OnBoard Meetings is a comprehensive board management software designed to streamline the planning, preparation, and execution of board meetings. It aims to enhance efficiency and effectiveness by revolutionizing traditional meeting processes. The software offers features such as agenda setting, document sharing, and collaborative tools, making it easier for board members to communicate and make informed decisions. OnBoard Meetings is a modern solution for effective board management.

  • 01Pros and cons from reviewers
  • 02Main features
  • 03What is OnBoard Meetings?
  • 04How OnBoard Meetings compare to similar software?
  • 05Who is OnBoard Meetings best for according to our reviewers?
  • 06OnBoard Meetings Reviews

What is OnBoard Meetings?

OnBoard Meetings is a comprehensive board management software that streamlines executive processes in organizations. It digitizes board meeting procedures, making them efficient, secure, and highly collaborative. This software replaces traditional paper-based methods with a digital platform that provides easy access and functionality. Its user-friendly interface allows board members to effortlessly access meeting materials from any location and on any device. This ensures seamless collaboration and smooth operations, providing board members with easy access to vital information. The software also offers deals on SaaS products and insights from experts and a global network of entrepreneurs.

Pros from reviewers

  • E-Signature and Approval Features: OnBoard's e-signature and approval features expedite the process of creating surveys and receiving results. These features were particularly useful during remote working conditions necessitated by the COVID-19 pandemic

  • Ease of Planning and Collaboration: OnBoard software simplifies the planning of meetings and enables real-time collaboration among team members, regardless of their location or device. It also automatically generates meeting summaries for future analysis

  • Professional and Responsive Support: OnBoard's support team is professional, responsive, and offers continuous training webinars and tutorials for new users. They are also open to client feedback and suggestions for new features

  • User-Friendly with Regular Updates: OnBoard is user-friendly and regularly introduces new features for testing and experimentation. It also allows administrators to delegate permissions to various employees, enabling them to upload documents independently

  • Flexibility and Convenience: OnBoard provides the flexibility to make last-minute changes to meeting materials. Board members can access these materials from anywhere using their preferred device. The software also includes a voting feature that records results for future reference.

Cons from reviewers

  • Complexity for new users: Despite its extensive features, OnBoard can be somewhat complex for new users, making it difficult to navigate and utilize all its functionalities

  • Limited instructions: The software provides limited instructions, making it challenging for novice users to understand and use the software effectively

  • Lack of customization options: OnBoard lacks customization options, restricting users from altering the format or look of the printed output or adding items to the agenda unless they are predefined as an agenda item

  • Inefficient minutes feature: The minutes feature of OnBoard requires enhancement as it automatically generates document links in the meeting minutes, making it inconvenient for users

  • Limited storage: Despite its numerous features, OnBoard does not provide ample storage space, restricting the amount of data that can be stored.

Main features

Starting Price

N/A

Free Plan

No

Collaboration and annotation

Offline access

Board member training and onboarding

Meeting preparation

Voting and decision-making

Who is OnBoard Meetings best for according to our reviewers?

  • Board Members: OnBoard allows board members to access meeting materials from any location or device. They can also use the software to vote on issues and access meeting summaries for future reference. The software's e-signature and approval features are particularly useful for board members who need to approve documents remotely

  • Administrators of Large Organizations: OnBoard is particularly useful for administrators who need to manage large amounts of information and documents. The software's resource section, document archiving feature, and ability to delegate permissions to various employees make it an effective tool for large organizations

  • Board Administrators: These individuals are responsible for managing and organizing board meetings. OnBoard provides them with tools to plan meetings, generate meeting summaries, and manage board documents. It also offers features for creating agendas, accessing Zoom links, and maintaining a resource library

  • Tech-Savvy Users: These users will appreciate OnBoard's continuous introduction of new features and its commitment to innovation. They can also take advantage of the software's e-signature and approval features, as well as its ability to integrate with other software like Zoom.

  • Novice Users: While OnBoard's extensive features can be complex for new users, the software offers training webinars and tutorials to help them get up to speed. However, these users may find the software's limited customization options and complex instructions challenging

  • OnBoard Meetings Reviews

    4.8

    OnBoard Meetings rating

    4.7

    Ease of use

    4.8

    Customer service

    4.5

    Value for money

    4.8

    Likelihood to recommend

    4.7

    Features

    24 OnBoard Meetings Reviews

    4.8 (24 reviews)
    Leave a review
    • Joe Davis

      Exceptional Value: A Comprehensive Review of the Onboard Software's Extensive Features and Capabilities

      The onboard software offers excellent value for money considering its wide range of features and capabilities

      September 14, 2024

    • Cynthia

      OnBoard has saved me hours of

      OnBoard has significantly reduced my preparation time and improved our board communication. The implementation team has been great to work with, being patient and descriptive. The platform is user-friendly, even for someone with limited computer skills.

      September 8, 2024

    • Frank C

      OnBoard: A Game Changer for Streamlining Meetings!

      I used to create a printed board book for each meeting, which required materials to be submitted well in advance and didn't allow for last-minute changes. However, OnBoard has provided me with the flexibility to make changes right up to the meeting date. Board members can access the virtual board book from anywhere using their preferred device. We also use OnBoard for committee and cabinet meetings and can record any votes directly in the system. I often use the polls/voting feature with the cabinet for minor items that need consensus. Instead of waiting for the next meeting, we upload the necessary documents and send them out for a vote. The results are recorded in OnBoard for future reference, which is especially helpful for any board votes needed during an audit. I appreciate the ease of use and implementation of OnBoard. I've had to do very little individual training with board members, and the customer service has been extremely responsive whenever I or a board member have had an issue. However, I wish we could store more.

      September 3, 2024

    • Catherine A

      User-Friendly Onboard Software Interface

      The onboard software's interface is clean and easy to navigate, making it a pleasure to use daily

      August 26, 2024

    • Carolyn S

      OnBoard - Embrace the Ease and Innovation

      I thoroughly enjoy using OnBoard. It's user-friendly and was quickly adopted by the end-users. As an admin, I can delegate permissions to various employees, enabling them to upload documents independently. I appreciate the continuous introduction of new features for testing and experimentation. Despite the company's expansion, I haven't observed any negative effects. What I especially adore about OnBoard are the e-signature and approval features. They allow me to create surveys and receive results quicker since users are already familiar with the OnBoard portal. The e-signatures were vital during COVID when we couldn't meet face-to-face but required signatures for document approval. I also value the customer support from my relationship manager who is always receptive to suggestions for product enhancement. Innovation is crucial in a digital world. However, the minutes feature requires enhancement. It might function well for some organizations, but not for me. I dislike how the pre-form automatically generates document links in the meeting minutes and starting from scratch is also a hassle.

      August 17, 2024

    • Nicole W

      Commendable Customer Support for Onboard Software

      The customer support for the onboard software is commendable, they were quick to respond and very helpful in resolving my queries

      August 10, 2024

    • Jack B

      Intuitive Board Management Software

      OnBoard was my company's first foray into online meeting management. We chose it because it was user-friendly and met our needs. Over the past 4 years, it has exceeded our expectations. Before OnBoard, we used paper packets for board and committee meetings, which were time-consuming to prepare and update. Transitioning to OnBoard has saved us a lot of time, effort, and resources. Some of our board members, especially the older ones, were initially hesitant to use an electronic platform, but they have all successfully adapted to using OnBoard, including its survey and electronic signature features. New board members are immediately introduced to OnBoard and rarely need help figuring it out because it's so easy to use.

      August 5, 2024

    • Brenda W

      RRTS: A Mixed Experience with User-Friendliness and Customization

      The onboard software wasn't as user-friendly as I expected. As a novice user, I found it hard to compare, but it didn't meet the hype. It's not too complicated once you understand it, but the limited instructions were a challenge. I struggled to input a survey with the same answer options for each question. After two days of frustration, I reached out to customer service who told me it was simple. However, I think this information should have been easily accessible in a tutorial or guide. The software also lacks customization options. I couldn't alter the format or look of the printed output, nor could I add items to the agenda unless they were predefined as an agenda item. Sometimes, I just wanted to add a footnote or extra explanation.

      July 29, 2024

    • Sharon M

      Software Integration Boosts Productivity

      I was particularly impressed by the software's ability to integrate with other tools I regularly use, enhancing my productivity

      July 22, 2024

    • John

      Outstanding OnBoard Software and Expert Team

      The benefits I've gained from using OnBoard for our board management are numerous! From day one, the staff was professional, supportive during implementation, friendly, and always responded quickly. The implementation process was smooth. Our board began using OnBoard and immediately approved of using the portal for all board management. As the main administrator and developer of the portal, I've enjoyed the entire process and love all aspects of OnBoard and its team. They offer continuous training webinars and tutorials for new users and are innovative, seeking client feedback and desired features for implementation. I've recommended OnBoard to others and would strongly endorse it to anyone considering board management software. Some of the significant features include creating the agenda from a Word document, accessing Zoom links from OnBoard, an enhanced calendar, and a Resource Library. It's user-friendly and new features, upgrades, and improvements are continually being implemented. The integration was flawless.

      July 13, 2024

    • Frances N

      Game-Changing Onboard Software: Robust and Reliable Project Management

      The onboard software has been a game-changer in managing my team's projects, its features are robust and reliable

      July 7, 2024

    • Harold M

      User-Friendly with Exceptional Customer Support

      I have been using online board books for over 6 years and switched to OnBoard last year. The transition from hard copy materials to digital has saved significant time and money. However, the switch to OnBoard has made everyone's days more efficient. OnBoard serves as a one-stop shop for my board members, making their service to our organization more professional and my service to them much easier and less time-consuming. The customer service at OnBoard is exceptional, taking every concern and suggestion seriously. The program is user-friendly and quick to implement, allowing users to be set up in minutes. There is a built-in resources section which makes the app an all-in-one portal for users. However, there is a slight lag time in building agendas and I would appreciate more customization in the emails sent, the agenda templates, and table of contents template. I chose OnBoard for its easy to understand annual fee, clear features, and their willingness to expand their offerings based on our needs.

      July 2, 2024

    • Rebecca C

      Superior Tool for Streamlined Board Management

      My experience with OnBoard has been excellent. The learning curve is short and the feedback from board members has been overwhelmingly positive. They appreciate the ability to find all organizational information in one portal. The ability to manage meetings, documents, and communication through a single portal is one of OnBoard's strongest features. The biggest challenge has been getting the board to adopt the system. Some members were initially intimidated by its cloud-based nature, but even the most reluctant have found it easy to use.

      June 22, 2024

    • Flynn S

      Simple to Manage and Operate

      When searching for Board portal software, I wanted something easy to manage, user-friendly, and cost-effective. OnBoard met these criteria and has not disappointed. Its training and resource materials are excellent, and the tech support is prompt and responsive. My Board members appreciate the software's portability, as they can access their Board materials on any device. Choosing OnBoard was the best decision I could have made.

      June 18, 2024

    • Delphine

      Commendable Commitment: Regular Updates and Improvements Elevate Onboard Software Quality

      I appreciate the regular updates and improvements made on the onboard software, it shows the company's commitment to providing a top-notch product

      June 9, 2024

    • Rose E

      OnBoard: Outstanding Board Portal Software

      I find OnBoard extremely easy to use for our board meetings, even for those who aren't tech-savvy. It saves us a lot of time and paper, and our board members are very supportive of it. OnBoard's support team is excellent and the software is very helpful in reducing paper waste and facilitating online meetings. I'm grateful we had this in place when COVID-19 hit, as it allowed us to conduct our governance business easily and quickly. I've had no issues with OnBoard and would highly recommend it.

      June 3, 2024

    • Vance M

      OnBoard Boosts Board Efficiency!

      I find the OnBoard application extremely user-friendly with a wealth of help topics available. The site is easy to navigate with an intuitive dashboard, a handy calendar, and resource features that keep information easily accessible. I can access the portal from any device, which is extremely useful when I'm on the go. The customer service is excellent, with quick responses to any inquiries. OnBoard also offers free monthly webinars featuring product updates, tips, and tricks from super users, and informational sessions on various topics. OnBoard has become an integral part of planning, preparing, and developing our board meetings.

      May 28, 2024

    • Margaret F

      Thrilled to Discover OnBoard Management Software

      As a user and administrator, I find the OnBoard Management Software user-friendly. It enables us to create meeting agendas and attach relevant documents. It also has a feature for archiving documents. We can distribute surveys, vote via the portal, and digitally sign documents. The pricing is fair and the customer service is commendable.

      May 18, 2024

    • Russell Rodriguez

      Streamlined Workflow with Onboard Software

      The onboard software has significantly streamlined my workflow, making it easier to manage tasks and deadlines

      May 14, 2024

    • Teresa B

      A Must-Have Software

      OnBoard has become a crucial tool for our board members, making everything smoother. Even the less tech-savvy members can use it with ease. Our board is happier as they feel more organized and there's minimal housekeeping required.

      May 5, 2024

    • Hannah C

      Navigate Efficiently-Planned Meetings

      The software makes planning meetings very manageable and allows real-time collaboration among our team, regardless of location or device. It also simplifies our workflow by automatically generating meeting summaries for future analysis. However, its extensive features can be somewhat complex for new users.

      April 27, 2024

    • Frances Garcia

      User-Friendly Software Onboard

      I found the software onboard to be incredibly user-friendly and intuitive

      April 23, 2024

    • Grace Brown

      Excellent Software for Our Board Meetings

      I find Onboard to be a great tool for our board meetings. We use it to store documents, create board books, and get approvals for minutes and actions without meetings. While some features like annotations can be a bit clunky, it's perfect for our basic needs.

      April 14, 2024

    • Joan N

      Smooth Performance: A Pleasant Surprise

      I was pleasantly surprised by the software's performance, it runs smoothly without any glitches or crashes

      April 14, 2024