OnBoard Board Management Software Reviews

Overall for a small nonprofit that is member led by an active board, it is the best product on the market.

It allows for us to build board books that can be edited all the way up to the board meeting date, it allows for our board to vote on resolutions all the way up to the meeting date, and it allows for seamless integration into virtual meetings that are required now.

Filing system isn't as easy to use as Box or other file management systems. Also, sharing files with large groups is cost prohibitive.

One of the selling points for us is the ongoing customer support. The OnBoard team, from customer service to product design, go out of their way to make certain the software works as needed and desired.

OnBoard gave Eureka College many more tools to help our board get organized and hold more effective and efficient meetings. It also gave us a central location to keep track of board terms, contact information and a wealth of resources, This allows our board members to stay engaged between meetings.

Many of the new tools that have been added to the product since we began using it are separate price points. It would be great if everything could be available to all customers but at least they are there when purchase becomes an option for us.

It has reduced the effort that was required in our environment to manage our Board communications and activities. I can't ever imagine going back to the old methods of creating PDFs, putting them in secured files, managing Board responses and alike. Everything is in one place and extremely easy to navigate and access.

Centralized portal for all Board activities. This has simplified the process of putting Board packets together, distributed, and filed. It is easily accessed from any device without any limitations to the user's experience. It has significantly helped in the administration of our Board activities. The support is excellent; never have any issues getting assistance when needed.

The product development and additional features just keep coming and coming. Sometimes it hard to keep up with all of them. You have to sort through what is really needed, what adds value, and what are just nice to haves. Would like to see the zoom integration be able to use more than one person user's account. It would be helpful to have a checklist when completing functions; there are times I have forgotten to add groups/users to the communication and then didn't realize it wasn't being seen.

I have been very satisfied with the software thus far. It has really eased the facilitation of board meetings.

-Online voting feature
- Zoom integration for remote meetings during this pandemic
- Analytics
- Prompt notifications if something has changed

- Having to re-build books after clicking on a loaded document.

Our organization has transitioned to the OnBoard Platform this year, managing our 15-member board of trustees. Communication is so easily achieved with OnBoard taking your announcements and meeting schedules and sending automatic meeting notifications to the board. As Assistant to the President, my job in preparing for board meetings has been streamlined with the use of OnBoard as it will take all of your documents which are downloded and create a Meeting Book for you automatically. What I love most is the click-on feature when in the Open Book format which enables you to click on any document within the table of contents automatically without scrolling through all the pages. We have already experienced a difference in how we prepare for our meetings; we feel like we’ve entered the high tech world finally without any hassle! Thank you OnBoard!

Ease of use.
Look of high tech.
Quick adaptability for our board members.
IT Assistance at your fingertips.
Economical.

Takes a bit to get the Zoom integration to work properly for all users.

We have been using OnBoard for over a year now and it's been a relatively painless process to integrate our years of "paper" board meetings into an online solution. We find the application to be user friendly - both for admins and the end-users...our very busy board of trustees. Saving them time and making our meetings more efficient has been one of the best outcomes from using OnBoard. The resources feature keeps all of the materials handy plus we've been able to migrate all of the information for orientation of new board members to OnBoard as well. This saves time and money putting all of the information together in one place. Overall, OnBoard has been a tremendous asset to our board and to the processes that support our board.

We have been very excited to explore the features of OnBoard over the past year. Being able to move from printing multiple copies of 150 - 200 page agenda books has saved us not only time but a significant amount of money in printing fees. The pros of OnBoard include being able to make last minute agenda changes, addition of supporting documents and updates to the meeting within minutes. This keeps the most up-to-date agenda and information in front of the board at all times making our meetings more efficient and well organized. The solution is easy to navigate with an intuitive dashboard, handy calendar and a Resources function that has become one of our most utilized features.

It would be a plus if you could add more personalization to the landing pages of OnBoard. There's really no place to make it look personalized as such. It would also be nice to be able to choose a particular font or font sizes, etc. for the "Announcements" pages.
Sometimes the Help Center can be overwhelming. There's so much information in the Help section that it can sometimes be difficult to narrow down a search to the specific topic you're looking for.

My experience is positive. Transitioning to the software has saved time and resources when preparing for board meetings and accomplishing tasks such as e-signature during and in between board meetings. Customer support is quick to respond via email or telephone and resolves most issues immediately.

The software is very easy to use. It eliminates the need for paper and allows for quick and efficient board packet generation and dissemination. It also makes it extremely easy to make additions and revisions to the disseminated packet.

The price continues to increase annually by 4-6% and may exceed the value of the software in the future.

Onboard is our organization's first stab at online board management, and we have been very impressed. It is intuitive, easy to use, and has lots of helpful features.

Ease of uploading agendas from Word.
Great site organization.
Friendly customer support.
Variety of permissions settings.

Wish it had presenter mode.
would like the board book to include the agenda at the front of it.

This product is much more user friendly than our previous portal. The customer support has been great.

Ease of use: the portal is so easy to use.
Customer Support: The customer support is great -from our initial rep to the help desk folks, all have been so helpful.
Features: the features in the portal allow us to do all we need.

There are a few features that I would like to see added: surveys that can be signed with esignature, documents signed with esignature that allow for write in text; moving of files from one area to another.

Our overall experience with OnBoard has been wonderful. We very quickly had to become acquainted with OnBoard as we were trying to use it for one of our board meetings that was coming up quickly after buying this software. It was so easy to learn, as well as teach others, and has been a great software for us to use.

We utilize OnBoard with our Board of Directors quite frequently, and we love it. OnBoard is super easy to use. Not only is it easy for us to use, but it was easy for us to teach our board how to use. We are able to place board minutes, travel information, bylaws & policies, and also communicate with each other through messenger.

I truly tried to think of things that I could write for this section, and give constructive criticism or feedback, and I can't think of anything. We have not encountered any issues with this software at all.

Our Board members found it easy to learn how to use the site. In March 2020, when everyone was working from home, it was incredibly helpful to have OnBoard already in place for our Board meetings so there was no interruption of access to materials/information.

It's easy to learn how to use it, and even if you forget something, it's intuitive enough to figure it out.

When we started using the site a year ago, there was a slight delay between typing and having it show up on the the screen, though this has been resolved.

Very positive experience! We are looking forward to transitioning the majority of our board and committee communication and planning to the system.

Very intuitive and user friendly. Extremely helpful, patient, professional staff always quick to help and answer questions. Very reasonably priced for the support and features.

It would be great if there could be a text notification feature.

I am satisfied with what I am working with at this time. It makes my quarterly meetings preparations less stressful, knowing that it will generate my book at ease.

It makes my job easier by utilizing all of the features it provides to prepare my quarterly meetings successfully.

The Survey feature can be upgraded somewhat. It does not give you more options when doing a poll as to where it can automatic chose the best option for you.

OnBoard has a great support team and is so helpful to eliminate paper waste and help facilitate online meetings. I am so glad we have this in place when COVID-19 hit; we have been able to do our governance business easily and quickly with the software.

OnBoard is very easy to use and utilize for our board meetings. Even those who are not tech-savvy can still utilize the product. We save a ton of time and paper using it for our board meetings and have excellent buy-in from our board members.

I have had no hiccups with OnBoard and can't think of a "con" for the product at all.

We have been very happy with how OnBoard has worked to have the monthly books and other data at our fingertips.

I like how easy Onboard is to access and use for the board members. You have easy access to bylaws and policies and whatever else we need to resource.

The ability to print a specific page has changed and could be easier.

Great! I don't know what I would do without it. It has also been helpful for remote meetings due to covid.

I like how all the books are easy to organize and distribute, how we can use it for Actions without meetings, any documents that need an electronic signature, staff meetings, and as a document library.

Can't think of much. It is always improving. It seems to dislike Powerpoints so I have to convert them to PDF before uploading. I wish it would allow you to send an email reminder when Actions are awaiting votes.

Have been using OnBoard for more than 6 months and so far, so good. Really easy to implement and use. Implementation team was really helpful.

The interface is very intuitive and user-friendly. Agenda creation is a breeze. Once you have it, you can start using it without much training.

While is not complicated, group creation and security role for seeing portions of the meeting (for example, the executive session) can be easier.

Very easy to use. Saves money from the previous method of sending board packets to nine board members.

OnBoard allows me to keep my board informed and all board members on the same page. It is easy to use and has a very small learning curve.

At first, I felt certain features were complicated to use but with the constant updates it has become very easy to use.

Love the product! Easy to use for the administrator and users, had no problems teaching our board members how to use the app.

It is very simple to organize an agenda and meeting materials for a board meeting, even easier to make updates to materials if needed.

Having to download documents before being able to print.

This product replaced Microsoft One Note and has been great. Access from any internet connected dive has been terrific for IT to manage.

Easy to create and manage content. Support is great when you need them. Easy to add and manage users.

There isn't an option for an admin user that does use one of your paid licenses.