OnBoard

Vorteile

Using OnBoard‘s interactive process of voting and polling, it is possible to make quick decisions during an online meeting. Scheduling: The use of the AI-powered meeting minutes generator helps provide quick solutions and minimize time wastage by creating accurate minutes.

Nachteile

In particular, I would like to emphasize that utilization of OnBoard has greatly facilitated organization of virtual team meetings. Having all the documents in one place helps make meetings more effective, as does planning for the meeting and the overall productivity.

Vorteile

OnBoard is very user friendly and its document retention is great.

Nachteile

Getting my board to fully utilize Onboard.

Vorteile

It made it easy to write and distribute agendas and board packets. It also made it easy to write and distribute minutes. Customer service was very responsive.

Nachteile

Most everything else. The first time we tried to use the Zoom function it didn't work and it made our organization's leadership look incompetent. The voting functions and minutes don't integrate properly.

Most of all, the company has a very high-pressure sales team with some unethical fine print. We signed a contract that clearly stated a one-year term, but the user agreement on the website has hidden autorenewal language. When we indicated that we weren't renewing they sent the balance for 2025 to collections.

Vorteile

It is very user friendly! This is my first year using it and I have been appreciative of how intuitive the program is. It's easy to navigate, and being able to duplicate meetings and actions on the administrative side, is a huge time saver for any repetitive meetings and questionnaires/surveys. The OnBoard Academy is also a great tool to help you learn the program.

Nachteile

There was one instance when the program was not loading properly and I needed to urgently update a board book. Thankfully, eventually the issue resolved itself.
There was one other occurrence where a user experienced an issue downloading an Excel document from a resource folder. They were using an Apple product to access the portal and they were not able to view the document in question as a spreadsheet. I reached out to OnBoard regarding same and they confirmed the user would need to have the Excel App downloaded on their device.

Vorteile

Integrating OnBoard into our Board operations at Bet Tzedek has been a truly transformative experience. The platform has made it so much easier for us to manage Board meetings, materials, and communication in one centralized, user-friendly space. It’s streamlined our processes, improved access to important documents, and helped our Board members stay connected and engaged—whether they’re in the office or joining remotely.

But what really made the transition seamless was the incredible support we received from [sensitive content hidden]. From our very first conversation, [sensitive content hidden] brought a level of professionalism, warmth, and responsiveness that made all the difference. She took the time to understand our needs, guided us through the onboarding process step by step, and was always available to answer questions and offer thoughtful solutions. Her ability to keep things moving forward while also being patient and approachable was deeply appreciated by our whole team.

Thanks to both the OnBoard platform and [sensitive content hidden] expert guidance, we now have a system that truly supports the way our Board works. We’re grateful for her partnership and wouldn’t hesitate to recommend both the platform and her support to other organizations looking to enhance their Board engagement and operations.

Nachteile

It was just difficult to get Board members to sign up until certain deadline, but now everyone is on board. :)

Vorteile

Excellent customer service and ease to use.

Nachteile

I wish you could RSVP to meetings on behalf of Board Members.

Vorteile

I like the ease of use and the layout of information. It's fairly basic and straightforward.

Nachteile

I'm not a huge fan of the permission setting issues. Some things work fully but some only work in park (like some things you can duplicate if you have permission but others you can't). There are also some features that would be useful for example a messenger notification management or @ing feature.

Vorteile

Ease of Use. Ability to post confidential documents

Nachteile

Does not work well with AOL (which some people still use unfortunately)
Some people cannot find items in folders easily

Vorteile

It is efficient and makes creating agendas and minutes for Boards easier.

Nachteile

It is missing the updated technological features.

Vorteile

Easy to organize meeting materials, schedule, track votes, and produce minutes.

Nachteile

The learning curve is a little steep, but it does start to get easier to navigate as you get used to it.

Vorteile

User-friendly; designed to please both the back-end administrator and the front-end (not necessarily tech-savvy) occasional user. Easy upload and management of documents. Comprehensive permissions functionality, from global to document-specific and meeting-specific.

Nachteile

All events (dinners, retreats, etc.) must be categorized as "meetings." Meetings functionality is excellent for Board and committee meetings, but not flexible for gatherings that are not meetings.

Vorteile

Being able to assemble a Board Book and send it out in a secure manner. The minutes within the agenda is a nice feature as well.

Nachteile

This isn't directly at OnBoard but my Board is a little tech challenged and they don't really seem to get it. They have received training...it's just not taking :)

In Betracht gezogene Alternativen

Gründe für den Wechsel zu OnBoard

Vorteile

We used to produce a printed and bound board book for each meeting, requiring materials to be submitted far in advance, and last-minute changes were not able to be included. OnBoard gives me the flexibility to continue to make changes right up to the meeting date. Board members are able to access the virtual board book from wherever they are using the device that they prefer. We are also able to use OnBoard for committee meetings and cabinet meetings and capture any votes that take place directly in OnBoard.

I also use the polls/voting option almost daily with cabinet. There are many small items that need cabinet consensus and instead of waiting until the next cabinet meeting, we upload the needed documentation and send it out for a vote. The results are recorded in OnBoard for future reference, which is especially helpful for any board votes needed during the audit.

I also love the ease of use and implementation. I have had to do very little individual training with board members, and customer service has been super responsive whenever I (or a board member) has had an issue.

Nachteile

It would be great to be able to store a little more information about board members that you could run a report on - such as term information, etc.

Vorteile

This product took very little time to implement with our Board. The members seemed to just "get it" when they were onboarded. I really like how intuitive it is.

Nachteile

Calendar integration and syncing with members to ensure meeting details are live and updated as changes occur is a drawback at this point (although I think they're working on this). Implementation with GSuite organizations seems a bit clunky unfortunately - lots of work arounds.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu OnBoard

Vorteile

What I liked most about OnBoard was how easy their support team made it for my organization to transition to it. And our board members have loved it! We've had other board members asking about it for their organizations.

Nachteile

It is difficult to remember to "publish" everything.

Vorteile

Meeting minutes and board packets. Really enjoy how easy it is to make updates in real time to the agenda.

Nachteile

PDFs are sometimes damaged when trying to share board packets with regulators.

Vorteile

OnBoard makes it easy to set an agenda and write meeting minutes from the agenda items.

Nachteile

Setting BOD terms can be challenging sometimes on the system.

Vorteile

Intuitive and consistent tool for inputting and managing board information.

Nachteile

Difficulty with time zone management for multinational board calendars.

Vorteile

It's very easy to use, especially with the tutorials. Even as a beginner, you'll pick it up very quickly.

Nachteile

I have nothing to say as a disadvantage it's a good tool

Vorteile

The product is easy to use and intuitive. My board members of various ages were all able to use it with no or minimal training. They are able to navigate and locate information easily. Board members who need to sign documents frequently have no difficulty using the electronic signature feature within OnBoard. Making last minute revisions to agendas and packets is fast and causes no delay in meetings. Overall, OnBoard saves time and gives all attendees the same experience with easy access.

Nachteile

OnBoard continues to improve its offerings. The only con as far as features is within electronic signatures. It would be ideal to make electronic signatures more customizable with rotating signature boxes and the ability to insert text and check boxes into documents.

Vorteile

I feel the like the board book along with RSVP, annotations have been the most impactful. This product is very easy to use, but still overwhelming with the way things were done in the past and most board members don't like change. Integration from the existing business processes to the new OnBoard Platform makes my job less stressful, but more efficient!

Nachteile

I wish that if you need to update a document after the Boardbook has been created it will allow you to do so. You can make edits, but OnBoard doesn't allow members to see those changes! Creating meeting minutes and polls/voting feature should be added to the OnBoard Core. I believe it will provide more of a variety with features offered to experiment with for a reasonable cost.

Vorteile

OnBoard has been a wonderful way to keep documents in one place, which is incredibly important when dealing with busy executives. I like that you can add important documents, not necessarily related to a specific meeting, to the Resource section where they are readily available to anyone who has access. Another feature that has been very helpful is having the ability to give specific access to various members based on their role with the organization.

Nachteile

The only con in OnBoard I have seen thus far is having to set permissions within the system and then again for specific meetings, when it comes to an admin. I feel like making someone an admin should make them an admin across the board.

Vorteile

Imbedded security features at all levels of the software, even allowing for remote wiping of devices attached tot he system should that become necessary.

Nachteile

Zoom integration has been a bit buggy at times, but we have been assured that work on this aspect is progressing.

Vorteile

OnBoard provides a centralized platform for managing board meetings and communications, making it easier to stay organized. The platform provides a high level of security, ensuring that all confidential board materials are protected.

Nachteile

OnBoard can be expensive, particularly for smaller organizations.

Vorteile

I appreciate the fact that OnBoard is an exceptional tool, skills can be picked up quickly, and virtual meetings can be started without any complications. I greatly appreciate the speed of executing orders with OnBoard, as well as the distinctive dashboard that enables us to easily set up the agenda, schedule appointments, and also set up links, as the importance of this increases the level of realism. I also like the dashboard because I can review the comments of colleagues and managers and respond to them directly. I also find that sharing tasks and compiling reports is very flexible with OnBoard, as all members can actively participate. Also great is the way OnBoard provides for taking minutes of meetings, updating them, adding notes and alerts, all of which are saved in an organized manner and we can also access them easily.

Nachteile

I did not find things difficult with OnBoard, as its distinctive design and high capabilities enabled us to manage virtual meetings as required.

Vorteile

I loved the ease of gathering updates in one place with OnBoard. It’s great that it allows updates to flow from members, and we can create sections and gather updates for each section independently. I loved how we can review meeting minutes and keep attaching updates on points related to our section and arrange them to be ready before the next meeting. The documentation capabilities are high quality, as well as the chat channel that enables us to answer inquiries and discuss smoothly. The review and approval documentation mechanism with it is excellent and enhances governance within our organization.

Nachteile

With OnBoard, there are no cons, it keeps updates going and prepares reports and dashboards smoothly.

Vorteile

The portion of the software focused on meeting orchestration is good. The feature functionality around scheduling meetings, building agendas, and aggregating attachments works well (although this doesn't carry through actually running a meeting).

Nachteile

During meetings, the meeting book does not automatically size to the window. At all. As users scroll through the meeting, it is very distracting to continually zoom/unzoom/scroll right/scroll down to fit information to the screen. This functionality is standard in PDF readers.

Online discussions are not threaded. You may only have ONE long-running discussion with each distinct set of people. It makes the feature useless for all but the most mundane of communications.

The software does not support read-only audit users. Most organizations, both for-profit and not-for-profit, need to provide access to state examiners, federal examiners, or financial auditors. Despite asking for this functionality for years, the only response is that we may buy more licenses to support temporary users, which would require manually back-allocating user permissions to all meetings and files.

Vorteile

Onboard has brought revolution in board communication. It securely create and organizes board materials just by a few clicks ensuring full control and better decisions making. The customer support team is wonderful and committed. It is quite easy to take charge of who accesses board information ensuring full confidentiality and data protection. Onboard is easy to customize and simplifies board meetings management.

Nachteile

Onboard is straight forward and user friendly. It has worked perfectly well for us. Nothing to complain about so far.

Vorteile

I love how easy it is to build board and committee agendas and packages in OnBoard. It's a great place to store and share all relevant information for our board members, giving them easy access to any reference documents they may need, when they need them.

Nachteile

My only suggestion for improvement to the OnBoard portal is to allow some additional customizations i.e., changes to font style and colour.

Vorteile

The feature that is most impactful to our organization's use is having meeting materials all in one place, eliminating the need to print materials and distribute to members.

Nachteile

My lease favorite part of OnBoard is reliability. There are times that the meeting book will not build. That does not work when needing to present at a meeting, or when members need to view the materials and vote. I am also disappointed with the Customer Service response when lodging a complaint. They do not have a good system of notification when an issue is resolved. It leaves us guessing and considering looking at different vendors for a similar product.

Vorteile

as a board member, this makes hosting our meetings so easy and seamless, love the minutes and voting features

Nachteile

integrations with Zoom didn't work for some meetings in the beginning but that was rectified

Vorteile

What I like most is how easy it is to create an agenda and add documents. And if something needs to be swapped out last minute, it's not a problem at all. The process is so fast.

Nachteile

If a PDF is created from a Goolge document, OnBoard won't accept it. Sometimes I'll put everything in the packet and click on 'Open Book' and an error pops up saying that it failed. Then I have to remove each PDF one by one until I discover which one is the problem. Sometimes that has been time consuming; however, my company is transitioning to only using Microsoft so it's been less of a problem lately.

Vorteile

The features which I love about OnBoard are the e-signature and approval options. I am able to create surveys and get results much quicker as users are already used to the OnBoard portal. e-signatures were critical during COVID as we couldn't meet in person, but I needed signatures for approval of documents. I also love the customer support of my relationship manager. They are always listening on how to improve the product. Innovative is necessary in an electronic world.

Nachteile

The minutes feature is a work in progress. I am sure it works fine for some organizations, just not me. I do not like the fact that the pre-form automatically creates links of documents in the meeting minutes. Starting from scratch is cumbersome as well. They have taken my comments into consideration. Perhaps there will be a third option someday.

Vorteile

With so many app I've used and I will always be frustrated by losing files but with this onboard everything is easy and there are noo frustrations am always happy and up to date, no more losing files,this is one of the best so far

Nachteile

The writing function is bit of a nightmare because you cant freely annotate and highlight function too..

Vorteile

Great functionality and support for an affordable price.

Nachteile

There are several upgradable options and since we are budget-conscious it sometimes feels as though it can be a nickel and diming situation. That being said, I do appreciate the ability to have the platform at a relatively reasonable price point.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu OnBoard

Vorteile

Meeting management through OnBoard is much more efficient than calendar invites and emails. Building the agenda is easy, and the board book it creates puts everything in one, professional-looking document. Communication with different groups through the messenger is also a time-saving feature. Eliminates group emails and makes it easy to find past conversations and information when needed.

Nachteile

It would be nice to be able to delete messages and clean up the messenger section. Also, the permissions feature is great but we often forget that you have to apply permissions to each meeting, file sharing, etc. Would be nice to have that pop up as a reminder.

Vorteile

An easy way to gather all board documents into one place to present. Easy for the board to approve the consent agenda.

Nachteile

It is not easy to track the terms of each member and committee.

Vorteile

OnBoard provides a place to organize all meetings and documents in one place, which makes it easier to find what you are looking for. It is also great during meetings to have all documents uploaded in one place and easily accessible.

Nachteile

It would be nice to be alerted when members RSVP their attendance plans to meetings in OnBoard, rather than remembering to login and check attendance plans.

Vorteile

Being able to have a single portal to manage meetings, documents, and communication among board members are among the strongest aspects of OnBoard.

Nachteile

The biggest challenge is adoption of the system by your board. Some will be intimidated because it is cloud based but even the most reluctant have been able to easily use the platform.

Vorteile

OnBoard is a great time saver and helps us have productive board meetings by keeping us organized and prepared. Uploading documents to our meetings is easy and reformatting is not necessary. And the minutes are easily compiled and have a consistency that I greatly appreciate.

Nachteile

The only option I would like to see added is the ability to change/add salutations to the directory. Currently this is only available for a member to do themselves and I do understand why, but I am hoping there will be an option eventually to link a salutation to a specific board which could then enable this necessity.

Vorteile

Ease of implementation and ease for user, both on the admin and user side. It is very easy to use and clear where all items are located

Nachteile

Sometimes a feature can be clunky when first implemented (small things like being able to move items around easily in the minutes builder) but if anything like that arise I find the team addresses it fairly quickly

Vorteile

La qualité des images au cours des conférences en ligne nous satisfait

Nachteile

Le système mis en place pour les rappels sur OnBoard est quelque peu défaillants

Vorteile

Onboard is very user friendly and a great tool for board management. It was very easy to learn and the tutorials were awesome.

Nachteile

There is nothing that I don't like about this system. It has been great so far.

Vorteile

The real-time notification feature is very unique and has great collaborative tools that serves for every level of employee in the company.

Nachteile

User interface could be done better and appealing, such as icons and images. Logging in sometimes took time and had to try a few times.

Vorteile

I love how easy it is to set up a meeting, load an agenda, and add documents to it.

Nachteile

In the Minutes Builder, I wish there was a way to select a group I have set up, then manipulate who did and did not attend. We invite more than 40 people to a Board meeting, but only have 10 Board members. I have to go one by one through the invitees to delete the non-Board members.

Vorteile

It is great to use to keep all meeting materials in order and easily accessible for members of committees as well as the administrative team. I also love how I am able to lock the minutes once approved so no future changes can be made.

Nachteile

Nothing, it is very easy to us and does exactly what I need it to.

Vorteile

A word document may be used to create the agenda, Zoom links can be viewed from the OnBoard, the calendar has been updated, and there is a Resource Library. friendly to users. Continuously adding new features, updates, and enhancements. Integration went smoothly.

Nachteile

In comparison to other well-known board pack software, OnBoard operates a little bit differently, so customers who are accustomed to other types may require more assistance to get acclimated to it. Because they are a little too subtle, upload failure notifications can be overlooked if you are working quickly.

Vorteile

Ce logiciel a une plateforme de gestion des réunions et des conseils d'administration qui simplifie la planification, la collaboration et le suivi des décisions.

Nachteile

Il peut être coûteux pour les petites entreprises ou les organisations à budget limité.

Vorteile

On board est un excellent logiciel très facile et simple à utiliser qui me permet d'organiser des réunions en ligne, télécharger des documents très rapidement grâce à ses fonctionnalités robuste

Nachteile

Je suis très satisfait d'avoir ce logiciel

Vorteile

It has been a very good experience communicating with this app and has very user-friendly interface. I use across different platforms with ease.

Nachteile

I have experience login issue at times but that is also very rarely but other than that no complains.