Product Review
OnBoard is a modern board portal that can be used by organizations of all sizes and industries. It offers an impressive list of features, all of which contribute to streamlining not only the work of board secretaries and members, but also that of executives, team leaders, and C-level professionals involved with the board in any capacity.
With OnBoard, board secretaries can:
- easily create and share meeting agendas
- build, share and update board books and other meeting materials with only a few clicks
- efficiently record meeting minutes
- easily check board member engagement
Board members and executives can use this board management software to:
- study and annotate meeting agendas and board books
- communicate with one another in private or in groups
- vote on proposals
- take part in remote and hybrid board meetings
- keep track of assigned tasks
On top of making board management easier and faster, OnBoard also helps boards keep confidential information private by providing them with world-class security features.
OnBoard is user-friendly, but in any case, training for new users is available in person and through webinars. Plus, users can access comprehensive learning documentation.
Organizations that can benefit from using OnBoard for their board management tasks include:
- financial companies
- higher education institutions
- governmental organizations
- non-profits
- healthcare institutions and companies
- technology enterprises
Main Features
- Manage agenda
- Meeting preparation
- Calendar management
- Scheduling
- Search information from the past meetings
- Manage meeting materials
- Manage reminders
- Create action items during the meeting
- Voting
- Activity dashboard
- Document templates
- Customizable branding
- Electronic signature
- Real-time chat
- Encryption of sensitive data
- Security protocol for all the pages
- Multi-factor authentication
- Permission management
Getting started
For the curious, but not yet decided, OnBoard affords a free trial (on request). If you’re interested in a live demo, you can also join one of the monthly OnBoard live webinars/demos. Finally, if you’d like a personalized primer on the platform, you can simply book a call with a company representative.
First-time OnBoard users benefit from personalized assistance — a dedicated Customer Success Manager will walk you through the key steps of getting your board room set up, onboarding new directors and other users, and providing live training as needed.
OnBoard Pricing
Key Advantages
Another feature that is useful for the secretaries – meeting minutes builder. Meeting minutes automation definitely makes work faster and more efficient. This is actually a must have for the most important meeting. It is possible to track the meeting’s attendance, to make notes during the meeting, to create tasks and track the meeting’s progress according to agenda.
Agenda template is available and customizable. Even if you somehow started with the wrong agenda, this isn’t a problem. Replace or create new meeting sections during the meeting, this doesn’t require much time.OnBoard eliminates the need to use different software while working with an agenda and meeting minutes.
One more important thing is a high level of security and protection. There is no more need to send sensitive information via email. Your information remains protected from the beginning. If someone needs to export meeting minutes in a Word Doc or PDF there is no problem. The safest solution in this situation is to send meeting minutes for approval or eSignatures within the software.
OnBoard pros and cons
Pros
Hundreds of OnBoard users report that this software really simplifies governance, and that they are happy using it for board management. Some of the features OnBoard customers like are:
- agenda and meeting notes
- drag and drop document upload
- user-friendly board book creator
- meeting minutes
More examples of OnBoard features that customers mention as being particularly helpful are customer support (which includes online chat), on-demand training sessions for new users, and a resource library of additional information on how to make the most of the board portal (including training videos).
Cons
A few OnBoard clients have complaints about this software. They report malfunctions with Zoom integration, issues with a document upload, and problems with the voting tool.
Some clients also complain that the platform is difficult for non-tech savvy members to use — though other clients say the contrary, reporting OnBoard is user-friendly even for their board members who are not accustomed to new technology.
