# Page 5 | OnBoard Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 --- 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/) * * * Last updated March 15th, 2026 # Page 5 - Reviews of OnBoard ## Showing most helpful reviews Showing 101-125 of 1055 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Nicolas P. Financial Analyst Financial Services Used the software for: 1-2 years ### "Drive well-planned meetings " July 8, 2022 5.0 Pros The entire meeting planning process is very easy to manage. It allows all our team members to collaborate in real time from anywhere at any time using different endpoints. The minute generator greatly simplifies the workflow. It provides automated meeting summaries that provide highly significant information for later analysis. Cons It has a wide variety of functions that for new users it is a bit complicated to start using it. Review Source CB Cece B. Associate Director - Legal Compliance and Ops Non-Profit Organization Management Used the software for: 6-12 months ### "OnBoard review" October 20, 2021 5.0 We purchased OnBoard for ease of managing the Board as well as ease of access to Board-related events/ materials for our board memebers. Pros Ease of member management and access control. Ease in giving accessibility to documents to board members. Ease in creating meeting books and managing meetings. Cons It's not that we don't like them, but the features we haven't yet implemented are meeting resistance. It will take time. Reason for choosing OnBoard Frankly? It was the price and the functionality. The price I was quoted at the time was a perfect fit for our budget. I was told this was nonprofit price. Review Source RS Riley S. Executive Coordinator Individual & Family Services Used the software for: 6-12 months ### "Amazing product and easy to use" January 11, 2022 5.0 It has been an easy going experience for both us admins and the VPs/President/and Board. We've stored lots of files under the Resources tab that is beneficial for the Board to review if needed. Putting a meeting together has been super easy and has saved our team so much time when certain things need to be changed/swapped out or added. Pros One of the best features of this product is how easy it is to use. Everything is easy to figure out or navigate through and it has a ton of great features. I'd recommend it to any other company. Cons Currently I have no cons about OnBoard...all is good! Reason for choosing OnBoard Ease of use, look, customer service was way better and knowledgeable of the product, responsiveness, price was very affordable Review Source VR Verified Reviewer Deputy Company Secretary Research Used the software for: 6-12 months ### "Great product and good value" December 13, 2019 5.0 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](https://www.capterra.com/p/149069/Diligent-Boards/)[Brainloop BoardRoom](https://www.capterra.com/p/169740/Brainloop-BoardRoom/) Reason for choosing OnBoard We felt that the OnBoard product offered the best functionality for us and at the most reasonable price. Review Source Response from OnBoard December 19, 2019 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! KM Katharine M. Executive Director Non-Profit Organization Management Used the software for: 6-12 months ### "OnBoard Has Upped Our Game!" October 30, 2021 5.0 My sales rep (\[SENSITIVE CONTENT\]) was super generous with his time and support! The end-user sees a smooth and organized face of the organization and that's what I was after. Pros There is a sense of having added a staff member, when all we've done is subscribe to OnBoard. Our Board members function in very sophisticated organizations in their "real" lives and had higher expectations than we were meeting. Cons There continues to be a random one or two people who can't get on the Zoom meeting, using the same "join virtual meeting" link everyone else was successful with -- and it is never the same people. It would be a huge benefit to have a trainer "on call" like the Technical support team is for support "in the moment" (not necessarily for Zoom but with other user-error hiccups that happen under the press of a deadline). Reason for choosing OnBoard Tech Soup discount, which I must say was less than anticipated - there was something not clear about the "deal" as promoted, but it has been too long to recall the details. Review Source SC Sarah C. Manager of Marketing and Development Higher Education Used the software for: 1-2 years ### "A must-have tool for effective Board management. " August 30, 2022 5.0 Pros Integration with Outlook is an incredible feature. File sharing and storage within folders is easy to view, organize, and share. An overall user-intuitive portal. Cons Sometimes the log-in window requires me to sign in twice, otherwise overall great. Review Source KG Karen G. Executive Assistant Higher Education Used the software for: 1-2 years ### "OnBoard ROCKS!" February 3, 2020 5.0 OnBoard has been a real time and paper saver for myself, as the admin support person and for our University. We moved our Foundation Board from a SharePoint site to OnBoard a little over two years ago. Our members love that they can use any device to view meeting materials and the site itself looks very professional on a large projection screen during actual meetings. Our members really like the resources folder so they can access Board documents easily. Pros The ease of use, especially when making changes to meeting agendas and materials! Cons I would like to be able to leave the meeting time blank when creating a new meeting. Sometimes I may have a confirmed meeting date but not a confirmed time. Reason for choosing OnBoard OnBoard seemed to be the easiest to use, very professional visually and the cost. OnBoard has all of the functionality that our Board uses and more. As our Foundation Board members have a wide range of technology knowledge, we felt confident that all of our members would be able to use OnBoard with little difficulty. Switched from [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) We were using our University SharePoint site for the Foundation Board. As the Foundation operates as it's own entity we need to have a platform that would further the separation of the University and the Foundation. Review Source TL Tom L. President & CEO Non-Profit Organization Management Used the software for: 1-2 years ### "Excellent system for board management" September 9, 2023 5.0 Our experience has been excellent. The learning curve is short and the feedback from board members has been very favorable. They express that they like the fact that all organizational information can be found in the portal. Pros Being able to have a single portal to manage meetings, documents, and communication among board members are among the strongest aspects of OnBoard. Cons The biggest challenge is adoption of the system by your board. Some will be intimidated because it is cloud based but even the most reluctant have been able to easily use the platform. Review Source VR Verified Reviewer Commis Chef Hospitality Used the software for: Less than 6 months ### "Best for professional use." August 22, 2023 4.0 From the first sales interactions through the customer feedback meetings, I have only had excellent experiences with OnBoard. The product has performed extremely well for us, and the customer service has been excellent. The time spent creating paper packs has been significantly decreased, and it has been very helpful in meetings. Pros A word document may be used to create the agenda, Zoom links can be viewed from the OnBoard, the calendar has been updated, and there is a Resource Library. friendly to users. Continuously adding new features, updates, and enhancements. Integration went smoothly. Cons In comparison to other well-known board pack software, OnBoard operates a little bit differently, so customers who are accustomed to other types may require more assistance to get acclimated to it. Because they are a little too subtle, upload failure notifications can be overlooked if you are working quickly. Switched from [Boardable](https://www.capterra.com/p/221109/Boardable/)[Brainloop BoardRoom](https://www.capterra.com/p/169740/Brainloop-BoardRoom/) Better features and UI. Review Source Andrew S. DevOps engineer Information Technology and Services Used the software for: I used a free trial ### "OnBoard's feature set impresses" March 21, 2023 5.0 Overall, my experience with OnBoard has been positive, and I would recommend it to others who are looking for a reliable board intelligence platform. Pros I have been looking to find the perfect online meeting and collaboration tool to help me better manage my workflow. After doing extensive research, I decided to purchase and use OnBoard. I have been using OnBoard for quite some time now, and overall, my experience has been positive. With its intuitive interface and the features intuitively laid out, it is quite easy to navigate, even for those who are not tech-savvy. Another pro is the screen/book feature for meeting use. Cons It can take some time to learn how to use all of features properly. Reason for choosing OnBoard The platform is secure, very high quality and the support staff is always available to answer any questions I might have. Review Source MC Michelle C. Chief Executive Officer Non-Profit Organization Management Used the software for: Less than 6 months ### "Great product- time saver and kept everyone engaged!" June 18, 2021 5.0 Great and the staff walks you through all the way. They are very patient! Pros Timesaving Kept my board members engaged Cons I hoped to be able to upload videos rather than links to videos on youtube I was hoping to be able to send my board members task without having to go through surveys or approvals. It is odd when I am wanting to send them a task to do i.e. watch the OnBoard Training Videos or review the on board training materials that I have to ask them to vote or ask them to do so in a survey. Alternatives considered [BoardEffect](https://www.capterra.com/p/151082/BoardEffect/)[Boardable](https://www.capterra.com/p/221109/Boardable/) Reason for choosing OnBoard I liked the various apps it works with. Review Source TA Tammy A. Administrative Assistant/Credentialing Specialist Hospital & Health Care Used the software for: 6-12 months ### "OnBoard Review for Critical Access Hospital Board Meetings. " March 28, 2022 5.0 My overall experience with OnBoard is wonderful. I do not have anything negative to say at all about it. Pros I love that all the information for each Board Meeting can be uploaded individually and linked to the agenda and then the system will compile it into a Book for you. This is an amazing feature and it is SO easy to update or change the agenda or attachments and then just one click to make a new "Book". It is unbelievable user friendly. Cons We do not use all the features and the ones we do use I love, so I do not have any that I like least. Review Source SL Steven L. President & CEO Non-Profit Organization Management Used the software for: Less than 6 months ### "AMBA Experience with OnBoard" March 20, 2021 5.0 We love OnBoard! It's compatible with all the browsers we use, its mobile app is superb, and when compared to other board portals we've used, it provides more capability at a lower price. Last but certainly not least, customer support has been tremendous. Our customer service representative, \[SENSITIVE CONTENT HIDDEN\], has been with us every step of the way as we tailored OnBoard for our needs, migrated the documents we stored on our previous board portal, and prepared OnBoard for our first meeting. I can't say enough about the support we've received from \[SENSITIVE CONTENT HIDDEN\] and the rest of the OnBoard team. Pros As compared to our previous board portal, OnBoard is so much easier to use, more intuitive, and is an easier collaboration tool. We just held our first board meeting using OnBoard. Its integrated conferencing capability powered by Zoom made the meeting the most efficient and effective virtual meeting yet. Cons The platform needs an e-mail capability that will allow users to communicate with each other securely and with the ability to attach documents or find them within OnBoard's "resources." The current messaging capability -- akin to texting -- is good, but it lacks the flexibility of a more robust, e-mail-like communication capability. Reason for choosing OnBoard I am a member of a Board of Directors of another company that used OnBoard. My experience with this board portal in that context gave me a deep understanding of the pros and cons of OnBoard and the confidence that OnBoard was the right product for AMBA. Switched from [Nasdaq Boardvantage](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/) Nasdaq Boardvantage was VERY expensive, their product is clunky and difficult to navigate, and their customer service -- which we needed often -- was unresponsive. They have been flogging a product they developed a long time ago to get the most money out of it without having to update it. We were very disappointed with Boardvantage and are now elated to have a partnership with OnBoard in a board portal that is always evolving to adapt to advances in technology and changes in customer needs. Review Source AD Ashleigh D. Executive Administrator Financial Services Used the software for: 1-2 years ### "OnBoard at Scott Credit Union" August 5, 2020 4.0 Pros Our Executive Management team and Board of Directors utilize many of the features. As an administrator, my favorite feature is the ease of building the Board packets. Before OnBoard, I would have to build 100-200 page Board packets within PDF. Then, if a report would change, we would have to replace the page, save the updated file, and post it to our portal...very tedious. Now with OnBoard, an updated report is as easy as dragging and dropping. Our Board also utilizes the voting tool quite often. Previously if there was a vote or approval needed in between meetings, we would have to document it in an email. Now, the voting tool makes it much easier to track. Cons I would like to see an easier way to exclude groups from certain portions of the Board packet. It takes quite a few clicks to exclude a certain group from certain sections as I have to click each member of the group individually (instead of just selecting the group). Also, the ability to add attachments to tasks would be AWESOME since many tasks relate to policy reviews and updates. Review Source AV Ashley V. Legal Operations Manager Financial Services Used the software for: 1-2 years ### "OnBoard Board Portal" May 6, 2019 4.0 We are extremely happy with our decision to use OnBoard! We've been very pleased with our CSMs. Recently we rolled out OnBoard to 2 boards and the rep conducted 3 training sessions for our board members with very short notice. It's been great working with her! When reaching out to her, she's been very quick to respond or forward my email on to tech support. Pros Easy to learn both from an Admin and end user! Security measures of OnBoard! Great support team truly makes this tool excel above others! Cons While building an agenda, sometimes it takes a long time to save edits. This can be frustrating and has resulted in having to re-type edits as they did not save properly. Currently email attachments aren't able to be uploaded to OnBoard without saving the document. Unable to program default admins to all new items vs. currently only individual/creator is default admin. As the owner of the OnBoard tool, I have to rely on others to assign permissions and ensuring human error doesn't happen. It's difficult to assist board admins or board users without access. It would be great to have a Super/Master Admin role which will automatically be assigned with Admin rights. Review Source Response from OnBoard August 29, 2019 Thanks so much for the review! We are thrilled to hear about the shout out for the Customer Success and Support teams. I will be sure to pass along your regards. Please continue to work with your CSM to discuss any challenges you are having, so we can quickly address those for you. AH Angela H. Executive Assistant Non-Profit Organization Management Used the software for: 1-2 years ### "OnBoard your Team for Success!" August 12, 2021 5.0 Since we first started using this software, there have been some great updates. They are always willing to hear your suggestions to improve it. The Help Center is fantastic, they are quick to respond and always willing to help. \[SENSITIVE CONTENT\] our initial point of contact and training is amazing. She does a great job of explaining so those who are not tech saavy may understand. They even offer 1:1 training to help get acclimated to the software! Pros What I like most about OnBoard is being able to provide an agenda with the board materials online so that we no longer have to create binders with all the materials. Everything is organized and board members are able to find what they need when they need it. This was a huge asset when we went into the pandemic and had to have meetings via Zoom. Not to mention no worries about sending documents that were to large over email. Cons I wish that once materials are made available and board members make annotations that they wouldn't be lost when updating those documents after being published. It makes sense why, I just wish that wasn't a thing as so often materials are updated late. Review Source BW Bonnie W. Executive Assistant to the President Higher Education Used the software for: Less than 6 months ### "Best decision ever!" August 31, 2021 5.0 Our trustees love OnBoard. From the users perspective, it is perfect! From my perspective as the admin, I can't imagine an easier transition/implementation. Everyone I've worked with, from sales, through the implementation process, are professionals and willing to help me any way they can. No question goes unanswered. It has been an amazing experience and I'm excited to learn and utilize more of what OnBoard has to offer. Pros Very easy to use and implementation has been seamless. Cons Setting roles/terms was the most tedious part in our setup. Instructions were okay; it took the longest to understand. Reason for choosing OnBoard We did not look at alternative products. After seeing the demonstration, we knew it was the best and only choice for us. Review Source JH Jay H. EVP/COO Banking Used the software for: 2+ years ### "Passageways OnBoard - Great Product, Functionality & Value" February 3, 2020 5.0 Our experience with OnBoard has been excellent as we sought a way to streamline and efficiently manage our Board & Committee meeting process, allowing members secure, remote access on different devices , while making our administrative process easier and save printing paper. Additionally, we were seeking a central repository for corporate documents that was secure and easily accessible. Pros The software is user friendly/intuitive; easy to maintain from an admin perspective; and more importantly easy for board members/employees to access from remote locations and devices. Does a terrific job on consolidating multiple documents into one meeting "book" with the flexibility to access individual documents and easily move throughout your meeting agenda. One of the other things we find most pleasing is that the ENTIRE Passageway team members (form CEO, sales, account manager, support) are fantastic to work with; always willing to listen and make enhancements and promptly address any questions we may have. Cons When we first started using Passageways several years ago, some of the features/navigation may not have been as intuitive as expected, however their team has done a great job in implementing enhancements to certainly improve the process, plus a lot more. Alternatives considered [Govenda](https://www.capterra.com/p/155329/BoardBookit/)[Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/) Reason for choosing OnBoard Flexibility of the application, ease of use, people & support, willingness to listen and make changes, value Review Source LG Leah G. Chief of Staff Hospital & Health Care Used the software for: 2+ years ### "Great Tool" September 6, 2023 5.0 Pros An easy way to gather all board documents into one place to present. Easy for the board to approve the consent agenda. Cons It is not easy to track the terms of each member and committee. Alternatives considered [BoardPAC](https://www.capterra.com/p/153900/BoardPAC/) Reason for choosing OnBoard Ease of use. Functionality. Switched from [BoardEffect](https://www.capterra.com/p/151082/BoardEffect/) Easier to upload documentation. Review Source RW Rebecca W. Director of Business and Human Resources Non-Profit Organization Management Used the software for: Less than 6 months ### "Board Management made EASIER" December 26, 2019 5.0 A few years ago, we digitized our board experience. We picked a good "starter platform" and eased our board and committees into the practical application and efficiency of being able to access their meeting and organization files online. The platform was a bit clunky but miles and miles better than the printed board books we had been using prior. Early 2019 we learned that our platform was going away and it was time to evaluate other offerings. I knew we wouldn't go back to the old way but I needed something that would meet our current needs and be flexible enough to allow us to grow into more features, find new efficiencies, measure engagement....and still come with a price tag that our Board would swallow. OnBoard fits the bill. I LOVE the easy interface for our board and our staff. I LOVE how easy it was to set up and populate. I LOVE the annotation features. I LOVE the messaging feature (to the group but more so one on one during the meeting for folks who don't like to or cant speak over the "over talkers"). I'm pleased. Pros Incredibly easy user interface - even our least tech savvy staff and board members can utilize the platform effectively. Cons I miss the ease of meeting minute taking that I was used to in our last platform. Alternatives considered [BoardPro](https://www.capterra.com/p/164493/boardPro/)[Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/) Reason for choosing OnBoard Pricing. Features. Review Source Response from OnBoard January 6, 2020 Thank you for taking the time to review OnBoard! I'm so glad that ease of use is really coming across for you and that it has streamlined things. As for minute taking, I will bring this up to Product. Otherwise, let us know if you need anything! TG Terry G. Executive Administrative Assistant Food Production Used the software for: Less than 6 months ### "OnBoard has Outperformed Our Expectations" May 9, 2023 5.0 We have been so pleased with OnBoard since joining the platform. Migration of information to the site, trainings for Board and management, and all startups for the site were smooth and without issue. Since starting we have been very happy with the service we've received and the strength and functionality of the product. 10 out of 10. Highly recommend. Pros The ease of use and general intuitive nature of the platform is the best. Everything is offered on the platform so there's no need for multiple systems. But the absolute best part is the people. Their support staff has been nothing short of amazing. Any questions are answered quickly and in a friendly supportive manner. Our Board of Directors are thrilled to have everything together and easily locatable in one simple location. Cons While I wouldn't list this as a "con" I would say that there is plenty of room for improvement in the Assessments/Questionnaire area. Particularly in how the data that is captured is shared. I have submitted a ticket with the OnBoard support team, and they have shown true interest in improving this area and open to our idea of what we are looking for from the product. Reason for choosing OnBoard It was the best. Review Source Sean C. Chief Technology Officer Non-Profit Organization Management Used the software for: 1-2 years ### "Simple and Effective Board Managment" June 6, 2019 5.0 OnBoard has completely revolutionised the way we organise and hold board meetings. Due to the nature of our organisation, our trustees and board sub-committees hold a large number of meetings throughout the year. In the past, this caused a huge amount of overhead for our Company Secretary and EA's who organise the meetings, put together board packs, etc. OnBoard provides us with an easy to use platform for our admins to organise these meetings, create board packs, hold votes/approvals, and obtain signatures when necessary. What would previous take days our hours, now takes minutes. Pros Overall, the simplicity of OnBoard is it's strongest feature. With minimal training, our admins were able to quickly begin creating meetings and board packs. Simply put, OnBoard is a highly effective system that does exactly what we need it to do, without a mass of unnecessary features. It's also worth commenting on the strength of Passageways customer support. Our account manager worked very closely with us through every step of the implementation process, helping us with the initial setup of the system as well as training for our admins. Passageways also setup a number of training sessions for our Trustees, ensuring they were completely comfortable using the platform before go-live, which has lead to a high level of user adoption. Cons There is very little to dislike, however the left to right menu layout may be slightly confusing to some users who may be more familiar with a traditional top-down/webpage layout. Review Source Response from OnBoard August 29, 2019 Thank so much for taking the time to review OnBoard Board Management Software! We really try to make ease of use our top priority when incorporating updates into our software. Our Customer Success Team was thrilled by the huge compliment as well. Aaron B. Chief Operating Officer Non-Profit Organization Management Used the software for: 2+ years ### "(Almost) Perfect App for Boards and Committees" November 20, 2019 5.0 We have been able to upload all of our board and committee documentation in one place. This makes it exceptionally easy to update and share with anyone who has access. We no longer have to print out hundreds of pages for meetings or the Board Orientation Manual. Using OnBoard has allowed us to navigate through our meetings much more fluidly. The more we've used it, the easier it is to leverage. Pros Plenty of room for expansion should the need arise. Extremely feature-filled. Easy but secure log-on (multi-factor identification). Passageways customer satisfaction team seems responsive to our suggestions and needs and incorporates/updates with some frequency. Cons Not the most intuitive in the world to navigate but has improved over time. Wish the screen re-sizing options were somehow less clumsy/clunky. Printing documents or agendas still requires multiple steps. Alternatives considered [BoardPro](https://www.capterra.com/p/164493/boardPro/)[BoardEffect](https://www.capterra.com/p/151082/BoardEffect/) Reason for choosing OnBoard Filled all of our essential requirements and was preferred by our board members when we demonstrated it. Pricing was inline with our budget, although on the higher end. We appreciated having unlimited storage and the ability to add users later on. Review Source Response from OnBoard November 22, 2019 Thank you for taking the time to review OnBoard! We will take almost perfect, so thank you. We are always trying to innovate and push things to the next level for you. Otherwise, we are glad that you are happy. JN Jill N. Chief Financial and Administrative Officer Non-Profit Organization Management Used the software for: 6-12 months ### "Easy to learn and get up to speed for new and occasional users" September 9, 2022 4.0 Found it easy to use and intuitive. Not as sophisticated as other board portals/information systems i use with other organizations Pros Easy to navigate and understandable user interface Cons In ability to effectively comment on posted documents and hold discussion boards directly related to posted materials. Virtual meetings have been a challenge in terms of links not working and features in zoom being disabled if set up through OnBoard Review Source CH Caitlyn H. Business Support Assistant Education Management Used the software for: 1-2 years ### "Great product which has saved our company so much time when it comes to preparing for Meetings" September 8, 2022 5.0 Ensures ease when having Board meetings and Leadership Team meetings as everyone has the same packs of papers and missing papers are a thing of the past. things i like least are very minor and don't impact my experience massively. Pros Being able to upload documentation and provide an online/digital pack has been a lifesaver. Before OnBoard, papers were printed and posted which took a very long time. Cons 1\. Agendas aren't always formatted correctly when you open the book, this means numbers can be out of line. 2. Not being able to print amended copies of the papers makes it difficult when asked. 3. Spreadsheets are not compatible and space out over many pages. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.