OnBoard

RATING:

4.69

(986)

About OnBoard

Winner of Capterra’s Ease of use Badge, 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. Now more than ever, you need board & leadership meeting management that's comprehensive, secure, agile, and simple to use. Streamline meeting preparation & provide your leaders with accurate timely information across all devices. Remote-ready with Zoom integration for you to govern confidently from anywhere. Users can compile and co-author board books and materials with auto-save automatically and the ability to instantly sync content across all users devices—including desktops, laptops, tablets (including Android, iPad, Kindle F...
Zoom integration enables face-to-face, secure remote meetings directly within the platform – no need to download additional web conferencing apps. Engagement Analytics offers anonymized and aggregated real-time insights into how your board works.
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OnBoard Reviews

Overall Rating

4.69

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Showing 1 - 5 of 986 reviews

Wendy

Company size: 51 - 200 employees

Time used: Less than 12 months

Review Source: Capterra 

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

March 2021

OnBoard Keeps me on-board!

User Profile

Nicolas

Verified reviewer

Company size: 201-500 employees

Industry: Financial Services

Time used: Less than 2 years

Review Source: Capterra 

This review was submitted organically. No incentive was offered

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

July 2022

Drive well-planned meetings

Pros

The entire meeting planning process is very easy to manage. It allows all our team members to collaborate in real time from anywhere at any time using different endpoints. The minute generator greatly simplifies the workflow. It provides automated meeting summaries that provide highly significant information for later analysis.

Cons

It has a wide variety of functions that for new users it is a bit complicated to start using it.

Carole

Company size: 11-50 employees

Industry: Non-Profit Organization Management

Time used: More than 2 years

Review Source: Capterra 

This review was submitted organically. No incentive was offered

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

August 2021

Exceptional software and professional employees

The benefits from implementing OnBoard for our board management are countless! From day one the staff was professional, advised us during implementation, friendly, and respond immediately. It was a seamless implementation process. Our board started using OnBoard and instantly approved of using the portal for all board management. As the lead administrator and developer of the portal I have enjoyed the entire process and love all aspects of OnBoard and the staff. They provide ongoing training webinars and tutorials for new users. They are innovative and ask clients for feedback and features they would like implemented into OnBoard. I have recommended OnBoard to others and would highly recommend OnBoard to anyone considering board management software.

Pros

Impactful features include composing the agenda from a word document, Zoom links can be accessed from OnBoard, improved calendar, Resource Library. User friendly. New features, upgrades, and improvements implemented on an on-going basis. Integration was seamless.

Cons

There are no aspect of this software that are difficult to use. Seriously, there is nothing I don't like about OnBoard.

Reasons for choosing OnBoard

Features, the look of the product, easy to use, amazing staff, and pricing!

Reasons for switching to OnBoard

We wanted a board management software that was user friendly. We found that with OnBoard.

PAULA

Company size: 1,001-5,000 employees

Industry: Transportation/Trucking/Railroad

Time used: More than 2 years

Review Source: Capterra 

This review was submitted organically. No incentive was offered

EASE OF USE

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

February 2020

RRTS

It's not as user-friendly as I had expected. Understand I have not used this type of software before, so I have nothing to compare it to, but it was presented as such a phenomenal tool, and given my experience with it, I don't agree with that assessment.

Pros

It is not terribly complicated to use once you experience it and understand it, but I struggled with the limited instructions that are available to help you learn. I have been struggling with entering a survey, where the same answer options will be given for each question (and not the options you provide). After working on this over the course of 2 days and pulling my hair out at times, I called CS and heard 'oh yeah, that's easy to do" (of course your CS rep would say that, he's been taught how to complete the task). But I shouldn't have had to call CS for the answer; it should be in some tutorial or book at my fingertips.

Cons

It does not appear to be as customizable as we would like . . . we don't have the ability to change any formatting or appearance of the printed product, we don't seem to have the ability to add items to the agenda unless they are listed as an agenda item (sometimes we just want to add a footnote or additional note of explanation).

Brandy

Company size: 501-1,000 employees

Industry: Banking

Time used: More than 2 years

Review Source: Capterra 

This reviewer was invited by the software vendor to submit an honest review.

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

August 2022

How do individuals and businesses live without OnBoard?

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.

Reasons for choosing OnBoard

I was not part of the selection process, which occurred before I joined the organization, but I am sure that Opportunity Bank chose OnBoard over other products because of the cost, ease of use, and security features -- all of which are incredible important to our organization and industry.

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