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What Is OnBoard?

NOW AVAILABLE:Microsoft 365 Integration.

See why OnBoard is Capterra’s most reviewed board management solution and the category leader on G2. OnBoard is the simple, secure, and effective way to prepare and run your board meetings. Experience a platform that unifies and secures communication, simplifies workflows, and bolsters board director engagement for a more collaborative and productive board.

Join more than 5,000 board-led organizations who trust OnBoard to deliver more effective govern

Who Uses OnBoard?

Board of directors, board directors, board administrators, executive administrators, C-level executives (CEO, President, CFO, CIO/CTO, COO, CMO), IT leaders, Corporate Secretaries.

Where can OnBoard be deployed?

Cloud-based
On-premises

About the vendor

  • OnBoard
  • Located in Indianapolis, US

OnBoard support

  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Afghanistan, Albania, Algeria, American Samoa, Andorra and 224 others

Languages

English

OnBoard pricing

Starting Price:

USD 299.00/year
  • Yes, has free trial
  • No free version

OnBoard does not have a free version but does offer a free trial. OnBoard paid version starts at USD 299.00/year.

Pricing plans get a free trial

About the vendor

  • OnBoard
  • Located in Indianapolis, US

OnBoard support

  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Afghanistan, Albania, Algeria, American Samoa, Andorra and 224 others

Languages

English

OnBoard videos and images

OnBoard Software - Zoom integration enables face-to-face, secure remote meetings directly within the platform – no need to download additional web conferencing apps. Engagement Analytics offers anonymized and aggregated real-time insights into how your board works.
OnBoard Software - The secure Messenger allows individual or group conversations to discuss sensitive board work. Chat one-on-one, message entire committees, or include the whole board in a conversation using the OnBoard app or any web browser.
OnBoard Software - The Meeting Minutes tool is the fastest meeting creation tool. Make notes, create tasks, track attendance, and mark motions. Drag and drop any file type, create templates, clone previous meetings, organize documents, and track decisions.
OnBoard Software - Voting & Approvals accelerates decision-making while ensuring compliance. delivers a seamless platform to support high-impact decisions, directors can organize, track, review, comment, and approve decisions – from anywhere and on any device.
OnBoard Software - D&O questionnaire solution transforms a cumbersome task into a simple, automated, and replicable annual process with wide range of question types and export options, as well as pre-filled content, eSignatures, and attachments.
View 6 more
OnBoard video
OnBoard Software - Zoom integration enables face-to-face, secure remote meetings directly within the platform – no need to download additional web conferencing apps. Engagement Analytics offers anonymized and aggregated real-time insights into how your board works.
OnBoard Software - The secure Messenger allows individual or group conversations to discuss sensitive board work. Chat one-on-one, message entire committees, or include the whole board in a conversation using the OnBoard app or any web browser.
OnBoard Software - The Meeting Minutes tool is the fastest meeting creation tool. Make notes, create tasks, track attendance, and mark motions. Drag and drop any file type, create templates, clone previous meetings, organize documents, and track decisions.
OnBoard Software - Voting & Approvals accelerates decision-making while ensuring compliance. delivers a seamless platform to support high-impact decisions, directors can organize, track, review, comment, and approve decisions – from anywhere and on any device.
OnBoard Software - D&O questionnaire solution transforms a cumbersome task into a simple, automated, and replicable annual process with wide range of question types and export options, as well as pre-filled content, eSignatures, and attachments.

Features of OnBoard

  • API
  • Access Controls/Permissions
  • Activity/News Feed
  • Agenda Management
  • Alerts/Notifications
  • Attendance Management
  • Audit Management
  • Calendar Management
  • Chat/Messaging
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Committee Management
  • Communication Management
  • Compliance Management
  • Content Management
  • Critical Date Alerts
  • Customisable Branding
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • Employee Database
  • Encryption
  • File Sharing
  • Forms Management
  • Knowledge Base Management
  • Live Chat
  • Meeting Management
  • Meeting Notes
  • Meeting Preparation Tools
  • Member Directory
  • Messaging
  • Minutes Management
  • Mobile Access
  • Polls/Voting
  • Real Time Synchronization
  • Real-Time Chat
  • Remote Support Software
  • Reporting & Statistics
  • Scheduling
  • Screen Sharing
  • Search/Filter
  • Secure Data Storage
  • Softphone Software
  • Task Management
  • Third-Party Integrations
  • Unified Directory
  • Version Control
  • Video Chat
  • Video Conferencing

Alternatives to OnBoard

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Aprio streamlines board meeting preparation and communication by providing an easy-to-use, secure board portal with unmatched service.
Tableau is the world’s leading AI-powered analytics and business intelligence platform. Learn More!
An integrated suite of applications include email, calendar and address book that are accessed via the Internet 24/7.
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Egnyte Protect is a data governance and compliance software that helps businesses manage and secure critical content.
MyBoardPacket.com enables you to deploy a board portal which is so flexible it can also be used as an extranet or intranet solution.

Reviews of OnBoard

Average score

Overall
4.7
Ease of Use
4.6
Customer Service
4.9
Features
4.5
Value for Money
4.6

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
73%
4
24%
3
3%
2
0%
Kara
Kara
Data Manager in US
Verified LinkedIn User
Higher Education, 201–500 Employees
Used the Software for: 1-5 months
Reviewer Source

Great Board Management Tool!

5.0 2 years ago

Comments: Having board files in one location will cut down on the amount of Trustees needing me to track things down and will serve as a secondary backup of our precious files. Customer service is astounding, especially compared to what I experienced or see available with a more expensive, similar platform I demoed, and the interface is more modern than the other platform as well. So OnBoard looks and feels great and was well received. My life has improved since adding this feature, saving hours with creating Board materials.

Pros:

This was a great cloud-based portal for full management of board materials, easy creation of Board Books, and creation of an archive in one location. This replaced a home-brewed portal that was difficult to use and clunky. Now, I can easily create and update board books instead of wasting precious time making manual, difficult updates using Adobe Pro. Great customer support.

Cons:

Some features we don't have since unfortunately they cost extra. We also have a difficult usage case that has required some workarounds but that is on us for being complicated. I hope one day they allow more than one Zoom platform to be connected to the account.

Alternatives Considered: BoardEffect

Reasons for Choosing OnBoard: Our home brewed Drupal solution was hard to use and our IT Department required too many hoops to use off the company property. With OnBoard, you can log in securely through MFA at home or at work, which is much easier for Trustees to use, and OnBoard is easier to both manage and use than our home brewed product.

Reasons for Switching to OnBoard: Cost, customer support, comparison of experiences with sales reps, how the competing sales rep treated me when I said we picked OnBoard, and the look of the interface

Preben
Senior Advisor in Norway
International Trade & Development, 501–1,000 Employees
Used the Software for: 2+ years
Reviewer Source

Secure, reliable and fast. None other like Onboard.

5.0 5 months ago

Comments: Starting from implementation, Onboard has shown a consistent commendable performance. It makes sense for us and I highly recommend it.

Pros:

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.

Cons:

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

Phiwa parden
Administrator in South Africa
Computer Software, 51–200 Employees
Used the Software for: 1-5 months
Reviewer Source

Lookin for best sharing files app get this one

4.0 2 months ago New

Comments: Positive experience so far..accessible, accurate and thorough

Pros:

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

Cons:

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

OnBoard Response

last month

Thank you for your review of OnBoard! So glad we have helped to ease your frustration. Please let us know if we can help in any way with the writing function mentioned - your CSM and our support team are here for you!

Brandon
CEO in US
Banking, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

This Software is Now in the Cash Flow Phase

3.0 3 months ago

Comments: We are so disappointed with the ongoing lack of support. We have been asking for basic feature additions for years, and have even offered to pay for additional development (we are a $400M company). The software platform is clearly past the investment phase, and we regret the past few years of investment from a time and financial perspective.

Pros:

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).

Cons:

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.

Verified Reviewer
Verified LinkedIn User
Research, 1,001–5,000 Employees
Used the Software for: 6-12 months
Reviewer Source

Great product and good value

5.0 5 years ago

Comments: I have had a very positive experience with OnBoard, from the initial sales conversations right through to the feedback sessions as a client. Customer Service has been very good and the product has worked very well for us. It has greatly reduced the time spent producing paper packs and been very useful in meetings.

Pros:

Simple to use from both an administrators and users perspective. Switch from paper packs to online packs was much simpler than we anticipated. OnBoard listen to recommendations and suggestions from clients and implement them where possible - in the 12 months or so we've been using the product, I've seen a few upgrades which were a direct response to a request from clients. They are regularly updating and innovating to improve the product, which is great to see.

Cons:

Operates a little differently to other well known board pack software, so users familiar with other types may need more guidance to get used to OnBoard. Notifications that uploads have been unsuccessful are a little too subtle - meaning that you can miss it if you are working quickly (as we so often are during board pack creation).

Alternatives Considered: Diligent Boards and Brainloop BoardRoom

Reasons for Switching to OnBoard: We felt that the OnBoard product offered the best functionality for us and at the most reasonable price.

OnBoard Response

4 years ago

Thank you for taking the time to review OnBoard! I'm so glad you are happy with the software from both a board and administrator position. We appreciate the feedback about notifications, and I will bring that to Product. Otherwise, let us know if you need anything!