BoardPro offers board management software for small enterprise, small cap and nonprofit organizations. With it, users can create agendas, build board packs, record minutes, send actions and store files.
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OnBoard Board Management Software
Score 9.7 out of 10
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OnBoard is a board management software designed to streamline meetings, enhance governance, and improve director engagement. Key features include agenda building, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, skills tracking, automated minutes powered by OnBoard AI, minutes builder, and video conferencing integration. With OnBoard AI, meeting discussions are instantly transcribed, generating a comprehensive draft of…
The best scenarios for the use of BoardPro are highlighted when there is planning, development, coordination, execution and monitoring of projects and activities, in addition to being an information panel for all the members of the different teams of the organization, it provides the ability to hold meetings, an integrating element that stands out from other software. The management of the boards is exceptionally intuitive and easy to use, in addition to simplifying its content in a way that is easy to understand for all people, granting continuity and consistency to the work or works to be developed. An area of opportunity where it could be developed in a better way is offline work, since it will not be possible for your team members to work in this way.
OnBoard is an adaptable platform that could be used for most meetings. It works perfectly to build an agenda and packet for board and committee meetings. It allows for easy RSVP to ensure a quorum at meetings. All users are able to easily view the packet and can even make notations of points they want to discuss during the meeting. OnBoard doesn't work well for detailed documents such as spreadsheets. Our company has a strategic plan and we cannot use OnBoard for that committee meeting. The size of the spreadsheet simply doesn't function well within OnBoard and isn't easily navigable. The same is true of certain financial spreadsheets.
Agenda-setting and writing minutes is very easy with the built-in structure offered
Compiling and distributing Board packs with BoardPro takes a fraction of the time it used to - and updates to papers are so much easier
Ability to hold all governance documents in one central repository is useful for external Directors
Directors find the Board paper annotation feature very useful. New updates to this have made it an extremely powerful tool.
Flying Minutes feature is very useful for obtaining formal decisions between meetings and then automatically adding them to the next set of minutes.
The ability for Directors to update their own interests in the Interests Register is efficient and puts the responsibility on them to ensure this is up to date - this is automatically included in each Board pack.
The actions feature is fantastic - allocating a person responsible and an action deadline which then is followed up by BoardPro email reminders keeps people on tasks and allows the Chair to stay on top of actions as they are reported in the Board packs each meeting.
I couldn't imagine us doing our business without OnBoard [Board Management]. It has become the way we communicate with our Board and run our meetings. Frankly, I have no desire to go back even when we are meeting in person to paper binders for each board member. It truly has been a blessing coming out of COVID for us.
OnBoard Board Management Software appears to be very user friendly. The layout allows for easy access to a number of areas via the left side of the page. Admins are able to customized the main page so that the most vital information is available to users when they log in. Setting permissions is easy.
I haven't needed to contact OnBoard customer support many times because it's user-friendly and functions as it's supposed to/sold. On the occasions I've contacted customer support, they have promptly answered the phone or my email. In one instance, a board member couldn't access OnBoard prior to a board meeting and customer support was able to resolve the issue in the 10 minutes prior to the meeting. In another instance, a board member wasn't able to get the system to recognize all answers to a completed survey which prevented a compilation of results. Customer support viewed the member's screen and ran an error log to figure out the issue.
Implementation was easy and I was able to do it alone without OnBoard customer support, although customer support assistance was offered and available. The platform is very user-friendly and doesn't require assistance to implement in my opinion. The biggest hurdle is getting invitees to access the invitation email and set up their login.
BoardPro is on a different playing field than monday.com, in fact, BoardPro is in a league of it's own. I used monday.com at a different organisation board and actually found that I did not use it. I found it easier to download and read the PDF board pack that was provided to me. The user interface of BoardPro is such that the software is easy to navigate and use, it is intuitive and such a delight to use.
OnBoard is more user-friendly. It is very easy to navigate from an administrator's standpoint as well as for the end-user. I received compliments on a regular basis from our board members and how grateful they are that it is so easy to use. They also love having the Resources where all of our important documents are located. Other tools that I have used were very clunky and hard to navigate and the cost was greater higher.
