JM
Jodie M.
COO
Small-Business (50 or fewer emp.)
"Bringing Our Board Into the Digital Age with Ease"
4.5/5
What do you like best about OnBoard Board Management Software?

If you’re looking for a board management tool that doesn't require a degree in IT to use, OnBoard is it. I was able to jump right in and start organizing meetings, linking documents, and setting up votes without any steep learning curve. The document archiving is a lifesaver for staying organized, and the built-in communication tools keep everyone on the same page. Beyond the great software, their support team is always there when you need them. Highly recommended for any organization looking to streamline their governance. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

Honestly, I don't have any negatives to report. The transition has been smooth for both our internal team and our external stakeholders, with everyone finding it very accessible. Review collected by and hosted on G2.com.

Response from Lori Farrell of OnBoard Board Management...

Hi Jodie, thank you for your OnBoard review. We are thrilled to hear that you find our platform intuitive, user-friendly, and efficient for both administrators and board members. We are also committed to providing exceptional customer support, so it's great to hear that you have had a positive experience with our team. I will definitely pass this feedback along! Should you ever have any questions or need assistance in the future, please don't hesitate to reach out. Thank you for choosing OnBoard for your board management needs.

JG
Jessica G.
Manager of Board Operations
Higher Education
Small-Business (50 or fewer emp.)
"OnBoard software is worth it!"
4.5/5
What do you like best about OnBoard Board Management Software?

The user interface of OnBoard is one of the best software platforms for boards that I have seen. As an admin, it was easy to set-up on the back-end and then implement with our board (some of who were new to the board and some who were not and used to paper books each meeting). The features included in the Ultimate package are worth the cost, as our team utilizes most of the features included on a frequent basis. Some features are only used once a year on our end, but it is nice to have it available and in the same place (OnBoard) that our board members are used to using. When we have an issue, the customer success team is readily available for support. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

As an admin, we are missing some key RSVP features that would be really helpful. One example is that there is no way for an admin to change a member's meeting RSVP response in OnBoard. When I get an email from someone who's plans have changed that day, I can't edit their RSVP for that meeting, which impacts the RSVP report that can be downloaded. I have to keep track of their response separately, which is a pain. Additionally, if you make any updates/edits to the meeting details (such as change the room/location), OnBoard will default everyone's RSVPs to "No Response", so then everyone has to go back in to OnBoard and update their RSVP again. That is really inefficient and not a good use of our board members' and admins' time. Review collected by and hosted on G2.com.

Response from Lori Farrell of OnBoard Board Management...

Hi Jessica! Thank you for sharing your detailed feedback on OnBoard! We are thrilled to hear that you find the user interface and features included in the Ultimate package valuable for your board meetings.

We appreciate your insights on areas for improvement, such as the RSVP features. Your feedback is crucial for us to enhance our platform further.

If you have any more suggestions or encounter any issues, please feel free to reach out to our customer success team. We are here to assist you and ensure your experience with OnBoard remains positive. Thank you for choosing OnBoard!

Community Living A.
CA
Community Living A.
Executive Assistant, Manager of IT, and Manager of Marketing & Communications
Mid-Market (51-1000 emp.)
"Easy Agenda-to-Minutes Templates with Smooth Drag-and-Drop"
4/5
What do you like best about OnBoard Board Management Software?

I appreciate being able to build agendas and then use my agenda as the template for my minutes. The drag and drop function is easy to use. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

Pricing that benefits not-for-profits and charitable organizations would be appreciated. Additionally, formatting for minutes is frustrating. While I recognize that it's not a word processing application, it can be incredibly frustrating when using bullets, etc. Review collected by and hosted on G2.com.

Ryan D.
RD
Ryan D.
Customer Service Representative
Mid-Market (51-1000 emp.)
"Effortless Board Management with Intuitive UI"
5/5
What do you like best about OnBoard Board Management Software?

I love how OnBoard Board Management Software makes managing our board meetings a breeze. It's very easy to use, and the UI is just very well-designed—so much cleaner and easier to use than other board platforms. I also found the initial setup incredibly easy and intuitive. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

I wish the agenda/minutes sections had a rich text editor. Rich text would be amazing as it would let me stylize and format my text within the platform itself. Review collected by and hosted on G2.com.

Response from Joseph Arcos of OnBoard Board Management...

Thank you for taking the time to leave a review, we truly appreciate it. It's rewarding to hear that the setup experience was smooth and that the platform feels intuitive for your team's day-to-day board work.

Verified User in Education Management
AE
Verified User in Education Management
Mid-Market (51-1000 emp.)
"Streamline Your Board Operations"
4.5/5
What do you like best about OnBoard Board Management Software?

OnBoard is a valuable tool to keep our Board on track and all on the same page. We have found uses for it beyond our Board. Our Senior Leadership Team has begun using the platform to collaborate. My favorite part is the consistent attention from the OnBoard support and account teams. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

I am waiting for Minutes AI to be compatible with Zoom Webinars as that is the platform we use for public meetings. Review collected by and hosted on G2.com.

LK
Liz K.
CEO
Small-Business (50 or fewer emp.)
"All-in-One Meeting Solution with Top-Notch Security"
4.5/5
What do you like best about OnBoard Board Management Software?

We love everything in one place. From board meetings to committee meetings, it's all there. OnBoard serves as our secondary archive. We also love the security of the information and the ability to assign roles to the users. Our onboarding was simple, the software/application is very intuitive. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

We have not experienced any downsides. Perhaps the video link option. I'm one of the admins, but one of my staff members has the Zoom account we prefer to use for our board meetings, and that requires a few steps to manually set up the Zoom link. I can't load a Zoom link for his name and then go back to it when we need to, as we set up a new meeting. Review collected by and hosted on G2.com.

AW
Alicia W.
Executive Assistant
Mid-Market (51-1000 emp.)
"OnBoard Board Portal"
4.5/5
What do you like best about OnBoard Board Management Software?

The meeting set-up and agenda builder are easy to use, and it only takes a few minutes to create the board pack for our Board meetings. The Messanger is easy for all Board members to use and communicate before, during, and after a meeting. The annotations are easy for our board members to share and see. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

There is nothing about the program that I don't like. Review collected by and hosted on G2.com.

Shonda W.
SW
Shonda W.
Executive Assistant
Mid-Market (51-1000 emp.)
"OnBoard Board Management Software A+"
5/5
What do you like best about OnBoard Board Management Software?

You can keep your board updated on events anytime using the Announcments section. When you post an update on the Announcements section the same message is sent to the board members email! Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

I still would love to see a way to add videos other than links. Review collected by and hosted on G2.com.

Tiknika N.
TN
Tiknika N.
Manager of Administration
Small-Business (50 or fewer emp.)
"Great product"
5/5
What do you like best about OnBoard Board Management Software?

OnBoard has genuinely provided the structure our board of trustees needed. The platform allows us to monitor board engagement metrics effectively. Conducting surveys and virtual voting has become seamless and straightforward, which has been especially valuable in our hybrid setting. OnBoard remains user-friendly and simple to navigate. As we lean more into the platform, we are learning additional features such as the minutes builder. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

One drawback of the platform is that it does not allow for a "super user" role with full access to all areas. Additionally, each time a new folder is created, it is necessary to notify the administrator so they can be granted access, which can be inconvenient. I will say customer service representatives have been responsive to this matter. Review collected by and hosted on G2.com.

Verified User in Transportation/Trucking/Railroad
AT
Verified User in Transportation/Trucking/Railroad
Enterprise (> 1000 emp.)
"Easily accessed meeting papers stored in one place"
4.5/5
What do you like best about OnBoard Board Management Software?

Keeps all the necessary meeting papers in one place for easy access. As you add people to the necessary groups, they have access to prior packs without having to be sent them. Building timed agendas. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

Sometimes there is a glitch when copying and duplicating agendas whereby it has changed the order of the agenda. Review collected by and hosted on G2.com.