OnBoard [Board Management] was the perfect option for our small nonprofit heading into COVID!
December 22, 2021

OnBoard [Board Management] was the perfect option for our small nonprofit heading into COVID!

Craig Morris | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with OnBoard Board Management Software

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  • Nice filing system for historical documents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.

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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.

Using OnBoard Board Management Software

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
I couldn't imagine us doing our business without OnBoard [Board Management]. It has become the way we communicate with our Board and run our meetings. Frankly, I have no desire to go back even when we are meeting in person to paper binders for each board member. It truly has been a blessing coming out of COVID for us.