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OnBoard
What Is OnBoard?
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.
Makes all updates available to the board at any time
Comments: With OnBoard, we no longer have to worry about board meetings. Updates and attachments are ready early, and it’s great that it has enabled us to document reviews and approvals transparently.
Pros:
I loved the ease of gathering updates in one place with OnBoard. It’s great that it allows updates to flow from members, and we can create sections and gather updates for each section independently. I loved how we can review meeting minutes and keep attaching updates on points related to our section and arrange them to be ready before the next meeting. The documentation capabilities are high quality, as well as the chat channel that enables us to answer inquiries and discuss smoothly. The review and approval documentation mechanism with it is excellent and enhances governance within our organization.
Cons:
With OnBoard, there are no cons, it keeps updates going and prepares reports and dashboards smoothly.
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.
Alternatives Considered:
Great product and good value
Comments: I have had a very positive experience with OnBoard, from the initial sales conversations right through to the feedback sessions as a client. Customer Service has been very good and the product has worked very well for us. It has greatly reduced the time spent producing paper packs and been very useful in meetings.
Pros:
Simple to use from both an administrators and users perspective. Switch from paper packs to online packs was much simpler than we anticipated. OnBoard listen to recommendations and suggestions from clients and implement them where possible - in the 12 months or so we've been using the product, I've seen a few upgrades which were a direct response to a request from clients. They are regularly updating and innovating to improve the product, which is great to see.
Cons:
Operates a little differently to other well known board pack software, so users familiar with other types may need more guidance to get used to OnBoard. Notifications that uploads have been unsuccessful are a little too subtle - meaning that you can miss it if you are working quickly (as we so often are during board pack creation).
OnBoard Response
5 years ago
Thank you for taking the time to review OnBoard! I'm so glad you are happy with the software from both a board and administrator position. We appreciate the feedback about notifications, and I will bring that to Product. Otherwise, let us know if you need anything!
