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

4.70

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Showing 1 - 5 of 982 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

Kara

Verified reviewer

Company size: 201-500 employees

Industry: Higher Education

Time used: Less than 6 months

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

April 2022

Great Board Management Tool!

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.

Reasons for choosing 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

Reasons for switching to 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.

Brent

Company size: 11-50 employees

Industry: Banking

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

February 2022

OnBoard is a must have for meetings in a digital age

Paper, ink, and printer fatigue are the first savings we've enjoyed. Changes to the agenda last minute have been easily to upload where everyone can see it minutes after uploading it. Lastly, the time savings (and paper cuts) staff and the admin have from not having to do paper copies anymore has been considerable and very worthwhile. Security of the app is also great.

Pros

The ability to meet and view agendas in the OnBoard app has been critical to the bank. In the past if staff or Directors were remote, hard copy items had to be mailed at great expense to them and if there were last minute changes, those people didn't have the right documents to review. Now everything is seamlessly in one spot, organized to perfection, easy to access, and easy for the admin to upload new and revised documents so everyone can view the current information. The time savings from having to print everything is enough to pay for the system and devices to access the meetings.

Cons

This has less to do with the software and more to do with some of the features in the app are not easily understood by some older members of the Board that are not used to the technology updates. There really isn't an issue I have that OnBoard hasn't thought of and implemented.

Reasons for choosing OnBoard

Mainly because of the features and that it was backed by the ICBA. We've been using OnBoard for 6.5 years now and it just keeps getting better.

Pamela

Company size: 11-50 employees

Industry: Non-Profit Organization Management

Time used: Less than 2 years

Review Source: Capterra

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

EASE OF USE

5

FUNCTIONALITY

3

October 2022

OnBoard

Pros

It's fairly easy to use, upload documents, and navigate.

Cons

It would be nice if comments could be provided by participants inside meeting agendas vs having to do that outside of the platform via email.

Shekelia

Company size: 2-10 employees

Industry: Construction

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.

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

November 2022

Easy money

Pros

That it does all the work for you. It's quick and efficient.

Cons

No I do not have anything at this time that I think needs to be improved or changed, etc.

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