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OnBoard Board Management Software

OnBoard Board Management Software

Overview

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

TrustRadius Insights

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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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 …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

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Pricing

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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…

Entry-level set up fee?

  • Setup fee required
For the latest information on pricing, visithttps://www.onboardmeetings.com/board…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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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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Comparisons

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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!

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

(1-12 of 12)
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Dalise Woolery Toevs | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Lisa M. Beckler | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
Incentivized
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 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
Incentivized
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
Incentivized
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
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
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
Incentivized
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
Incentivized
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
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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