Great portal for board engagement
July 01, 2025
Great portal for board engagement
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with OnBoard Board Management Software
We needed an online portal that allowed our board members to access a library of board documents. Previously, we were sending documents via email and there was no singular place to go to find and keep track of all of those attachments. Additionally, we needed a space for members to have digital access to all of our past, present, and future meetings. Our hope is to eventually reduce the amount of paper we use on printing meeting materials and rely more on the digital documents that are offered through OnBoard Board Management Software.
Pros
- Allows admins to build a customized library of documents and files for easy access.
- Permission settings allow us to pinpoint who has access to certain documents and meetings.
- The digital signature feature allows us to easily capture signatures on board documents in one central location.
Cons
- Resource folders are currently organized alphabetically/numerically from A to Z. I wish we had the ability to organize them however we need them to appear, which may or my not always be alphabetically in order.
- The minutes builder can be finicky and takes some getting used to.
- I wish there was a way to upload your own document to be used as the meeting agenda. The agenda builder is fine, and we will get used to it, but I do wish it was optional.
- We've been able to confirm increased engagement from board members via the portal.
Do you think OnBoard Board Management Software delivers good value for the price?
Yes
Are you happy with OnBoard Board Management Software's feature set?
Yes
Did OnBoard Board Management Software live up to sales and marketing promises?
Yes
Did implementation of OnBoard Board Management Software go as expected?
Yes
Would you buy OnBoard Board Management Software again?
Yes
Comments
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