--- title: OnBoard Board Management Software Reviews meta_title: 'OnBoard Board Management Software Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 680 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: 680 scale: '5' date_modified: '2026-07-23' 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:** 680 ## 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. Centralized Communication, Easy Admin Management **Rating:** 4.5/5.0 stars **Reviewed by:** Jake F. | College Administrative Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2024 **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. **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. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard Board Management Software centralizes our documents, meetings, and member information, improving communication by ensuring all Board members access the same information when kept updated. **Official Response from Lori Farrell:** > 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! ### 2. Intuitive, Feature-Rich, and Stable—Great Integrations at a Competitive Price **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** July 06, 2026 **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. **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. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It helps us properly manage and organize the Supervisory Board’s activities. ### 3. OnBoard Is Crazy Easy, with Incredible Customer Service!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2026 **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. **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! **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard solves communication issues with the Board, namely, accountability, accessibility, and consistency. I no longer have to sift through multiple email threads to gather information for the Board President. They can do it themselves, if they so wish, using Messenger. In addition, it provides a one-stop shop for Board materials which they can easily access without having to depend on my availability to provide them with any desired docs. ### 4. Streamlined Board Management with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Kathryn M. **Reviewed Date:** January 27, 2026 **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. **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. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard Board Management Software streamlines communication and securely houses board-related documents, saving time compared to emailing and sharing links on Google Drive. ### 5. Seamless Meeting Setup and Board Book Creation **Rating:** 5.0/5.0 stars **Reviewed by:** Carrie E. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2026 **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. **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. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Keeping all of our information in one place. Recording of our meetings. Polling board members for dates. BOARD BOOK - amazingly easy! ### 6. Centralized Platform with Minor Communication Hurdles **Rating:** 4.5/5.0 stars **Reviewed by:** Kristi S. **Reviewed Date:** December 19, 2025 **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. **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. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard Board Management Software keeps everything in one place, providing a central location for communication. I can easily access past meetings, copy previous meetings, and it's easy for board members to find information on their own. It simplifies repetitive tasks. ### 7. Working with the best **Rating:** 5.0/5.0 stars **Reviewed by:** Katie G. | Executive Assistant to the CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2025 **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. **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. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Streamlining the process of BOD meetings, from invites to meeting minutes. Saving time is the most important thing for our company. **Official Response from Lori Farrell:** > 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! ### 8. On-Board: Top-Notch Security You Can Trust **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Enterprise (> 1000 emp.) **Reviewed Date:** July 09, 2026 **What do you like best about OnBoard Board Management Software?** The overall security of the platform is top-notch. **What do you dislike about OnBoard Board Management Software?** The security is so good - sometimes takes a minute to log-on - it's a champagne proglem **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Meeting spaces and storing private documents ### 9. Effortless Board Management **Rating:** 5.0/5.0 stars **Reviewed by:** Marcus C. | Head of Schools/CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2024 **What do you like best about OnBoard Board Management Software?** I like how OnBoard Board Management Software pulls all documents together for everyone to see in a single book for review. It's been very easy to set up. **What do you dislike about OnBoard Board Management Software?** it doesn't integrate with Google Calendar Meets, which is what we use as an organization **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard Board Management Software organizes files, compiles reports, notifies trustees about meetings, allows real-time document updates, and consolidates all documents into a single book for easy review. ### 10. onboard review **Rating:** 5.0/5.0 stars **Reviewed by:** Patty R. | admin specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about OnBoard Board Management Software?** The ease. I was not sold on it at first. Once we sarted, got more familiar it is in fact very user friendly. **What do you dislike about OnBoard Board Management Software?** The expense has become a major negative. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** we can have everyone on the same page, literally for meetings. We all have the same information, in the same format. Makes it very easy when discussing materials, before and during meetings. ### 11. OnBoard Board Management Software Review **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa W. | Executive Administrative Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2025 **What do you like best about OnBoard Board Management Software?** OnBoard Management Software excels as a centralized communication tool, consolidating documents with user-specific permissions. It sends calendar invitations to alert users of upcoming meetings or available materials, while upcoming events are visible on the home page. Voting is streamlined via email, with results compiled into reports. E-signatures enhance functionality further, showcasing its numerous impressive features, making it challenging to highlight just one! **What do you dislike about OnBoard Board Management Software?** As an Administrator, the learning curve for OnBoard can be challenging due to time constraints for watching instructional videos and managing regular tasks before fully transitioning to the product. More time for familiarization with the program would be beneficial. While this isn't a product defect, suggestions for improvements can be submitted via a ticket, a fair approach to incorporating user feedback. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard Board Management Software enables comprehensive oversight by showing who has read materials, voted, registered for meetings, and commented, all in one place. This convenience eliminates the need for direct inquiries. During audits, auditors can access necessary information without emailing documents. Additionally, composing minutes is streamlined as OnBoard integrates the agenda and attendance records directly into the minutes, enhancing efficiency and enjoyment of the process. ### 12. Overall, very intuitive to use and has been helpful for my board. **Rating:** 5.0/5.0 stars **Reviewed by:** Emma B. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2025 **What do you like best about OnBoard Board Management Software?** Having everything in one place has been very helpful. The features like in-system signing of documents and tasks have helped with keeping everything in one place. This will be the board's second year with OnBoard and they've all adopted to using it quite well. Being able to set the permissions for everything based on groups or individuals has been useful. **What do you dislike about OnBoard Board Management Software?** It would be helpful to be able to create meeting series since most board or committee meetings happen on a regular basis and sending one meeting invite instead of 10 would be nice. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** The biggest problem solved by OnBoard is the fact that emails and information were getting lost. Most of my board members are working or are busy and the number of emails going back and forth among the rest of their emails was difficult to keep track of. Having meetings, agendas, minutes, and resources all in the same place has helped fix that. ### 13. 4 plus years and wouldn't turn back. **Rating:** 5.0/5.0 stars **Reviewed by:** Crystal B. | Senior Vice President and HR Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2022 **What do you like best about OnBoard Board Management Software?** Implementing the Onboard system was seamless. Its intuitive design made it easy to learn and adopt—even for board members who aren’t especially tech-savvy. From the start, our team felt confident navigating the platform, and that confidence has only grown stronger. Now, nearly four years into our partnership, we continue to be impressed. Onboard has evolved over time, and each update has enhanced our experience. The system remains consistent, reliable, and genuinely aligned with the needs of a modern boardroom. We can’t recall the last issue we encountered—and that kind of dependability speaks volumes. For organizations seeking a stable, user-friendly solution that can grow with them, Onboard earns our highest recommendation. **What do you dislike about OnBoard Board Management Software?** Compared to our previous board management system, the difference is night and day. We've had far fewer issues, and we honestly can't recall the last time we encountered one. The platform is consistently reliable, and that consistency has earned our trust. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** At FNB, Onboard plays a pivotal role in streamlining our board governance and communications. We use the system to securely deliver monthly board and audit committee meeting documents, ensuring timely access and organized workflows for all members. Beyond scheduled meetings, Onboard also enables efficient decision-making between sessions. Its voting feature allows us to manage loan approvals remotely, saving time and keeping our processes moving without delay. In short, Onboard helps us stay connected, informed, and effective—no matter the calendar. ### 14. Effortless Setup, Perfect for Governance **Rating:** 5.0/5.0 stars **Reviewed by:** John C. **Reviewed Date:** December 19, 2025 **What do you like best about OnBoard Board Management Software?** I really appreciate OnBoard Board Management Software for its simplicity of use. The training academy is great, but I've learned more from the journey of actually using it. I find it incredibly easy to set up, and I managed a lot of the setup myself to ensure it fits our governance structure. The software does a fantastic job of centralizing all our governance interactions and actions, helping to modernize our volunteer leadership experience. Using it with Zoom, Teams, and Microsoft 365 has been seamless. **What do you dislike about OnBoard Board Management Software?** I would prefer that my initial investment cover more than the 100 seats that came with it. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard centralizes all our governance interactions and actions and modernizes our volunteer leadership experience. ### 15. Effortless Board Packet Creation with Room for Communication Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Samantha R. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2026 **What do you like best about OnBoard Board Management Software?** I find the ease of building a board packet with OnBoard Board Management Software quite impressive. It makes creating board packets straightforward and efficient. Also, the initial setup was pretty easy overall, which was a relief. **What do you dislike about OnBoard Board Management Software?** The messaging outline to board members is a bit clunky and unsophisticated. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** I use OnBoard Board Management Software for resource management and board book building. I appreciate the ease of building a board packet. ### 16. OnBoard has been a great addition to our tool box. **Rating:** 4.0/5.0 stars **Reviewed by:** Karen T. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** January 30, 2025 **What do you like best about OnBoard Board Management Software?** I like that everything can be found in one place, it is very easy to us, very intuitive. **What do you dislike about OnBoard Board Management Software?** It is sometimes hard for our Board members to move from one device to another and find what they are looking for. It is sometimes hard for Board members to use. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It is a multi-functional platform, which I love as an Administrator but that makes it sometimes difficult for our Board members to us. **Official Response from Lori Farrell:** > Hi Karen, We're delighted to hear that OnBoard has been a valuable tool for your organization, providing a centralized location for communication and resources. We appreciate your feedback about the challenges with transitioning between devices and will strive to improve this for your Board members. We have an webinar this spring on boosting board engagement - perhaps this could be helpful as well! Please let us know if there's anything else we can do to make your OnBoard experience even better. ### 17. Streamlines Agenda Building with Ease **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2025 **What do you like best about OnBoard Board Management Software?** I like the ease of building the agenda with OnBoard Board Management Software. It really helps our board know what we'll be talking about during meetings. The initial setup was also fairly easy. **What do you dislike about OnBoard Board Management Software?** I find the organization of information somewhat challenging. There seem to be too many features, which can make it feel overwhelming. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** I use OnBoard Board Management Software for our board meetings. It solves agenda building issues, making it easy to create agendas, which helps our board know what we'll be talking about. ### 18. Easy and Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Lara M. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2025 **What do you like best about OnBoard Board Management Software?** I like that OnBoard is user friendly and intuitive. I have also had good luck with their customer service. They're very easy to contact and knowledgeable. **What do you dislike about OnBoard Board Management Software?** It's not really OnBoard's fault, but some of the features - like AI minutes - aren't quite right for our board because we mostly meet in person. I feel like we could take advantage of a lot more tools if we met remotely. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Having the directory in OnBoard for Board Members to easily access all necessary documents has been very helpful. We’re also using much less paper since we no longer need to print every document for each meeting. In addition, OnBoard makes it much easier for Board Members who prefer to join meetings online, keeping everyone connected and informed. ### 19. Effortlessly Organizes Our Board Meetings **Rating:** 5.0/5.0 stars **Reviewed by:** Shelley L. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** March 22, 2025 **What do you like best about OnBoard Board Management Software?** I like the ease of setting up a board meeting with OnBoard Board Management Software. It's also very user-friendly, and the initial setup was very easy to implement and set up. **What do you dislike about OnBoard Board Management Software?** The main administrator should be able to RSVP for board members. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** I find OnBoard Board Management Software keeps everything in one place—resources, minutes, agenda—and is very user-friendly. ### 20. Game Changer for Board Management and Governance **Rating:** 5.0/5.0 stars **Reviewed by:** Charles S. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2025 **What do you like best about OnBoard Board Management Software?** The visibility and transparency I, as the CEO, can provide my board members in a functional, user friendly format in a consolidated workspace designated for our organization. We use the Resource section extensively for historical documents, board and committee meeting minutes, financials, tax and audit materials, etc. The meeting book building function saves us significant time in preparation for board and committee meetings and enables us to share agendas and documents days in advance. **What do you dislike about OnBoard Board Management Software?** I love the software. My challenges are in board member adoption as the advantage of having a designated virtual workspace separate from my board members' company resources cuts both ways. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Meeting agendas and documentation easily compiled in a user friendly space that enables efficient distribution and availability for board members. ### 21. OnBoard Review **Rating:** 5.0/5.0 stars **Reviewed by:** Molly A. | Director, External Relations, Mid-Market (51-1000 emp.) **Reviewed Date:** March 29, 2023 **What do you like best about OnBoard Board Management Software?** Having a centralized resource for all my Board functionalities and materials Ease of use and aesthetically pleasing design **What do you dislike about OnBoard Board Management Software?** Not being able to add a file attachment to the announcements **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Consistent Board communication & engagement! ### 22. It's reliable, easy to use , and it meets our objectives. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2025 **What do you like best about OnBoard Board Management Software?** Sharing confidential information securely and without the use of emails. We can invite users to meetings efficiently, add to meetings then publish when ready. The Board book is also quite efficient. Implementation and training was a snap. We use it every week to publish important information. Agendas can be downloaded and admin restrictions work. Easy to integrate into operations. We have not had to rely on customer support. **What do you dislike about OnBoard Board Management Software?** You can't select multiple files to move from one location in OnBoard to another. This one improvement could make a big difference. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It solved the problem of confidentiality with Board papers. We didn't have to worry about sending information via emails and where the Board papers ended up. Also, once uploaded, information could be made available to all relevant users. Online votes and approvals at the convenience of directors and committee members and the voting information auditable is a great plus. ### 23. AMAZING !! **Rating:** 5.0/5.0 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?** I love having everything in one place. It makes life alot easier to have all your files and documents right at your fingertips during board meetings. **What do you dislike about OnBoard Board Management Software?** I haven't found anything yet that I dislike about the software. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Having all documents in one spot is the real benefit for me. ### 24. Onboard is a great way to organize your meeting & get the materials out ahead of time **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2025 **What do you like best about OnBoard Board Management Software?** Onboard is easy to use, intuative, and is great at distributing the meeting materials ahead of your meeting. **What do you dislike about OnBoard Board Management Software?** i wish it would integrate Teams along with Zoom. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard is great at distributing meeting materials ahead of your meeting making it a quick start to the meeting, and the fact that it is HIPAA compliant makes me feel comfortable in releasing those materials ahead of time. ### 25. Simplifying your Board Meeting Packets and minimize the time spent creating them **Rating:** 5.0/5.0 stars **Reviewed by:** Stacey C. | Community Association Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2023 **What do you like best about OnBoard Board Management Software?** The convenience of combining the board packets page numbering and having the agenda prepared for you with table of contents **What do you dislike about OnBoard Board Management Software?** I still agree with my previous response. The announcement page is lacking.. and it would be nice if there was a feature that could create an unnumbered agenda and or documents that you could share with non-board members such as residents since they aren’t privy to the full board packet **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Minimizing the time spent preparing the board materials has freed up my schedule to focus on other tasks. ### 26. Great platform for Board Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah H. | Director of Administration, Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2024 **What do you like best about OnBoard Board Management Software?** Our Board loves the OnBoard App and asked to keep using it. It is a one stop shop; everything they need they can find on the App. As an administrator, I find the App to be very user friendly and a great tool for communication. **What do you dislike about OnBoard Board Management Software?** I don't have any dislikes at this time.. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** None at this time. ### 27. User and Admin friendly with incredible functionality! **Rating:** 5.0/5.0 stars **Reviewed by:** Rebekah A. | AVP and Chief of Staff (and Board liaison), Mid-Market (51-1000 emp.) **Reviewed Date:** March 18, 2025 **What do you like best about OnBoard Board Management Software?** OnBoard is a wonderfully user and admin friendly. Introducing and training my board members was easy and OnBoard provided lots of support and extra care to assist with the transition. The software allows greater collaboration among staff for building content. The Google calendar integration makes scheduling a breeze. The minute builder function has allowed us to streamline the process while ensuring consistent submissions. **What do you dislike about OnBoard Board Management Software?** I wish the mobile version allowed for admin use. There have been times I'd like to publish a meeting while on the road and was unable to. Also, I wish there was a way to share meetings without having to officially "invite" someone. Our board has a fiduciary duty and should have all the information from each meeting. Sharing that information is challenging the way the system is currently designed. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Collaboration, efficiency, organization, Compared to our last software, my time in the system is more than halved. The level of efficiency and organization frees up time for me to work on other things. The ability to collaborate gives others agency and autonomy. ### 28. Near the end of Year 2 with OnBoard **Rating:** 4.0/5.0 stars **Reviewed by:** Kevin B. | Chairman of the Board, Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2025 **What do you like best about OnBoard Board Management Software?** The agenda creation and tracking during meetings is fabulous. Staying ahead of the red line has become a bit of a sport among the board members. **What do you dislike about OnBoard Board Management Software?** The updating or adding members feature seems to generate a new calendar notice. And that seems to reset the RSVP function. So, folks that already said they are attending now go back to a no response situation. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It is not solving a problem, per se. it is making us better. ### 29. Easy to Use **Rating:** 4.5/5.0 stars **Reviewed by:** Beverly S. | Development Coordinator, Office of Development and Laurel Ridge Foundation, Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2025 **What do you like best about OnBoard Board Management Software?** It's both user and admin friendly. Our board members found the interface to be easy to navigate, which is very important to us. **What do you dislike about OnBoard Board Management Software?** The permissions settings are great, but as an admin you do have to be conscious that you basically have to set up permissions for everything you add to OnBoard. It takes time to get used to this. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** We previously did not have a central hub for board members to access meeting documents, past and present. We were sending everything out via email. We needed a solution that would allow us to build a document repository with easy access for our members, while at the same time housing meeting information and gradually allowing us to move away from printing so many board meeting documents. OnBoard is enabling us to do all those things. ### 30. Board Management Made Easy! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Libraries | Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2025 **What do you like best about OnBoard Board Management Software?** I really like the ability to have a resources library, and to give permissions for various staff/board members to see the resources. I love the statistics that shows who has opened the materials for the meetings, and how easy it is to post the agenda on our website. **What do you dislike about OnBoard Board Management Software?** The agenda is fairly structured, and sometimes isn't as easy to manipulate. I would love some way to be able to fit to one page, or more flexibility on the way it looks once it is printed. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** We were using sharepoint, so this allows all the board to feel they have more professional ownership, instead of a bunch of excel and word docs. ### 31. Makes BOD actions easy to do! **Rating:** 4.5/5.0 stars **Reviewed by:** Wendy V. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2025 **What do you like best about OnBoard Board Management Software?** The actions - being able to have directions link to pre-work, vote on minute and other items before the meeting **What do you dislike about OnBoard Board Management Software?** The board book is hard to navigate. Have had some difficulty updating old files or even getting access to them **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Coordination of meeting all three none central location. Storage of important documents for the BOD ### 32. Promotes efficiency, simple to use **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle C. | Director - Communications/Board Secretary, Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about OnBoard Board Management Software?** OnBoard is simple to use from both an administrator and user standpoint. Permissions ensure the right people see the right information and security is granular. Votes can be accomplished easily between meetings if needed. Quick updates when new material is added and the ability to view if offline are helpful. Navigation is easy to use and still provides details needed to make the meeting proceed on schedule. **What do you dislike about OnBoard Board Management Software?** I dont have complaints. Occassionally there is an issue - customer support has been very responsive and has resolved my issue quickly and efficiently. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Securely provide meeting material. Resource center for items the Board may need to refer back to, such as past, approved minutes or policies. Being easy to use with quick updates is extremely important, for our users are mostly farmers/ranchers who do not spend days on computers like business professionals. **Official Response from Lori Farrell:** > Hi Michelle! Thank you so much for your review of OnBoard. We are glad to hear the permissions are helpful for you as well as voting and easy navigation. Also happy to hear our support team continues to delight! Please reach out should you need anything - we are happy to help! ### 33. User friendly, and fantastic customer support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2025 **What do you like best about OnBoard Board Management Software?** Easy to create agenda, communicate with directors, and organize information. The calendar features work seamlessly. Customer support is fantastic - they're responsive, knowledgeable, and solution oriented. OnBoard was extremely hands on wiht the implementation process. They were flexible in scheduling training sessions for me, my team, and the Directors. **What do you dislike about OnBoard Board Management Software?** I wish the Zoom feature with OnBoard worked a little better. It can be used, but we have found the sound doesn't work when you click "Zoom through OnBoard", it does work when you click "Open with Zoom" so not a total loss. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Secure communication and sharing of documents ### 34. Effortless Meeting Management with Intuitive Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Joe D. **Reviewed Date:** September 11, 2025 **What do you like best about OnBoard Board Management Software?** I find OnBoard Board Management Software incredibly easy to use, with a clean and user-friendly interface that is highly intuitive. It allows even non-technical users to manage efficiently. The platform keeps our meetings organized and facilitates smooth running by helping us stay on schedule and move the agenda efficiently. **What do you dislike about OnBoard Board Management Software?** None **What problems is OnBoard Board Management Software solving and how is that benefiting you?** I find OnBoard streamlines our meetings with its clean, user-friendly interface, making it easy to find necessary information and fostering organized, efficient board meetings. ### 35. A User Friendly Tool to Help Support your Board **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** March 26, 2025 **What do you like best about OnBoard Board Management Software?** OnBoard is an intuitive program. It's easy to create meetings, assign different levels of access to various members/groups, create agendas and add documents to said agendas. It is easy to utilize the messenger within the portal to provide secure updates to team members. It is easy to manage and create new Resource Folders. The OnBoard Academy is a great tool for familiarizing yourself with various features within the portal if you are just starting out with the program. I think one of of my favorite features is the ability to duplicate meetings and surveys/questionnaires, as this is a huge time saver. While I have not utilized the portal from a mobile device as an administrator I would imagine having access to the portal while on the go would be really convenient. The OnBoard support team is extremely responsive, usually responding to inquiries within the same business day. **What do you dislike about OnBoard Board Management Software?** I have only encountered a couple of hic-ups with this software. The first was a glitch with the program and I was not able to update one of my board books immediately as I would normally. The other was when a team member with reader access was trying to view an Excel document from a resource folder. They were using an Apple product and the Excel document was not opening properly, but rather converted to a PDF as they did not have the Excel app downloaded on their device. I am personally not an Apple user, but I would expect whatever the equivalent app is to Excel should have been the default and they should have been able to access the spreadsheet. This was a minor inconvenience, which we were able to work around, plus the support team responded to my inquiry within the hour which I found to be very impressive. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** I believe that OnBoard helps deliver information pertaining to our business in a seamless manner. Meeting books are created quickly and made available to team members for review and comment. I think having a built in annotation tool would be a huge help when reviewing materials and preparing for upcoming meetings. ### 36. OnBoard is an outstanding platform. **Rating:** 5.0/5.0 stars **Reviewed by:** Bill K. | Administrative coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** August 07, 2025 **What do you like best about OnBoard Board Management Software?** I work with a half dozen groups. The OnBoard software has made this manageable, weather I am building an agenda or archiving important records. The quality of the service I receive from OnBoard staff has been professional, courteous, and efficient. **What do you dislike about OnBoard Board Management Software?** I would like some of the add on features at a lower price point. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** The software allows me to do everything needed within 1 system. From building an agenda to secure my recors. ### 37. Good software but needs improvements **Rating:** 4.0/5.0 stars **Reviewed by:** Jeannie K. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2025 **What do you like best about OnBoard Board Management Software?** We liked that everything was in one place **What do you dislike about OnBoard Board Management Software?** having to give permissions for every single thing to everyone, exporting documents-I would have loved to just export an entire folder **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It puts board votes n one place and everything else. ### 38. An Upgrade **Rating:** 5.0/5.0 stars **Reviewed by:** Suzanne S. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** April 11, 2025 **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. **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. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It improves our user organization and accessibility. ### 39. SO easy to organize everything for everyone! **Rating:** 5.0/5.0 stars **Reviewed by:** Chris Z. | Manager, Board Relations and Governance, Mid-Market (51-1000 emp.) **Reviewed Date:** August 31, 2021 **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. **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. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** All documents accessible in one clearly-defined spot for board and staff. ### 40. Collaboration is key! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** April 11, 2025 **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. **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. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It provides a collaborative space with which users can engage as their time allows. With near 40 users, finding time to meet together, even in smaller groups, is tough. OnBoard allows those users to work when and how they need, while maintaining their busy schedules. ### 41. OnBoard **Rating:** 3.5/5.0 stars **Reviewed by:** Lealoni C. | Executive Assistant Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2025 **What do you like best about OnBoard Board Management Software?** the system is easily accessible which allows our user to get information easily **What do you dislike about OnBoard Board Management Software?** There is no surprise feature that makes it stand out **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Being able to connect with the Board of our organization ### 42. Review of OnBoard and Courtney Felt’s Exceptional Support **Rating:** 5.0/5.0 stars **Reviewed by:** Madison L. | Executive Assistant To President & Chief Executive Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2025 **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. **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. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It helps keep us organized with all Board meetings including sub-committees in one platform. It makes it easier for myself to take notes, build meeting packets, and collaborate with my team members. ### 43. Excellent Board Management System **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin K. | Board Governance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2025 **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). **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. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Calendaring, meeting materials, archive materials, chat platform, term tracking, surveys, skill assessment, demographic assessment, contact info. ### 44. Best Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Jayesh A. | CSAM, Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2025 **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. **What do you dislike about OnBoard Board Management Software?** More hirerchy would result in more trust **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard Board Management Software primarily addresses challenges in board meeting organization and collaboration, improving efficiency and governance. It streamlines processes like agenda building, meeting scheduling, secure file sharing, and meeting minutes generation, ultimately saving time and reducing administrative burden. ### 45. Intuitive, easy to share web-based portal **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) **Reviewed Date:** January 31, 2025 **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. **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. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** The use of this sofware keeps all important documents in one space, readily available for any of the members to access at their convenience, multiple times if needed. It prevents excessive copying, mailing, emailing, and duplicating communication. **Official Response from Lori Farrell:** > 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! ### 46. Board Binders made easy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2025 **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. **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. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It has been wonderful! We no longer photocopy for all. We only make a few copies in case Directors don't bring/forget their tablet. Allows for us to send out materials without size limitations and security log in issues. ### 47. Intuitive Software **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah B. | Administrative Assistant to Business Affairs and Athletics, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **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. **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. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It solves the probelm of sending hard copies of Board materials for meetings. On Board allows for all meeting materials to be available in one spot, as well having access to archived documents from previous meetings. Board members have access to not only materials for their committees and working groups but those of others as well. It helps create a broad overview of the Board as a whole as opposed to siloed committees. **Official Response from Lori Farrell:** > 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. ### 48. 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 ### 49. 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. ### 50. 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! ## 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=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-23+18%3A18%3A44+-0500&secure%5Bsession_id%5D=2fa816ee-7dc2-48f0-86d8-dbfbf2974ad5&secure%5Btoken%5D=99da9fd47a18dbb850c689fdd58f3e7d9ea1c7983a7cf982bed6e25c8b6de2ba&format=llm_user) ## OnBoard Board Management Software Integrations - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/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 **Meeting Management** - Scheduling - Agenda builder - Meeting Minutes - Document Management - Voting - Polls and Questionnaires - Task Manager **Board Tools** - 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 **Generative AI - Board Management** - AI Text Summarization **Agentic AI - Board Management** - Natural Language Interaction ## 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) - [BoardPro](https://www.g2.com/products/boardpro/reviews) - 4.8/5.0 (320 reviews)