OnBoard

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What is OnBoard?

"Leaders in the virtual board meeting management software category, OnBoard provides a complete suite of tools to make smarter decisions, remotely, in real-time."

Leaders in the virtual board meeting management software category, OnBoard provides a complete suite of tools to make smarter decisions, remotely, in real-time. That’s why OnBoard voted #1 meeting management solution, by everyone, everywhere. Now more than ever, you need board & leadership meeting management software that’s comprehensive, secure, and simple to use. Streamline meeting preparation & provide your leaders with accurate timely information with an unlimited repository, across all devices. Remote ready for you to govern confidently from anywhere, OnBoard enables action-driven meetings with built-in votes, approvals, surveys, and e-signatures.

Intuitive and accessible for directors of all tech levels, OnBoard makes virtual meetings more than operational presentations; it turns them into strategic working sessions. With OnBoard, virtual meetings become more productive, board book access becomes amazingly intuitive, archives are readily accessible, and voting is simple. The result is a board of directors that has more time to devote to thoughtful deliberations.

For administrators, OnBoard was created to make building board books intuitive and quick. Upload any file type instantly and seamlessly integrate with Microsoft Office. As multiple people collaborate, the board book comes together and updates in real-time, so you never lose your work. These features, among many more, coupled with industry-leading, 24/7 customer support from our U.S. headquarters guarantees your success.


OnBoard scored 90/100 (No. 1 in Board Management) in the Board Management category. This is based on user satisfaction (99/100), press buzz (38/100), recent user trends (falling), 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?


OnBoard Awards

OnBoard Quality Choice Badge 2020 OnBoard Trusted Vendor Badge 2020 OnBoard Happiest Users Badge 2020

Regional Restrictions: OnBoard is available in every country around the world. However, English is the only supported language at this time.

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OnBoard Product Overview

  • 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


Languages: English
Regional Restrictions: OnBoard is available in every country around the world. However, English is the only supported language at this time.

Board Management Software Buyer's Guide by OnBoard

Product recommendations, vendor rankings, market overview and tips on how to select Board Management Software Buyer's Guide by OnBoard software for business. Published in October 2020.

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...

FREE DOWNLOAD

OnBoard Features

  • 2-Factor Authentication
  • 360 Degree Feedback
  • Analytics
  • API
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Chat
  • Contact Management
  • Contact Sharing
  • Corporate/Business
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Email Integration
  • Employee Database
  • Expense Tracking
  • External Integrations
  • Feedback Management
  • File Sharing
  • File Transfer
  • Gantt Charts
  • Google Apps Integration
  • History/Version Control
  • Multi-User
  • Notifications
  • Password & Access Management
  • Project Management
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Timesheets
  • Travel Management
  • Video
  • Electronic Signature
  • Time Management
  • Resource Management
  • Collaboration Support
  • Hardware Integration
  • Software Integration
  • Participation Statistics
  • Call Monitoring
  • Audio Recording
  • Workflow Management

OnBoard FAQs

What is OnBoard generally used for?

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.

Who are the main user groups of OnBoard?

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.

Does OnBoard offer guides, tutorials and or customer support?

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.

Does OnBoard integrate with any other apps?

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.

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OnBoard User Reviews

Average User Rating:
4.94/5 based on 16 user ratings.
Your Rating:

Sentiment Scale
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User Sentiment Map

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.

Overall
9.6/10
Arrow Left Recent Older Arrow Left
Usefulness
9.9/10
Ease of use
9.7/10
Value for money
9.1/10
Customer service
9.6/10
User profile picture

"a terrific time saver"


What do you like about OnBoard?

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.

What do you dislike about OnBoard?

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.

What have you been using it for and what problems did OnBoard solve?

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).

5/5
Usefulness
5/5
Ease of use
4/5
Value for money
5/5
Customer service
User profile picture

"OnBoard has Improved our Organizational Governance & Allowed Us to Adapt Quickly in the Virtual Meeting Environment"


What do you like about OnBoard?

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.

What do you dislike about OnBoard?

Attendance tracking could be improved so that I can track meeting attendance over a period of time and not meeting-by-meeting.

What have you been using it for and what problems did OnBoard solve?

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!

5/5
Usefulness
5/5
Ease of use
4/5
Value for money
5/5
Customer service
User profile picture

"OnBoard has been a great product for our board. "


What do you like about OnBoard?

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.

What do you dislike about OnBoard?

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.

5/5
Usefulness
5/5
Ease of use
5/5
Value for money
5/5
Customer service
User profile picture

"An essential tool for board meetings and management"


What do you like about OnBoard?

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.

What do you dislike about OnBoard?

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.

What have you been using it for and what problems did OnBoard solve?

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.

5/5
Usefulness
5/5
Ease of use
4/5
Value for money
5/5
Customer service
User profile picture

"OnBoard Review"


What do you like about OnBoard?

The system is very intuitive and user friendly. OnBoard personnel are extremely helpful and quick to answer any questions.

What do you dislike about OnBoard?

The only thing that I would like to add is the addition of a text notification when anything is added to the portal.

What have you been using it for and what problems did OnBoard solve?

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,

5/5
Usefulness
4/5
Ease of use
5/5
Value for money
5/5
Customer service
User profile picture

"Really like OnBoard"


What do you like about OnBoard?

Ease of use and customer service for both members and administrator. Implementation representative was great.

What do you dislike about OnBoard?

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

What have you been using it for and what problems did OnBoard solve?

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.

4/5
Usefulness
5/5
Ease of use
4/5
Value for money
5/5
Customer service
User profile picture

"So helpful for board manangement"


What do you like about OnBoard?

I like all the features and the fact that there is also an app. I appreciate the Actions, esignatures, and the document library.

What do you dislike about OnBoard?

It is a little pricey, especially since extra features are additional. I haven't had many troubles with the program though.

What have you been using it for and what problems did OnBoard solve?

Board meeting management, staff meetings. Less/no printing and makes last minutes changes easy.

5/5
Usefulness
5/5
Ease of use
4/5
Value for money
5/5
Customer service
User profile picture

"Worth Every Penny!"


What do you like about OnBoard?

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.

What do you dislike about OnBoard?

With recent upgrades made to make virtual meetings run smoothly and effectively, there is nothing I dislike about this software.

What have you been using it for and what problems did OnBoard solve?

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.

5/5
Usefulness
5/5
Ease of use
5/5
Value for money
5/5
Customer service
User profile picture

"OnBoard Review "


What do you like about OnBoard?

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.

What do you dislike about OnBoard?

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.

What have you been using it for and what problems did OnBoard solve?

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.

5/5
Usefulness
5/5
Ease of use
5/5
Value for money
5/5
Customer service
User profile picture

"Why I like and use OnBoard."


What do you like about OnBoard?

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.

What do you dislike about OnBoard?

At first, I felt certain features were complicated to use but with the constant updates it has become very easy to use.

5/5
Usefulness
5/5
Ease of use
4/5
Value for money
5/5
Customer service
User profile picture

"Worth Every Penny"


What do you like about OnBoard?

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.

What do you dislike about OnBoard?

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.

What have you been using it for and what problems did OnBoard solve?

We use OnBoard for meeting materials, approvals, votes, etc. for our Board of Trustees as well as our councils and committees.

5/5
Usefulness
5/5
Ease of use
5/5
Value for money
5/5
Customer service
User profile picture

"OnBoard Software Review"


What do you like about OnBoard?

1. Online voting feature
2. annotation feature
3. integration with zoom for remote meetings
4. prompt notifications on any changes
5. book-building feature

What do you dislike about OnBoard?

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

What have you been using it for and what problems did OnBoard solve?

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.

5/5
Usefulness
4/5
Ease of use
5/5
Value for money
3/5
Customer service
User profile picture

"Excellent Solution"


What do you like about OnBoard?

Easy to manage the board packets. Great user management. Terrific mobile app. User interface is very intuitive.

What do you dislike about OnBoard?

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.

What have you been using it for and what problems did OnBoard solve?

We use it for our monthly board meetings and having the solution available from any device connected the internet has been great.

5/5
Usefulness
5/5
Ease of use
5/5
Value for money
5/5
Customer service
User profile picture

"Great Transition from Paper"


What do you like about OnBoard?

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.

What do you dislike about OnBoard?

The price continues to increase annually by 4-6% and may exceed the value of the software in the future.

What have you been using it for and what problems did OnBoard solve?

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.

5/5
Usefulness
5/5
Ease of use
4/5
Value for money
5/5
Customer service
User profile picture

"Great Board Management Tool"


What do you like about OnBoard?

It is intuitive, easy to use, well organized, and extremely helpful for keeping all of our board documents in one place.

What do you dislike about OnBoard?

I feel like the Android app crashes frequently and is not super reliable, so I can only use it on my computer.

What have you been using it for and what problems did OnBoard solve?

We no longer waste tons of time and paper on assembling board meeting packets.

5/5
Usefulness
5/5
Ease of use
5/5
Value for money
4/5
Customer service
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