OnBoard Board Management Software

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.

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.

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.

We use OnBoard for electronic board packets, Senior Management online meetings, Senior Loan Committee approvals.

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.

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.

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.

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.

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.

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.

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.

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!