I haven't run into anything I don't like - I don't know what I don't know. Looking forward to figuring out how to use all the features the software has. Review collected by and hosted on G2.com.

Response from Lori Farrell of OnBoard Board Management...

Hi Katie! Thank you for the great review of OnBoard! It makes us happy to hear that our team is providing you with great care and communication. We hope to continue to help to streamline processes - should you need anything always feel free to reach out!