# Page 3 | OnBoard Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - Is OnBoard the right Governance, Risk and Compliance (GRC) solution for you? Explore 1055 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews

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OnBoard

4.7 (1055)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 15th, 2026

# Page 3 - Reviews of OnBoard

## Showing most helpful reviews

Showing 51-75 of 1055 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Karen Z.  
Executive Assistant to the Head of School  
Education Management  
Used the software for: 2+ years

### "Perfect combination of functionality and price"

September 5, 2023

5.0

This platform has allowed us to be more efficient and cut down on the frustration of sharing documents and scheduling meetings for an active and relatively large board. We have 6 board meetings a year with 6 - 8 committee meetings between each meeting. This tool helps to keep our board focused and moving forward.

Pros

Great functionality and support for an affordable price.

Cons

There are several upgradable options and since we are budget-conscious it sometimes feels as though it can be a nickel and diming situation. That being said, I do appreciate the ability to have the platform at a relatively reasonable price point.

Alternatives considered

[BoardEffect](https://www.capterra.com/p/151082/BoardEffect/)[Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/)[Boardable](https://www.capterra.com/p/221109/Boardable/)

Reason for choosing OnBoard

It was the perfect combination of function and price point

Review Source

SK

Sandy K.  
Executive Administrator  
Financial Services  
Used the software for: 2+ years

### "OnBoard-Get On Board"

September 18, 2023

5.0

I really love working with OnBoard. It is easy to use for the end-user and was an easy adoption for them. As an admin, I can set permissions to various employees, and they can upload documents without my intervention. I like that new features are always coming out to test/try. The company continues to grow, but I have not seen any negative effects of it.

Pros

The features which I love about OnBoard are the e-signature and approval options. I am able to create surveys and get results much quicker as users are already used to the OnBoard portal. e-signatures were critical during COVID as we couldn't meet in person, but I needed signatures for approval of documents. I also love the customer support of my relationship manager. They are always listening on how to improve the product. Innovative is necessary in an electronic world.

Cons

The minutes feature is a work in progress. I am sure it works fine for some organizations, just not me. I do not like the fact that the pre-form automatically creates links of documents in the meeting minutes. Starting from scratch is cumbersome as well. They have taken my comments into consideration. Perhaps there will be a third option someday.

Reason for choosing OnBoard

At the time, I think it was features and price. Honestly was so long ago I may have forgotten why we chose specifically. I haven't lost faith in what they can do or do for our future. I provide vendor management each year for OnBoard and really do not have a reason to look elsewhere.

Review Source

CH

Christie H.  
Operations Manager  
Information Technology and Services  
Used the software for: 2+ years

### "OnBoard - A Great Product for Board Management"

July 28, 2021

4.0

I love the ease of use and structure/organization that OnBoard helps our organization obtain. It has made meeting materials and meeting structure so much easier. I love that all the features are readily available in one place. I would recommend this product to other orgs but noting that it is fairly costly for a not for profit.

Pros

As an organization we set up at least 3-4 meetings a month and it has really helped to streamline our process. Everything is now in one place. We also use the survey tool monthly and appreciate it's ease of use.

Cons

Approvals could be easier to use. I don't love that when changes are made in the back end sometimes it affects permissions that were set up long before hand. If you made an upgrade our board directors should still be able to access their usual meetings.

Alternatives considered

[Boardable](https://www.capterra.com/p/221109/Boardable/)

Reason for choosing OnBoard

Clean presentation, ease of use,

Review Source

JR

Joel R.  
Board Administrator  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "OnBoard is worth the expense"

February 26, 2022

4.0

Having a single location to allow for collaboration without having to use Dropbox, Messages, iChat, Google Docs, etc. makes a meeting go so much smoother. And I no longer need to print out hundreds of pages of documents for in-hand. And the Board members feel secure with the privacy and security that this system affords them.

Pros

This management software, now that I, as an administrator, have gone through the training, is easy to manage and easy to access from the board member's perspective. It provides shortcuts that allow for easy use, especially as it relates to minutes. I can create templates that shortens the administrative time needed.

Cons

There are some features to which one needs to adapt, but the team is very responsive to needs and offers the best work around for your particular needs.

Review Source

TK

Tara K.  
Executive Assistant  
Banking  
Used the software for: 2+ years

### "Essential Software for Board Meetings"

December 5, 2019

5.0

I have been using OnBoard shortly after I started with this company in late 2016. I believe the software was being converted from an older, original product to the OnBoard that I currently use today. There have been many updates along the way. My favorite was the ability to use the software on either Apple or Android cell phones. We recently upgraded our package to include Global Admin with the new Analytics feature. Two years ago, we looked into a few different products to compare cost and features. In the end we decided to stay with OnBoard because the program does everything we need (and then some) for our board meetings. The cost of the software to be very competitive with others. The members of our board find it effective and very easy to use. This makes my life much easier!

Pros

There are several things I like about the software. One of the features we like is the ability to use the software on both Apple and Android devices. If I ever need help with the software, I can easily find help through the Help Center and there are Admin Guides. When a new member joins our Board - no problem! There is a User Guide to help get them up to speed very quickly. Should there be another issue that I cannot resolve, I have found the staff at OnBoard very helpful in resolving any issue that I come across (which are very few and far between!) I also like the opportunity for additional learning via Webinars. We are updated when the offices at OnBoard will be closed or whenever there is an update on the way. The communication is above and beyond. Putting together an Agenda for a board meeting is very easy to do. I am finding the agenda import to be a big time saver. Our board enjoys the ability to make annotations during our board meetings.

Cons

My least favorite thing about this software is the need to have a "Global Admin" upgrade in order to delete things from the portal that a previous employee had created and was no longer needed/outdated. It is unfortunate that the Messenger feature is not included in our package and this would require another upgrade. That being said, however, there are many updates to the software that do not cost extra. I don't want to give the impression that every update costs extra, because that would not be accurate. In case you are wondering - we did decide to upgrade during a year-end special to include the Global Admin product and Analytics feature which we are enjoying very much.

Alternatives considered

[MyBoardPacket](https://www.capterra.com/p/151903/MyBoardPacket-com/)

Reason for choosing OnBoard

We originally used the predecessor software to OnBoard. After using OnBoard for about a year or so, we decided to take a look at a few other options. One I remembered was MyBoardPacket. It was definately a nice product and easy to use from what I could tell. The reason we stayed with OnBoard was becasue it did EVERYTHING we needed and our board members liked the software and there was no need for them to learn how to use something else. It ended up being a win-win all the way around!

Review Source

Response from OnBoard

December 16, 2019

Thank you for taking the time to review OnBoard! I'm so glad this is making your life easier and that you decided to stick it out with us. We truly appreciate the feedback about the various packages, and I will bring that up to Management as something to consider.

RT

Ranya T.  
Corporate Relations Manager  
Education Management  
Used the software for: 2+ years

### "Ascentis Review "

September 8, 2022

5.0

Fantastic, rapid and reliable customer service from the team, especially Bob! - Efficient use of time - no printing and posting packs of papers - Less time is needed to format and release, therefore the reports are much more current than previously - More Eco- friendly! - no more printing! - Accessibility - can read reports on the move, via phone, tablet or laptop

Pros

Good integration and user-friendly, similar to MS products which is good. The onboarding process went well, especially with the training for myself and our trustees who aren't very tech-savvy. I like how I can use this on my laptop, iPad and phone - all apps work very well. Main things I like: - user friendly - automation of reminders/RSVP - collation of papers into a pack and access to download (can use without internet) - timings - good indication for the team and the Chair - much more efficient use of time and focus - ability to move the agenda around and subtitles format - looks professional

Cons

Not much really! two things for me: - integrations of MS Teams (not Zoom) - permissions for new trustees (new trustees should not have access to previous papers, or there at least should be an option) Apart from that, I love OnBoard!

Reason for choosing OnBoard

User-friendly, reasonable price and fantastic customer service. Also, a client at Nelson and Colne also recommended it.

Review Source

BN

Barbara N.  
Executive Assistant to President/CEO  
Civic & Social Organization  
Used the software for: Less than 6 months

### "Assistant's Perspective"

August 30, 2022

4.0

I am learning the ins-and-outs of OnBoard, including its limitations. I make suggestions regularly and point out problems when I find them. NB: \[SENSITIVE CONTENT\] in Customer Service is excellent at his job. I am pleased with the product and expect to continue to be pleased when useful updates are made.

Pros

I use this more than anyone at the agency and I'm liking it much better than creating meeting books via combining in PDF, then printing the books, then mailing the books.

Cons

We are all so used to the convenient features of formatting software, that I miss (in OnBoard) the ease of moving things around via File Explorer, and I also miss the hotkeys I use constantly in MS Word. Only some of the commonly-used hotkeys are available in OnBoard and others are used differently causing mistakes to be made while working in OnBoard.

Reason for choosing OnBoard

I know that the \[SENSITIVE CONTENT\] was especially happy with the Minutes aspect of OnBoard.

Review Source

CL

Connie L.  
Executive Coordinator Advancement  
Education Management  
Used the software for: 1-2 years

### "Great tool for your organization"

January 12, 2022

5.0

Exceptional! It is easy to set up, maneuver and the customer support is supreme.

Pros

It is easy on the eyes, you can easily find what you are looking for.

Cons

I can't say that I dislike anything about this software.

Reason for choosing OnBoard

We evaluated several products before we choose OnBoard, it stood out above the other products. It was easy to use, and that was important to us.

Review Source

TH

Theresa H.  
Executive Assistant & Board Liaison  
Hospital & Health Care  
Used the software for: 6-12 months

### "Continue to be pleased with the purchase"

January 22, 2022

5.0

I've had an ideal customer experience with OnBoard! From sales to training to implementation (\[SENSITIVE CONTENT\] is awesome) to maintenance stage and IT needs. Improvements are continually coming. A very responsive team when it comes to questions or the occasional internet glitch. Great online resources for training, learning and best practices, in addition to live help.

Pros

Ease of use, organization, look, security, customer service, always open to ideas and making improvements, analytics.

Cons

Minutes builder and surveys could be improved. The ability to add custom fields to profile would be nice.

Alternatives considered

[Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/)[Boardable](https://www.capterra.com/p/221109/Boardable/)

Reason for choosing OnBoard

Functions offered, customer service and price

Switched from

[BoardEffect](https://www.capterra.com/p/151082/BoardEffect/)[Nasdaq Boardvantage](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/)

Made the switch when our contract ended with The Governance Institute. Researched several products and OnBoard offered the functionality we needed at a price point we could manage with pandemic unknowns.

Review Source

BC

Barbara C.  
Sr Manager, Executive Administration  
Banking  
Used the software for: 2+ years

### "Passageways OnBoard for Credit Union Boards of Directors"

June 22, 2021

5.0

We utilize OnBoard for Board, Committee and departmental (Leadership Team) meetings.

Pros

OnBoard is extremely easy for a Board Liaison to utilize to manage Board and Committee meetings. The ability to draft a template and then duplicate for future meetings saves so much time. The Resource area is a great repository of materials for easy and secure access by users.

Cons

The product is extremely easy to use, with the exception of the Minutes Builder, which I struggle with utilizing while I am projecting a meeting in live time.

Reason for choosing OnBoard

Ease of use and overall look of the product.

Review Source

MA

Miriam A.  
Board Secretary  
Higher Education  
Used the software for: 2+ years

### "OnBoard Provides Ease of Access and Security for Board of Trustees"

November 4, 2021

4.0

Regardless of our board desiring to maintain an in-person meeting format coming out of the pandemic, we are still utilizing the benefits of OnBoard for material distribution, highlighting important information, maintaining current contact details and up-to-date calendar information for upcoming meetings. OnBoard has been a huge support to our Board of Trustees.

Pros

I am constantly impressed with OnBoard and their continuous improvements. We implemented OnBoard prior to COVID shutting us down and were so thankful to have the technology to enable us to share materials and conduct elections and receive approvals all online. The time this system has saved us is tremendous, but the ease access and security of materials online has been even greater. Trustees can now take action on items while traveling using a phone, tablet or computer without waiting for a package to be delivered. Meeting materials can also be reviewed and stored online providing easy access to current agendas as well as past meeting reference of actions and materials. Binders are not left behind on tables, pages are not lost and we have confidence in the security of the materials online.

Cons

The challenge for us with OnBoard is simply the fact that we want all of the features and yet because of recent financial challenges that our university has faced we are holding tight to budget dollars and maintaining what we have with OnBoard which is still so much better than nothing! We dream of the future capabilities as there is so much to offer any company.

Review Source

MD

Mike D.  
Director  
Investment Management  
Used the software for: 6-12 months

### "OnBoard. Worth the investment "

September 21, 2021

5.0

Very very positive. It’s easy to pick up and run with. Extremely secure

Pros

It integrates a lot of features that effectively replaces a number of different systems being used into one.

Cons

Like the help to be on the same URL as the application so I have a seamless login experience.

Reason for choosing OnBoard

At the time the task list could only be seen and managed by 1 user without complex work arounds

Review Source

BH

Brent H.  
Vice President / Risk Officer  
Banking  
Used the software for: 2+ years

### "OnBoard is a must have for meetings in a digital age"

February 10, 2022

5.0

Paper, ink, and printer fatigue are the first savings we've enjoyed. Changes to the agenda last minute have been easily to upload where everyone can see it minutes after uploading it. Lastly, the time savings (and paper cuts) staff and the admin have from not having to do paper copies anymore has been considerable and very worthwhile. Security of the app is also great.

Pros

The ability to meet and view agendas in the OnBoard app has been critical to the bank. In the past if staff or Directors were remote, hard copy items had to be mailed at great expense to them and if there were last minute changes, those people didn't have the right documents to review. Now everything is seamlessly in one spot, organized to perfection, easy to access, and easy for the admin to upload new and revised documents so everyone can view the current information. The time savings from having to print everything is enough to pay for the system and devices to access the meetings.

Cons

This has less to do with the software and more to do with some of the features in the app are not easily understood by some older members of the Board that are not used to the technology updates. There really isn't an issue I have that OnBoard hasn't thought of and implemented.

Alternatives considered

[BoardPAC](https://www.capterra.com/p/153900/BoardPAC/)

Reason for choosing OnBoard

Mainly because of the features and that it was backed by the ICBA. We've been using OnBoard for 6.5 years now and it just keeps getting better.

Review Source

DP

Dixon P.  
VP Audit  
Banking  
Used the software for: 1-2 years

### "Scalable and Intuitive"

October 19, 2021

5.0

Overall experience has been great, OnBoard team has been very responsive to specific queries both during the research stage and again during and after implementation. Support went so far as to specifically tailor training videos for specific user types which made it easier for users to get familiar with the features of the suite of products we chose.

Pros

Imbedded security features at all levels of the software, even allowing for remote wiping of devices attached tot he system should that become necessary.

Cons

Zoom integration has been a bit buggy at times, but we have been assured that work on this aspect is progressing.

Review Source

WH

Warren H.  
Executive Director  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "A tool that captures all of the duties and responsibilities for managing the governance of a Board "

August 13, 2021

5.0

OnBoard has lived up to the way it was first described and has a great suit of features to meet all the needs of Board governance. It is more than just an off the shelf product the personal touch in having OnBoard expert staff coaching organizations in its features in those early days ensures you are getting the most out of the product. that one -to-one interaction really helps personalize how OnBoard can best work for your organization. The ticketing system to address technical issue has also provided timely and effective resolutions.

Pros

Its very intuitive and interacts well with the Zoom virtual platform. It is also kept up to date with evolving features to ensure the end user needs are being met. Onboard can be used on multi devises making it very accessibility.

Cons

It only has the Zoom virtual option, when organizations often use other vrital meeting options such as MS Teams.

Reason for choosing OnBoard

Easy of use, features and price

Review Source

AL

Andrea L.  
Executive Director  
Non-Profit Organization Management  
Used the software for: 6-12 months

### "Streamline Management with Boards and Committees"

September 11, 2023

5.0

Customer service and onboarding are great. Our board and staff like the way it streamlines everything. It saves me hours of prep work for meetings, by not having to format my own agenda or information packets for each meeting.

Pros

Meeting management through OnBoard is much more efficient than calendar invites and emails. Building the agenda is easy, and the board book it creates puts everything in one, professional-looking document. Communication with different groups through the messenger is also a time-saving feature. Eliminates group emails and makes it easy to find past conversations and information when needed.

Cons

It would be nice to be able to delete messages and clean up the messenger section. Also, the permissions feature is great but we often forget that you have to apply permissions to each meeting, file sharing, etc. Would be nice to have that pop up as a reminder.

Reason for choosing OnBoard

We chose OnBoard because it's specifically designed to work with boards and committees. The features make the administrative side of working with volunteers easier.

Review Source

PM

Preben M.  
Senior Advisor  
International Trade and Development  
Used the software for: 2+ years

### "Secure, reliable and fast. None other like Onboard."

January 10, 2024

5.0

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.

Switched from

[Workplace from Meta](https://www.capterra.com/p/168669/Workplace/)

Onboard is more transparent in terms of efficiency and security compared to Workplace from Meta. It is also easier to use.

Review Source

MC

Mendy C.  
Executive Office Manager  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "Very Satisfied!"

November 6, 2020

5.0

I am very pleased with my overall experience. From the sales side with \[SENSITIVE CONTENT HIDDEN\] to now working with \[SENSITIVE CONTENT HIDDEN\]. They have both been tremendously helpful and most always return an email very timely. I found it very user friendly and quick to learn. The training provided has also been excellent. I would highly recommend OnBoard to anyone that may contact me.

Pros

There are several things I like equally with this software. Record retention is very important and this allows us to have everything kept in one secured location so it's easily found and accessible for not only our organization and our board, but also our auditors. I find that creating the agenda and being able to copy agendas is much more efficient than my previous system. I especially like that I can set up the actions ahead of time (if they are known) so they are ready for voting. That has also been a great factor with increasing efficiency. I can't forget the training. I was delighted to learn my board had training available to them and I didn't have to do the take on that role. The last thing I really like are the tasks. This feature keeps me from constantly emailing reminders to board members.

Cons

Just as I had several things I really liked, I have a few things that I don't. I hope to see these implemented in the future. It's inconvenient that I can't attach more than one action item to a specific section of the agenda. Often times our board will have a motion/action during the meeting that wasn't known ahead of time. This may not be linked to a specific section on their part of the agenda, but rather their overall report. They may not even have subsections. This has created a nuisance and has cost us valuable time. I have to create a subsection then create the action. This has created a longer process than our old way and causes the board to wait on me to add it. So having the ability to add an additional action item to a section would be ideal. I also don't like I can't sort my action items with the most recent on top. I have to either do a search and hope I'm using the right words, or I have to keep going from page to page. Lastly, when I set up the meeting as the admin, I don't get the email notification so I can accept the meeting and put it on my calendar. My work around was to download the app on my cell phone and accept it that way. It would be nice to have that feature on my desktop so the meetings go directly to my calendar when I make them visible.

Review Source

VR

Verified Reviewer  
Executive Assistant to the Head of School  
Education Management  
Used the software for: 1-2 years

### "Excellent combination of value and options"

July 1, 2021

5.0

OnBoard has streamlined my work as the Board Admin and has allowed board members access to all files they should have access to whenever they need it. Not all board members are quick to adopt the new system and this is causing a lag in the full usage for our company but this is a people issue, not a tech issue. The tech is very easy and fairly intuitive.

Pros

OnBoard is easy to administer and easy to use. It allows me to configure the different areas as I need to and grant granular permissions. It is a great value for the non-profit business that needs to be agile with reliable access to all the items board members could need.

Cons

The only item I wish could be better is the integration with Zoom. The feature works fine but when board members or hosts use the Zoom link inside OnBoard they lose some functionality. To get around this I have taken to posting the Zoom link for the meeting in its title and ask the board members to copy and paste the link into their browser. If they didn't want full use of all Zoom options they are welcome to use the link provided inside the portal.

Alternatives considered

[BoardEffect](https://www.capterra.com/p/151082/BoardEffect/)[Boardable](https://www.capterra.com/p/221109/Boardable/)

Reason for choosing OnBoard

OnBoard was the best mix of options and price. I don't feel as though we lost any features we wanted but we saved a good deal of money going with OnBoard.

Review Source

JR

Jessica R.  
Project Architect  
Real Estate  
Used the software for: 2+ years

### "One-stop-shop for coordinating and managing everything related to virtual meetings"

January 9, 2023

5.0

Virtual meetings have become an essential matter for us, and on a daily basis we organize and participate in meetings remotely, and OnBoard has helped us organize all the affairs of remote meetings, and since using it, managing the agenda, writing minutes of meetings, as well as tracking notes and participating in tasks and reports related to them is done properly, and it is also wonderful that every It is saved and archived on the cloud in an organized manner.

Pros

I appreciate the fact that OnBoard is an exceptional tool, skills can be picked up quickly, and virtual meetings can be started without any complications. I greatly appreciate the speed of executing orders with OnBoard, as well as the distinctive dashboard that enables us to easily set up the agenda, schedule appointments, and also set up links, as the importance of this increases the level of realism. I also like the dashboard because I can review the comments of colleagues and managers and respond to them directly. I also find that sharing tasks and compiling reports is very flexible with OnBoard, as all members can actively participate. Also great is the way OnBoard provides for taking minutes of meetings, updating them, adding notes and alerts, all of which are saved in an organized manner and we can also access them easily.

Cons

I did not find things difficult with OnBoard, as its distinctive design and high capabilities enabled us to manage virtual meetings as required.

Review Source

LD

Leslie D.  
Executive Assistant to the Head of School  
Primary/Secondary Education  
Used the software for: 6-12 months

### "Great service!"

November 1, 2021

5.0

OnBoard has been easy to use and greatly appreciated by our Trustees. They love how easy it is to find documents, and can't believe they can have all the meeting materials at their finger tips so readily. Gone are the days of paper agendas and packets of meeting materials.

Pros

OnBoard is really easy to use. Everything is at your finger tips, and the meeting book is extremely helpful for our busy Trustees. The OnBoard support team is fantastic, and when you have a question or issue, you receive help right away.

Cons

I really wish there was an easier way to enter in meetings. Most of our meetings are recurring monthly, and I wish there was a way to create a recurrence feature so that I'm not having to create each meeting individually.

Reason for choosing OnBoard

N/a

Review Source

RB

Rita B.  
Board Chair  
Mental Health Care  
Used the software for: Less than 6 months

### "Your Board needs Onboard!"

September 7, 2021

5.0

I have nothing but good things to say about Onboard. I feel more organized, more in touch at the meetings because I am not shuffling papers,. I would and have recommended this product to other non-profits in a heartbeat.

Pros

What I like the most is the ease of access to the documents and that fact that I can make comments on these documents that I can save for future reference. I also like the calendar integration and the ease of getting into a meeting right from the software which is so much easier than digging for emails. When I talk to our board secretary who is our administrator, she tells me how much easier it is to use and how much time it saves.

Cons

The one thing I feel that is missing the most the document collaboration. I think that this would be a very useful tool to have included in this package. Other than that there really is nothing to dislike.

Reason for choosing OnBoard

We chose Onboard because I had the experience using it on another board. Within the first month, I recommended it to CMHA because of the ease of use for the board members. I also had a discussion with our administrator, and had nothing but good comments from her on the ease of use and the amount of time it saves her.

Review Source

SS

Sarah S.  
Senior Executive and Governance Coordinator  
Philanthropy  
Used the software for: Less than 6 months

### "Great Product So Far"

February 8, 2022

5.0

Great customer service from day one, and I mean from the first sales/demo meeting we had with them. We were given a lot of support to successfully manage a trial. Our salesperson took the time to help figure out a process for us to incorporate our e-voting needs.

Pros

The voting tools are fantastic. Approvals were really the biggest function we were looking for and the fact that you can integrate a discussion in to an approval has made our e-voting process very smooth

Cons

Although this is really intuitive on the user end, I had a real learning curve figuring out some of the admin features. This could be in part that this portal is completely unlike the one we used in the past. The customer success manager has been great - willing to schedule as much time as we need.

Alternatives considered

[Nasdaq Boardvantage](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/)[Boardable](https://www.capterra.com/p/221109/Boardable/)

Reason for choosing OnBoard

knowledgeable staff, better tools

Switched from

[BoardEffect](https://www.capterra.com/p/151082/BoardEffect/)

wanted something more streamlined and less "clunky" - easier for board members

Review Source

PS

Paul S.  
CEO  
Online Media  
Used the software for: 6-12 months

### "Upgrading our Board Management software to achieve greater engagement "

March 16, 2022

5.0

Experience has been excellent. The quality of the product is high, and the customer support superb. We were aiming to create a true board portal that is the first place the member go when they want information, through the resources, tasks functionality. Too much back and forth emailing of information was occurring. We wanted to change the way the board worked, and needed the best technology as a platform for enforcing such change.

Pros

The rich functionality of OnBoard, compared to our prior solution, sold us. A bit more expensive, but worth it. Since we are being force to transition to a new platform by our prior provider, we used the opportunity to license a best of breed solution, where the employees are clearly committed to their products.

Cons

There was a bit of learning curve, especially with the Member database, establishing groups, and roles, etc..

Reason for choosing OnBoard

Based on product reviews online, and the quality of support staff

Review Source

MR

Maxime R.  
FREELANCE  
Computer Software  
Used the software for: 1-2 years

### "au top pour la gestion du conseil d’administration"

April 30, 2023

5.0

Je l'utilise depuis un moment mais j'avoue que Board est un excellent outil pour rationaliser les opérations du Board et il est important de pouvoir garder une trace de certains documents. Très simple d'utilisation et surtout OnBoard nous donne accès à une plate-forme sécurisée pour stocker des informations.

Pros

OnBoard est simple à utiliser, facile à former de nouveaux utilisateurs. Il permet de télécharger plusieurs types de fichiers sans avoir besoin de rendre tous les fichiers en pdf. C'est un outil qui est régulièrement amélioré et on est prévenu par des notifications qui sont envoyées afin de nous lalerter des nouvelles fonctionnalités.

Cons

Parfois il est difficile de retrouver un document mais dans l'ensemble . un logiciel au top

Reason for choosing OnBoard

On me l'a conseillé

Review Source

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