--- title: OnBoard Board Management Software Reviews meta_title: 'OnBoard Board Management Software Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 683 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: 683 scale: '5' date_modified: '2026-07-31' 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:** 683 ## 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. OnBoard enables a user-friendly and secure portal for managing and supporting the work of Boards **Rating:** 5.0/5.0 stars **Reviewed by:** Chip B. G. | Board of Trustees Liaison at California Institute of Integral Studies, Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2023 **What do you like best about OnBoard Board Management Software?** Great for both end-user trustees and backend portal administrators. User-friendly interface. Comprehensive. Sufficient flexibility to meet local needs. Terrific customer support. **What do you dislike about OnBoard Board Management Software?** Could be more flexible with roles and terms and with customer prefereces for formatting agendas and minutes. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Enabling one cloud location for all board calendaring, rosters, agenda and minutes creation, documents access and archiving, and messaging. ### 2. OnBoard is Virtually Idiot Proof- Literally **Rating:** 5.0/5.0 stars **Reviewed by:** Cynthia H. | Executive Assistant to the President and CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about OnBoard Board Management Software?** What i LOVE about the OnBoard Management software is that it is extremely inituitive, easy to understand, easy to set up and figure out. Compared to other systems, OnBoard is a breeze. I always say that if anyone wants to find out if a system is idiot proof to have me work on it. So, literally, OnBoard is idiot proof! **What do you dislike about OnBoard Board Management Software?** When I log in, the system never allows me to access the webpage asap, I always have to go back, hit the login button and the second time around, the system lets me in. Truth. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Aside from that log-in glitch, currently we have no issues with OnBoard, so there is nothing for them to solve! That said, OnBoard helps me to be more productive, time efficient and stay on top of things. ### 3. OnBoard is universally loved - by leadership, staff, and our directors! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** September 27, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard has allowed us to streamline our Board communications and planning. More and more of our Board members are opting to use the materials in the app as opposed to having us print documents for them. The implementation process was also seemless. I felt well prepared to implement OnBoard after our training and the training offered to our end users. **What do you dislike about OnBoard Board Management Software?** I wish OnBoard would allow me to respond for our Board members as the overall administrator of our platform. While OnBoard is very easy for them to use, many just want the option to call me while they're driving and have me complete forms on their behalf. I end up having to manage those responses outside of OnBoard which isn't ideal. I have repeatedly requested this update to the system. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Our old system was horribly confusing for everyone - staff and end user. ### 4. Great tool! Great customer service experience! Great tech support! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** September 03, 2024 **What do you like best about OnBoard Board Management Software?** As an operations consultant for nonprofit organizations, I have facilitated the selection and implementaiton of multiple board portals. The experience with Onboard has been truly one of the best: every staffer was kind and knowledgeable, the documentation and communication has been awesome, and the training was very clear and thorough. The portal is really dynamic and intuitive and integrates with Zoom and Office 365 in ways that we love. **What do you dislike about OnBoard Board Management Software?** There was no apparent racial diversity in our sales, implementation or success teams. An organization's demographics are an important reflection of their values and internal culture. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** This portal, including the app, was clearly built to ensure Board Members are able to easily engage with information and each other. **Official Response from Lori Farrell:** > Thank you so much for taking the time to share your experience with OnBoard. We’re thrilled to hear that you found our staff both kind and knowledgeable, and that the training met your expectations. It’s great to know that you found OnBoard to be intuitive. We also appreciate your feedback regarding diversity within our teams. We recognize the importance of reflecting a variety of perspectives and backgrounds in our workforce, and we are committed to continuous improvement in this area. If you have any further suggestions or need anything, please don’t hesitate to reach out – you can email obpros@onboardmeetings.com or reach me at lfarrell@onboardmeetings.com. ### 5. Exceeding Expectations **Rating:** 5.0/5.0 stars **Reviewed by:** Shekinah Y. | Executive Admin Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2024 **What do you like best about OnBoard Board Management Software?** It is user-friendly interface, which makes it easy for board members to navigate and access important documents. **What do you dislike about OnBoard Board Management Software?** While the interface is user-friendly, some features may require a bit of time to fully understand and utilize effectively. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** The efficiency of scheduling meetings and the RSVP portion of the platform. **Official Response from Lori Farrell:** > Hi Shekinah, we're glad to hear that you find our interface user-friendly and easy to navigate. We understand that some features may require time to fully utilize, and we are continuously working on improving the user experience. Please let us know if there's any way we can help! ### 6. My experience with OnBoard has been very easy and information. **Rating:** 5.0/5.0 stars **Reviewed by:** Wanda W. | Corporate Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2024 **What do you like best about OnBoard Board Management Software?** I like the ease of creating a Board Book. **What do you dislike about OnBoard Board Management Software?** I have not found anything yet that I dislike about OnBoard. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Keeping everything in one place. Easy Board Book creation. **Official Response from Lori Farrell:** > We're glad to hear that you find OnBoard easy to use and that it has been beneficial for creating Board Books. Thank you for your feedback! ### 7. Assurance **Rating:** 5.0/5.0 stars **Reviewed by:** Viviana C. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard is very user friendly. Some of our new members didn't need the training tools. They have expressed how easy it is to navigate through and transfer all of our documents over from a previous system. **What do you dislike about OnBoard Board Management Software?** I just wish we had found OnBoard sooner. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Quick signature add, user friendly, quick help response. ### 8. Chief of Staff & Secretary to the Board of Trustees **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua M. | Chief of Staff & Secretary to the Board of Trustees , Enterprise (> 1000 emp.) **Reviewed Date:** October 31, 2024 **What do you like best about OnBoard Board Management Software?** There are several things to admire about OnBoard...the ease to upload materials, the ease of navigation, and the number of features available. Equally noatable is the outstanding customer support. **What do you dislike about OnBoard Board Management Software?** I cannot think of any downsides to OnBoard. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It is easy for users to navigate and read materials. **Official Response from Lori Farrell:** > Hi Joshua, thank you for your glowing review of OnBoard Board Management Software! We are thrilled to hear that you find the platform easy to use, with seamless navigation. Our team is dedicated to providing outstanding customer support, so we are delighted that you have had a positive experience with us. If you ever have any questions or need assistance in the future, please don't hesitate to reach out. We are here to help ensure that OnBoard continues to meet your needs and exceed your expectations. Thank you for choosing OnBoard! ### 9. 2 years of product happiness! **Rating:** 5.0/5.0 stars **Reviewed by:** Tara V. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2023 **What do you like best about OnBoard Board Management Software?** Ease of use continues to be the best thing about this product. Our Directors find it easy to use, and my agenda building and minute taking is so much less time consuming than it was with previous programs. **What do you dislike about OnBoard Board Management Software?** Very minor thing, sometimes the minute attendance buttons are finicky. You click someone as "in person" and sometimes it will shift over to a different answer. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** TIme spent preparing meeting materials is so much less thanks to OnBoard. It's user friendly with many great time saving features liking meeting cloaning. We appreciate it greatly! I also greatly appreciate that if I need to add an item to the list, the system automatically renumbers everything and I can indent or unindent an item with ease. ### 10. This is a great platform that is organized and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Carina S. | Executive Support Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2024 **What do you like best about OnBoard Board Management Software?** The platform is user friendly for all age groups. The convenience of using the platform on an ipad, phone or laptop is very accessible and pleasing to us as users **What do you dislike about OnBoard Board Management Software?** I havent have any compliants from my users **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Allows us to have a low stress board meeting **Official Response from Lori Farrell:** > Hi Carina, Thank you for your review of OnBoard. It's great to hear you find it user friendly and convenient. Even better, I love to hear that you haven't encountered any complaints from your users. We strive to provide a seamless experience for all our customers. Let us know if we can support you in any way. ### 11. Great platform! **Rating:** 4.0/5.0 stars **Reviewed by:** Ranya G. | Operations Manger, Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2024 **What do you like best about OnBoard Board Management Software?** Sending the agenda book to the board. Ease of use. **What do you dislike about OnBoard Board Management Software?** Changing their email address for the user. I have to deactivate and recreate a new user for them. The minutes builder needs more enhancements. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Currently, no problems have occurred. **Official Response from Lori Farrell:** > Thanks for your review of OnBoard! We're glad to hear that you find sending the agenda book and ease of use as the best features of OnBoard Board Management Software. We appreciate your feedback about changing email addresses and the minutes builder, and we'll take that into consideration for future enhancements. If you encounter any problems in the future, please don't hesitate to reach out to our support team. ### 12. We have used OnBoard for one year for distribution of board books and documents to our board members **Rating:** 5.0/5.0 stars **Reviewed by:** Callie C. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2024 **What do you like best about OnBoard Board Management Software?** - Tailoring access to specific board members to specific documents and folders - User-friendly website; easy to navigate - Fast and helpful customer support **What do you dislike about OnBoard Board Management Software?** - The page numbering feature should be improved. We would like more flexibility with placement and color of page numbers. - The notification when a document has been uploaded into Resources comes HOURS later than the document is uploaded. Need it to be immediate. - We would like to be able to create templates in OnBoard for Section Titles and populating a page for the agenda in the book. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** We have used other board management companies (Decisions, Directors Desk) and OnBoard is much more user-friendly. This also prevents us from sharing confidential info through ShareFile through email - our board members struggle with ShareFile. **Official Response from Lori Farrell:** > Hi Callie! Thank you for your review. I'm glad you find OnBoard user-friendly and easy to navigate, and I agree we have a great customer support team! I've passed along your feedback regarding page numbering, document notifications and templates for section titles. Let us know if there's anything we can help with at any time. ### 13. Intuitive, convenient, and accessible. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Executive Office | Enterprise (> 1000 emp.) **Reviewed Date:** October 02, 2024 **What do you like best about OnBoard Board Management Software?** I love that I have the ability to take minutes within OnBoard. **What do you dislike about OnBoard Board Management Software?** Cannot print with tabs like in Adobe. No option for adding blank pages to print with tabs for section separation - so I must create packets separately in Acrobat, then separate sections again to get accurate page numbers to upload into OnBoard to show page numbers that correspond with agenda. We still need a few printed packets for Board members that prefer hardcopy packets during meetings. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Gives directors a platform to view meeting materials and reference past meeting materials and other corporate documents. **Official Response from Lori Farrell:** > Hi! Thank you for sharing your feedback with us. We are glad you love the ability to take minutes within OnBoard and that your directors now have a platform for viewing meeting materials and documents. We understand your frustration with the printing options - I am happy to pass this feedback along, but do not have your information. If you'd like to submit for future consideration, please feel free to head here: https://feedback.onboardmeetings.com/board-DQK1/feedback Thanks again for your review and please let us know if you need anything! ### 14. Software Helped with Board Governance **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly R. | EA to the President and Board Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2024 **What do you like best about OnBoard Board Management Software?** The software has simplified our current/paper processes. Helped organized files and storage of confidential items. Training was simple and most Board members are interacting with the software. The software has a lot of features. Some we are not using, but as we become more familiar with the software will implement. Training and support staff has been great! Intergration was simple and software was IT was impressed by the security measures in place. **What do you dislike about OnBoard Board Management Software?** I have not found a downside to the software. There is a bunch of data entry before go live, and getting all users entered, but that would need to be done for any software. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** We had a lot of paper processes, this has simplified meetings, data storage and board management. **Official Response from Lori Farrell:** > Hi Kelly! Thank you for your review of OnBoard. We love hearing how we have helped our customers and simplified their meetings. Even better to hear you have great Board member adoption! As you start to use some of the features you haven't tried before, feel free to reach out to your CSM or check out OnBoard Academy - we want things to be as easy as possible for you! ### 15. User-Friendly Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** November 06, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard software is extremely user-friendly, especially for someone with no experience in using it. I enjoyed navigating the platform, uploading documents, and sharing them with the board members. What really stands out for me is the ability to post announcements and share updates within the platform without the need to do it from email or Google Docs. It is very secure, and an administrator like me can add or remove people as needed smoothly. I am very satisfied with the platform and would highly recommend it to others. Thank you **What do you dislike about OnBoard Board Management Software?** There is nothing I dislike about OnBoard. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** As a new user, I haven't faced any challenges yet. **Official Response from Lori Farrell:** > We're thrilled to hear that you find OnBoard software user-friendly and secure. Our goal is to make board management as seamless as possible, and we're glad to hear that you've had a positive experience. Thank you for recommending us! ### 16. OnBoard improves our efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2025 **What do you like best about OnBoard Board Management Software?** OnBoard has been a significant improvement for us, improving efficiency for managing board and committee meeting materials, serving as the master place of record for information about meetings past and present. **What do you dislike about OnBoard Board Management Software?** We haven't found much usefulness in the polls and communication features. We still use email or texting for most of that non-meeting related communication. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Reducing paper, enforcing data protection, records retention, remote meeting facilitation. **Official Response from Lori Farrell:** > We're thrilled to hear that OnBoard has improved your efficiency in managing board and committee meeting materials, and has helped to reduce paper. We appreciate your feedback on the polls and communication features. If you have any specific suggestions on how it could work better for you vs email or texting, feel free to email me at lfarrell@onboardmeetings.com. Thank you for choosing OnBoard! ### 17. New to OnBoard and enjoying the experience **Rating:** 5.0/5.0 stars **Reviewed by:** Asa S. | President & CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** October 01, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard has allowed the staff to better prepare and offer information to our Board. We are still new using the software, so my Board members are still getting used to how to navigate through it during a meeting. The OnBoard team has been awesome with the amount of support that has been provided. **What do you dislike about OnBoard Board Management Software?** Haven't found anything that I dislike at this time, as I'm still learning how to use all of its functionalities. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Upkeep and maintenance of all documentation provided to the Board throughout the month and shared at various committee meetings. **Official Response from Lori Farrell:** > Hi Asa, thank you for sharing your positive experience with OnBoard! We're glad to hear that it's helping your staff better prepare and offer information to your Board. If you encounter any challenges or have suggestions for improvement as you continue to use the software, please feel free to let us know. ### 18. Would Never Recommend **Rating:** 0.0/5.0 stars **Reviewed by:** Paul H. | Web Design, Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2024 **What do you like best about OnBoard Board Management Software?** Unfortuanly, there is nothing I like about the software. **What do you dislike about OnBoard Board Management Software?** It has been a nightmare from the beginning to use, and it has not been designed from a user-friendly perspective. We continued to persevere with its use despite its cumbersome nature, and now recognize that the way they make decisions about billing and finances is equally incompetent. We informed them in plenty of time that we no longer wanted to use their services, yet they substantially increased the rate and continued to threaten our 501(c)(3) organization, Servants Oasis, with bad reviews unless we paid them for what wasn't earned. If you would like more information before your board makes a purchase, feel free to call 717-228-9140 and leave a message for Dr. Roy Smith, the president of Servant’s Oasis, who is both a licensed psychologist and an ordained minister. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Management of our 501(c)(3) organization. **Official Response from Lori Farrell:** > Hi Paul, we appreciate you taking the time to share your feedback. I'm sorry to hear that your experience did not meet your expectations. Our goal is always to provide the best service possible, and we regret that our billing processes have been a source of frustration for you. We understand these processes can be challenging and are continually working to improve. We wish Servants Oasis the best in your future endeavors. ### 19. I recommend OnBoard Board Management Software! **Rating:** 4.5/5.0 stars **Reviewed by:** Shonda W. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** September 26, 2024 **What do you like best about OnBoard Board Management Software?** Onboard saves trees! You do not have to print your board packets anymore! Everything for your meeting can be done online. You can change the board packet as many times as you want. **What do you dislike about OnBoard Board Management Software?** Sometimes you have to resave a document or presentation in powerpoint to pfd and rotate everything. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It saves time, paper and postage! **Official Response from Lori Farrell:** > Hi Shonda, thank you for your review of OnBoard. Of all of the benefits we offer, I say saving trees is underrated! I am glad to hear you are saving time, paper, and postage and are able to do everything online. If you ever run into any issues, have product feedback, or need additional training - please reach out! Our team is happy to help. ### 20. OnBoard Board Portal **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2024 **What do you like best about OnBoard Board Management Software?** we have found OnBoard to be user-friendly andintuitive in distributing Board Meeting packages **What do you dislike about OnBoard Board Management Software?** no complaints, the interface is easy to manage **What problems is OnBoard Board Management Software solving and how is that benefiting you?** less paper to manage, ease of distributing Board meeting packages regardless of where a Board member may be located **Official Response from Lori Farrell:** > Thank you for your review of OnBoard! We're glad to hear that you find OnBoard user-friendly and intuitive for distributing Board Meeting packages. Should you need anything at all, feel free to reach out! ### 21. Helpful in streamlining meeting preparation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2023 **What do you like best about OnBoard Board Management Software?** Having all board information in ONE spot is the most helpful part of OnBoard. Building meeting materials and keeping all meetings, minutes, financials, etc. in one spot is truly changing the game for us. It is great to have a leadership succession plan living and breathing within OnBoard. **What do you dislike about OnBoard Board Management Software?** It is a little clunky to get roles and terms set up properly. You can't set up new users in a rushed fashion -- you have to be sure you have time to think through who they are and what they will do in the system, which often requires more bandwidth than I have to give on the fly. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard is helping organize all of our documents, creating a central repository for not only current board items but for our historical inforamation, as well. It is also helping our new board members getting oriented quicker, as they can browse through historical information with ease. Our team can create meeting books with greater ease, making the use of staff time for board preparation much more efficient! ### 22. Phenomenal Board Software! **Rating:** 5.0/5.0 stars **Reviewed by:** Rhonda W. | Founder, Non-Profit Organization Management, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2019 **What do you like best about OnBoard Board Management Software?** I like that we have the ability to engage more with our board members outside of our quarterly meetings. We are also able to have board members in separate locations and still be very effective with the movement of our mission. Onboard has exceeded my expectations and our foundation is more efficient because of the great functionality of this software. **What do you dislike about OnBoard Board Management Software?** The only thing I think would be missing is teleconferencing or video conferencing. **Recommendations to others considering OnBoard Board Management Software:** Definitely a great way to connect our team whether it be board members or employees. Thank you Onboard for this spectacular product! **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Our board is located in many states and we are able to stay connected with Onboard like never before. **Official Response from Dylan Caraker:** > Thank you for taking the time to review OnBoard Board Management Software! It's great to hear that you are really staying connect across borders and that it's helping to move closer toward your goals. If you ever need anything, just give us a call. ### 23. Finally, an Intuitive Board Portal! **Rating:** 4.5/5.0 stars **Reviewed by:** Deanna N. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard's design is intuitive and easy to navigate. Our board members were able to access and use it by just using the online introductory training session OnBoard provides. The software offers a wide variety of functionality for both the Admin staff and the end users. The initial loading and updating of policies and procedures was fast and simple. The ability to utilize word and pdf documents is wonderful too. **What do you dislike about OnBoard Board Management Software?** "Building the Book" sometimes hangs up, and requires us to exit the application and then log-in again. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Our former board portal continually dropped our directors annotations. They are very pleased that OnBoard's software maintains their annotations. The interactive system also makes scheduling meetings easier. **Official Response from Lori Farrell:** > Hi Deanna, thank you for your review! I'm so happy your annotations are staying in place in OnBoard - losing notes is so frustrating. I'm also glad to hear that OnBoard has been intuitive and easy to navigate - getting your board members buy-in is invaluable and it sounds like you've achieved it! I will pass along feedback of the issues you're running into with building your book to the support team, in case they are able to help. Let us know if you need anything else! ### 24. Great Board Software **Rating:** 4.5/5.0 stars **Reviewed by:** Michelle D. | administrative assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2024 **What do you like best about OnBoard Board Management Software?** The ease of use, quicker to upload reports, everything is in one place for each meeting, including the zoom link. **What do you dislike about OnBoard Board Management Software?** It would be useful if the actions tab was incorpated in the agenda, rather than having to upload info in the actions sections for resolutions. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It is making our Board Meetings much more efficient with our BOD. They can log in any time to review the paperwork, check on meeting dates, etc. **Official Response from Lori Farrell:** > Hi Michelle, Thank you for sharing your feedback on OnBoard. We're thrilled to hear that you find it easy to use and that it has streamlined your board meetings. Your suggestion about incorporating the actions tab into the agenda is valuable, and we will definitely consider it for future updates to enhance the user experience. We appreciate your insights on how OnBoard is benefiting your Board of Directors and making meetings more efficient. If you have any more suggestions or need assistance, please feel free to reach out. Thank you for being a valued user of OnBoard! ### 25. Committee and Board Package Prep Made Easy! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2020 **What do you like best about OnBoard Board Management Software?** This software package has improved the timeliness of prepping and distributing all committee and board packages. I work for a fairly small financial institution with 11 board members. Previous attempts (prior to chosing OnBoard) to automate our committee and board packages failed. Many hours were spent manually printing, collating, and binding packages to be sent out to meeting attendees by mail, hoping they woudl arrive on time. TOnBoard has provided me with more flexibility when it comes to adding or deleting documents. The flexibility of being able to log in from anywhere at anytime is also "key"! Committee and Board members are able to get the reports they need with just a few clicks. I am happy with the features offered; the committee and board members are happy; meetings flow much smoother. **What do you dislike about OnBoard Board Management Software?** I do not have any negatives to report. This software has simplified this part of my job in such a way that i cringe when i think of the tedious process that consumed so much of my time prior to finding OnBoard Board Management Software. **Recommendations to others considering OnBoard Board Management Software:** Having not used any other board management software,I cannot compare this product to any other. But, I did find the functions within this product very user friendly, There are updates on a very regular basis, so it is nice to know that the OnBoard team is looking at and listening to the suggestions offered by users. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Easy to use; responsive customer service team. Benefits realized include less time need to finalize packages. Not having to mail packages out has provided me with more flexibility and has saved money on supplies and mailing costs. ### 26. OnBoard - Useful, Usable **Rating:** 4.0/5.0 stars **Reviewed by:** Sarah P. | Executive Assistant To The President, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard is very easy to use, even for our board members who are not as computer literate. It is also easy to set the portal up, get support, and integrate the various parts of your board meeting into the various parts of the portal. It also save a great deal of time and money by having all of the board documents online and fully accessible. We use the portal almost weekly for many different meetings. I appreciate it very much. **What do you dislike about OnBoard Board Management Software?** I feel that their search feature could be better refined and possibly search within documents on the portal for various keywords. I also think the dashboard could have more ease of use for announcements and links to resource folders. But these are mostly minor things; the product overall is extremely useful and user-friendly. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** I work with a large board and some of the subcommittees meet frequently. Using the portal allows for online meeting books, easily shared meeting information like locations and times, and resources that would be difficult to distribute otherwise, especially in paper form. We save time and funds and have made being a board member and board liasion much easier with OnBoard. **Official Response from Lori Farrell:** > Hi Sarah! Glad to hear you are happy with your OnBoard experience! Saving time and funds is so important and we're happy to help. I've passed along your feedback on the search feature and dashboard - thank you for letting us know. Let us know if we can help with anything else! ### 27. A Great Platform for Board Work! **Rating:** 5.0/5.0 stars **Reviewed by:** Emily R. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2024 **What do you like best about OnBoard Board Management Software?** I LOVE that I can keep everything in one place, create meeting agendas and books integrating documents already in the system. I can move things around without having to repage number the book - that's all automatic. They also have an EXCELLENT customer success team who provide thorough training for implementation and are always available if you have questions. There is also a vast library of tutorials to reference. **What do you dislike about OnBoard Board Management Software?** Some of the functions are a little clunky - you can't drag and drop to reorganize files and folders, some menus don't have back buttons, and the Zoom integration is a little funky. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It has created an accessible and secure library for all of our board documents and policies. Those were scattered to the four corners and no one could ever find anything. I still get requests to send people documents but at least now I know where they are. **Official Response from Lori Farrell:** > Hi Emily! Thank you for your review of OnBoard! I agree we have an excellent customer success team, even though I may be a little biased. :) I'm glad you are finding it useful to keep everything in one place, including your documents and policies. I will pass along your feedback on the resources as well as the Zoom integration. Always feel free to reach out if you need anything! ### 28. OnBoard has streamlined not only Board meeting materials but meetings materials for all committees. **Rating:** 4.0/5.0 stars **Reviewed by:** Erin M. | Executive Assistant to the President and Board Secretary, Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2024 **What do you like best about OnBoard Board Management Software?** I love that all meeting materials can be stored in on place for all committees. It is so easy to manage committee members and share information. The voting features are nice. **What do you dislike about OnBoard Board Management Software?** I wish the public posting site could be used for minutes, not just agenda. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It keeps all meeting materials in one place for our Shared Governance Committees and it is making minute taking easier for several committees. ### 29. Intuitive platform to centralize board materials **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wine and Spirits | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2024 **What do you like best about OnBoard Board Management Software?** Having a centralized platform for all board materials and document sharing. **What do you dislike about OnBoard Board Management Software?** I would like for live documents to allow dual editing by different people. Ex. Allow multiple people to edit a presentation or document without having to download and resave. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Prior to OnBoard, all documentaiton was emailed and we didn't have a shared document system. Now, it is extremely helpful to have everything in one place, especially as we onboard new board members. ### 30. OnBoard for board meetings **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2024 **What do you like best about OnBoard Board Management Software?** It is very user-friendly and does save time if used properly. **What do you dislike about OnBoard Board Management Software?** It still needs some updates such as uploading spreadsheets (it loses formatting) and being able to link to a file (there is no option to link to a file). **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It makes it easier to put all documentation for the board meeting in one location. The board members like being able to download the board book. **Official Response from Lori Farrell:** > Thank you for sharing your experience with OnBoard. We understand the importance of maintaining formatting when uploading spreadsheets and the need for linking to files. We'll take note of these areas for potential enhancements. Otherwise, we are glad to hear you find it user-friendly and time-saving! Please let us know if there's anything we can help with going forward. ### 31. Turns complexity and chaos into intuitive efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Robb C. | Director of Marketing, Education, Membership, and Events, Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2023 **What do you like best about OnBoard Board Management Software?** Having a consistent and intuitive platform for staff and board members to develop, share, and conduct meetings with minimal muss and fuss. **What do you dislike about OnBoard Board Management Software?** Need an easier way of building agendas for multiple-day meetings **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Previously had to use multiple steps and platforms to develop and share agendas, and then even more to conduct and capture minutes for the meetings. Having them all on one, intuitive platform has been a game changer. **Official Response from Lori Farrell:** > Hi Robb, Thank you for your review of OnBoard! Glad to hear that we help minimize muss and fuss - we could all use that! As for building agendas - having them for multiple day meetings would definitely help. Please go to our portal to submit this feedback to our product team: https://feedback.onboardmeetings.com/board-DQK1/feedback We take your feedback seriously and read all of it. I hope OnBoard continues to be a game changer for you. ### 32. Excellent for higher education board management **Rating:** 5.0/5.0 stars **Reviewed by:** Tracy L. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2024 **What do you like best about OnBoard Board Management Software?** I researched multiple board portals prior to selecting OnBoard. I knew I liked the features best with OnBoard but once we officially contracted, I was blown away by the organized and excellent manner in which we were trained, the speed and efficiency of customer service, the knowledgeability of the team members we worked with, and the ease of implementing the software for our internal team and the Board of Trustees. The customer service excellence has continued as the months have gone on, with quick responses to questions via e-mail when we hit a roadblock. Something interesting is that I don't necessarily see agenda preparation as less work within the portal, but as the administrator responsible for creating the agenda, I find the way an agenda is created in OnBoard helps me to be extremely organized and more prepared than ever before for the exact attachments I will need to obtain from other team members, who will need to be present to speak, etc. Our trustees also find it very easy to understand the flow of the meeting and the files they need to review for each section of the agenda. We were given the advice early on that the best way to get participant adoption is to put 100% of board materials into OnBoard - to not try to make it easier by e-mailing things out. We did this and have found adoption to be going well in our first 6 months. There are still some trustees who don't log in as often as we ask them to for actions, but adoption has been very successful thanks to this advice. **What do you dislike about OnBoard Board Management Software?** The expense is the downside, we are a small institution and it was difficult to justify the additional cost with a tight budget. Trustees and the team however are happy with the addition of the software for security and ease of use. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** I see that they are implementing an AI tool. It is not benefiting me at this time because we are not at the level that receives that service, but I'm happy to know they are implementing in case we increase our level in the future. ### 33. Excellent Comprehensive Tool for Board Management **Rating:** 5.0/5.0 stars **Reviewed by:** Jill H. | Executive Assistant to the President, Higher Education, Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard has allowed us to take our board management to the next level. By that I mean, we are able to do functions we couldn't do before because now they are already built into the system. I use OnBoard, not just for the Board, but for the senior cabinet members meetings. Using it for both has made it very versatile. I'm in OnBoard every day. Things that excel in OnBoard: *easy and intuitive user interface *fantastic implementation team making it easy to change to a new system *prompt and reliable customer service *use of surveys for feedback, for new trustee approval, for consent agendas *meeting materials all in one place *ease of loading meeting materials *phone app - this is a game changing tool! **What do you dislike about OnBoard Board Management Software?** There are a couple of things I hope that OnBoard will change going forward: *Adding time zones to meetings *Allowing for some choice with font styles and sizes of agendas and minutes (arial is not a common font used any longer) *Having spell check in the system for agenda building and minute taking **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Conistent communication with Board members--everything in one place--better use of their time and mine. ### 34. Passageways - One of the best portal expirences **Rating:** 5.0/5.0 stars **Reviewed by:** Randy Y. | Chief Technology Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** January 30, 2020 **What do you like best about OnBoard Board Management Software?** High emphasis on security. Quality Product! Very simple to teach and train staff on usage. When questions arise technical or training staff from Passageways are available to assist. Annual reviews of product platform and usage statistics. **What do you dislike about OnBoard Board Management Software?** Nothing. CSR's and relationship staff are great! **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Safe and secure delivery of loan documents for committee's and the board of directors. Reduces and minimizes questions regarding documents and presentations. ### 35. An organizer ideal software! **Rating:** 4.5/5.0 stars **Reviewed by:** Carla C. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2024 **What do you like best about OnBoard Board Management Software?** The upside for using OnBoard is that it is user friendly and very easy to organize an agenda for a committee or Board meeting. I also like the availablity of live customer support. I have called several times before the normal business and after business hours and I have always spoke to a live person. I called once over a holiday weekend and was sent to an after hour phone answering system with in minutes someone called me to assist with the issue. It turned out that it was a system issues that was resolved in a few hours. Great custoemr sevice. I use OnBoard weekly. There is always a meeting to prepare or lat minute documents to upload. **What do you dislike about OnBoard Board Management Software?** I want a discussion feature to upload a document for the Board to review and discuss. I do not need an appoval but I would like to be able to track the discussion. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard is assiting me with the organization of committee and Board meetings along with the documentation. By using OnBoard, I am well organized and the meeting attendeees are well prepared. **Official Response from Lori Farrell:** > Hi Carla! Thanks for your review this year of OnBoard. I may be partial, but I agree that we have a great customer support and success team! I'm glad you find OnBoard user friendly and that is has helped you with being organized and prepared. I will pass along your feedback on uploading documents for discussion. Let us know if we can help in any way! ### 36. Great platform, great training **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2024 **What do you like best about OnBoard Board Management Software?** I was completely happy with my current management software. So, when we were forced to find a new one, I was not feeling very positive about it. OnBoard was recommended to me be a few peers. I was more than pleased with the very the training that OnBoard provided. Our trainer was very flexible, patient and knowledgable. I never felt that I bothered her or stumped her. The OnBoard software is very user friendly and intuitive. I love the permissions-based detail to the platform. **What do you dislike about OnBoard Board Management Software?** So far I have not experienced any downsides. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It is making organizing my board a dream. ### 37. I have a great experience with onboard **Rating:** 4.0/5.0 stars **Reviewed by:** Blanca P. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2024 **What do you like best about OnBoard Board Management Software?** The simplicity of building a board book. **What do you dislike about OnBoard Board Management Software?** Some pdf don't download correctly and it didn't say how to fix it. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It benefits in providing the book to the board. ### 38. It just works! **Rating:** 4.0/5.0 stars **Reviewed by:** Sean A. | Senior Manager, Compliance and Legal Support, Mid-Market (51-1000 emp.) **Reviewed Date:** September 10, 2024 **What do you like best about OnBoard Board Management Software?** OnBard board books works great for our board needs. allowing us to quickly assemble, organize, update, and maintain our board books for use by our staff and directors **What do you dislike about OnBoard Board Management Software?** easy of use! love the ability to make quick updates **What problems is OnBoard Board Management Software solving and how is that benefiting you?** gives our board access to the latest updated board book material **Official Response from Lori Farrell:** > Hi Sean, Thank you for sharing your positive experience with OnBoard. We're happy to hear that it's working well for your board's needs. Feel free to reach out to us should you need anything. We are here to help and want to continue to improve your Board meeting experience. ### 39. We LOVE OnBoard! **Rating:** 5.0/5.0 stars **Reviewed by:** Desiree L. | Chief People Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard helps keep our board meetings well-organized. We love the notification feature, such as being notified when an agenda is published, or when an individual RSVP's to the meeting. I also love the Dashboard feature, which allows me to post important updates, events, and information for the Trustees to see upon login. **What do you dislike about OnBoard Board Management Software?** Meeting minutes feature is hard to figure out. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard meets our IT needs, such as having two-factor authentication. Additionally, it can be accessed anywhere at anytime from the mobile application. It keeps our meetings well-organized and it is SO EASY to build an agenda and upload documents. **Official Response from Lori Farrell:** > Hi! Thank you for sharing your experience with OnBoard. We are happy to help you keep your information organized and easily accessible! I am sorry you are having a hard time with the minutes feature; please feel free to reach out to your CSM or support and we'd be happy to help make it easier. ### 40. OnBoard **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2024 **What do you like best about OnBoard Board Management Software?** -OnBoard is user-friendly for both me as the Administrator and our staff and trustees as users. -I like that I can edit Microsoft 365 documents in OnBoard. **What do you dislike about OnBoard Board Management Software?** -I wish I could update our users' email addresses in the directory. -I don't like that the default is to notify users of updates, even though I turned that option off in the directory. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Unsure **Official Response from Lori Farrell:** > It's great to hear that OnBoard is meeting your needs in terms of user-friendliness and document editing. We'll continue to work on improving the platform based on your feedback. Let us know if we can support you in any way! ### 41. User Friendly Board Portal **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2022 **What do you like best about OnBoard Board Management Software?** I like that they are constantly looking for ways to be more efficient **What do you dislike about OnBoard Board Management Software?** I don't really have any negatives. I've been using it for a while and all bugs seems to be gone **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Having all of our past documents in one place allows the Board to find them without having to ask me so it is saving me time. ### 42. Intuitive and functional. **Rating:** 4.0/5.0 stars **Reviewed by:** Kyla C. | General Counsel, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2024 **What do you like best about OnBoard Board Management Software?** How easy it is to generate and modify agendas; the minute taking function; being able to customize access and permissions. **What do you dislike about OnBoard Board Management Software?** The new AI bubble that appears at the bottom right. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Easy to work collaboratively with other internal stakeholders to prepare books (multiple admin accounts / permissions). Ability to modify books mid-meeting if things change. Saves time and reduces confusion. **Official Response from Lori Farrell:** > Hi Kyla, we're glad to hear that you find OnBoard's agenda generation and modification features, minute taking function, and customizable access and permissions to be intuitive and functional. Please let us know if we can support you in any way - we're here to help! Thank you for your feedback. ### 43. Overall a positive experience with a few features that could be better. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2024 **What do you like best about OnBoard Board Management Software?** The meeting minute keeping feature and the one stop for meeting communications, scheduling, and virtual meeting link. It was nice that I attended 2 instructional webinars and was able to get started using it. **What do you dislike about OnBoard Board Management Software?** I wish there was an easier way to perform a meeting poll with a group of members. Instead of creating a specialized survey, it would be nice if a schedule poll was a generic option where you selected dates and time and the members could vote and then there was an option to schedule directly from the survey once the top date and time had been identified and confirmed. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It puts so much of the communication and details in one place for members to find it all together. Therefore it is less steps and login etc. ### 44. Great Overall Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2023 **What do you like best about OnBoard Board Management Software?** OnBoard is a onestop shop for board management. We are looking forward to having everything in one place. Our implimentation manager was awesome! Trainings have been helpful. When we have a question, there is always someone there to help us out quickly! Overall great experience so far. **What do you dislike about OnBoard Board Management Software?** Nothing I can think of. Even little issues with features and things seem to addressed and resolved at a reasonable rate! **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It is solving the problem of trying to manage a board via email. Now everything is in one place (communication, tasks, resources, directory, etc.) ### 45. Best Board Portal Ever! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2024 **What do you like best about OnBoard Board Management Software?** Ease of use for both sides - board members and admin. Great customer service with implementation and integration. **What do you dislike about OnBoard Board Management Software?** The only issue I have is not being able to update ALL of the board member information - i.e., email changes. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Meeting documents and retention. Resources for board members to find on their own, which equals time savings. **Official Response from Lori Farrell:** > We're happy to hear that OnBoard is meeting your needs for meeting documents and retention, as well as providing resources for board members. We apologize for the inconvenience of not being able to update all board member information and will take your feedback into account for future enhancements. ### 46. Best Board Portal Software I've Found **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard from Passageways checks all the boxes for a board portal. We've used two other portals in the past, but ended up going with OnBoard as the best available solution. **What do you dislike about OnBoard Board Management Software?** There's a mild learning curve, but after you've used it a few days, you get the hang of it. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** One-stop shop for everything board-related **Official Response from Lori Farrell:** > We're glad to hear that OnBoard is serving as a one-stop shop for all your board-related needs. Thank you for sharing how OnBoard is benefiting you! It sounds like you have the hang of things now, but we hope to see you at some of our customer webinars this year for even more tips, tricks and best practices. Let us know if we can help in any way! ### 47. Great experience with OnBoard **Rating:** 5.0/5.0 stars **Reviewed by:** Bri A. | VP of Administration, Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2024 **What do you like best about OnBoard Board Management Software?** I love the ease and options of OnBoard. It offers a variety of solutions for board information. **What do you dislike about OnBoard Board Management Software?** The application is a little hard to view on a mobile device. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** It helps me keep a safe and secure site for all our board documents that are easily accessible off our Bank network. **Official Response from Lori Farrell:** > Hi Bri! Thank you for sharing your experience with OnBoard! I am happy to hear that it has offered you with a variety of solutions for your Board. I will pass along your feedback so we can continue to work on enhancing the mobile application experience. Otherwise, I hope we continue to make your meeting experience better and better. ### 48. Great software that has helped us streamline our governance in a big way! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2024 **What do you like best about OnBoard Board Management Software?** That all materials, minutes etc are stored in the software to be able to access at any time. **What do you dislike about OnBoard Board Management Software?** we've had some board members have syncing issues with their calendars. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** Having on central location for communication that all staff and committee and board members can access. **Official Response from Lori Farrell:** > Thank you so much for your review of OnBoard. It's great to hear that OnBoard is providing a central location for communication and access for all staff, committee, and board members. We're glad to be able to support your organization in this way. If you haven't yet, please reach out to our support team about your calendars. I know they will be ready and willing to help. Let us know if you need anything else! ### 49. User friendly and easy to learn **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard allows you to create an agenda format that can be duplicated for future meetings. Documents can be dragged and dropped into the portal and the agenda book is developed and automaticaly paginated. Adding or deleting sections is a breeze! Word documents can be edited within the portal so no need to delete and re-add the changed document. **What do you dislike about OnBoard Board Management Software?** The inability to format the fonts and spacing of the agenda is sometimes an issue. It would be great if there was a way to edit PDF documents within the portal. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** OnBoard provides a secure location for all our Board materials. I am able to store documents in the resources section to provide Board members easy access to background material and other items they need to refer to throughout the year. **Official Response from Lori Farrell:** > Hi! Thanks so much for your review. I'm glad to hear that overall, things are going well. It's always great when Board members have easy access to what they need. I'm sorry to hear about the spacing issue you run into with the agenda, but will pass this feedback along! ### 50. OnBoard Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2024 **What do you like best about OnBoard Board Management Software?** OnBoard has helped to keep our board information organizaed and secure. I can ensure all board members have access to critical documents and information about upcoming board meetings. **What do you dislike about OnBoard Board Management Software?** I wish I had more control over the RSVP function. **What problems is OnBoard Board Management Software solving and how is that benefiting you?** This solves the problem of keeping materials secure and enusring equal access. **Official Response from Lori Farrell:** > Thank you so much for your review. We're glad to hear that OnBoard has helped keep your board information organized and secure. We appreciate your feedback about the RSVP function and will take it into consideration for future improvements. ## 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-07-31+20%3A03%3A24+-0500&secure%5Bsession_id%5D=88cba296-c96c-4b27-bf8e-3aba50cc7341&secure%5Btoken%5D=9771319eff56eac66b45acb16ffb25ae25909b094a3e6053526155e8a36ea89b&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)