OnBoard Board Management Software Reviews

“Not great but not bad either

Pros

I find it a great program for storing information but that's about it.

Cons

Well to be honest I did not enjoy the layout and did not feel it was worth switching from our current program.

“A really helpful resource

Pros

It allows us to plan meetings, record details and archive documents that too all in one place.

Cons

I was disappointed by the significant price increase after just one year.

“Happy with our choice!

Pros

OnBoard has simplified meeting creation for us by providing features like meeting duplication, drag and drop for PDFs and Word files, agenda imports and easy customization of agendas.

Cons

It would be much better if there was an easier way to add past meeting books to the resources section. Right now our meeting history is split between two locations and there is no good way to search through past meeting content.

“A big fan of it

Pros

It is very user friendly. Also building an agenda with it is like a price of cake for me now.

Cons

The options for highlighting, adding bullets, numbering and changing fonts in automatic minutes are the ones I did not find very user-friendly.

“Perfect space for team collaboration

Pros

OnBoard has been a great tool for our board. Some members took a while to adapt but they are using it more now. Plus the collaborative features have been really helpful as we expand our international teams and enhance our risk management efforts.

Cons

One thing I dislike is that there are limited file types that can be uploaded for storage.

“Quite essential for meeting packets

Pros

We use OnBoard for various internal and external meetings. It has made setting up meetings so easy for us.

Cons

There are not many cons but I feel like it would be great if there was a way to save meeting items to the resources section using a simple checkbox.

“Liked it so far

Pros

OnBoard is a great software. It is user friendly and serves us well in distributing meeting materials before meetings.

Cons

I wish it could integrate with Teams as well as Zoom.

“A really amazing software

Pros

What I love the most about OnBoard is how easy it is to use. If I ever have a question I can quickly find the answer through the help section or a quick search online. And this is especially helpful when I am on a tight deadline and need to send out an agenda. Also the help section offers both video tutorials and written guides which makes it simple to find solutions fast.

Cons

There have only been a few small things I would like to change which I will share with them personally.

“I strongly recommend it

Pros

Not only is OnBoard easy to set up and implement. But it also offers us a secure method for board management.

Cons

I would love to see more customization options for the meeting table of contents which we use like an agenda.

“Meets the expectations

Pros

The thing we like the most about it is that it supports smooth communication with board members.

Cons

Well I find the board terms section difficult to navigate.

“Not complex at all!

Pros

It is user friendly for both members and admins. Our members found the interface easy to navigate which is important to us. Also the support team has been helpful and the self paced training was simple to follow.

Cons

The permissions settings are good but let me tell you that as an admin you need to be mindful that you must set permissions for everything you add to OnBoard. Also it takes some time to get used to.

“Way too user-friendly

Pros

The ease of access and the helpful webinars they offer make it easier for us to use the platform and that to its full potential.

Cons

I would like it more if there were an option available to update Board Members information, like an email address change. Though I can send them a link on how to do it but sometimes it is easier for me to update it for them.

“Our entire team liked it

Pros

It is easy to use for both our members and admins.

Cons

There are some limitations. For instance we would love to be able to download from the Resource folder while still restricting the downloading of board packets.

“Work for us

Pros

Not only is it easy to use and manage. But also it is very user-friendly for our administrators too.

Cons

It is a small thing but I wish admins could update user email accounts.

“Excellent tool

Pros

My favorite thing about it is that having all the board materials in one place as it makes everything pretty simple for us.

Cons

The meeting page confuses me a little at times especially with how the dates are listed.

“I am a happy user!

Pros

It is user friendly and showing board members how to use it is simple too. Also I love being able to share documents easily.

Cons

I wish there was a way to reduce the number of platforms we use as an association. For example if it were integrated into Aptify or Smartsheet.

“An outstanding tool

Pros

They offer the best customer service as whenever I have a question, they are there to assist. Also the software is very easy to use.

Cons

Well I wish I could RSVP to meetings on behalf of Board Members.

“It is the way to go

Pros

OnBoard is very user friendly. This is my first year using it and I am impressed with how user-friendly the program is. Also it is easy to navigate and being able to duplicate meetings and actions on the admin side has saved a lot of time for repetitive meetings and surveys. The OnBoard Academy is also a great resource for learning the platform.

Cons

There was one time the program was not loading properly and I urgently needed to update a board book. Fortunately the issue resolved itself. Another time a user had trouble downloading an Excel document from the resource folder. They were using an Apple device and could not view the document as a spreadsheet. However OnBoard confirmed that the user would need the Excel App installed on their device.

“Packed with multiple useful features

Pros

With it, it is easy for me to organize meeting materials, schedule meetings, track votes and generate minutes.

Cons

The learning curve is a bit steep but it gets easier to navigate as we get used to it.

“Their team provides amazing support

Pros

Integrating OnBoard into our operations at Bet Tzedek was the best decision of ours. It has made managing Board meetings, materials and communication much easier, all in one centralized and user friendly platform. Also it has streamlined our processes, improved access to important documents and helped our Board members stay connected and engaged whether in the office or remotely. What really made the transition smooth was the amazing support we got from them. From the very first conversation, they brought professionalism, warmth and responsiveness that made a huge difference. They took the time to understand our needs, guided us through the onboarding process and was always there to answer questions and offer solutions. Their patience and approachability were appreciated by our whole team. Thanks to both OnBoard teams expertise, we now have a system that perfectly supports our Board's work. We are thankful for her partnership and highly recommend both the platform and her support to other organizations looking to improve Board engagement and operations.

Cons

It was tough for us getting Board members to sign up before a certain deadline but now everyone's on board.