OnBoard Board Portal-logo


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OnBoard Board Portal-logo

Product Review

OnBoard is a modern board portal software that will be convenient for organizations of all sizes and types. The features list of this product looks really impressive. Provided functionality allows enhancing not only the work of board members but also executives, secretaries, team leaders and C-level professionals.

This board software is very easy to use, even though training for new users is available in person and with the help of webinars. Plus, there is a comprehensive learning documentation. 

Numerous organizations are operating remotely. OnBoard is a nice tool in such conditions. One of the features that make OnBoard stand out from the crowd is Zoom integration.

All meeting participants can use one tool for all: discussion, voting, video conference, creating meeting minutes etc. Moreover, all these processes are happening in a secure and protected environment. 

Board members are often participating in different boards. It could be quite challenging to keep all the information in order if only board software doesn’t offer multi-board or multi-company functionality. So does OnBoard. It’s more simple to use only one product for different duties, isn’t it?

Main Features

Scheduling management
  • Manage agenda
  • Meeting preparation
  • Calendar management
  • Scheduling
Meeting management
  • Search information from the past meetings
  • Manage meeting materials
  • Manage reminders
  • Create action items during the meeting
  • Voting
Product features
  • 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

Pricing details: Please contact the vendor to get more information
Pricing model: Subscription
Starting from: OnBoard hasn't provided pricing details
Free trial: Available

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.

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