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OnBoard Board Management Software

OnBoard Board Management Software


What is OnBoard Board Management Software?

OnBoard is a board management software and virtual meeting system. The vendor says it has been engineered to drive good governance and improve meeting outcomes by featuring tools designed for directors so that they can focus on strategy during meetings,…

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Recent Reviews

Glad We Got OnBoard!

10 out of 10
December 23, 2021
We transitioned to electronic Board of Trustees meetings with OnBoard in October 2014. Prior to this, the Board materials were hard copy …
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An Essential Tool for Meetings

10 out of 10
December 20, 2021
Previously, our board members were using the traditional pen and paper for their meetings. Thick packets that took up time to flip through …
Continue reading
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What is OnBoard Board Management Software?

OnBoard is a board management software and virtual meeting system. The vendor says it has been engineered to drive good governance and improve meeting outcomes by featuring tools designed for directors so that they can focus on strategy during meetings, and make them working sessions rather…

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Product Details

What is OnBoard Board Management Software?

OnBoard is a board management software and virtual meeting system. The vendor says it has been engineered to drive good governance and improve meeting outcomes by featuring tools designed for directors so that they can focus on strategy during meetings, and make them working sessions rather than just operational presentations.

Its interface was designed to put what’s important front and center – upcoming meetings and board books. So meetings become more productive, board book access becomes intuitive, archives are readily accessible, and voting is simple.

OnBoard offers security, full disaster recovery, active geo-replication, and is compliant with a range of international information security standards, including but not limited to: GLBA, FERPA, HIPAA, FISMA ISO 27001/27002, SOC1, SOC2, SOC 3, as well as cloud security with OnBoard: Microsoft Azure. OnBoard offer various features such as a Zoom integration, Meeting Minutes Builder, Voting & Approvals, and Messenger.

The vendor reports that thousands of directors from growing startups to Fortune 1000 organizations use OnBoard. Contact the vendor for a full-feature, 30-day free trial.

OnBoard Board Management Software Features

  • Supported: Access Control
  • Supported: Attendance Management
  • Supported: Collaboration Tools
  • Supported: Compliance Management
  • Supported: Content Library
  • Supported: Data Import/Export
  • Supported: Discussion Board
  • Supported: Document Review
  • Supported: Electronic Signature Capture
  • Supported: Filtered Views
  • Supported: Monitoring
  • Supported: Remote Document Access
  • Supported: Secure Data Storage
  • Supported: Synchronization Management
  • Supported: Voting
  • Supported: Activity Dashboard
  • Supported: Automatic Notifications
  • Supported: Automatic Notifications
  • Supported: Contact Database
  • Supported: Content Management
  • Supported: Data Synchronization
  • Supported: Document Distribution
  • Supported: Document Storage
  • Supported: Event Management
  • Supported: Message Board
  • Supported: Offline Access
  • Supported: Resource Management
  • Supported: SSL Security
  • Supported: Time & Attendance Tracking
  • Supported: Approval Process Control
  • Supported: Biometrics
  • Supported: Collaborative Workspace
  • Supported: Content Filtering
  • Supported: Content Repository
  • Supported: Digital Signature
  • Supported: Document Publishing
  • Supported: Drag & Drop Interface
  • Supported: Event Scheduling
  • Supported: Microsoft Office 365 Integration
  • Supported: Permission Management
  • Supported: Search Functionality
  • Supported: Survey Management
  • Supported: Private and Group Messaging
  • Supported: Remote/Idle Wipe
  • Supported: Engagement Analytics
  • Supported: Zoom Integration
  • Supported: Task Management
  • Supported: Meeting Minutes Builder
  • Supported: D&O Questionnaires

OnBoard Board Management Software Screenshots

Screenshot of OnBoard's Zoom integration and Engagement Analytics toolScreenshot of OnBoard's Voting and ApprovalsScreenshot of OnBoard's group or private MessengerScreenshot of OnBoard Meeting MinutesScreenshot of OnBoard's Director and Officer Questionnaires

OnBoard Board Management Software Videos

OnBoard's the first board intelligence platform, a deliberate evolution of what board management software can offer. Join us and drive visionary leadership with elegant technology that frees boards and leadership teams to make better decisions and pursue bold action.
OnBoard Messenger | OnBoard Board Management Software
Board Book Builder | OnBoard Board Management Software
OnBoard Minutes Meetings

OnBoard Board Management Software Integrations

OnBoard Board Management Software Competitors

OnBoard Board Management Software Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac
Mobile ApplicationApple iOS, Android, Windows Phone, Blackberry, Mobile Web, Kindle
Supported CountriesAll countries
Supported LanguagesEnglish
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Reviews and Ratings


Attribute Ratings


(1-12 of 12)
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Dalise Woolery Toevs | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use OnBoard for loan committee meetings plus board meetings and other special committees. There is no need to print materials, everything is in the portal and for the loan committees, we utilize the voting option.
  • Organizes meetings
  • Everything in one place for committee meetings.
  • User friendly
  • Would be nice if the "share this meeting" link was customizable or cleaner looking.
OnBoard Board Management Software was easy to implement and learn from an admin and user viewpoint. Works well for even our senior members of the board. If there has ever been an issue, support was readily available and helped us solve it quickly.
Score 10 out of 10
Vetted Review
Verified User
The Missouri State University Foundation purchased the OnBoard system to communicate with 100 members of our Board of Trustees. We can post announcements of events, committee meeting agendas, handouts, and Zoom links to the portal. OnBoard sends reminders to the Trustees when something has been posted. There is a large Resource section where documents and meeting minutes can be accessed. Prior to purchasing the software, we made photocopies of all documents for our meetings. OnBoard has eliminated the time and expense of making copies and it is easy to navigate within the system.
  • Sends email reminders when something has posted.
  • Makes it easy to load meeting agendas and handouts.
  • Keeps track of RSVPs for meetings.
  • Occasionally a meeting agenda won't sync and users are unable to access the attachments.
We have been completely satisfied with the OnBoard software and the support team is always available and helpful.
Lisa M. Beckler | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
OnBoard is currently being used by our board of directors and board committees. It is used on a weekly basis for meetings as well as voting and survey tools.
  • Board management
  • Meeting book management
  • Action tools, i.e. surveys, voting
  • Nothing comes to mind.
OnBoard is great for board management with setting up meeting agendas and materials. It is so easy to use from an administrator's standpoint as well as for the end-user such as board members and committee members. The Resources section is a great spot to house all your pertinent board documents such as the code of regulations, board rosters, etc. The Action area is also well suited to creating surveys and action items.
Score 10 out of 10
Vetted Review
Verified User
We use OnBoard for electronic board packets, Senior Management online meetings, Senior Loan Committee approvals.
  • Electronic Board Packets
  • Online Meetings with Voting Records
  • Download capabilities are only given to administrators. I wish this could be granted on a per user per application basis.
OnBoard [Board Management Software] has reduced our paper and postage consumption by leaps and bounds. This has allowed us more time to add and modify reports because it allows us an extended amount of time since we are providing electronic books rather than mailing physical board packets.
Score 10 out of 10
Vetted Review
Verified User
OnBoard was my company's first venture into the world of online meeting management. We viewed several options and ultimately selected OnBoard because it was user-friendly and met our established needs. In the over 4 years we have utilized OnBoard, it has exceeded our expectations. Prior to OnBoard, all board and committee packets were paper. They were prepared in advance which sometimes required addenda when additions or revisions were made. We spent a lot of time preparing, mailing, and if needed, updating the packets. At the end of board meetings, the paper packets were typically left behind on the conference room table. Transitioning to OnBoard has saved a tremendous amount of time and effort, not to mention paper and postage. Some of our board members were initially hesitant to utilize an electronic platform. We have board members of varying ages and some have served for upwards of 15-20 years. They, in particular, were set in their paper ways. All have successfully transitioned to adeptly using OnBoard, including survey and electronic signature features. Our new board members are immediately introduced to OnBoard for onboarding components and rarely need assistance figuring it out because it's so user-friendly and easy to navigate.
  • Allows for easy additions or changes to the board packet.
  • Provides imbedded electronic signatures easily linked to appropriate agenda items.
  • Provides an easily downloadable copy of the packet and agenda.
  • Allows companies to upload documents of significance such as Bylaws into a centralized Resource Center which is securely accessible.
  • Customer support is excellent. You can always get a timely answer via phone or email. The follow-up on issues that can't be resolved immediately is very timely and thorough.
  • I'd like to see the electronic signature feature upgraded to allow signature box rotation. Sometimes documents are a combination of portrait and landscape and the current setup only recognizes one orientation when inserting signature boxes.
  • There is a syncing issue that occurs during seasonal time changes that sometimes prevents users from accessing OnBoard. Our IT department has needed to help board members resolve this and regain access.
  • There are several new features to OnBoard now, but they come at a cost. While it's nice to demo these features, it would be great to have some new features included in the already purchased package instead of at an additional cost.
  • The Zoom integration is nice but doesn't meet our needs. You do not have screen share or other Zoom features available while using it integrated within OnBoard. For remote meetings, we use Zoom and screen share OnBoard within its own browser.
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.
Score 9 out of 10
Vetted Review
Verified User
We use OnBoard Board Management Software for board of trustees management, to create and share board books for the meetings (as well as for staff meetings), as a resource library for our trustees, and to gather approvals for minutes and actions without meetings.
  • Store resources
  • Create meeting books
  • Approvals
  • Annotations feature
  • Other extra features I have tried have been too clunky for our trustees
It is great for creating board books and being a one-stop source of materials for trustees. I think any other bells and whistles are too contrived to make sense to busy trustees. It would be cool if it linked up with other apps better, like Survey Monkey for post-board meeting surveys. It would also be great if there were a la carte options for the other features--analytics would be useful, but I don't need all the other extra features that come with it.
Score 10 out of 10
Vetted Review
Verified User
OnBoard Board Management Software has allowed our small nonprofit to continue to be member led by our board and committees during the pandemic. Although we had planned to switch to OnBoard Board Management Software before the pandemic, mainly to eliminate the need for so many emails and paper copies of board and committee materials being mailed around, since the pandemic, OnBoard Board Management Software has allowed for our meetings to be conducted virtually up to and including board votes on resolutions and budgets.
  • Virtual voting
  • Virtual meetings with Zoom integration
  • Housing of all board books and meeting calendars in one place with integration with Outlook Calendar
  • The Zoom functionality isn't the same as the full Zoom suite, such as Zoom Conference
  • The file system isn't as easy to move files around in and some file types aren't supported
  • It is expensive to bring in large volumes of users
It works well for a small nonprofit with an active board and committees. You can build board books and committee materials in the software package for everyone to see, including the PowerPoint slides and supplementary materials in Excel, Word, or PowerPoint. Unfortunately, it is expensive for large volumes of users, so it isn't appropriate for full member usage or for allowing members to have access to documents.
December 23, 2021

Glad We Got OnBoard!

Score 10 out of 10
Vetted Review
Verified User
We transitioned to electronic Board of Trustees meetings with OnBoard in October 2014. Prior to this, the Board materials were hard copy notebooks, which took hours, or even days to copy, collate, and assemble. Using OnBoard has cut that time drastically since the same amount of materials can be uploaded in an hour or less. And because the Board materials reside on the OnBoard server, our trustees can access the materials on any device from any location. The software is intuitive and user-friendly for both the end-user and the administrator. As the administrator, I appreciate that any last-minute changes to the materials can be made effortlessly, and the attendees to the meeting have the update as soon as it is uploaded. Support materials on the OnBoard Web site are plentiful, and technical support is very responsive. I highly recommend OnBoard Board Management Software.
  • Saves preparation time.
  • Can be accessed on any device from any location.
  • Intuitive and user-friendly.
  • Very responsive technical support.
  • Plentiful support materials.
  • Currently, you cannot block an entire group from a topic; you need to block attendees individually.
  • it would be nice to indent a section by using tabbing.
  • the added button for "save changes" in each section tends to slow down progress; edits used to be saved automatically and tended to be faster.
OnBoard is especially helpful when there are a lot of supporting materials for the meeting and if most of the attendees are members [of] OnBoard. If [any] of the attendees are not members, then it might not be the best option because you would still have to provide [a] hard copy for the non-members.
Craig Morris | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
OnBoard [Board Management] was the right product at the right time for our small nonprofit. Like many others, we had to shift from in-person board meetings to virtual meetings with the onset of the COVID pandemic. Luckily, we had already decided to purchase OnBoard [Board Management] prior to the pandemic, mainly as a way for our association to be greener (printing less paper at board meetings) and allow for directors to read board meeting materials ahead of [time]. [It] also allows us at the association to make amendments to the board documents all [the] way up to the meeting itself. Little did we know that almost overnight all of our meetings would go from all-day in-person events to marathon zoom sessions. But, with OnBoard [Board Management] already in place, the transition was almost seamless and it is hard to imagine how we would have navigated the past two years without the package in place. Frankly, our meetings are more efficient now than they were pre-pandemic and much more efficient than they were when we were printing binders for each board member. All in all, I love OnBoard [Board Management] and strongly recommend it.
  • Assembles board books
  • Provides for remote votes on resolutions
  • Easy to navigate
  • Great roles and permissions functions
  • Nice filing system for historical documents
  • Not all file types can be saved in OnBoard [Board Management] such as movies and things like that which aren't embedded in PowerPoint files.
  • Permissions can be unwieldy at times. It would be nice to have one screen that shows by [the] user all of their permissions.
  • The zoom functionality on OnBoard [Board Management] is different than the typical Zoom package as it doesn't provide for meetings vs conferences.
  • Files aren't saved logically sometimes.
  • Hard to move files from one folder to another.
It is great for small nonprofits with active boards who receive lots of materials ahead of board meetings and have votes to do ahead [of] or during meetings themselves. It is less suited to sharing information with very wide groups of members as you pay by [the] user. So, for very large groups we use Box instead to share files with others.
Score 9 out of 10
Vetted Review
Verified User
We use the OnBoard Management Software as an online portal to maintain all of our Board of Trustee documents and facilitate meeting. The OnBoard software allow us to provide agenda and supporting documentation to our Board members prior to the meeting. We can all and remove documentation at any time. We also use the portal to archive all of the board meeting materials. We use the portal for onboarding new Board members. The Resources section of the software is used to keep all of our handbook, policies, and documents. We use the signature signing tool to sign have our Chair and Secretary sign digitally. The survey tools are used for voting and RSVP information.
  • Ease of use for negativing the software.
  • Assigning permissions to specific areas/documents within the portal.
  • Customer Service
  • Would like to have members be able to sign surveys.
  • The Dashboard should allow us to post documents and not just a link.
The OnBoard software is easy to use from an administrator side and from the user side. It is a great tool to keep all of your documents in one place. We use the portal for all of Board of Trustees meetings and materials. Board members have access to the portal at all times. The portal allows us to notify the members when new information has been posted. The OnBoard original package includes everything that we need. The company is constantly making upgrades to the software. There are additional features you can purchase as a bundle. I would like to be about to purchase special features independently. Other than that, the OnBoard Portal is a wonderful product and has served our institution well.
Score 10 out of 10
Vetted Review
Verified User
Our college uses OnBoard to allow our board of trustees to have instant access to safe and secure board materials. The portal allows the board members to remain engaged. This service also allows me, as administrator, to keep track of board terms, contact information, etc that I used to have to keep track of manually using a variety of different spreadsheets and folders. We currently have 20 board members and they find OnBoard to be very easy to use.
  • Secure board materials - the administrator can control what board members see what materials.
  • Contact information - email and mailing addresses are readily available.
  • Board terms - term lengths for every board member is tracked through the system.
  • Meeting feedback - simple surveys are sent immediately after a meeting to get feedback from meeting attendees for future planning.
  • Most all of the areas that we needed to more effectively manage our board meetings are included now.
OnBoard [Board Management Software] can be utilized for new board member orientation or refresher courses for trustees who have been serving for awhile. Board members can access the information at their leisure rather than just during an in-person session. We rarely have to print hard copies of board materials now that trustees have had a chance to get used to using OnBoard. Creating meetings and getting the information to board members is now immediate. Reminders about upcoming meetings are generated automatically by OnBoard which frees up my time.
Score 10 out of 10
Vetted Review
Verified User
Previously, our board members were using the traditional pen and paper for their meetings. Thick packets that took up time to flip through and sometimes were missing pages. With OnBoard the board meetings are a breeze. It's simple to use, even for the least tech-savvy people in the meetings. It makes sense to them and the platform has become an essential tool over time. Since we've first started using it it's only become better with the updates. There is virtually no housekeeping to do and their support team is great should we have any questions. Stop thinking about it and get on board with OnBoard!
  • Organization
  • Ease-of-use
  • Fast
  • Meeting links have disappeared on rare occasion
  • Integration with Office 365 would be nice
  • Larger text option for more elderly users
Any company that holds regular board meetings will find OnBoard useful. Different types of meetings, like an all-staff meeting, would probably not find it to be the best option, or at least not utilize it to its full potential. The agenda shows upcoming meetings in a well-organized format. Even during the pandemic when everyone was remote, OnBoard proved itself to still be extremely useful.
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