On.Board Reviews

“Keeps improving”

Pros

Getting started with it is very simple and training new users doesn't take much effort. It also handles multiple file types which is really helpful since there's no need to convert everything into PDFs first. Another thing I appreciate is that the platform keeps improving over time and the notifications about new features make it easy to stay updated.

Cons

Features are packaged and sold in suites so there's no option to choose only the specific tools that matter most to you.

“Helps align everything”

Pros

Keeping everyone aligned before meetings is much simpler with this software. It lets us share important meeting details with attendees quickly and it's reassuring to know everyone is looking at the same up-to-date version of the documents even when changes happen after publishing and before the meeting takes place.

Cons

The biggest downside is the per-user cost. I'd love to see it priced lower so we could roll it out to every employee across the organization.

“Wonderful Outlook integration”

Pros

Outlook integration stands out. Sharing and storing files in folders is simple and everything is laid out in a way that makes it simple to view organize and share. Overall, the portal feels very user-friendly to use.

Cons

Every now and then, the login window makes me sign in twice but aside from that, everything has been excellent.

“Real-time collaboration”

Pros

Managing the whole meeting planning process feels very simple. Our team can work together in real time from anywhere and on different devices which makes coordination much easier. The minute generator saves a lot of effort and the automated meeting summaries capture valuable details that are really useful for reviewing and analyzing things later.

Cons

Because the platform includes so many features, getting started can feel a little overwhelming for new users at first.

“Big upgrade for us”

Pros

Switching to this cloud-based portal was a big upgrade for managing all of our board materials in one place. It made creating Board Books much more simple and having a centralized archive has been really valuable. We used to rely on a home-built portal that was clunky and hard to navigate so this has been a major improvement. Now I can create and update board books without wasting so much time on tedious manual edits in Adobe Pro. Customer support has also been excellent.

Cons

A few features we would want are only available at an added cost which is a little disappointing. Our setup is also pretty complicated so we've had to use a few workarounds although that's more related to our own unusual use case. I'd also love to see support for connecting more than one Zoom platform to the account in the future.

“Solid resource folder”

Pros

Putting together agendas and meeting notes has been really useful. The Resource folder is also a strong part of the platform and being able to drag and drop documents makes managing files very convenient.

Cons

At this point, I haven't come across anything I dislike. I'd just expect there to be additional enhancements to the software over time.

“Centralized docs and smart access”

Pros

Keeping documents in one place has been a fantastic benefit especially when working with busy executives. It's really helpful that important files even when they aren't tied to a particular meeting, can be added to the Resource section and made readily available to anyone with access. Another feature that has been especially useful is the ability to assign different levels of access to members based on their role within the organization.

Cons

admin permissions have to be set within the system and then set again for individual meetings. It feels like if someone is made an admin, that status should automatically apply across the entire platform.

“Feature-rich platform”

Pros

Compared with the system we used before, this one won us over because of how much functionality it offers. It does cost a little more but the added value makes that worthwhile. Since our previous provider was forcing us onto a new platform anyway, we took the chance to move to a best-of-breed solution and it's clear the team behind it is genuinely committed to the product.

Cons

Getting started did take some adjustment especially when working through the member database and setting up groups, roles and similar configurations.

“Dependable support”

Pros

A few things have made a big difference since we started using it. The customer and implementation support has been consistently reliable and it's really helpful that they can provide on-demand training sessions for our board members whenever needed. The dashboards are clean, user-friendly and organized which makes it much easier to keep the board focused on the items that need their attention. The meeting minutes builder has also been a huge improvement because it simplifies the process of capturing minutes instead of juggling templates and handwritten notes like we used to.

Cons

I'm very happy with the platform overall but there are a few small improvements I'd still love to see. It would be useful to preview the notifications that end users receive before they're sent out and having screenshot examples included in the training guides would make those resources even better. I'd also appreciate more customization options for the meeting minutes builder layout, the ability to attach more than one link or document to an announcement instead of being limited to a single attachment and fewer clicks to open annotations in the board book. A reply option on annotations would also be helpful, rather than having to create a separate message each time.

“Easy to adjust agenda”

Pros

Having each Board Meeting item uploaded separately and tied directly to the agenda has been great. The platform pulls everything together into a Book automatically which is an outstanding feature. When I need to adjust the agenda or swap out attachments, it only takes a quick update and one click to generate a new Book. The whole process feels unbelievably user-friendly.

Cons

We are not using every feature available but the ones we do rely on have been excellent. Honestly, there is not anything that stands out as a least favorite for us.

“Brilliant Boardbook feature”

Pros

The board book, RSVP tools and annotations have made the biggest difference for us. The platform is very user-friendly even though moving away from the old way of doing things has still felt overwhelming especially since most board members are resistant to change. That said, connecting our existing business processes with this new IT platform has made my work less stressful and a lot more efficient.

Cons

One thing I really wish it could do is let updated documents be visible to board members after the Boardbook has already been created. You can make edits but members still can't see those changes. It would also be helpful if meeting minutes plus polling and voting tools were included in the IT Core. Adding those features would offer more variety and give users more options to work with at a reasonable price.

“Templates save time”

Pros

After getting through the admin training, managing this software has become very simple and it's also easy for board members to access on their side. The built-in shortcuts make it convenient to use especially when working with minutes. Being able to create templates has also helped cut down the amount of administrative time I need to spend.

Cons

A few features do take some getting used to but the team is very responsive when something comes up and does a really good job of offering practical workarounds for specific needs.

“meeting materials available in the app”

Pros

Having agendas and meeting materials available directly in the app has been important for the bank. Before this, when staff or directors were working remotely, we had to mail hard copies at a significant cost and any last-minute updates meant some people were reviewing outdated documents. Now everything lives in one central place, neatly organized, simple to access and simple for the admin team to update with new or revised files so everyone is always looking at the latest information. The amount of time we save by not printing packets alone is enough to justify the cost of the system and the devices used to access meetings.

Cons

This is less of a software problem and more about the fact that some features in the app can be harder for older board members to understand especially if they are not very comfortable with technology changes. Honestly, I do not really have any complaints about the platform itself because it seems like most needs have already been considered and built into it.

“Awesome voting feature”

Pros

The voting features have been outstanding. Approvals were the biggest capability we needed and being able to include a discussion within an approval has made our electronic voting process work really well.

Cons

Even though the platform feels very user-friendly for end users, I definitely went through a learning curve when it came to some of the admin tools. Part of that may be because this portal is completely different from the one we used before. Thankfully, the customer success manager has been very helpful and willing to set up as much time with us as needed.

“Visually attractive interface”

Pros

The interface is pleasant to look at and everything is laid out in a way that makes it simple to find what you need.

Cons

I honestly haven't come across anything I dislike about this software.

“Solid security and deep insights”

Pros

Everything about it feels very user-friendly, from the organized layout to the polished look of the platform. Security is solid, the analytics are useful and the customer service team has been excellent to work with. It's also refreshing that they're open to feedback and keep making improvements based on ideas from users.

Cons

The minutes builder and survey tools still have room for improvement. It would also be helpful to have the option to add custom fields to user profiles.

“Highly recommended”

Pros

Right away, this product felt very simple to use. It's easy to understand and comes with a lot of really useful features. I'd definitely recommend it to other companies.

Cons

There are no drawbacks. It works fine.

“Helps me stay organized”

Pros

Keeping board agenda items in one place has made a big difference for me. I can share everything with all board members at the same time without sending individual emails or group messages just to distribute documents. It has helped me stay much more organized and it also saves me a lot of time when I'm getting ready for board meetings.

Cons

If there's one thing I would change, it would be having more control over font size and color. That would make it easier to create presentations that feel a little more effective.

“Easy to pick up”

Pros

Bringing this into our organization has been a fantastic upgrade. The training and day-to-day use were simple enough that our teams quickly embraced it and really shifted into a more technology-focused way of working. Setting up meeting agendas is very simple, the drag-and-drop feature makes uploading documents fast and the notifications do a good job of keeping everyone informed about upcoming meetings and available materials.

Cons

The annotation tools took some time for everyone to get used to and getting eSignatures configured for all users was definitely a challenge. I also wish minute building were included in the standard package since right now it's only available as an add-on.

“Simple implementation”

Pros

Getting this product up and running with our Board didn't take much time at all. Board members seemed to immediately understand how to use it once they were invited and the user-friendly design has been a big plus.

Cons

One downside right now is the calendar integration and syncing with members especially when it comes to keeping meeting details live and updated as changes happen. It also feels a bit clunky to implement with GSuite organizations and there are quite a few workarounds involved although it sounds like improvements may already be in progress.