OnBoard Review
OnBoard portal is a board management software platform designed to serve corporate boards, nonprofits, financial institutions, and public sector organizations. It helps leaders facilitate meeting work, manage documents securely, and improve the governance procedures.
OnBoard is designed as governance software that saves administrative time and enhances meeting preparation and strategic planning. Its cloud workspace enables board members to view documents, agendas, and notes on any device, which is convenient for international boards. The characteristics that will make organizations use OnBoard software are a user-friendly interface and enterprise-grade security.
Usability, compliance, and readiness to digital governance are the three foundations of the OnBoard value proposition. Agenda building, secure messaging, voting and approvals, meeting analytics, skills tracking, automated OnBoard AI-powered minutes, minutes builder, and integration of video conferencing help boards to operate more efficiently and transparently.
Contacts
Pros and Cons
Users emphasize the clean interface, the simplicity of creating an agenda, and the need for no prior training using the product.
OnBoard has robust security measures (e.g., MFA, least-privilege access) and is certified (e.g., SOC 2 and ISO), among others.
The company offers onboarding, 24/7 support, online training, and webinars.
According to some users, Zoom integration is not the strongest, and they have less functionality in the meetings.
The meeting book does not always resize to fit the window, and thus must be zoomed or scrolled around.
Online discussion systems do not support deep threading, thereby limiting more intensive conversations and lacking read-only audit.
OnBoard Pricing
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Main Features
- Zoom (and Teams) integration for virtual meetings
- Agenda Builder with drag-and-drop and templates
- Meeting time management with timed sections and reminders
- RSVP and attendance tracker for meeting participants
- Meeting briefs and analytics, engagement metrics, and preparation insights
- Board book builder (multi-file support, real-time updates)
- Resource folders/library for bylaws, policies, and annual reports
- Persistent, synced notes and annotations across devices
- Offline access to board materials for review without internet
- Universal search across past books, minutes, notes, and documents
- Secure Messenger for individual or group conversations
- Task management/action item tracking across meeting cycles
- Minutes builder: take notes, track attendance, capture motions
- Surveys and board assessments (e.g., D&O questionnaires, performance)
- OnBoard AI tools: Agenda AI, Minutes AI, Book AI, Assist AI, Insights AI, Actions AI
- Built on Microsoft Azure with encryption in transit and at rest
- Two-factor authentication, biometric login (Face ID / Touch ID) for the OnBoard app
- Granular permissions per user/committee/document
- Remote wipe and idle wipe for devices to protect sensitive data
- Compliance certifications: SOC 2 Type II, ISO 27001; GDPR, HIPAA support
Best for
- Nonprofit organizations and foundations
- Financial services firms (banks, credit unions, private equity)
- Governmental or public-sector bodies/agencies
- Higher education institutions (universities, academic trusts)
- Board of Directors / Trustees
- Audit, Risk & Compliance Committees
- Compensation & Executive Committees
- Committees focused on Diversity, Assessment & Skills
- Board Administrators / Corporate Secretaries
- CEOs, Executives & C-Suite Leaders
- Directors / Trustees
- Legal Counsel / General Counsel
- Preparing and distributing board books and meeting agendas digitally
- Conducting surveys, board assessments, and D&O questionnaires
- Running hybrid or virtual meetings with voting and approvals integrated
- Tracking engagement, action items, and post-meeting follow-up using analytics and AI tools
FAQ
Does OnBoard support e-voting?
Yes. OnBoard features a secure built-in voting system, allowing board members to vote on motions, approvals, and resolutions directly in the platform.
What integrations does OnBoard have?
OnBoard integrates with Microsoft 365, Google Workspace, Zoom, Teams, and most SSOs.
How long does it take to implement OnBoard board management software?
OnBoard is typically implemented by most companies in a matter of days to several weeks, depending on the amount of data and the demands of onboarding.
What compliance standards does OnBoard follow?
OnBoard allows SOC 2 Type II, ISO 27001, GDPR, HIPAA (where applicable), and industry-standard encryption.
Does the OnBoard board portal have a mobile app?
Yes. OnBoard offers full-fledged iOS and Android applications.
What’s New
- The upcoming OnBoard AI Suite
- The most trusted and reviewed board management software
- The next-generation annotations tool
OnBoard alternatives
Board Portal Comparisons
Key Takeaways
- Fitting nonprofits, associations, schools, and mid-size businesses
- Powerful governance platform with AI-based agendas, minutes, and insights
- OnBoard cost depends on the board’s unique needs
- Strong security and compliance: SOC 2, ISO 27001/27701, GDPR, HIPAA
