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User-Friendly and Intuitive Interface: Many users have praised the software for its user-friendly and intuitive interface, making it easy …
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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,…
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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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For the latest information on pricing, visithttps://www.onboardmeetings.com/board…
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- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
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
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
- Diligent Boards
- Board Effect
- Board Docs
OnBoard Board Management Software Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows, Linux, Mac |
| Mobile Application | Apple iOS, Android, Windows Phone, Blackberry, Mobile Web, Kindle |
| Supported Countries | All countries |
| Supported Languages | English |
OnBoard Board Management Software Downloadables
- Everything you need to know when selecting a board management provider: features, security, vendor quality, & more.
- Best practices and insights on running effective and productive virtual board meetings.
- A free guide from board veterans for the best board meeting you'll ever have.
- How to write effective meeting minutes and create value in the boardroom.
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Reviews and Ratings
(17)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Pros
- Cons
- Recommendations
User-Friendly and Intuitive Interface: Many users have praised the software for its user-friendly and intuitive interface, making it easy to navigate and perform tasks. Several reviewers have mentioned that they found it straightforward to add or change items in the board packet, indicating a positive experience with the software's usability.
Convenient Electronic Signatures: The ability to easily add electronic signatures to agenda items has been appreciated by multiple reviewers. This feature has made it convenient for board members to sign off on important documents without any hassle.
Centralized Resource Center: The centralized Resource Center has received positive feedback from users as it allows companies to securely upload significant documents like Bylaws. This ensures easy access for board members, according to several reviewers who have highlighted this beneficial feature of the software.
Cons: Limited file type compatibility: Some users have mentioned that OnBoard does not support all file types, such as movies that are not embedded in PowerPoint files. This limitation can be frustrating for those who regularly work with various types of media files. Syncing issues and IT dependency: Several users have experienced syncing issues during seasonal time changes, which sometimes prevent them from accessing OnBoard. It has been reported that IT department assistance is required to resolve these issues, causing inconvenience and delays in using the platform. Additional cost for new features: A common complaint among users is the fact that new features in OnBoard come at an additional cost. Some users feel disappointed by this and suggest including new features within the already purchased package to provide better value for money.
Users highly recommend using OnBoard for board meeting needs, especially for non-profit entities. They find OnBoard to be a reasonably priced and user-friendly system with great support, suitable for board members of all technical abilities. Users suggest utilizing customer support, attending webinars, and running test meetings when using OnBoard. Additionally, users recommend conducting a competitive analysis and comparing OnBoard to other providers, as it offers great functionality at a reasonable price. Users believe that OnBoard is easier to use than BoardVantage and recommend it for any organization with a board of directors. They advise running through all the tutorials provided by OnBoard for a better understanding of the software. However, if an organization is a small nonprofit with low-key action items, users recommend using other platforms like Google Drive.
Attribute Ratings
Reviews
(1-3 of 3)Companies can't remove reviews or game the system. Here's why
December 28, 2021
OnBoard was the perfect option for our small nonprofit
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
- Seamless integration of the board book, calendar, slides and supplementary materials for meetings.
- Robust file system for background materials
- Nice calendar function where you can go back and follow a meeting after it occurred
- It's helped maintain board and committee involvement in the nonprofit since the start of COVID
- It has allowed our meetings to go virtual with little effect on workflow
- It allows us to better track needed association materials than we have in the past
We did our software comparison before the pandemic, so we might view things differently now. But for us, the customer service at OnBoard was the best and we thought it would likely be the best for our board, which has many people on it who aren't very IT savvy.
December 22, 2021
OnBoard [Board Management] was the perfect option for our small nonprofit heading into COVID!
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.
- Board books
- Voting on resolutions
- Maintaining board documents
- Huge ROI for us during COVID. Frankly, I don't know what we would have done without it.
- [It has] allowed for very interactive remote board meetings.
- [It] has allowed for more board interaction between board meetings due to documents being all saved logically in one place.
We stacked up [to] four options at the outset and weighed such factors as [the] cost and feel of the platform. I can say that each offered unique advantages, however, in the end, OnBoard's customer service seemed to be the best fit for us, and looking back on it for all of the training our board needed, paying a little more for that very good customer service was a good investment for us.
30
Varies from staff to board members to association committee members. For staff, we upload documents and resolutions for [a] vote. Board members and committee members both read the information, and, when appropriate, cast votes. OnBoard [Board Management] is where all of our association's governing documents, calendar of events, send aheads for meetings, etc., are housed.
2
OnBoard [Board Management] provides very good customer support. So, although some comfort with IT systems is a plus, the OnBoard [Board Management] team does a great job of training. Clearly, understanding Zoom and file management are needed to make meetings work. But, those are separate from specific OnBoard [Board Management] needs. The main thing to keep ahead of is the permissions so everyone who needs to "see" certain things can. That has been the greatest confusion to date for us where we think certain members can see things, but their permissions are not set up correctly for the particular event or file.
- Board meetings
- Committee meetings
- 990 filing
- Hold virtual meetings
- Bulid board books
- Keep records of votes on various resolutions
- Conflict of interest surveys
- Policy development
- Moving documents around with track changes/version control
December 20, 2021
An Essential Tool for Meetings
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
- Dashboard
- Calendar
- Messenger
- Lower cost of supplies (paper)
- Efficient use of time because of less prep time
- Some people can be opposed to change, especially with technology
As much as I'd love to contribute to this portion, my company began using OnBoard shortly before I started with them. Because of that, I cannot give a list of alternatives that we considered. What I can say is that OnBoard shined to those who evaluated it and that it seemed like a no-brainer.