OnBoard’s board intelligence platform simplifies complex board processes to make board meetings more effective. Test before you invest with a no-strings-attached free trial!
OnBoard is a board intelligence platform that simplifies board meeting management and empowers more informed decision-making, more secure remote meetings, and real-time accessibility from any device.
Why OnBoard
* Critically Acclaimed - OnBoard is the highest-rated and more easy-to-use board management platform available today. Best-in-class customer satisfaction with a 79 Net Promotor Score among business decision-making users.
* Seamless Meeting Prep - Access to real-time information makes meeting prep more reliable, context-rich, and useful than ever before. Users can compile and co-author board books and materials with auto-save automatically built-in and the ability to instantly sync content across all user devices.
* Security - OnBoard's approach to security is built on the foundation of Microsoft Azure cloud security. Capabilities including multi-layer security across physical data centers, remote swipe functionality, face and touch ID capabilities, intrusion detection, and remote lock.
* Personalization - Personal dashboards where directors can access materials, examine upcoming meetings, and receive announcements. Permission management enable administrators to designate user access to specific materials and communications.
* Integration *- OnBoard integrates with Microsoft 365, Google Workplace, Zoom, and Outlook to aid communication.
* *Support - 24/7 customer support via phone, email, and online - help is always available.
Take advantage of Onboard’s no-strings-attached free trial to test before you invest.
Awarded the Quality Choice Award
Awarded the Trusted Vendor Award
Awarded the Happiest Users Award
OnBoard currently scores 92/100 (Top 3 in Board Management) in the Board Management category. This is based on user satisfaction (94/100), press buzz (42/100), recent user trends (rising), and other relevant information on OnBoard gathered from around the web.
| The score for this software has declined over the past month. What is this? |
Regional Restrictions: OnBoard is available in every country around the world. However, English is the only supported language at this time.
Intuitive, Drag & Drop, Interface Agenda Builder
Surveys and Questionnaires
Announcements and Notifications
RSVP & Attendance Tracker
Voting, Approvals, and eSignatures
Every Device Mobile Access
Always In-sync Notes & Annotations
Meeting Minutes Builder
Zoom and Office 365 Integration
Unprecedented Security & Access Controls with Offline Access
In the Board Management Software Buyer's Guide by OnBoard, we will take a look at how to select a board management solution, the various features and capabilities that are available, how to drive user adoption and experience, as well as exploring the variou.... Published in April 2021.
FREE DOWNLOAD Board-Management-Software-Buyer's-Guide-by-OnBoard.pdfEvery Microsoft file type can be uploaded and instantly incorporated within a board book. Same with PDFs, video links, web links, and more. OnBoard also integrates with Office 365 and Google Drive.
OnBoard is designed for board and committees of all sizes and offers multi-board support to seamlessly switch between organizations or committees. All board communication can also be done within OnBoard itself from document storage, making notes and annotations, to private and group messaging.
Every Microsoft file type can be uploaded and instantly incorporated within a board book. Same with PDFs, video links, web links, and more. Moreover, OnBoard integrates with Word to create a seamless experience for taking board meeting minutes. OnBoard also integrates with Office 365 and Google Drive.
OnBoard is designed to be used by directors, executives, and administrators on any device, at any time.
It’s board management software your board will actually use and love. Created with the guidance of real board members so directors with limited technology experience can pick it up, and it just works. That's why OnBoard is both the highest-rated and voted easiest to use.
OnBoard is designed to elevating the performance of directors, executives, and administrators throughout the board meeting life-cycle. It’s the leading board management solution for financial institutions, health care, nonprofits, and higher education institutions. Yet, OnBoard is designed to drive equal results across every industry.
Every customer is assigned a named Customer Success Manager for life and our Customer Support team’s 98% satisfaction rating is second to none. Live assistance is only the first step, we have hundreds of guides, videos, reports, and training materials available for all of our customers.
The sentiment map shows a snapshot of how Crozdesk users have rated OnBoard over time. It shows how existing users see OnBoard with regards to its usefulness, ease of use, value for money and customer service.
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First, OnBoard has outstanding customer service. The training for our Board members was outstanding and really set us up for success transitioning to this platform. We actually decided to go with OnBoard before COVID mainly to be more green to not have these huge paper binders. But, when COVID hit, OnBoard allowed us to almost seamlessly transition to virtual meetings that were both engaging and information-rich.
Cost per user prohibits wide distribution of documents with broader membership. It's best for just the Board and Committee Members. For wide document distribution we use Box.
Running the association. We are a very member-led non-profit with active committees and a board. OnBoard is where our committees and board come to find documents, cast votes, see the calendar of upcoming meetings, track our governance, etc. OnBoard basically allowed us to become a virtual member-led association not dependent on all-day in-person meetings.
OnBoard makes preparation for board meetings much easier. It also allows for more board engagement between board meetings. It also allows the administration of board records to be done in one place. The board members have commented that navigating the software is very intuitive for them.
I am disappointed that some of the newer features that the design team has added to the product are only available for purchase and not made available to the basic package. It is still a great product!
OnBoard is easy to use, for the administrator and the user. Technical support is excellent. There are resources and training materials available online, and tech support is timely and responsive. OnBoard has streamlined the prep time for Board meetings, and any last minute changes are easily made even minutes before the meeting starts. My Board members have embraced it and love that they can view the Board meeting materials from any location on any device. We only regret we didn't make the change sooner.
There isn't much that I don't like about OnBoard. They continually improve the software, adding additional functions or tweaking the existing ones a bit. Their rollout of the updates seems to always coincide with my Board prep week so that I have to get used to anything that has been changed in short order, but that's just a timing issue. They recently added a step that requires a user to Save Changes; changes used to be saved automatically. I haven't yet decided if I think the added step really adds value to the process.
I use OnBoard for the Board of Trustees meetings. Preparation of the Board materials has been shortened by at least several days, since we used paper copies prior to moving to electronic. Prior to OnBoard, I would have to ship the Board materials to any Board member who was traveling; OnBoard can now be accessed from any location and from any device. The Board members like not having paper copies to dispose of later.
OnBoard is very easy to use and utilize for our board meetings. Even those who are not tech-savvy can still utilize the product. We save a ton of time and paper using it for our board meetings and have excellent buy-in from our board members. OnBoard has a great support team and is so helpful to eliminate paper waste and help facilitate online meetings. I am so glad we have this in place when COVID-19 hit; we have been able to do our governance business easily and quickly with the software.
I have had no hiccups with OnBoard and do not dislike any features of the product.
We use OnBoard for our governing board meetings. We used to make a great many paper three-ring binders for the meetings and were not able to share those before the meetings occurred. Now, we use the portal for materials, saving time and paper, and our members are able to review the materials much earlier. OnBoard made sure we could meet safely during the pandemic, as well.
I love having access to all the monthly board books from the past and also all the important information we have housed in OnBoard to be able to reference at any time we need.
The ability to print specific pages has changed and not quite as easy as it used to be but guessing it's not seeking out training to know how to do it as much as anything.
Monthly board books, bylaws, policies, other documents we need to reference on a regular basis.
It is very easy to use and quite intuitive, and it makes putting together an agenda and materials in advance of a board meeting or committee meeting really easy. Customer support is also excellent.
in the beginning it was a bit buggy, but in the last 6 months they have really ironed that out. The Zoom interface is new, and still not as good as we could hope.
I used to spend hours putting together board packets, saving each doc as a pdf and then arranging them into one pdf document, that I emailed around. The document was sometimes big enough that board members' servers rejected it. And then, if something changed just before the meeting, I had to distribute more documents. Now, I can get the packet up but keep adding to or fixing it - and it takes me a quarter of the time. And Board members find it easier to access (even the stodgier ones).
Ease of use and simplicity is its strongest feature. The implementation and training of new users is seamless; people of all demographics adapted to the software and way of meetings very quickly.
I also find great value in the ability to update agendas and meeting materials in real time! The voting feature allows us to be more productive in-between meetings.
Attendance tracking could be improved so that I can track meeting attendance over a period of time and not meeting-by-meeting.
I manage 10 boards and committees within our organization and OnBoard has improved consistency and communication across all our entities. Implementing OnBoard has saved me many hours and much frustration as I prepare for several meetings throughout the month. Also, we immediately transitioned from piles of papers at meetings to 100% electronic!
I am always impressed by OnBoards frequent feature upgrades and monthly webinars. They really listen to their client's needs!
OnBoard has been very easy for us as admin to learn how to use, as well as teach our board. We love being able to communicate with each other through this software using the messenger feature. We are able to put board minutes, organize agendas, and keep documents here for the board to easily access.
We have noticed that OnBoard doesn't seem to love Powerpoints so we typically have to convert our powerpoints to PDF's in order to upload. Our board members have mentioned that they would enjoy having text alerts when something is posted, or someone has messaged, etc. Also, we would benefit from esignature features.
OnBoard has been proving itself to be extremely beneficial to our board members.
Just the difference from going from paper board packets to full-on digital has saved an enormous amount of time to prepare for board meetings. Having a section for the calendar,
any resources and even a messenger has brought so much flexibility and comfort to our board members.
There's not much to not like. At times the iOS app can be a little wonky with not accepting a board member's password. This seems to have been mostly resolved.
OnBoard has become an essential tool in the way our board members collaborate and meet.
Without it, we would be in the stone age in terms of technology use. I highly recommend it for any organization seeking to find an easy way to hold and manage board meetings.
The system is very intuitive and user friendly. OnBoard personnel are extremely helpful and quick to answer any questions.
The only thing that I would like to add is the addition of a text notification when anything is added to the portal.
We are using OnBoard to create a centralized hub for all committee and board communications. We will also use it for meeting planning, surveys, etc,
Ease of use and customer service for both members and administrator. Implementation representative was great.
There is nothing I dislike about OnBoard but a few features that I would like additions to - eSignatures and Surveys - allow eSignature signing or surveys or allow write in text to documents that need an esignature
We use OnBoard as our portal for all Board of Trustee documents. When I have a question, I just send in a "ticket" from the portal and someone sends me an email with directions. They have helped with surveys, esignatures, permissions etc. They have been great to work with.
I like all the features and the fact that there is also an app. I appreciate the Actions, esignatures, and the document library.
It is a little pricey, especially since extra features are additional. I haven't had many troubles with the program though.
Board meeting management, staff meetings. Less/no printing and makes last minutes changes easy.
I like the various selection of tools that can be utilized for building a successful meeting. The tools are easy to use and save lots of time when putting the meeting together.
With recent upgrades made to make virtual meetings run smoothly and effectively, there is nothing I dislike about this software.
I use this software to create and coordinate board and committee meetings of the highest levels., including building the board book and organizing the meeting materials. OnBoard helped me to solve where I could organize and file the meeting materials needed for each meeting, as well as save lots of money in resources doing the old way of producing meeting materials. This software allows me to build the materials and save to one location without printing or copying. Definitely a time and money saver.
We find the OnBoard application to be very user-friendly both for administrators and for end users. The ability to make practically instant updates to agendas and meeting details, add supporting documents and have all the meeting information in one location has been a tremendous asset in making our meetings more efficient and organized. Transitioning from a traditional paper agenda book to an online format has also saved us a great deal of money in printing fees and postage. The solution is easy to navigate with an intuitive dashboard and handy calendar and resource features.
A nice feature to add would be the ability to personalize what our board sees when they log in to OnBoard. Adding our logos, company colors, etc. would be a plus as right now, we are unable to do this. You are also not able to customize the fonts, font size, etc. when you add something to the Announcements section. This is not a big deal but being able to make the dashboard landing a little more familiar to our board would be a plus.
We have been using OnBoard to manage details of our three annual board meetings. This means agenda building for each committee meeting, gathering of supporting documentation, dissemination of information and updates to trustees as well as gathering information on attendance and other RSVP’s. Using OnBoard has made our meetings more efficient by being able to make real-time updates and changes when necessary. It has also helped tremendously with our budget but cutting significant costs related to printing and postage fees.
OnBoard allows me to keep my board informed and all board members on the same page. It is easy to use and has a very small learning curve.
At first, I felt certain features were complicated to use but with the constant updates it has become very easy to use.
Where do I start? From the time we decided to make the switch to OnBoard from another board portal software, we have been reminded many times over that we made the right choice. From the ease of implementation to the customer service, we have been extremely happy with our switch. Not only that but our board members love the ease of use and the app is so easy to navigate.
Currently, we truly have no areas we dislike in the OnBoard portal. We made the switch to OnBoard because of features it had that others didn't. Very satisfied.
We use OnBoard for meeting materials, approvals, votes, etc. for our Board of Trustees as well as our councils and committees.
1. Online voting feature
2. annotation feature
3. integration with zoom for remote meetings
4. prompt notifications on any changes
5. book-building feature
1. having to re-build the meeting book after clicking on a loaded document
2. cannot accommodate excel spreadsheets; have to resize or format an excel spreadsheet to ensure it fits in the window
I have been using it for the past 2 years now to facilitate senior management meetings in our company and it has helped organize meeting documents and helped streamline the time it takes to both prepare for a meeting and close out a meeting with final approvals and meeting minutes.
Easy to manage the board packets. Great user management. Terrific mobile app. User interface is very intuitive.
Having an administrator account consumes one of the paid licenses. It would be nice if the admin user didn't count against the normal user count.
We use it for our monthly board meetings and having the solution available from any device connected the internet has been great.
The software is very easy to use. It eliminates the need for paper and allows for quick and efficient board packet generation and dissemination. It also makes it extremely easy to make additions and revisions to the disseminated packet. My experience is positive. Transitioning to the software has saved time and resources when preparing for board meetings and accomplishing tasks such as e-signature during and in between board meetings. Customer support is quick to respond via email or telephone and resolves most issues immediately.
The price continues to increase annually by 4-6% and may exceed the value of the software in the future.
I have used it to prepare for monthly board meetings and related board committee meetings. We've only had minor issues when using OnBoard and customer service was able to resolve them. For instance, a board member was unable to login despite the admin resetting and providing her with a temp password. Another issue we experienced was a board member completing a survey and the survey not saving all of her answers. OnBoard support was thorough in its investigation of that issue.
It is intuitive, easy to use, well organized, and extremely helpful for keeping all of our board documents in one place.
I feel like the Android app crashes frequently and is not super reliable, so I can only use it on my computer.
We no longer waste tons of time and paper on assembling board meeting packets.
