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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

(1-2 of 2)
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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.
  • Allows for easy additions or changes to the board packet.
  • Provides imbedded electronic signatures easily linked to appropriate agenda items.
  • Provides an easily downloadable copy of the packet and agenda.
  • Allows companies to upload documents of significance such as Bylaws into a centralized Resource Center which is securely accessible.
  • Customer support is excellent. You can always get a timely answer via phone or email. The follow-up on issues that can't be resolved immediately is very timely and thorough.
  • I'd like to see the electronic signature feature upgraded to allow signature box rotation. Sometimes documents are a combination of portrait and landscape and the current setup only recognizes one orientation when inserting signature boxes.
  • There is a syncing issue that occurs during seasonal time changes that sometimes prevents users from accessing OnBoard. Our IT department has needed to help board members resolve this and regain access.
  • There are several new features to OnBoard now, but they come at a cost. While it's nice to demo these features, it would be great to have some new features included in the already purchased package instead of at an additional cost.
  • The Zoom integration is nice but doesn't meet our needs. You do not have screen share or other Zoom features available while using it integrated within OnBoard. For remote meetings, we use Zoom and screen share OnBoard within its own browser.
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.
  • Electronic signatures.
  • Downloadable agenda, attendance and packets.
  • Ability to modify agendas and packets easily and quickly.
  • It has saved us money on paper and postage.
  • It has streamlined annual processes for conflict of interest, confidentiality, and other routine processes via its electronic signature and survey functions.
  • The cost increases annually and if you want to add newly released features, so it could at some point become too expensive to maintain as our chosen platform.
While some evaluated competitors included the same features as OnBoard, they were complicated to use and navigate. Being adept with technology and having trouble with them in demo versions, I couldn't imagine presenting them to board members who work primarily with paper and are used to paper packets. OnBoard was substantially more user-friendly and intuitive to use. Other competitors evaluated didn't offer the integrated survey and electronic signature features that OnBoard does. These were must-have features for us when choosing a board management platform.
25
Our board of directors uses OnBoard for monthly meetings as well as subcommittee meetings. Executive management including, but not limited to, the CEO, CFO, General Counsel, Compliance, Nursing, Process Improvement, and HR use OnBoard to navigate board and committee meetings. Executive management including the CFO, General Counsel and Compliance Director utilize OnBoard to create board agendas and meeting packets.
1
General Counsel serves as the administrator for OnBoard. She adds and removes users, manages the archival of old meetings, updates the Resource Center, and manages the board of directors agendas and packets. OnBoard doesn't really require ongoing in-house support to function well. It just needs an assigned administrator who can navigate the features. In the event technical support is needed, OnBoard customer service is excellent and responds timely, usually with an immediate resolution.
  • Board Meetings
  • Board Subcommittee Meetings
  • Management of annual conflict of interest, confidentiality and annual review and signature requirements.
  • While OnBoard now has an add-on feature for it, we were able to use it for annual conflict of interest, confidentiality and similar board of directors requirements.
  • We implemented most new board member orientation/onboarding through OnBoard to streamline the process and keep the information available for future access if needed.
  • If we had access to more features without an additional cost, there may be additional utilizations for OnBoard.
OnBoard is user-friendly and meets all of our needs as an organization. It resolved the monthly struggle to prepare, print and mail board packets to up to 13 members. It resolved the issues presented when agenda and packets needed amendment prior to board meetings. We are now easily able to built a packet each month and modify it as necessary right up to the meeting time.
No
  • Price
  • Product Features
  • Product Usability
The products features were what ultimately sold us along with the usability. The two went hand in hand. Management needed certain features such as easily built agendas and packets along with imbedded electronic signatures. Our board and some staff needed as easily used and navigated platform that wouldn't pose problems when transitioning from strictly paper packets to strictly electronic packets.
OnBoard was our first venture into board management software. Our initial evaluation of options was focused on what we needed, or thought we needed, along with how user-friendly the platform was. If we had to evaluate and select a new board management software, we would focus on many of the same features as before: electronic signature and survey capability, user-friendly platform and ability to easily make changes to agendas and packets. We would look at other things such as availability of additional features and associated cost along with how frequently said features are released.
  • Implemented in-house
No
Change management was minimal
The biggest takeaway is ensuring everyone is aware of the change in advance and providing materials for advance review. I believe that eases some of the fear coming with a major change - for us from strictly paper to strictly electronic. After users were able to work within the platform, they easily adapted and were impressed with how easy it was to use.
  • Hesitance to use something new and solely electronic
Implementation was easy and I was able to do it alone without OnBoard customer support, although customer support assistance was offered and available. The platform is very user-friendly and doesn't require assistance to implement in my opinion. The biggest hurdle is getting invitees to access the invitation email and set up their login.
I haven't needed to contact OnBoard customer support many times because it's user-friendly and functions as it's supposed to/sold. On the occasions I've contacted customer support, they have promptly answered the phone or my email. In one instance, a board member couldn't access OnBoard prior to a board meeting and customer support was able to resolve the issue in the 10 minutes prior to the meeting. In another instance, a board member wasn't able to get the system to recognize all answers to a completed survey which prevented a compilation of results. Customer support viewed the member's screen and ran an error log to figure out the issue.
No, we did not purchase premium support for OnBoard. I'm not sure it was offered when we purchased OnBoard in 2017 and I'm not sure it's offered now. Regardless, I don't believe premium support would be needed as the regular customer support is excellent. They answer immediately and respond timely.
No
A board member once couldn't access OnBoard prior to a meeting. She reported the issue 10 minutes before the meeting was scheduled to begin. Try as we might internally, we couldn't figure out the issue and resolve it. With about 5 minutes left before the meeting would start, I called OnBoard customer support for assistance. They answered immediately and were able to figure out the issue and get it resolved with a minute to spare.
OnBoard is extremely user-friendly. I believe many individuals could begin using it without instruction just by clicking and looking around. It is very intuitive and the setup makes sense. I have older members on my board and they can use OnBoard with no issue and no training beyond an initial overview. During the pandemic, I've had some new board members easily use it without instruction since we weren't able to meet in person for an overview.
  • Electronic signatures
  • Surveys
  • Zoom - although we don't use it because we need all Zoom features available integrated into OnBoard for our purposes.
  • Electronic signatures can be tricky if you have a document that flips between portrait and landscape orientation. The platform only recognizes one orientation, so some signature boxes are inserted in the wrong direction and you don't have the ability to rotate them.
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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