Verified User
G
Verified User
Mid-Market (51-1000 emp.)
"Efficient Agenda Management with Minor Download Hiccups"
4.5/5
What do you like best about OnBoard Board Management Software?

I use OnBoard to set out Board Agendas and it's incredibly easy for me to use. I appreciate how it makes setting out a Board Agenda simple by calculating timings for me, which is something I naturally struggle with, thus helping me complete tasks quicker. It also allows for easy uploads of Board papers. I like how OnBoard is laid out, as it's very difficult to go wrong. Everything is clear and simple to use, without having to navigate through several different functions to get where I need to be. The initial setup of OnBoard was incredibly easy, which aligns with what it aims to be—user-friendly software. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

I would say that sometimes when I go to download Board papers, usually after the board meeting, it can either download these incorrectly as in it won't open properly or every paper is either at different angles. Review collected by and hosted on G2.com.

Verified User
G
Verified User
Enterprise (> 1000 emp.)
"Comprehensive Platform, Needs Agenda and Formatting Improvements"
3.5/5
What do you like best about OnBoard Board Management Software?

I like that everything is in one platform with OnBoard Board Management Software. It includes resources, a directory of users, and the ability to edit and create minutes live. The file management system seems simple, which I appreciate. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

The agenda and attendees feature isn't working as well as it could be. There are predefined categories for members and guests, which aren't always applicable. There's an issue with text formatting where I need to create double or sometimes triple spaces between lines to make the minutes readable. We have five companies, with a channel or tile for each Company. At this stage there doesn’t seem to be a method of drag-and-drop resources between those companies in on board. For example, the same strategic plan for the group may apply to all five companies and need to be added as a document to the agenda. I would need to add this to each companies resource folder. Review collected by and hosted on G2.com.

Joshua M.
JM
Joshua M.
Chief of Staff & Secretary to the Board of Trustees
Enterprise (> 1000 emp.)
"Effortless Board Management with OnBoard"
5/5
What do you like best about OnBoard Board Management Software?

I really like OnBoard Board Management Software for its ease of use, especially for managing the back end when uploading information and making it available to a large group of people both on and off-campus. It's also beneficial for obtaining information in a timely manner, archiving it, and accessing it while traveling, whether via a laptop or mobile device. The platform is intuitive, easy to navigate, and it's straightforward to train new users. I also appreciate its easy navigation and the offerings that led us to switch from our previous cumbersome and expensive product. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

Nothing. Review collected by and hosted on G2.com.

Response from Joseph Arcos of OnBoard Board Management...

Thank you for the wonderful review and for making the switch to OnBoard! Knowing that your trustees and administrators can easily access and reference what they need, whether in the office or on the road, is exactly what we aim for.

Conni K.
CK
Conni K.
Finance Assistant
Small-Business (50 or fewer emp.)
"Streamlined Board Meetings, Easy Setup"
5/5
What do you like best about OnBoard Board Management Software?

I like OnBoard Board Management Software because it efficiently saves time by securely storing all our board meeting materials in one place and organizing our board meetings precisely. Adding reports to our meetings is easy, and board books are compiled and downloadable quickly. This saves us from the hassle of emails and reformatting outside OnBoard. The automatic compilation of board books once our meeting is set up also saves time, and we have the option to print a paper book if needed. The initial setup was easy, and the board members quickly learned how to maneuver internally. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

I don't like that there's no option to change or update minutes directly within the software when sending them to the board chair and secretary for approval. I have to send them the compiled minutes in an email, then upload the new version for their approval. Review collected by and hosted on G2.com.

Verified User
G
Verified User
Mid-Market (51-1000 emp.)
"Secure and Flexible Meeting Management"
5/5
What do you like best about OnBoard Board Management Software?

I like OnBoard Board Management Software because it keeps all of our materials in one secure place, which is really helpful during BOD and Committee meetings. I also find the agenda setup particularly valuable because you can edit it anytime, even after the meeting is published. It ensures everything is in one place for all BOD members. Our initial setup experience was pretty easy, and the OnBoard person helping us did a great job. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

I wish the minutes feature just did the minutes for you, like I wish everything was connected together, and AI could literally write the minutes, but I get that is a wish list. Review collected by and hosted on G2.com.

James W.
JW
James W.
Past President
Mid-Market (51-1000 emp.)
"OnBoard Gives me Everything I need in one place."
5/5
What do you like best about OnBoard Board Management Software?

Everything is is one place and it saves on paperwork. It is easy to navigate and find the information I need. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

I wish it would hold the history of the past few board meeting for my review. Review collected by and hosted on G2.com.

GH
Gilli H.
PA to CEO
Mid-Market (51-1000 emp.)
"OnBoard: Cost-Efficient, Flexible, and User-Friendly for Board Meetings"
5/5
What do you like best about OnBoard Board Management Software?

OnBoard is a cost-efficient, flexible, and user-friendly platform for board meetings. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

There is very little to dislike about this software Review collected by and hosted on G2.com.

Erik R.
ER
Erik R.
Director of Institutional Research and Strategy
Mid-Market (51-1000 emp.)
"OnBoard Review"
5/5
What do you like best about OnBoard Board Management Software?

We had staffing change and needed to reassign the primary administrator for our OnBoard account. It very intuitive and easy to reassign roles and the transition was very smooth! Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

It would be great if board material complying process was a little faster. Review collected by and hosted on G2.com.

Shaun M.
SM
Shaun M.
Provider Liaison
Enterprise (> 1000 emp.)
"One secure location to meet all of your meeting needs."
5/5
What do you like best about OnBoard Board Management Software?

Everything you need for the meeting is in one convenient, secure location. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

I would like reminders to be time-stamped so that I, or another administrator, can see when the most recent reminder was sent requesting that a task be completed. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
GN
Verified User in Non-Profit Organization Management
Mid-Market (51-1000 emp.)
"Intuitive UI and Efficient Board Management"
4.5/5
What do you like best about OnBoard Board Management Software?

I use OnBoard Board Management Software to organize board materials and send meeting invites. I appreciate how it increases transparency and allows me to upload documents for board access efficiently. I no longer have to distribute multiple versions of documents when updates are made, and I love the automatic meeting reminders. The software provides a single source for board members to access materials, which is a huge plus. I really like its ease of use, organization, and modern user interface. It's easy to find meeting information and access resources, with files organized similarly to a desktop file management style with folders within folders. I also find the modern look of the user interface much better compared to others. Setting it up was very easy. OnBoard's onboard team was there every step to ensure set up and handoff was smooth. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

Board members complain they are unable to print the board packet directly from OnBoard. Users have to either download the materials to their computers first, or export to a printer from the mobile app. Review collected by and hosted on G2.com.