OnBoard is board management software for securely storing meeting materials, facilitating time-consuming processes, and speeding up decision-making. It is a subsidiary of OnBoard Passageways, founded in 2003. Since then, the platform has supported business leaders worldwide working in various industries, including associations, nonprofits, government, higher education, healthcare, credit unions, and banks.
The distinguishing features of a provider in the board portal industry include world-class security, protected multiple data centers, and tools for effective meetings and workflows.
Finally, to learn what features OnBoard offers for board meetings, to ensure that it’s the right fit, check our trustworthy overview below. Thus, users can explore the provider’s benefits, features, services, cost details, and disadvantages.
OnBoard advantages for board directors
One of the best ways to evaluate a product is through customer reviews. Therefore, here is a summary of testimonials from clients that OnBoard serves across various industries.
- Ease of use
The OnBoard software solution is commonly described as easy to manage regardless of technical ability and device. Thus, organizations can effortlessly organize meetings online, manage teams, create agendas or minutes, and build or update board books. Additionally, users can work without an internet connection thanks to its offline access feature — it syncs when reconnected.
- Efficient team governance
OnBoard greatly simplifies governance helping teams to stay informed and communicate during the deal process conveniently. For instance, directors can assign tasks, track deadlines, and measure progress.
In addition, secure messenger allows boards to create individual or group conversations. Zoom integration, in turn, enables face-to-face meetings without switching between tabs.
- Great customer service
Customers often highlight the value of OnBoard’s 24/7 technical support via online chat and phone. Specifically, experts are responsive, helpful, and quick to find solutions. Equally important is the OnBoard resource library, which contains detailed instructional articles, getting-started tutorials, troubleshooting techniques, and FAQs.
So, customers can not only contact the technical support team around the clock but can also receive additional information using resources for a better user experience.
- Unparalleled security
The OnBoard software delivers a high level of security for protecting sensitive data on a user’s device. In particular, Microsoft Azure is a great tool equipped with disaster recovery and geo-replication, two-factor authentication, granular permissions, remote wipe, idle wipe, RSA 4096-bit encryption for data centers, and biometric security.
This set of security measures eliminates the risk of breach, no matter what devices a company uses. Finally, the provider stores material in compliance with GDPR, ISO 27001, SOC 2, and HIPAA.
- Fast agenda builder
For flexible and efficient agenda creation, OnBoard’s Agenda Builder offers teams a drag-and-drop tool, PDF support, PowerPoints, spreadsheet documents, file organization, cloning, attaching votes and polls, live co-authoring, agenda time management, and more.
Other Onboard capabilities
Apart from the functions mentioned, it is worth noting a few more examples of OnBoard tools for meeting analytics, multi-board management, intelligent meetings, and remote work of organizations.
As an example, for meeting analytics, a customer can track total meeting views, what was read, when board books were viewed, and where notes were taken.
Multiple board management allows executives to run numerous boards seamlessly with granular access controls and access materials of each organization they serve with one click and jump from one committee to another without logging out.
For intelligent meetings, board members benefit significantly from engagement analytics, automated meeting briefs, and rich data for analysis derived from the platform.
Finally, with OnBoard for remote work, teams can submit documents for e-signature and track them. Thus, the eSignature dashboard provides workflow visibility, letting admins know who signed the document and when.
OnBoard board management software adoption
OnBoard Passageways focuses on maximizing compliance to deliver the client’s needs efficiently. Therefore, whichever software features admins choose, the provider delivers a good experience for board meetings and workflows. In addition, the provider offers a free trial and a free demo to test their product.
As for the pricing policy, users say the product is good value for the money. Although there is no pricing information on the official site, companies can request a customized quote by contacting a sales representative. That way, they can discuss needed team features, choose a subscription, and start seamless and quick software implementation with OnBoard managers.
And finally, thanks to many training options from the provider, boards quickly master the platform and efficiently manage its tools. Users can gain knowledge by taking advantage of the online training content and videos, community and private training webinars, and one-on-one training for executive administrators and board directors.
OnBoard pros and cons
Here is an overview of what users like the most and where they would like this board management software to improve.
- OnBoard offers extensive opportunities for creating, updating, and managing board books.
- Along with an intuitive interface, interactive elements and cross-platform design also add value.
- OnBoard’s automatic reminders alert members of upcoming meetings.
- Technical support is professional and fast when addressing customer questions.
- OnBoard offers easy yet secure access to structured agendas, meeting minutes, reference materials, and other important documents.
- Despite the portal’s ease of use, some administrators have found it difficult to create groups and assign roles.
- Users may encounter lag times when entering text in some fields.
- There could be more integrations — not just Zoom.
- It is impossible to create recurring meetings, which are inconvenient for regular board meetings.
- Documents cannot be attached in chat.