Kevin B.
KB
Kevin B.
Chairman of the Board
Small-Business (50 or fewer emp.)
"Near the end of Year 2 with OnBoard"
4/5
What do you like best about OnBoard Board Management Software?

The agenda creation and tracking during meetings is fabulous. Staying ahead of the red line has become a bit of a sport among the board members. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

The updating or adding members feature seems to generate a new calendar notice. And that seems to reset the RSVP function. So, folks that already said they are attending now go back to a no response situation. Review collected by and hosted on G2.com.

Beverly S.
BS
Beverly S.
Development Coordinator, Office of Development and Laurel Ridge Foundation
Mid-Market (51-1000 emp.)
"Easy to Use"
4.5/5
What do you like best about OnBoard Board Management Software?

It's both user and admin friendly. Our board members found the interface to be easy to navigate, which is very important to us. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

The permissions settings are great, but as an admin you do have to be conscious that you basically have to set up permissions for everything you add to OnBoard. It takes time to get used to this. Review collected by and hosted on G2.com.

Verified User in Libraries
AL
Verified User in Libraries
Small-Business (50 or fewer emp.)
"Board Management Made Easy!"
5/5
What do you like best about OnBoard Board Management Software?

I really like the ability to have a resources library, and to give permissions for various staff/board members to see the resources. I love the statistics that shows who has opened the materials for the meetings, and how easy it is to post the agenda on our website. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

The agenda is fairly structured, and sometimes isn't as easy to manipulate. I would love some way to be able to fit to one page, or more flexibility on the way it looks once it is printed. Review collected by and hosted on G2.com.

Wendy V.
WV
Wendy V.
Executive Director
Small-Business (50 or fewer emp.)
"Makes BOD actions easy to do!"
4.5/5
What do you like best about OnBoard Board Management Software?

The actions - being able to have directions link to pre-work, vote on minute and other items before the meeting Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

The board book is hard to navigate. Have had some difficulty updating old files or even getting access to them Review collected by and hosted on G2.com.

Michelle C.
MC
Michelle C.
Director - Communications/Board Secretary
Mid-Market (51-1000 emp.)
"Promotes efficiency, simple to use"
5/5
What do you like best about OnBoard Board Management Software?

OnBoard is simple to use from both an administrator and user standpoint. Permissions ensure the right people see the right information and security is granular. Votes can be accomplished easily between meetings if needed. Quick updates when new material is added and the ability to view if offline are helpful. Navigation is easy to use and still provides details needed to make the meeting proceed on schedule. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

I dont have complaints. Occassionally there is an issue - customer support has been very responsive and has resolved my issue quickly and efficiently. Review collected by and hosted on G2.com.

Response from Lori Farrell of OnBoard Board Management...

Hi Michelle! Thank you so much for your review of OnBoard. We are glad to hear the permissions are helpful for you as well as voting and easy navigation. Also happy to hear our support team continues to delight! Please reach out should you need anything - we are happy to help!

Verified User in Commercial Real Estate
AC
Verified User in Commercial Real Estate
Small-Business (50 or fewer emp.)
"User friendly, and fantastic customer support"
4.5/5
What do you like best about OnBoard Board Management Software?

Easy to create agenda, communicate with directors, and organize information. The calendar features work seamlessly. Customer support is fantastic - they're responsive, knowledgeable, and solution oriented. OnBoard was extremely hands on wiht the implementation process. They were flexible in scheduling training sessions for me, my team, and the Directors. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

I wish the Zoom feature with OnBoard worked a little better. It can be used, but we have found the sound doesn't work when you click "Zoom through OnBoard", it does work when you click "Open with Zoom" so not a total loss. Review collected by and hosted on G2.com.

Joe D.
JD
Joe D.
"Effortless Meeting Management with Intuitive Interface"
5/5
What do you like best about OnBoard Board Management Software?

I find OnBoard Board Management Software incredibly easy to use, with a clean and user-friendly interface that is highly intuitive. It allows even non-technical users to manage efficiently. The platform keeps our meetings organized and facilitates smooth running by helping us stay on schedule and move the agenda efficiently. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

None Review collected by and hosted on G2.com.

Verified User in Oil & Energy
AO
Verified User in Oil & Energy
Mid-Market (51-1000 emp.)
"A User Friendly Tool to Help Support your Board"
5/5
What do you like best about OnBoard Board Management Software?

OnBoard is an intuitive program. It's easy to create meetings, assign different levels of access to various members/groups, create agendas and add documents to said agendas. It is easy to utilize the messenger within the portal to provide secure updates to team members. It is easy to manage and create new Resource Folders. The OnBoard Academy is a great tool for familiarizing yourself with various features within the portal if you are just starting out with the program.

I think one of of my favorite features is the ability to duplicate meetings and surveys/questionnaires, as this is a huge time saver. While I have not utilized the portal from a mobile device as an administrator I would imagine having access to the portal while on the go would be really convenient. The OnBoard support team is extremely responsive, usually responding to inquiries within the same business day. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

I have only encountered a couple of hic-ups with this software. The first was a glitch with the program and I was not able to update one of my board books immediately as I would normally. The other was when a team member with reader access was trying to view an Excel document from a resource folder. They were using an Apple product and the Excel document was not opening properly, but rather converted to a PDF as they did not have the Excel app downloaded on their device. I am personally not an Apple user, but I would expect whatever the equivalent app is to Excel should have been the default and they should have been able to access the spreadsheet. This was a minor inconvenience, which we were able to work around, plus the support team responded to my inquiry within the hour which I found to be very impressive. Review collected by and hosted on G2.com.

Bill K.
BK
Bill K.
Administrative coordinator
Mid-Market (51-1000 emp.)
"OnBoard is an outstanding platform."
5/5
What do you like best about OnBoard Board Management Software?

I work with a half dozen groups. The OnBoard software has made this manageable, weather I am building an agenda or archiving important records.

The quality of the service I receive from OnBoard staff has been professional, courteous, and efficient. Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

I would like some of the add on features at a lower price point. Review collected by and hosted on G2.com.

JK
Jeannie K.
Executive Director
Small-Business (50 or fewer emp.)
"Good software but needs improvements"
4/5
What do you like best about OnBoard Board Management Software?

We liked that everything was in one place Review collected by and hosted on G2.com.

What do you dislike about OnBoard Board Management Software?

having to give permissions for every single thing to everyone, exporting documents-I would have loved to just export an entire folder Review collected by and hosted on G2.com.