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OnBoard
What Is OnBoard?
NOW AVAILABLE: AI integrated Automated Minutes and Intelligent Assistant.
OnBoard is an industry-leading board management software that simplifies and secures board meetings, enhancing governance and director engagement.
<p>OnBoard consistently ranks higher than its peers as per G2 Crowd's quarterly reports for Board Management category. OnBoard’s intuitive design and robust security measures make it the preferred choice for effective and efficient board management.
<p>Trusted by over 6000+ organizations worldwide, OnBoard offers features like agenda building and collaboration, shared annotation, board assessments, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, minutes builder, skills tracking, and video conferencing integration.</p></p>
Who Uses OnBoard?
Board of directors, board directors, board administrators, executive administrators, C-level executives (CEO, President, CFO, CIO/CTO, COO, CMO), IT leaders, Corporate Secretaries.
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Reviews of OnBoard
Alternatives Considered:
Great Board Management Tool!
Comments: Having board files in one location will cut down on the amount of Trustees needing me to track things down and will serve as a secondary backup of our precious files. Customer service is astounding, especially compared to what I experienced or see available with a more expensive, similar platform I demoed, and the interface is more modern than the other platform as well. So OnBoard looks and feels great and was well received. My life has improved since adding this feature, saving hours with creating Board materials.
Pros:
This was a great cloud-based portal for full management of board materials, easy creation of Board Books, and creation of an archive in one location. This replaced a home-brewed portal that was difficult to use and clunky. Now, I can easily create and update board books instead of wasting precious time making manual, difficult updates using Adobe Pro. Great customer support.
Cons:
Some features we don't have since unfortunately they cost extra. We also have a difficult usage case that has required some workarounds but that is on us for being complicated. I hope one day they allow more than one Zoom platform to be connected to the account.
Secure, reliable and fast. None other like Onboard.
Comments: Starting from implementation, Onboard has shown a consistent commendable performance. It makes sense for us and I highly recommend it.
Pros:
Onboard has brought revolution in board communication. It securely create and organizes board materials just by a few clicks ensuring full control and better decisions making. The customer support team is wonderful and committed. It is quite easy to take charge of who accesses board information ensuring full confidentiality and data protection. Onboard is easy to customize and simplifies board meetings management.
Cons:
Onboard is straight forward and user friendly. It has worked perfectly well for us. Nothing to complain about so far.
This Software is Now in the Cash Flow Phase
Comments: We are so disappointed with the ongoing lack of support. We have been asking for basic feature additions for years, and have even offered to pay for additional development (we are a $400M company). The software platform is clearly past the investment phase, and we regret the past few years of investment from a time and financial perspective.
Pros:
The portion of the software focused on meeting orchestration is good. The feature functionality around scheduling meetings, building agendas, and aggregating attachments works well (although this doesn't carry through actually running a meeting).
Cons:
During meetings, the meeting book does not automatically size to the window. At all. As users scroll through the meeting, it is very distracting to continually zoom/unzoom/scroll right/scroll down to fit information to the screen. This functionality is standard in PDF readers. Online discussions are not threaded. You may only have ONE long-running discussion with each distinct set of people. It makes the feature useless for all but the most mundane of communications. The software does not support read-only audit users. Most organizations, both for-profit and not-for-profit, need to provide access to state examiners, federal examiners, or financial auditors. Despite asking for this functionality for years, the only response is that we may buy more licenses to support temporary users, which would require manually back-allocating user permissions to all meetings and files.
OnBoard Response
6 months ago
Hi Brandon! Thank you for your detailed feedback. I’m glad to hear that our meeting planning features have been helpful for you. However, I’m sorry to hear about the challenges you’ve experienced with the meeting book, online discussions and the need for a read-only audit user. Your suggestions are invaluable as we work to enhance OnBoard, and I understand how frustrating it can be when things don’t work as expected. Since we only have your first name and initial listed here, could you please reach out to us at [email protected]? We’d love to discuss your concerns in more detail. Thanks again for your review, and we look forward to hearing from you.
Alternatives Considered:
Perfect combination of functionality and price
Comments: This platform has allowed us to be more efficient and cut down on the frustration of sharing documents and scheduling meetings for an active and relatively large board. We have 6 board meetings a year with 6 - 8 committee meetings between each meeting. This tool helps to keep our board focused and moving forward.
Pros:
Great functionality and support for an affordable price.
Cons:
There are several upgradable options and since we are budget-conscious it sometimes feels as though it can be a nickel and diming situation. That being said, I do appreciate the ability to have the platform at a relatively reasonable price point.
OnBoard - excellent portal for university Board management
Comments: Makes it easy to manage all Board communications, creation of agenda and minutes, calendaring, document archiving, retrieval, and distribution -- all leading to enhanced Board efficiency and effectiveness.
Pros:
User-friendly; designed to please both the back-end administrator and the front-end (not necessarily tech-savvy) occasional user. Easy upload and management of documents. Comprehensive permissions functionality, from global to document-specific and meeting-specific.
Cons:
All events (dinners, retreats, etc.) must be categorized as "meetings." Meetings functionality is excellent for Board and committee meetings, but not flexible for gatherings that are not meetings.
