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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 …
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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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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- Setup fee required
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
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April 21, 2022
One stop online meeting portal
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.
April 21, 2022
Great product ... saves time and no more photocopying!
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.
December 31, 2021
Great Product! Great Customer Service!
We use OnBoard for electronic board packets, Senior Management online meetings, Senior Loan Committee approvals.
December 28, 2021
User-Friendly Board Management Platform!
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.
December 28, 2021
Great for board and meeting books
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.
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.
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.
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.
December 22, 2021
Why I recommend the OnBoard Management Software
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.
December 21, 2021
Board Management Made Easy!
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.
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!