# Page 6 | OnBoard Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 6 - 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 6 - Reviews of OnBoard ## Showing most helpful reviews Showing 126-150 of 1055 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use BW Brad W. SVP and CLO Banking Used the software for: 2+ years ### "Long Time User" August 4, 2020 5.0 I have been a user of the software for nearly 8 years and through two different institutions. Both times the institution converted from paper reports and unsecured delivery of Board and Committee material. This software provides security, ease and convenience updating material all the way through the meeting life cycle and simple yet permanent archival of the entire meeting package. Additionally, it can be used for any meeting that requires documentation be delivered to Committee members with a permanent record of material maintained. The ability to have an electronic vote which includes a complete communication string attached and maintained also makes life much easier for busy outside Directors and outside Committee members. Both institutions where I have used this software have achieved greater efficiency and very consistent documentation. Pros There is not just one thing I like most. First I like the ease of use by both the party delivering the material and the receiver of the information. I like the security provided so sensitive and private corporate information is maintained by the company. I like the voting functionality and the ability to comment and question within the voting function. Cons Not much I don’t like about the software. Review Source CB Cynthia B. Executive Assistant to the President Education Management Used the software for: 1-2 years ### "Public University Use" September 1, 2022 5.0 Great overall experience. OnBoard has definitely streamlined our quarterly board meetings. Pros We moved from a completely paper environment to OnBoard. Change is hard for some, but everyone was able to figure out the basic of use of the OnBoard software. Cons We have board committee meetings one day and then the final board meeting the next. Any attachments from Day 1 are not easily transferred to the next day. They reside in Day 1 and must be downloaded and saved to day 2. Review Source Response from OnBoard September 7, 2022 Thank you for leaving us a review! I'm glad you've been able to use OnBoard for your Board and Committee meetings. If you have any questions about how you could improve your experience of OnBoard, please don't hesitate to reach out to our award-winning customer support team! We want to make sure that you are having a great experience with OnBoard. Thanks again! MB Mandy B. Executive Assistant Education Management Used the software for: 1-2 years ### "OnBoard - Revolutionising Board Meetings" July 20, 2020 5.0 OnBoard has been revolutionary for those of us that manage meetings in our organisation. The system is easy to use, inituitive and when you run into an issues, there is always someone available to help you out. The developers are always open to feedback on how the user experience can be improved and will make changes if required. OnBoard has taken the stress out of managing and preparing for Board meetings as well as addressing our organisations commitment to operating in a more sustainable manner by significantly reducing the amount of paper previously used to print out meeting packs. Pros We were able to fully integrate the OnBoard portal into our meeting system to ensure an immediately positive impact to both administrators and users of the system. From an administrators perspective, the ease of use meant that setting up and preparing for meetings was straightforward but most of all, the time saved was significant mainly due to the fact that printed board packs were no longer an issue. Last minute changes to agendas and papers are not an issue, just a quick edit on the portal and everyone is updated straight way. Cons Not many negatives to report other than when Board members didnt fully understand how to use the system at first, there were a lot of queries but now that they are up and running they all love it! Review Source JD Jen D. HR and Admin Assistant Banking Used the software for: 2+ years ### "OnBoard is a valuable asset to Board management. " February 7, 2022 5.0 OnBoard has saved administrative time, allowed for more collaboration and individual ownership over assigned items, and provided one place to house all things necessary for Board Meetings and information access. Pros Set up was easy, intuitive. The customer service team was helpful in training both staff and the board members in usage. It's a simple software that covers everything we need. The collaborate aspect has saved a lot of admin time, and gives ownership and responsibility to the management team. Approvals - with or without signatures - are so easy to get now. Everything can be kept in OnBoard - from docs, to approval records, to minutes, to meeting links. There is less work to do outside of the software now. The Minutes Builder has been amazing - it saves so much time in formatting, saving, sending around for review, etc. Cons The only thing outstanding that could be improved is the delegation/assignment of time in an agenda. Small feature. OnBoard continues to improve itself, and is very open to hearing from customers about improvements they could make. Review Source HF Heather F. Sr. Associate, Board Relations Government Administration Used the software for: 6-12 months ### "Easy to Use and Responsive Customer Service" February 14, 2020 5.0 We have used online board books for over 6 years, but just within the last year switched to using OnBoard. Going to from hard copy materials to digital is a HUGE time and money saver, but switching from a basic agenda book system to OnBoard has simply made everyone's days more efficient. OnBoard provides a one-stop shop for my board members. It makes their service to our organization more professional and my service to them a lot easier and less time consuming. Additionally, the customer service at OnBoard is phenomenal. They take every concern and suggestion seriously and judiciously. That was an extremely nice perk that I didn't expect. Pros The program is easy to use and quick to implement. Users can be set up in minutes and begin working right away. I also like that there is a built in resources section so the app can be an all in one portal for users. Cons This is some slight lag time in building agendas - my fingers type faster than the program saves - and I often have to go back retype items that didn't save in time. Would also like a little more customization in the emails sent, the agenda templates, and table of contents template. Alternatives considered [BoardPAC](https://www.capterra.com/p/153900/BoardPAC/)[BoardEffect](https://www.capterra.com/p/151082/BoardEffect/)[Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/) Reason for choosing OnBoard Easy to understand annual fee, clear features, their willingness to expand their offerings based on our needs, AGB materials included with annual fee Review Source LP Lori P. SVP/Loan Admin Officer Banking Used the software for: 1-2 years ### "Loan Committee" September 7, 2022 4.0 It is a much easier way to present our monthly loan committee meetings and approvals Pros It is fairly user friendly to get around in and if you are multiple boards or committees that use this software it is in one location Cons We use Actions to vote on Credits for approval. We need the discussion aspect so we have made this work for us but there are some items that could be improved. "Voting Responses" "Notifications" "Once something is Finalized, it is A-Z, date would be better" Review Source CM Christie M. Executive Director Government Administration Used the software for: 1-2 years ### "Easy, even for non-tech board members. " November 29, 2021 4.0 Overall, customer service is very responsive. The benefits have outweighed the quirks, and we are not unhappy. The program does seem to be rolling out new features regularly, and I think that speaks to the company's commitment to improvement. Pros This was a lifesaver when switching from in-person to virtual meetings. It allowed our organization to organize all of our meeting docs and provide them in order in one place. The zoom integration was critical in our decision to subscribe to OnBoard. The calendar integration and announcement page was an added bonus, and has been well used. Having a public link to our meetings was also a big benefit, as it complies with our regulations. Cons I think some of the add-ons are a little pricey for what is being offered or how often we would use them. I would rather there were only one or two packages as opposed to so many different add-on packages. I also wish that new features were more transparently listed with a price as opposed to having to set up a "demonstration" before you learn the cost. Reason for choosing OnBoard The ease of use, and zoom integration was critical to our decision to choose OnBoard Review Source EBK Elitsa Bella K. EA & Board Liaison Hospital & Health Care Used the software for: 6-12 months ### "The Bestest Board Portal Ever !" August 17, 2021 5.0 Excisional experience thus far Pros I absolutely love this user-friendly software. Cons As far as my experience, there are no CONS with this software. Reason for choosing OnBoard I absolutely loved the Demo and the amazing support from the team assigned to work with me throughout the process. Review Source TL Tim L. Director of IT Financial Services Used the software for: 2+ years ### "Product just works as expected" August 2, 2021 5.0 It has been very easy to use and we have had very few times that we had need of support. Pros We liked that it was device agnostic. Some on our board were having difficulty reading documents on the iPad and are able to use their laptops now. Cons While the granular permissions are great, they are also the most frequent problem that we have. When a meeting/resource is created, the creator is the only admin unless they specifically give others admin rights. When we get support requests, the cause is typically because permissions on the meeting/resource weren't setup right and our other admins can't see the details to explain to the creator what is wrong. All we can do is say, "It's something in the permissions". Review Source MA Molly A. Director External Relations Non-Profit Organization Management Used the software for: 1-2 years ### "OnBoard is Great" October 3, 2023 5.0 Easy to use, all in one place resource for my Board and Committees Pros Ease of implementation and ease for user, both on the admin and user side. It is very easy to use and clear where all items are located Cons Sometimes a feature can be clunky when first implemented (small things like being able to move items around easily in the minutes builder) but if anything like that arise I find the team addresses it fairly quickly Reason for choosing OnBoard Cheaper, easier to use, good customer service Review Source KC Karen C. Assistant Company Secretary Professional Training & Coaching Used the software for: 1-2 years ### "Straightforward and Simple" November 15, 2019 5.0 We are a consultancy organisations providing governance and company secretarial solutions. OnBoard solves the problem of having to print, copy and collate packs and send by post and allows last minute changes to be made in one place for everyone with access to papers. I use OnBoard to support board and committee meetings for three different organisations, the users of all of which have been delighted with the product. Pros Key functions of OnBoard, such as creating meetings, agendas and meeting packs for Directors to support their decision making, are extremely straightforward and easy to use. This takes away the difficulty and time of having to introduce change to new users, who are instantly aware and easily persuaded of the benefit of having all their important information in one place. The resources section is an ideal place for housing Directors induction materials. Cons I dislike the permissions function which I have to consistently check is functioning according to requirement. Reason for choosing OnBoard Value for money Review Source Response from OnBoard November 18, 2019 Thank you for taking the time to review OnBoard! I'm so glad that you are finding the software perfect for you and that your Directors are enjoying it as well. As for the permissions, that sounds like a bug, which I will bring up with Product. Laureine Claire N. Manager Farming Used the software for: 6-12 months ### "Associé à d'autres logiciels OnBoard fonctionne très bien " September 16, 2023 4.0 Pros La qualité des images au cours des conférences en ligne nous satisfait Cons Le système mis en place pour les rappels sur OnBoard est quelque peu défaillants Review Source Lydia M. Social Media and Membership Coordinator Fishery Used the software for: 1-2 years ### "Great for Board Management" November 17, 2021 5.0 Our overall experience with OnBoard has been great. It has fit our business needs and helped us excel in clear communication to our Board members and keep all our documents in a safe place. Pros OnBoard is easy to use and helps keep our nonprofit in touch with Board Members and key stakeholders about meetings, events, and materials. Cons I don't have anything I dislike. If I had to choose something it would be the ease of dragging files back and forth. Review Source LH Laura H. Vice President/Board Secretary Banking Used the software for: 2+ years ### "OnBoard Review" August 26, 2020 4.0 I believe I can speak for our entire board when I say we really like this product. It has been a game changer for our organization. Pros We use this product for all meetings involving our Board of Directors. Setting up these meetings is so easy and quick. If I get a last minute document, it isn't an issue because the update is instant. We also use the Approval feature for voting on items that need approval when a meeting isn't possible...especially now with social distancing in full swing. I really like the ability to add remote access details to make it easier for our "not so tech savy, older generation" board members. I also like the fact that I can access OnBoard on multiple devices, which allows me to update even if I'm out of the bank or even on vacation. Because the product is so user friendly, our board members learned to navigate quickly, even with their limited technology backgrounds. Cons It is hard to come up with cons regarding the software and the functions that we utilize. There are a lot of features that we do not use. I would like to be able to have a print option on the Approvals section so I can print voting results to be retained with meeting minutes. Review Source DJ Dawn J. Board Administrator Non-Profit Organization Management Used the software for: 1-2 years ### "OnBoard Review" August 30, 2022 5.0 It's a good program from both the Admin and Director perspective. The onboarding experience was amazing. \[SENSITIVE CONTENT\] was so thorough, professional, and flexible. My Directors really liked her too and she is truly responsible for their liking and using the platform. \[SENSITIVE CONTENT\] who took over as my contact is also incredible. She is friendly, professional and always has creative solutions. After hours help has also been very helpful. I typically build books early evening Pacific time and it's great to be able to rely on them if something comes up, which is rare. Pros It's a good tool for ensuring all Board documents live in one place. My Board has commented several times about the ease of use. We also like the fact that folks can dial into Zoom from OnBoard. Cons I really do not like the way the Actions/Voting is set up. We vote during out meetings, not before them, so I don't share them with participants prior to meetings, which means I have to open voting for each item prior to each meeting. Users do not enter motion or second in OnBoard and once they start voting, those options disappear. So I have to manually type the motion and second in notes before closing/finalizing the vote. Setting up roles and terms is a bit confusing and a lot of work. Reason for choosing OnBoard Price, user experience including look. Review Source KATHRYN E. Chief of Staff Higher Education Used the software for: 1-2 years ### "Excellent value" February 20, 2019 4.0 The tool has greatly streamlined our board meeting preparation. We use AGB OnBoard as a meeting tool, a materials repository, an orientation resource, a communication tool, and as an organizational hub. Pros AGB OnBoard is a functional tool that is priced right. The customer service and responsiveness is top-notch and the integration of AGB's resources add tremendous value for our board of trustees. Cons We wish we could edit materials right in the platform. The need to download and upload each time is cumbersome. We also wish that there were static links to posted resources. Review Source Response from OnBoard August 29, 2019 Thank so much for taking the time to review OnBoard! We are so glad that the partnership with AGB is helping your institution. For the additional suggestions, please be sure to submit those to your Customer Success Manager. BP Brigitte P. Executive and Administration Coordinator Renewables & Environment Used the software for: Less than 6 months ### "OnBoard is the perfect solution for our organization" February 11, 2022 5.0 From day one, the experience was very positive. I was given the time I needed to learn the system and we received training for separate groups of individuals who are using the platform. Everyone I interacted with in the company had a positive attitude and genuinely wanted to help and make this transition a success. Pros It is very intuitive and easy to navigate. No need for lengthy trainings, it is simple for all users. Cons So far, we are satisfied with the system. As with every platform, there is always one item that is a bit of an irritant. To remove or change an email address for a user, you have to delete the user and add the information again in the system. Alternatives considered [Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/) Reason for choosing OnBoard Diligent was much more expensive than OnBoard and to be able to achieve the same actions, we had to have two separate platforms. Review Source HH Helen H. Senior Director, Strategy & Operations Non-Profit Organization Management Used the software for: 6-12 months ### "High Quality Product with Great Customer Support" September 8, 2023 5.0 OnBoard greatly simplifies conducting hybrid meetings and sharing meeting materials with all board members. Pros What I liked most about OnBoard was how easy their support team made it for my organization to transition to it. And our board members have loved it! We've had other board members asking about it for their organizations. Cons It is difficult to remember to "publish" everything. Reason for choosing OnBoard Quality and price Review Source MR Mary R. Executive Assistant Higher Education Used the software for: 2+ years ### "Still love OnBoard 3 years in!" September 4, 2023 5.0 We moved from a completely paper process to OnBoard for our Board meetings. All, but one elderly Board member has used it from the outset. A few months in, we began also using it for a different meeting as well. Most recently, we also set it up for a Board committee to use. Pros I love how easy it is to set up a meeting, load an agenda, and add documents to it. Cons In the Minutes Builder, I wish there was a way to select a group I have set up, then manipulate who did and did not attend. We invite more than 40 people to a Board meeting, but only have 10 Board members. I have to go one by one through the invitees to delete the non-Board members. Review Source EL Erin L. Sr Executive Assistant Financial Services Used the software for: 2+ years ### "An easy-to-use resource for users and admins" June 3, 2020 5.0 Overall, my experience with OnBoard has been very positive. The word easy covers all the bases. Easy to set up. Easy to administrate. Easy to use. It doesn't get better than that in my opinion. I need something that doesn't require a lot of time and effort. I have a full schedule and OnBoard saves me time. Pros OnBoard is extremely user friendly for both me as the administrator and my volunteers. I was able to jump right in to create our Board portal with little guidance or training. I love that I can create a relevant homepage for our directors with no clutter. Housing documents is simple and neat and easy to navigate. Cons The only downside to the software is that the privilege to download documents has to be given and it's a one or none deal. Being able to allow our volunteers to download some documents such as travel forms and expense reports, but not confidential policies or reports, would be a dream. It would really cut down on the number of emails to and from people. Review Source JZ Jyl Z. Executive Administrative Assistant to the President Higher Education Used the software for: 2+ years ### "Why we prefer OnBoard by Passageways" October 2, 2020 5.0 Our board members have made the transition to OnBoard very quickly and have commented that they find it very intuitive to use. It is a great tool to keep our board members engaged with the college. We can post important announcements and know they will be seen. The Resource section allows us to have all our documents stored in one secure place. I appreciate the monthly webinars on tips and tricks for using the portal in new and different ways. Pros I like the fact that OnBoard now has the Zoom platform available. Our board has gone to virtual meetings over the last six months and the Zoom feature in OnBoard makes it very easy to set up the meeting and notify board members. Cons Currently I still need to keep some board records in a separate spreadsheet, such as term lengths and dates members will be up for reelection. I have discussed this with the developers. It is possible that this will be remedied for administrators in a future update of the product. Review Source CJ Clare J. Clerk Education Management Used the software for: 2+ years ### "Moving on OnBoard was an excellent choice!" October 3, 2019 5.0 We moved to OnBoard from a different online board portal and difference is astounding. We compared numerous other providers and OnBoard stood out instantly. The support and customer service from day one has been exemplary, all our queries, suggestions and requests have been taken ‘on board’. The team are one step ahead and are often informing us of developments that we can incorporate that we hadn’t previously considered. I would have no hesitation in recommending the company or the product. Pros This product is so user friendly for both admin and users. Its clear, concise and does everything we need plus more which has helped develop the way in which we work. Our users are much more engaged with this product and it makes the process of running meetings much smoother. Cons I have no complaints - this product is so useful. Review Source Response from OnBoard October 16, 2019 Thank you for taking the time to review OnBoard! I'm so glad to read that you aren't having any challenges with the software. It's also great to read that you are finding our update useful and that ease of use is really coming across for you. CC Cynthia C. Executive Assistant Non-Profit Organization Management Used the software for: 2+ years ### "Great for Managing Board of Directors" December 21, 2021 4.0 My overall experience with OnBoard is one of ease. Never encountered any problems -- it's been a breeze to work with! Pros I love the ease of use of OnBoard to upload documents, adjust the templates, add documents, the whole program is easy to use, intuitive and good for managing our Board. We've never had a complaint! Cons it would be nice to have the ability to provide more graphics, just to "juice up" the pages, but honestly that's not a deal-killer in using OnBoard because all the other features are so superior. Reason for choosing OnBoard Ease of use, cost were factors. Review Source VR Verified Reviewer Executive Assistant to the Provost Higher Education Used the software for: 6-12 months ### "Easy interface" March 10, 2020 5.0 Most functionalities in OnBoard are much easier to use, both as an administrator and as a user. Customer service response has been good, but there are some features that they haven't been able to improve upon (ie agenda). Pros The OnBoard portal is easy for our board members to use with fewer clicks to get the information they need for their meeting. The view is the same from different devices which makes it easier for them to move between laptop and phone views. Having access to AGB resources is invaluable. Cons The feature I would like to see improved the most is the downloaded version of the agenda to Word from the agenda created on the site. It takes a lot of formatting changes to make it look good. The version that downloads is very difficult to read. We have tried uploading our own agenda, but then we lose the nice online version when we pull up the meeting book. Switched from [BoardEffect](https://www.capterra.com/p/151082/BoardEffect/) Easier user interface; access to AGB publications; better flow and easier to upload meeting documents. Review Source BE Brice E. GM/CEO Farming Used the software for: 1-2 years ### "Awesome product with great customer service and onboarding. " September 16, 2021 5.0 It's a great product and OnBoard has awesome customer service. Pros I like the ease of building an agenda, making tweaks, and notifying anyone involved of the meeting or of updates. Cons OnBoard does a great job of rolling out new versions and updates, I really can't think of anything that I don't like. I'm sure there are components of the software that we don't use and probably should be. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.