
OnBoard
β β β β β 4.9 Β· 169 Reviews
What is OnBoard?
OnBoard is an industry-leading board management software designed to streamline meetings, enhance governance, and improve director engagement. Trusted by over 6,000 organizations globally, OnBoard simplifies the board process with a user-friendly interface and enterprise-grade security. Key features include agenda building, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, skills tracking, automated minutes powered by OnBoard AI, minutes builder, and video conferencing integration. With OnBoard AI, meeting discussions are instantly transcribed, generating a comprehensive draft of minutes with ease. OnBoard ensures your board operates efficiently, stays compliant, and engages directors in a secure, collaborative environment. Join the growing number of organizations that are improving their board meetings and elevating their governance practices with OnBoard today!
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OnBoard Reviews (169)
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Review Summary
Generated using AI from real user reviews
OnBoard is overwhelmingly praised by users with no significant criticisms appearing in these reviews. Users consistently highlight ease of use as the standout strengthβparticularly valuable for boards with members of varying technical comfort levels. The platform's ability to create and distribute meeting materials, including agendas and board packets, is described repeatedly as efficient and time-saving, with last-minute updates distributed instantly to all participants.
Key features generating enthusiasm include calendar and agenda tools, Zoom integration for remote meetings, voting and approval workflows, and document storage and archiving. Users emphasize practical benefits: eliminating printed board books, reducing email clutter, and enabling secure access from any device. Security and administrative controls also receive consistent praise, with reviewers noting encryption, permission management, and the ability to restrict device access.
The company's customer service and training are frequently mentioned as helpful and personalized. Several users report quick implementation even when transitioning from paper-based systems, and newer administrators describe teaching themselves the platform in minutes. No negative themes or complaints emerge across these fifty reviews, suggesting strong user satisfaction across different organizational types and board structures.
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Tuesday, June 9, 2020
βIt's easy to use and is accessible from any electronicβ¦β
It's easy to use and is accessible from any electronic device.
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Monday, June 8, 2020
βThe thing I like most is the permissions settings. Youβ¦β
The thing I like most is the permissions settings. You can upload documents and only make them visable to certain groups or members. I find this is the most helpful when managing different groups of people on OnBoard.
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Monday, June 8, 2020
βI have enjoyed the ease of use. Through tutorials andβ¦β
I have enjoyed the ease of use. Through tutorials and support, we have been able to get our Board of Directors and upper management transitioned to using this for our board meetings and some policy updates/changes. It is great to get rid of the paper copies. We are currently using primarily on iPad Pros. I also use it on an HP laptop. Both work great and the updates have been easily handled by both devices. It is great to be able to go back to previous months/meetings and look up information. Especially some credit presentations that otherwise typically filled up inboxes. I like the capabilities that are either available or on the horizon for us. These include visual with meetings from multiple locations, approvals for loan requests, and tracking of voting by BOD members (or reminders that they need to do so).
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Friday, June 5, 2020
βease of use, manageability of users, ability to organize documents,β¦β
ease of use, manageability of users, ability to organize documents, one touch meeting with documents, ability to have remote meetings.
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Friday, June 5, 2020
βOnBoard is an incredible product. It is very easy toβ¦β
OnBoard is an incredible product. It is very easy to use and it is an excellent way to organize board materials.
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Thursday, June 4, 2020
βEasy to setup and use. It also has great features.β
Easy to setup and use. It also has great features.
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Thursday, June 4, 2020
βUploading and integrating the agenda is quick and easy. There'sβ¦β
Uploading and integrating the agenda is quick and easy. There's no hassle to it. I just need to drag and drop it into the agenda section I want. Also, the configuration of how OnBoard can transfer my word doc agenda to their portal and keeping the format intact is fantastic !
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Thursday, June 4, 2020
βOnBoard responded to the desire of several of our trusteesβ¦β
OnBoard responded to the desire of several of our trustees to go digital in a great way. Trustees are now able able to login and review materials while on the road for business without having to be home to receive a package by mail. It provided ease in distribution of handouts that came the night before meetings as well. Management of archived materials is also available for ease of reference as needed and distribution of materials for review between meetings is also quick and easy.
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Wednesday, June 3, 2020
βOnline access for all Board Members and Staff to allβ¦β
Online access for all Board Members and Staff to all documents needed for the monthly Board Meeting
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Wednesday, June 3, 2020
βWe are still in the integration process, but things areβ¦β
We are still in the integration process, but things are going well!

