OnBoard

RATING:

4.7

(1022)

About OnBoard

Now available: Microsoft 365 Integration. As the most reviewed solution on Capterra and the G2 category leader in Board Management, OnBoard offers a simple, secure, and effective way to run board meetings. With OnBoard, you can say goodbye to complicated, outdated, and time-consuming board meeting processes and focus on achieving your organization's mission. OnBoard offers centralized resources and secure communications to make board meetings more collaborative, productive, and effective. You can access OnBoard from your iPad, iPhone, Android devices, and Microsoft Surface, ensuring that you stay informed wherever you are. OnBoard provides excellent security features such as two-factor authentication, biometric identification, and remote device wipe to ensure that ...

OnBoard Pricing

Contact OnBoard for detailed pricing information.

Free trial: 

Available

Free version: 

Not Available

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

4.7

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for OnBoard

1 - 5 of 1,022 Reviews

Wendy

Medical Practice, 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.

Brandon

Banking, 51-200 employees

Used monthly for more than 2 years

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

OVERALL RATING:

3

EASE OF USE

4

VALUE FOR MONEY

2

CUSTOMER SUPPORT

2

FUNCTIONALITY

3

Reviewed March 2024

This Software is Now in the Cash Flow Phase

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.

Reasons for switching to OnBoard

The prior platform was in serious decline.

Beth

Higher Education, 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

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2021

OnBoard has made my job so much easier!

PROS

We used to produce a printed and bound board book for each meeting, requiring materials to be submitted far in advance, and last-minute changes were not able to be included. OnBoard gives me the flexibility to continue to make changes right up to the meeting date. Board members are able to access the virtual board book from wherever they are using the device that they prefer. We are also able to use OnBoard for committee meetings and cabinet meetings and capture any votes that take place directly in OnBoard. I also use the polls/voting option almost daily with cabinet. There are many small items that need cabinet consensus and instead of waiting until the next cabinet meeting, we upload the needed documentation and send it out for a vote. The results are recorded in OnBoard for future reference, which is especially helpful for any board votes needed during the audit. I also love the ease of use and implementation. I have had to do very little individual training with board members, and customer service has been super responsive whenever I (or a board member) has had an issue.

CONS

It would be great to be able to store a little more information about board members that you could run a report on - such as term information, etc.

Reason for choosing OnBoard

At the time we were choosing the layout and ease of use seemed more user-friendly.