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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

(1-1 of 1)
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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.
  • User-friendly
  • Cost effective
  • Reliable
  • Saved time on Board preparation.
  • Saved money on Board supplies for hard copy notebooks each month.
We evaluated several software packages before settling on OnBoard. One of the reasons we chose OnBoard was because it was easy to learn and to use for people with varying levels of tech knowledge and comfort, and it was cost-effective.
Support for OnBoard is awesome. They are very responsive.
No, we did not purchase premium support. We were given initial online training with the software, and didn't think we needed to purchase addition support beyond the usual.
Yes
Yes, it was resolved within in the hour.
Yes. About 90 minutes before my Board of Trustees meeting, I could not log into OnBoard, and my IT department determined the problem was on OnBoard's end. I contacted my sales rep via email with an urgent message. Within 30 minutes the problem had been resolved and the meeting went on without a hitch. Responsive tech support is invaluable.
OnBoard is easy to use for both end users and the administrator. This was invaluable in training new users with varying levels of tech knowledge and comfort - some were very tech-savvy and some were more hesitant. I think a more complex software would have been daunting to some. OnBoard has the ability to offer many features while remaining user friendly - the best of both worlds.
  • Creating new meetings
  • Building the agenda
  • Uploading supporting documents
  • Blocking a group from seeing a section
  • Editing now requires a "save changes" step; edits used to be saved automatically without this extra step
Yes
There are apps for Android and iOS platforms, and they both work very well.
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