OnBoard Meetings Reviews
29 reviews
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From my standpoint, OnBoard has undeniably impacted the way my organization carries out board meetings and group decision making. On a personal level, I love using remote meetings and OnBoard is so easy to schedule meetings, organize documents and collaborate side by side in real-time. In a moment like the pandemic when we had to quickly shift to remote work, the e-signature feature helped us sign off on important documents without skipping a beat.
Another positive component is the OnBoard customer support team was responsive! If I found that I was stuck or needed an answer, the customer service feedback was timely and professional. Also, they regularly host webinars and tutorials to quickly orient you to the system once they launch new features.
That said, it was not a headache free experience. At first, I was overwhelmed with some of the functions. Onboarding stakeholders who do not possess digital material had memories, and it was difficult to explain the system, as there were so few guidelines to help orient and utilize the features available to stakeholders. I have also found the minutes feature a little clunky; the automatically generated documents links sometimes slowed down the final minutes (instead of the opposite!).
That said, outside of these few items, OnBoard's functionality and ease-of-use compensated for the quirks. Being able to make revisions at the last minute and having access to meeting materials across all devices certainly increased our organizational capacity! A great example is during a last minute strategic planning, board members could refer to updated financial statements on their tablets in the moments before voting.
Overall, my reflections on OnBoard have largely been really positive based on the collaboration it fosters, customer service, and updates. Sure there are areas to improve with the potential for customization and directive for stakeholders to use the platform, but none of the quirks hindered the day-to-day.
E-Signature and Approval Features
OnBoard's e-signature and approval features expedite the process of creating surveys and receiving results. These features were particularly useful during remote working conditions necessitated by the COVID-19 pandemic
Flexibility and Convenience
OnBoard provides the flexibility to make last-minute changes to meeting materials. Board members can access these materials from anywhere using their preferred device. The software also includes a voting feature that records results for future reference.
Ease of Planning and Collaboration
OnBoard software simplifies the planning of meetings and enables real-time collaboration among team members, regardless of their location or device. It also automatically generates meeting summaries for future analysis
Professional and Responsive Support
OnBoard's support team is professional, responsive, and offers continuous training webinars and tutorials for new users. They are also open to client feedback and suggestions for new features
User-Friendly with Regular Updates
OnBoard is user-friendly and regularly introduces new features for testing and experimentation. It also allows administrators to delegate permissions to various employees, enabling them to upload documents independently
Complexity for new users
Despite its extensive features, OnBoard can be somewhat complex for new users, making it difficult to navigate and utilize all its functionalities
Limited storage
Despite its numerous features, OnBoard does not provide ample storage space, restricting the amount of data that can be stored.
Limited instructions
The software provides limited instructions, making it challenging for novice users to understand and use the software effectively
Inefficient minutes feature
The minutes feature of OnBoard requires enhancement as it automatically generates document links in the meeting minutes, making it inconvenient for users
Lack of customization options
OnBoard lacks customization options, restricting users from altering the format or look of the printed output or adding items to the agenda unless they are predefined as an agenda item
Starting Price
Free Plan
Collaboration and annotation
Offline access
Meeting preparation
Voting and decision-making
Secure document management
N/A
Free Plan
No
Collaboration and annotation
Offline access
Meeting preparation
Voting and decision-making
Secure document management
Board Members
OnBoard allows board members to access meeting materials from any location or device. They can also use the software to vote on issues and access meeting summaries for future reference. The software's e-signature and approval features are particularly useful for board members who need to approve documents remotely
Administrators of Large Organizations
OnBoard is particularly useful for administrators who need to manage large amounts of information and documents. The software's resource section, document archiving feature, and ability to delegate permissions to various employees make it an effective tool for large organizations
Board Administrators
These individuals are responsible for managing and organizing board meetings. OnBoard provides them with tools to plan meetings, generate meeting summaries, and manage board documents. It also offers features for creating agendas, accessing Zoom links, and maintaining a resource library
Tech-Savvy Users
These users will appreciate OnBoard's continuous introduction of new features and its commitment to innovation. They can also take advantage of the software's e-signature and approval features, as well as its ability to integrate with other software like Zoom.
Novice Users
While OnBoard's extensive features can be complex for new users, the software offers training webinars and tutorials to help them get up to speed. However, these users may find the software's limited customization options and complex instructions challenging
OnBoard Meetings rating
Ease of use
Customer service
Value for money
Likelihood to recommend
Features
Theresa C
Seamless Transition: Comprehensive and User-Friendly Onboard Software Training Resources
The training resources provided for the onboard software were comprehensive and easy to understand, making the transition process smooth.
October 22, 2024
Samantha C
Effective & Streamlined Communication via OnBoard for our Board of Trustees
This year, my organization transitioned to the OnBoard Platform for managing our 15-member board of trustees. Communication has become effortless with OnBoard, as it sends automatic meeting notifications to the board. As the Assistant to the President, my job of preparing for board meetings has been simplified with OnBoard. It automatically creates a Meeting Book from the documents I upload. I particularly love the click-on feature in the Open Book format, which allows me to access any document from the table of contents without having to scroll through all the pages. We've already noticed a difference in our meeting preparations and feel like we've finally entered the high tech world without any hassle. Thank you, OnBoard!
October 15, 2024
Julia
(Nearly) Ideal Solution for Board and Committee Management
I have successfully uploaded all our board and committee documentation in one place using OnBoard, making it incredibly easy to update and share with anyone who has access. We no longer need to print hundreds of pages for meetings or the Board Orientation Manual. OnBoard has made our meetings much more fluid. The more we use it, the easier it becomes to leverage. It has plenty of room for expansion, is extremely feature-filled, and has an easy but secure log-on process. The customer satisfaction team is responsive to our suggestions and needs. However, it's not the most intuitive to navigate and the screen re-sizing options could be less clumsy. Printing documents or agendas still requires multiple steps. We chose OnBoard because it met all of our essential requirements and was preferred by our board members. The pricing was within our budget, although on the higher end. We appreciated the unlimited storage and the ability to add users later on. The vendor thanked us for our review and expressed their commitment to innovation.
October 7, 2024
Brenda Davis
Efficient Business Software
I use OnBoard at least monthly, often weekly, to look up policies or bylaws. Having it readily available at all times is extremely convenient.
September 30, 2024
Louis Brown
Swift, Effective, User-Friendly: OnBoard
Before using OnBoard, preparing for Board meetings was a day-long task, involving assembling hard copy books, which also incurred costs for paper and notebooks. Now, I can upload and finalize the Board books in just 60 to 90 minutes, eliminating the need to hand deliver or ship hard copies, especially to traveling members. OnBoard is user-friendly for both me, as an administrator, and the users, accommodating varying levels of tech expertise. Since switching to OnBoard in October 2014, our Board meeting preparation process has been streamlined. I value the ability to make last-minute changes to materials, which users can access immediately. It's also more convenient for traveling members, who can access their Board materials from anywhere. During the COVID-19 pandemic, OnBoard has been particularly useful.
September 22, 2024
Joe Davis
Exceptional Value: A Comprehensive Review of the Onboard Software's Extensive Features and Capabilities
The onboard software offers excellent value for money considering its wide range of features and capabilities
September 14, 2024
Cynthia
OnBoard has saved me hours of
OnBoard has significantly reduced my preparation time and improved our board communication. The implementation team has been great to work with, being patient and descriptive. The platform is user-friendly, even for someone with limited computer skills.
September 8, 2024
Frank C
OnBoard: A Game Changer for Streamlining Meetings!
I used to create a printed board book for each meeting, which required materials to be submitted well in advance and didn't allow for last-minute changes. However, OnBoard has provided me with the flexibility to make changes right up to the meeting date. Board members can access the virtual board book from anywhere using their preferred device. We also use OnBoard for committee and cabinet meetings and can record any votes directly in the system. I often use the polls/voting feature with the cabinet for minor items that need consensus. Instead of waiting for the next meeting, we upload the necessary documents and send them out for a vote. The results are recorded in OnBoard for future reference, which is especially helpful for any board votes needed during an audit. I appreciate the ease of use and implementation of OnBoard. I've had to do very little individual training with board members, and the customer service has been extremely responsive whenever I or a board member have had an issue. However, I wish we could store more.
September 3, 2024
Catherine A
User-Friendly Onboard Software Interface
The onboard software's interface is clean and easy to navigate, making it a pleasure to use daily
August 26, 2024
Carolyn S
OnBoard - Embrace the Ease and Innovation
I thoroughly enjoy using OnBoard. It's user-friendly and was quickly adopted by the end-users. As an admin, I can delegate permissions to various employees, enabling them to upload documents independently. I appreciate the continuous introduction of new features for testing and experimentation. Despite the company's expansion, I haven't observed any negative effects. What I especially adore about OnBoard are the e-signature and approval features. They allow me to create surveys and receive results quicker since users are already familiar with the OnBoard portal. The e-signatures were vital during COVID when we couldn't meet face-to-face but required signatures for document approval. I also value the customer support from my relationship manager who is always receptive to suggestions for product enhancement. Innovation is crucial in a digital world. However, the minutes feature requires enhancement. It might function well for some organizations, but not for me. I dislike how the pre-form automatically generates document links in the meeting minutes and starting from scratch is also a hassle.
August 17, 2024
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