All OnBoard Reviews

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Wendy

51 - 200 employees

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.

OVERALL RATING:

5

Reviewed March 2021

OnBoard Keeps me on-board!

User Profile

Nicolas

Verified reviewer

Financial Services, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed 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

Non-Profit Organization Management, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Reason 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

Transportation/Trucking/Railroad, 1,001-5,000 employees

Used more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed 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).

Jessica

Real Estate, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2023

One-stop-shop for coordinating and managing everything related to virtual meetings

Virtual meetings have become an essential matter for us, and on a daily basis we organize and participate in meetings remotely, and OnBoard has helped us organize all the affairs of remote meetings, and since using it, managing the agenda, writing minutes of meetings, as well as tracking notes and participating in tasks and reports related to them is done properly, and it is also wonderful that every It is saved and archived on the cloud in an organized manner.

PROS

I appreciate the fact that OnBoard is an exceptional tool, skills can be picked up quickly, and virtual meetings can be started without any complications. I greatly appreciate the speed of executing orders with OnBoard, as well as the distinctive dashboard that enables us to easily set up the agenda, schedule appointments, and also set up links, as the importance of this increases the level of realism. I also like the dashboard because I can review the comments of colleagues and managers and respond to them directly. I also find that sharing tasks and compiling reports is very flexible with OnBoard, as all members can actively participate. Also great is the way OnBoard provides for taking minutes of meetings, updating them, adding notes and alerts, all of which are saved in an organized manner and we can also access them easily.

CONS

I did not find things difficult with OnBoard, as its distinctive design and high capabilities enabled us to manage virtual meetings as required.

Anonymous

51-200 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed July 2021

Excellent combination of value and options

OnBoard has streamlined my work as the Board Admin and has allowed board members access to all files they should have access to whenever they need it. Not all board members are quick to adopt the new system and this is causing a lag in the full usage for our company but this is a people issue, not a tech issue. The tech is very easy and fairly intuitive.

PROS

OnBoard is easy to administer and easy to use. It allows me to configure the different areas as I need to and grant granular permissions. It is a great value for the non-profit business that needs to be agile with reliable access to all the items board members could need.

CONS

The only item I wish could be better is the integration with Zoom. The feature works fine but when board members or hosts use the Zoom link inside OnBoard they lose some functionality. To get around this I have taken to posting the Zoom link for the meeting in its title and ask the board members to copy and paste the link into their browser. If they didn't want full use of all Zoom options they are welcome to use the link provided inside the portal.

Reason for choosing OnBoard

OnBoard was the best mix of options and price. I don't feel as though we lost any features we wanted but we saved a good deal of money going with OnBoard.

Aaron

Non-Profit Organization Management, 11-50 employees

Used monthly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed November 2019

(Almost) Perfect App for Boards and Committees

We have been able to upload all of our board and committee documentation in one place. This makes it exceptionally easy to update and share with anyone who has access. We no longer have to print out hundreds of pages for meetings or the Board Orientation Manual. Using OnBoard has allowed us to navigate through our meetings much more fluidly. The more we've used it, the easier it is to leverage.

PROS

Plenty of room for expansion should the need arise. Extremely feature-filled. Easy but secure log-on (multi-factor identification). Passageways customer satisfaction team seems responsive to our suggestions and needs and incorporates/updates with some frequency.

CONS

Not the most intuitive in the world to navigate but has improved over time. Wish the screen re-sizing options were somehow less clumsy/clunky. Printing documents or agendas still requires multiple steps.

Reason for choosing OnBoard

Filled all of our essential requirements and was preferred by our board members when we demonstrated it. Pricing was inline with our budget, although on the higher end. We appreciated having unlimited storage and the ability to add users later on.

Vendor Response

Thank you for taking the time to review OnBoard! We will take almost perfect, so thank you. We are always trying to innovate and push things to the next level for you. Otherwise, we are glad that you are happy.

Replied November 2019

Anonymous

51-200 employees

Used weekly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed March 2020

Easy interface

Most functionalities in OnBoard are much easier to use, both as an administrator and as a user. Customer service response has been good, but there are some features that they haven't been able to improve upon (ie agenda).

PROS

The OnBoard portal is easy for our board members to use with fewer clicks to get the information they need for their meeting. The view is the same from different devices which makes it easier for them to move between laptop and phone views. Having access to AGB resources is invaluable.

CONS

The feature I would like to see improved the most is the downloaded version of the agenda to Word from the agenda created on the site. It takes a lot of formatting changes to make it look good. The version that downloads is very difficult to read. We have tried uploading our own agenda, but then we lose the nice online version when we pull up the meeting book.

Reasons for switching to OnBoard

Easier user interface; access to AGB publications; better flow and easier to upload meeting documents.

Tobi

Non-Profit Organization Management, 2-10 employees

Used monthly for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

2

Reviewed September 2022

"Core features" require add-ons for full functionality

Be sure to keep everything in writing! Requests made during face-to-face renewal meetings will not be honored unless you follow up by email to confirm them. Especially be sure to document any requests to remove or swap add-ons.

PROS

Having all of our meetings and documents available to the board in one place has been fantastic! No more lost emails.

CONS

The core features are barely functional on their own and require multiple add-ons for full functionality for most boards.

Reason for choosing OnBoard

Because Trent was amazing and worked with me as I convinced the board to adopt Board Management Software. I also had seen reviews that OnBoard excelled at customer service.

Anonymous

51-200 employees

Used monthly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2021

Easy to use and excellent customer care

Above all, the customer service has been fantastic from exploration to implementation to now customer check-ins. The price is pretty good too.

PROS

The platform is simple to use and the app is great.

CONS

Some issues with figuring out how to attach a presentation to the meeting.

Reason for choosing OnBoard

OnBoard had a more robust package and better nonprofit pricing.

Reasons for switching to OnBoard

Boardvantage was VERY expensive, the platform was old and clunky, and the app was useless.

User Profile

Melinda (Mel)

Verified reviewer

Higher Education, 1,001-5,000 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2020

SO glad we made the switch!

Our experience with OnBoard has been excellent. From the sales reps. to the account managers to our Implementation Manager - everyone has been very responsive and helpful.

PROS

OnBoard is user-friendly and quite intuitive; it has been a life-saver when making last-minute changes to meeting agendas and materials; it's compatible with both Apple and Android devices; and going paperless has saved us a significant amount of time and money.

CONS

1. Honestly, it's a bit on the pricey side. 2. When an agenda item (title, time, position on agenda, presenter, supporting document, etc.) changes, the software rebuilds the entire board book and any user's annotations/notes disappear - even if their annotations were made to a section that wasn't changed. It would be great if there was a way to retain an individual user's notes/annotations. 3. In the Analytics section, instead of just an Aggregate Count of Book Views by Role and an Aggregate Count of Meeting Views by Role, I would LOVE to be able to see exactly who has viewed board books and meetings so we can track who is engaged on the portal and reach out to those who are not and see if they need additional training or assistance navigating the portal.

Reason for choosing OnBoard

We chose OnBoard because of the user-friendliness and the availability of customer service and tech support.

Steven

Non-Profit Organization Management, 2-10 employees

Used weekly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2021

AMBA Experience with OnBoard

We love OnBoard! It's compatible with all the browsers we use, its mobile app is superb, and when compared to other board portals we've used, it provides more capability at a lower price. Last but certainly not least, customer support has been tremendous. Our customer service representative, [SENSITIVE CONTENT HIDDEN], has been with us every step of the way as we tailored OnBoard for our needs, migrated the documents we stored on our previous board portal, and prepared OnBoard for our first meeting. I can't say enough about the support we've received from [SENSITIVE CONTENT HIDDEN] and the rest of the OnBoard team.

PROS

As compared to our previous board portal, OnBoard is so much easier to use, more intuitive, and is an easier collaboration tool. We just held our first board meeting using OnBoard. Its integrated conferencing capability powered by Zoom made the meeting the most efficient and effective virtual meeting yet.

CONS

The platform needs an e-mail capability that will allow users to communicate with each other securely and with the ability to attach documents or find them within OnBoard's "resources." The current messaging capability -- akin to texting -- is good, but it lacks the flexibility of a more robust, e-mail-like communication capability.

Reason for choosing OnBoard

I am a member of a Board of Directors of another company that used OnBoard. My experience with this board portal in that context gave me a deep understanding of the pros and cons of OnBoard and the confidence that OnBoard was the right product for AMBA.

Reasons for switching to OnBoard

Nasdaq Boardvantage was VERY expensive, their product is clunky and difficult to navigate, and their customer service -- which we needed often -- was unresponsive. They have been flogging a product they developed a long time ago to get the most money out of it without having to update it. We were very disappointed with Boardvantage and are now elated to have a partnership with OnBoard in a board portal that is always evolving to adapt to advances in technology and changes in customer needs.

Nichole

Banking, 201-500 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2021

First year review

Very pleased with OnBoard and the feedback we have received. Blows our last provider out of the water.

PROS

Easy to use as an administrator, user friendly for board members, streamlined processes built in, technology works

CONS

No expense management system built in, but something that could be added in the future possibly

Reason for choosing OnBoard

Products were very similar overall, but preferred OnBoard and the service provided.

Reasons for switching to OnBoard

Technology consistently failed, things never worked as they were supposed, no auto sync, login issues, etc.

Sarah

Philanthropy, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2022

Great Product So Far

Great customer service from day one, and I mean from the first sales/demo meeting we had with them. We were given a lot of support to successfully manage a trial. Our salesperson took the time to help figure out a process for us to incorporate our e-voting needs.

PROS

The voting tools are fantastic. Approvals were really the biggest function we were looking for and the fact that you can integrate a discussion in to an approval has made our e-voting process very smooth

CONS

Although this is really intuitive on the user end, I had a real learning curve figuring out some of the admin features. This could be in part that this portal is completely unlike the one we used in the past. The customer success manager has been great - willing to schedule as much time as we need.

Reason for choosing OnBoard

knowledgeable staff, better tools

Reasons for switching to OnBoard

wanted something more streamlined and less "clunky" - easier for board members

Bonnie

Higher Education, 201-500 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2021

Best decision ever!

Our trustees love OnBoard. From the users perspective, it is perfect! From my perspective as the admin, I can't imagine an easier transition/implementation. Everyone I've worked with, from sales, through the implementation process, are professionals and willing to help me any way they can. No question goes unanswered. It has been an amazing experience and I'm excited to learn and utilize more of what OnBoard has to offer.

PROS

Very easy to use and implementation has been seamless.

CONS

Setting roles/terms was the most tedious part in our setup. Instructions were okay; it took the longest to understand.

Reason for choosing OnBoard

We did not look at alternative products. After seeing the demonstration, we knew it was the best and only choice for us.

Reasons for switching to OnBoard

BoardBook Classic was our first attempt at Board management software and it worked well for about five years. Then they moved to BoardBook Premier and it was not a smooth transition because they released Premier while they were still creating training videos and user guides which created chaos. That was when we decided to find out more about OnBoard.

Malissa

Higher Education, 501-1,000 employees

Used monthly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY