I love that building a board meeting in OnBoard Board Management Software is way easier. You can edit documents directly in the software, so there's no more different versions that I need to upload and update in the board book. Being able to create a PDF directly from OnBoard is really helpful. It also allows us to collaborate easier on building a board meeting. Myself, the director, and maybe some of the members of the board or other high level staff contribute towards building a meeting altogether. Having this one platform where we can all log in, equally update things, and not create any issues, like different versions or file issues, is super collaborative. The initial setup was really great, and the service and help from OnBoard is really top tier. Review collected by and hosted on G2.com.

I don't currently use the minute builder because we have a template for doing minutes for my organization that we like and we're familiar with. I'd like for you to be able to upload a template that can match your style of how you already do minutes. That would be more helpful. Review collected by and hosted on G2.com.

I like that OnBoard Board Management Software is easy to use and makes it simple to replace and compile documents. Without it, we would have to compile documents using PDFs that are not replaceable, which means more work every time we put them together. With OnBoard, I can seamlessly replace documents within the book, making the process more efficient. The ease of use was a significant factor in choosing OnBoard, and the initial setup was very easy. Review collected by and hosted on G2.com.

Sometimes we're not able to access the software. We have to clear our cache a lot. Sometimes when you're building a book, dragging and dropping documents, they'll go in the wrong place. Also, sometimes the book gets stuck, and then you have to have these little tricks and tips to get the system unstuck, like changing something in the settings to rebuild something. The functionality within the book could use improvement as well. Review collected by and hosted on G2.com.

I love how OnBoard Board Management Software allows me to duplicate meetings; this is great because the cadence of our school doesn't change much from year to year. It's a wonderful record keeper, maintaining the past 13 years of meetings, and an excellent document manager. I find the resources folder and the ability to search for files to be great features. The ease of record keeping and one-stop user management were significant factors in our switch to OnBoard. Gina Guy, our implementation specialist, was great during the setup process. Also, the OnBoard customer service is amazing, which I really appreciate. Review collected by and hosted on G2.com.

Sometimes the formatting in minutes is not the greatest. The spacing needs work. Review collected by and hosted on G2.com.

I like OnBoard Board Management Software because of its ease of use and how it consolidates everything in one place. It's great having all resources, actions, board papers, and minutes together, which really helps in saving time when collating board packs and managing tasks. Review collected by and hosted on G2.com.

The AI minute needs some work because it doesn't capture Australian or NZ accents accurately. The software should be updated to be more sensitive to other accents, including Te Reo Maori. Also, the initial setup was easy but very manual, which is cumbersome. Another issue is the difficulty in navigating the measuring of licenses and emails across sub-entities. Review collected by and hosted on G2.com.

I like their customer service and quick response time. Review collected by and hosted on G2.com.

The glitching when making an agenda - sometimes it moves agenda items out of order. Review collected by and hosted on G2.com.

So far, OnBoard has been very user-friendly for me as an admin, as well as for our Board of Directors and C-Suite team. Working with an implementation partner from OnBoard made our transition smooth by providing helpful tips, flexible training sessions, and ensuring all our questions were addressed. Having a dedicated customer success manager has also been a valuable resource. Since adopting OnBoard, we've expanded its use to include committee meetings, e-signatures, and minutes AI. The range of features and the potential for future growth were important reasons behind our decision to switch. Review collected by and hosted on G2.com.

The question I receive most often concerns the cost of adding extra features. I appreciate that the platform provides a dedicated area where you can view your account details, see which plan you're on, and explore other available plans. However, it would be helpful if there were at least a visible cost range—whether per user or as a general estimate—to give users a starting point. Review collected by and hosted on G2.com.

I really like the ease of creating and managing meetings. It is so easy for me to create the agenda and build a meeting pack and then get the meeting book out to the board. I also appreciate the resource storage for documents, like the board handbook, which makes it easier for board members to find items they need. Review collected by and hosted on G2.com.

I wish there were a calendar I could use to manage RSVPs for things beyond meetings, because so often there are other events connected with the board meeting, but aren't the meeting. Review collected by and hosted on G2.com.

1.) Supports secure and confidential workflows that simultaneously enable agility and decentralized information activities. In short centralized administration that can assign roles and access levels, but decentralized control so that meeting sponsors (aka creators) can still accomplish goals related to their responsible area.

2.) Empowers preparedness for our Board and Committee members. The meeting book is published as a "pre-read". Members can make annotations, even share annotations with other meeting invitees.

3.) A built in OnBoard Academy, so I can ensure other administrators and creators are properly trained - even certified! A robust help center, with related topics categorized together so that I can choose to get quick information to meet a need, or dive deeper for greater understanding.

4.) The ability to quickly de-activate members and wipe their devices remotely.

5.) Believe it or not, being able to append the meeting book with a clickable Table of Contents, and add page numbering to the meeting book are quick settings that make a big difference both during the meeting and after.

6.) Facilitates a Corporate Standard for all board and committee related materials that in turn supports enterprise memory and institutional resilience. Through the OnBoard platform, the organization has a bonafide repository of information that facilitates research and retrieval activities when requests are presented. In short, the transcendent nature of this "library" is a means by which those of us in the present can aid team members in the future by sharing and receiving knowledge in a particular way.

7.) AI minutes: through this feature we can record, transcribe, and generate a draft set of minutes that can be further refined into our corporate standard. This feature was easily integrated across all our various board and committee meeting sponsored by different meeting creators. Review collected by and hosted on G2.com.

I am still hoping for this capability: As an administrator, I want the ability to make certain settings permanent so that all meeting creators follow a consistent standard. For instance, at the moment, either I or the meeting creator must manually enable options to add a table of contents to the meeting book and to include page numbers on every meeting object. I would really like to have these as global settings. Review collected by and hosted on G2.com.

I like the ease of use that OnBoard Board Management Software offers. It doesn't take long to train someone on using the system. It's user friendly. The arrangement of files, with tabs that make it easy for members to find needed documents. I also appreciate the Microsoft 365 editing feature which saves downloading time.

I have found the customer support group to be very helpful and accommodating. Additionally, I have recommended it to a few people, showing my satisfaction with the software. Review collected by and hosted on G2.com.

I ran into a few issues with the assessment this year. I originally created it three years ago and then would duplicate it for each new year since it’s a long document. Unfortunately the duplication doesn’t update with the current board members even though I change them. It includes all older members in its calculations, and that ends up throwing off the completion percentages. I’ve been looking at other board software because of the cost, but so far I haven’t found anything that offers the same quality of features. Review collected by and hosted on G2.com.

I love that the staff can place their items in onboard and that i can create the Board packet by going in to the resource folder. Loading is now the staffs responsibility. I really love that the board book creates its own agenda and page numbers. Its sooooo much easier to create the board packet now Review collected by and hosted on G2.com.

I cant verify which board members have gone in and read the material. Its no way to automatically track it. Its important that we know that they're doing their part as our board members Review collected by and hosted on G2.com.