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Pros:

Ease of use, and utility. Analytics component is great as an added incentive to keep all members invested.

Cons:

It is disappointing that the Actions functionality comes at an additional cost.

OnBoard ratings

Average score

Ease of Use
4.6
Customer Service
4.9
Features
4.5
Value for Money
4.6

Likelihood to recommend

9.0/10

OnBoard has an overall rating of 4.7 out of 5 stars based on 1,021 user reviews on Capterra.

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Filter reviews (1,021)

Kara
Kara
Data Manager in US
Verified LinkedIn User
Higher Education, 201–500 Employees
Used the Software for: 1-5 months
Reviewer Source

Great Board Management Tool!

5.0 2 years ago

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.

Alternatives Considered: BoardEffect

Reasons for Choosing OnBoard: Our home brewed Drupal solution was hard to use and our IT Department required too many hoops to use off the company property. With OnBoard, you can log in securely through MFA at home or at work, which is much easier for Trustees to use, and OnBoard is easier to both manage and use than our home brewed product.

Reasons for Switching to OnBoard: Cost, customer support, comparison of experiences with sales reps, how the competing sales rep treated me when I said we picked OnBoard, and the look of the interface

Preben
Senior Advisor in Norway
International Trade & Development, 501–1,000 Employees
Used the Software for: 2+ years
Reviewer Source

Secure, reliable and fast. None other like Onboard.

5.0 5 months ago

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.

Phiwa parden
Administrator in South Africa
Computer Software, 51–200 Employees
Used the Software for: 1-5 months
Reviewer Source

Lookin for best sharing files app get this one

4.0 4 weeks ago New

Comments: Positive experience so far..accessible, accurate and thorough

Pros:

With so many app I've used and I will always be frustrated by losing files but with this onboard everything is easy and there are noo frustrations am always happy and up to date, no more losing files,this is one of the best so far

Cons:

The writing function is bit of a nightmare because you cant freely annotate and highlight function too..

OnBoard Response

4 weeks ago

Thank you for your review of OnBoard! So glad we have helped to ease your frustration. Please let us know if we can help in any way with the writing function mentioned - your CSM and our support team are here for you!

Brandon
CEO in US
Banking, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

This Software is Now in the Cash Flow Phase

3.0 3 months ago

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.

Verified Reviewer
Verified LinkedIn User
Research, 1,001–5,000 Employees
Used the Software for: 6-12 months
Reviewer Source

Great product and good value

5.0 4 years ago

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).

Alternatives Considered: Diligent Boards and Brainloop BoardRoom

Reasons for Switching to OnBoard: We felt that the OnBoard product offered the best functionality for us and at the most reasonable price.

OnBoard Response

4 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!

Chip
Board of Trustees Liaison in US
Education Management, 201–500 Employees
Used the Software for: 6-12 months
Reviewer Source

OnBoard - excellent portal for university Board management

5.0 8 months ago

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.

Karen
Executive Assistant to the Head of School in US
Education Management, 201–500 Employees
Used the Software for: 2+ years
Reviewer Source

Perfect combination of functionality and price

5.0 9 months ago

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.

Alternatives Considered: BoardEffect, Diligent Boards and Boardable

Reasons for Switching to OnBoard: It was the perfect combination of function and price point

Matt
CFO in US
Nonprofit Organization Management, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

Intuitive software

5.0 8 months ago

Comments: Much easier to get board member approvals, signatures, communications with Onboard.

Pros:

The fact that interface/user experience was similar for mobile app and desktop was a big selling point. Mobile use is the future, and Onboard seems to have a leg up on the competition in this area.

Cons:

Managing board member terms feels a little more complicated then it should be. It would be easier to set board member terms/roles within their profile instead of keeping a separate directory for this.

Alternatives Considered: BoardPro, BoardEffect and Boardable

Reasons for Switching to OnBoard: More features for the money, ease of use, superior mobile app

Aereka
VP-HR/Secretary-Treasurer in US
Telecommunications, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

It's been great!

5.0 8 months ago

Comments: It's been great!

Pros:

Being able to assemble a Board Book and send it out in a secure manner. The minutes within the agenda is a nice feature as well.

Cons:

This isn't directly at OnBoard but my Board is a little tech challenged and they don't really seem to get it. They have received training...it's just not taking :)

Alternatives Considered: Diligent Boards

Reasons for Switching to OnBoard: Better fit. Better value. The Onboarding and training.

Smriti
Treasurer in Nepal
Nonprofit Organization Management, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

Onboarding Experience

4.0 2 months ago New

Pros:

It has been a very good experience communicating with this app and has very user-friendly interface. I use across different platforms with ease.

Cons:

I have experience login issue at times but that is also very rarely but other than that no complains.

Deborah
Office Manager in Canada
Nonprofit Organization Management, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

OnBoard Made My Job A Lot Easier

5.0 4 years ago

Comments: Our experience has been nothing but positive. From the first reach out by [SENSITIVE CONTENT HIDDEN] right through to the customer service outreach with [SENSITIVE CONTENT HIDDEN]

Pros:

Onboard is such a simple and intuitive product. As soon as I received access to the product I was able to log in and immediately start building the portal to suit our needs. We had a board meeting very shortly after signing on - I was able to build and circulate the agenda and board materials within the first day of implementing the product.

Cons:

I have not received any complaints from the board members. All board members found it very simple to login and maneuver around the portal.

Alternatives Considered: Aprio

Reasons for Choosing OnBoard: Sharepoint was clunky and not intuitive. Board members found it very difficult to access board materials and reference documents. The technology did not suit our purpose

Switched From: Microsoft SharePoint

Reasons for Switching to OnBoard: Ease of Use Simple Interface Customer Service Price

Theresa
Executive Assistant & Board Liaison in US
Hospital & Health Care, 10,000+ Employees
Used the Software for: 6-12 months
Reviewer Source

Continue to be pleased with the purchase

5.0 2 years ago

Comments: I've had an ideal customer experience with OnBoard! From sales to training to implementation ([SENSITIVE CONTENT] is awesome) to maintenance stage and IT needs. Improvements are continually coming. A very responsive team when it comes to questions or the occasional internet glitch. Great online resources for training, learning and best practices, in addition to live help.

Pros:

Ease of use, organization, look, security, customer service, always open to ideas and making improvements, analytics.

Cons:

Minutes builder and surveys could be improved. The ability to add custom fields to profile would be nice.

Alternatives Considered: Diligent Boards and Boardable

Reasons for Choosing OnBoard: Made the switch when our contract ended with The Governance Institute. Researched several products and OnBoard offered the functionality we needed at a price point we could manage with pandemic unknowns.

Switched From: BoardEffect and Nasdaq Boardvantage

Reasons for Switching to OnBoard: Functions offered, customer service and price

April
Assistant to the President in US
Education Management, 201–500 Employees
Used the Software for: 2+ years
Reviewer Source

One thing that really does make my life easier

5.0 3 years ago

Comments: This is one of the tools that I couldn't do my job without. It has helped make the process of collecting and managing 25-75 documents for a given board meeting seamless.

Pros:

We've used OnBoard for board meetings for something close to five years now. What sets OnBoard apart from others in the industry is its value for the money and approach to customer support. They are incredibly responsive to the needs of their customers and are always adding new and incredibly useful features.

Cons:

I can't think of one. Everything that's ever been glitchy or not worked well is usually fixed in a couple of months.

Alternatives Considered: BoardDocs and BoardEffect

Reasons for Switching to OnBoard: The difference between these products comes down to cost. They all do very similar things, but we would not have been able to implement more expensive products.

Tricia
Executive Assistant to the Board and Secretary to the Board in US
Higher Education, 51–200 Employees
Used the Software for: 1-5 months
Reviewer Source

OnBoard is a Success!

5.0 5 years ago

Comments: OnBoard provides a secure environment and ensures confidentiality of information. OnBoard provides efficiencies. We are not coping hundreds of pages, assembling notebooks, and mailing board books. Preparation for meetings is streamlined. Support from our customer success manager is excellent. I appreciate the training videos, webinars for users, and 24-7 support.

Pros:

The board recognized the need for a secure platform for its work and wanted to move away from paper documents. We have a 13-member board, and trustees live across the country. The level of experience is varied among our trustees; however, the first trustee who agreed to move to a board solutions platform is the person with the least experience. And, she has had not difficulty using OnBoard. Some of our trustees were exploring OnBoard before we had a training session, and they found it easy to use. We offered one training webinar conducted by our Passageways customer service manager, which was recorded. The trustees used OnBoard for its first board meeting less than three months after acquiring the product and the feedback has been overwhelmingly positive. The trustees found that navigating the site and the board book is easy. They appreciate electronic board books, earlier availability of information, and the ability to add documents as needed, even during the board meeting. In the past, material from investment managers and auditors was provided at the meeting. With OnBoard, these documents were available before the meeting, which dramatically increased the number of pages in the board book, but trustees had the opportunity to review information and prepare questions before the meeting. We were amazed that the use of OnBoard during the meeting went so well. I appreciate the ease with which you can change the agenda and and update/revise materials.

Cons:

Because staff members do not have access to all board materials, permissions have to be set individually for each staff member. While setting permissions is not difficult, it is a learning experience, but our customer success manager is a good teacher and patient! While we have not yet implemented the actions function, we are looking forward to using it for approvals, surveys, and signatures.

OnBoard Response

5 years ago

Thank you for taking the time to review OnBoard! I'm so glad you are finding it easy to use and that you haven't found any cons yet is always nice to hear. If you need anything, please let us know.

Miriam
Board Secretary in US
Higher Education, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

OnBoard Provides Ease of Access and Security for Board of Trustees

4.0 3 years ago

Comments: Regardless of our board desiring to maintain an in-person meeting format coming out of the pandemic, we are still utilizing the benefits of OnBoard for material distribution, highlighting important information, maintaining current contact details and up-to-date calendar information for upcoming meetings. OnBoard has been a huge support to our Board of Trustees.

Pros:

I am constantly impressed with OnBoard and their continuous improvements. We implemented OnBoard prior to COVID shutting us down and were so thankful to have the technology to enable us to share materials and conduct elections and receive approvals all online. The time this system has saved us is tremendous, but the ease access and security of materials online has been even greater. Trustees can now take action on items while traveling using a phone, tablet or computer without waiting for a package to be delivered. Meeting materials can also be reviewed and stored online providing easy access to current agendas as well as past meeting reference of actions and materials. Binders are not left behind on tables, pages are not lost and we have confidence in the security of the materials online.

Cons:

The challenge for us with OnBoard is simply the fact that we want all of the features and yet because of recent financial challenges that our university has faced we are holding tight to budget dollars and maintaining what we have with OnBoard which is still so much better than nothing! We dream of the future capabilities as there is so much to offer any company.

Najib
President in US
Banking, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Software Review by user

5.0 4 years ago

Comments: My experience with OnBoard has been very positive. Again, the ease of use and support have been appreciated. I would recommend this product. Especially if you can utilize more of the features than we do.

Pros:

I have enjoyed the ease of use. Through tutorials and support, we have been able to get our Board of Directors and upper management transitioned to using this for our board meetings and some policy updates/changes. It is great to get rid of the paper copies. We are currently using primarily on iPad Pros. I also use it on an HP laptop. Both work great and the updates have been easily handled by both devices. It is great to be able to go back to previous months/meetings and look up information. Especially some credit presentations that otherwise typically filled up inboxes. I like the capabilities that are either available or on the horizon for us. These include visual with meetings from multiple locations, approvals for loan requests, and tracking of voting by BOD members (or reminders that they need to do so).

Cons:

We are struggling to utilize some of the capabilities. This does not mean that the issue is with this product, but it may be a part of our system that makes utilizing it difficult or not possible. We currently use OnBoard with GoToMeeting. We are not capable of utilizing the audio with GTM while using OB. Thus, we use our phone system which adds another layer and isn’t as seamless. I know that there is the possibility of using with Zoom, but that is not something that our technology experts feel comfortable with considering all of the security issues with Zoom. We would love to have our lenders use this product to track loan requests and responses by BOD members. The cost to do so with many lenders needing a license/account (not sure of correct terminology) for the few uses per month has kept us from doing so. BOD members are only using this over a three day period before and during our meeting and it Is hard to justify for some, but we hope that we can utilize more features going forward to justify the cost.

Christie
Operations Manager in Canada
Information Technology & Services, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

OnBoard - A Great Product for Board Management

4.0 3 years ago

Comments: I love the ease of use and structure/organization that OnBoard helps our organization obtain. It has made meeting materials and meeting structure so much easier. I love that all the features are readily available in one place. I would recommend this product to other orgs but noting that it is fairly costly for a not for profit.

Pros:

As an organization we set up at least 3-4 meetings a month and it has really helped to streamline our process. Everything is now in one place. We also use the survey tool monthly and appreciate it's ease of use.

Cons:

Approvals could be easier to use. I don't love that when changes are made in the back end sometimes it affects permissions that were set up long before hand. If you made an upgrade our board directors should still be able to access their usual meetings.

Alternatives Considered: Boardable

Reasons for Switching to OnBoard: Clean presentation, ease of use,

Carmen
Director, Board Relations in US
Executive Office, 201–500 Employees
Used the Software for: 6-12 months
Reviewer Source

OnBoard has significantly changed how we do business.

5.0 3 years ago

Comments: We love that all of our documentation, voting, and board business is located in one place. We have two boards, plus numerous board committees. OnBoard makes it easy for us to access the information, in real-time, and we can direct our board members/volunteers where to go in the system instead of trying to locate the information and hope an e-mail goes through because the document was too large to send via e-mail.

Pros:

The features I love the most are the agenda and minutes builder. Previously it would take us an hour just to build out the agenda or minutes because of all the attachments/appendices needed for each document. When changes were needed, you would have to update the entire document and all of the attachment/appendix labels - which is another savings of at least 30 minutes to an hour for each board meeting.

Cons:

What I like least are the glitches that keep occurring while in the system. I get kicked out of Minutes Builder - while doing my minutes in the middle of a board meeting, from time to time items won't save or the system will tell me that I don't have permission and it kicks me out of what I was working on. I will say this is not as often as it used to be but is still a bug that needs to get corrected.

Leah
Chief of Staff in US
Hospital & Health Care, 501–1,000 Employees
Used the Software for: 2+ years
Reviewer Source

Great Tool

5.0 9 months ago

Pros:

An easy way to gather all board documents into one place to present. Easy for the board to approve the consent agenda.

Cons:

It is not easy to track the terms of each member and committee.

Alternatives Considered: BoardPAC

Reasons for Choosing OnBoard: Easier to upload documentation.

Switched From: BoardEffect

Reasons for Switching to OnBoard: Ease of use. Functionality.

Brandy
Executive Assistant & Assistant Corporate Secretary in US
Banking, 501–1,000 Employees
Used the Software for: 2+ years
Reviewer Source

How do individuals and businesses live without OnBoard?

5.0 2 years ago

Comments: We have been able to use OnBoard for meetings with people in the same room or in different branches, for folks working at home during the pandemic, and a variety of situations. It saves me an incredible amount of time communicating with meeting attendees, and I can't imagine living without OnBoard ever again.

Pros:

This software makes it possible to quickly and easily communicate important information about meetings with attendees. It is wonderful to know that everyone is referencing the same version of documents even if something changes between the time that you publish your documents and the meetings occur.

Cons:

I wish it was less expensive per user so we could make this available to every employee within our organization.

Yvonne
Manager, Board Relations in Canada
Events Services, 51–200 Employees
Used the Software for: 1-5 months
Reviewer Source

OnBoard has made my Board management tasks a breeze!

5.0 2 years ago

Comments: My board materials are now professionally housed in one place with an easy interface for my board to navigate and obtain whatever they need. The agenda timer has encouraged speakers to be more mindful of the meeting progress and keep things running on track. As an administrator, I appreciate the visibility into meeting analytics to know how they board is engaging with what we're posting.

Pros:

My top 3 benefits since using OnBoard include: 1. Very reliable customer/implementation support and ability to hold on-demand training sessions for our board members if/when needed. 2. Very user-friendly and streamlined dashboards to keep my board aware of what they need to pay attention to 3. Meeting minutes builder makes it so much easier to capture my minutes that fumbling with templates and paper notes as before.

Cons:

Overall I'm very satisfied but would appreciate minor tweaks such as being able to see a preview of the notifications my end users receive before they go out or screenshots of samples within the training guides. Also, further customization in the layout of the meeting minutes builder, the ability to attach multiple links and documents to announcements posts rather than just one per announcement, and less clicks to view annotations within the board book + a reply button to annotations instead of the need to post a separate message.

Alternatives Considered: BoardEffect and Nasdaq Boardvantage

Reasons for Choosing OnBoard: Need for improved and streamlined document, communications, and meeting management. OnBoard's interface and added features are a huge bonus (analytics, built-in surveys, voting, etc.)

Reasons for Switching to OnBoard: Pricing and user interface look and feel

Diane
Director in US
Hospital & Health Care, 1,001–5,000 Employees
Used the Software for: 2+ years
Reviewer Source

Electronic Meetings

5.0 5 years ago

Pros:

1. Allows for my providers to access and review materials prior to meetings 2. Allows the facilitator to project meeting materials via Apple TV and other AV 3. Easy to use

Cons:

OnBoard works very well for our needs. No cons.

Alternatives Considered: BoardEffect

Switched From: BoardEffect

OnBoard Response

5 years ago

Thank you for your review! We are very happy to hear that you have no cons for our software. Ease of use is always top of mind and will continue to be. If you need anything, please don't hesitate to reach out.

Amy
Board Secretary in US
Banking, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

OnBoard for Board and Committee Management

4.0 8 months ago

Comments: We are solving the need to house all meeting materials in one, central, accessible platform.

Pros:

The feature that is most impactful to our organization's use is having meeting materials all in one place, eliminating the need to print materials and distribute to members.

Cons:

My lease favorite part of OnBoard is reliability. There are times that the meeting book will not build. That does not work when needing to present at a meeting, or when members need to view the materials and vote. I am also disappointed with the Customer Service response when lodging a complaint. They do not have a good system of notification when an issue is resolved. It leaves us guessing and considering looking at different vendors for a similar product.

Lori
Corporate Secretary in Canada
Utilities, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

OnBoard Software

5.0 3 years ago

Comments: We have enjoyed a very positive experience with Onboard. You are assigned a customer support manager that reaches out to you and listens to any suggestions that you would like to see. Many times these will be reflected in future upgrades. The Board is happy with the software, it is user friendly, displays well on computer, tablet, or phone. As an admin I am happy with the support whenever it is needed.

Pros:

The software is very user friendly. Those with all levels of technical abilities are comfortable using the product. When bringing on new Board Members the training time is very minimal as the software is pretty self explanatory. I can be used on multiple devices - phone, tablet or computer and keeps the same look through all devices. In addition to the ease of use, it is very easy to access reports from past meetings.

Cons:

I can honestly say that I am satisfied. In the beginning there were a few little things like the display of meetings, but this has been fixed in a past upgrade.

Laurie
Senior Executive Assistant in US
Banking, 201–500 Employees
Used the Software for: 2+ years
Reviewer Source

OnBoard Review

5.0 4 years ago

Pros:

OnBoard is a very easy, intuitive system. I have only recently started using it (< 6 months) and feel it was very easy to learn and become proficient at in a short amount of time. We use OnBoard for all our Board and Committee meetings and communication. The eSignature function is one we have recently implemented and I love having it for our Board meeting signatures. The support team is awesome and quick to get back to me when I have questions. I would highly recommend this software.

Cons:

There is very little I don't like about the software. The only thing it cannot do for me right now is incorporate an eSignature in with a survey. I would like to use the survey tool for the annual certifications our board and senior managers need to complete. I believe Passageways is looking at this being an enhancement in the future.