OnBoard

Capterra’s most reviewed & G2’s leader in Board Management

About OnBoard

Now available: Microsoft 365 Integration.

As the most reviewed solution on Capterra and the G2 category leader in Board Management, OnBoard offers a simple, secure, and effective way to run board meetings. With OnBoard, you can say goodbye to complicated, outdated, and time-consuming board meeting processes and focus on achieving your organization's mission.

OnBoard offers centralized resources and secure communications to make board meetings more collaborative, productive, and effective. You can access OnBoard from your iPad, iPhone, Android devices, and Microsoft Surface, ensuring that you stay informed wherever you are. OnBoard provides excellent security features such as two-factor authentication, biometric identification, and remote device wipe to ensure that your board materials stay secure.

The easy-to-use interface and personalized dashboard of OnBoard make it possible for directors, executives, and administrators to access and update documents, collaborate in real-time, and see activity for upcoming meetings. The granular permissions enable board administrators to designate user, group, and committee access to sensitive materials.

OnBoard's engagement analytics track interactions with board books, including notation locations, and which sections received the most attention. The Minutes Builder feature helps you take accurate minutes quickly during the meeting.

OnBoard integrates seamlessly with Microsoft 365 documents, Google Workplace, Zoom, and most calendars, including Outlook and iCal. With OnBoard's award-winning customer training, implementation, and support available 24/7 via phone, email, or online, help is always available for you and your board.

Join more than 5,000 board-led organizations who trust OnBoard to deliver more effective governance in over 55,000 meetings every year. Upgrade your board meetings with OnBoard today!


Key benefits of OnBoard

  • OnBoard is a secure platform accessible via almost any device including iPhone, iPad, Android smartphones and tablets, and Windows devices

  • All work automatically saved and synced across all connected devices, allowing multiple people to collaborate and share all past and present info in a central unlimited system of record.

  • Communicate with all stakeholders using the dashboard, announcements, and notifications or use the in-app messenger for group or one-on-one conversations.

  • Leverage decision-making tools including voting, surveys, e-Signatures, shared annotations, and exclusive meeting analytics for more effective meetings

  • Multi-board support allows directors to move between organizations on a single platform.

  • Images

    OnBoard Software - Zoom integration enables face-to-face, secure remote meetings directly within the platform – no need to download additional web conferencing apps. Engagement Analytics offers anonymized and aggregated real-time insights into how your board works.
    OnBoard Software - OnBoard’s secure Messenger allows individual or group conversations to discuss sensitive board work. Chat one-on-one, message entire committees, or include the whole board in a conversation using the OnBoard app or any web browser.
    OnBoard Software - OnBoard’s Meeting Minutes tool is the fastest meeting creation tool. Make notes, create tasks, track attendance, and mark motions. Drag and drop any file type, create templates, clone previous meetings, organize documents, and track decisions.
    OnBoard Software - OnBoard Voting & Approvals accelerates decision-making while ensuring compliance. delivers a seamless platform to support high-impact decisions, directors can organize, track, review, comment, and approve decisions – from anywhere and on any device.
    OnBoard Software - OnBoard’s D&O questionnaire solution transforms a cumbersome task into a simple, automated, and replicable annual process with wide range of question types and export options, as well as pre-filled content, eSignatures, and attachments.
    View 6 more
    OnBoard video
    OnBoard Software - Zoom integration enables face-to-face, secure remote meetings directly within the platform – no need to download additional web conferencing apps. Engagement Analytics offers anonymized and aggregated real-time insights into how your board works.
    OnBoard Software - OnBoard’s secure Messenger allows individual or group conversations to discuss sensitive board work. Chat one-on-one, message entire committees, or include the whole board in a conversation using the OnBoard app or any web browser.
    OnBoard Software - OnBoard’s Meeting Minutes tool is the fastest meeting creation tool. Make notes, create tasks, track attendance, and mark motions. Drag and drop any file type, create templates, clone previous meetings, organize documents, and track decisions.
    OnBoard Software - OnBoard Voting & Approvals accelerates decision-making while ensuring compliance. delivers a seamless platform to support high-impact decisions, directors can organize, track, review, comment, and approve decisions – from anywhere and on any device.
    OnBoard Software - OnBoard’s D&O questionnaire solution transforms a cumbersome task into a simple, automated, and replicable annual process with wide range of question types and export options, as well as pre-filled content, eSignatures, and attachments.

    Not sure about OnBoard? Compare with a popular alternative

    OnBoard

    4,7 (1 019)
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    Starting Price

    US$299,00
    year
    US$75,00
    month

    Pricing Options

    Free version
    Free trial
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    Features

    131
    135

    Integrations

    4
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    Ease of Use

    4,6 (1 019)
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    Value for Money

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    Customer Service

    4,9 (1 019)
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    Reviews

    Overall rating

    4,7 /5
    (1 019)
    Value for Money
    4,6/5
    Features
    4,5/5
    Ease of Use
    4,6/5
    Customer Support
    4,9/5

    Already have OnBoard?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 1 019
    Sean
    Sean
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 201–500 Employees
    • Used Monthly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Simple and Effective Board Managment

    Reviewed on 2019/06/06

    OnBoard has completely revolutionised the way we organise and hold board meetings. Due to the...

    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.

    Response from OnBoard

    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.

    Rebecca
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 11–50 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Board Management made EASIER

    Reviewed on 2019/12/26

    A few years ago, we digitized our board experience. We picked a good "starter platform" and eased...

    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 and Diligent Boards

    Reasons for Choosing OnBoard

    BoardMax was going away. It was clunky. My staff didn't like using it. I didn't like using it. It was time to reconsider what was on the market.

    Reasons for Switching to OnBoard

    Pricing. Features.

    Response from OnBoard

    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!

    Chad
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 11–50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 4.0 /10

    RMHC of Northwest Ohio

    Reviewed on 2019/11/20

    We recently surveyed our staff and board about OnBOard and the overall satisfaction was a 3.0 on a...

    We recently surveyed our staff and board about OnBOard and the overall satisfaction was a 3.0 on a 5.0 scale.

    Pros

    We like the screen/book for meeting use.

    Cons

    We do not like the fact that we can not "re-invite" members that have not replied. We do not like that we cant see that an RSVP has been sent/when recieved etc.

    Response from OnBoard

    Thank you for taking the time to review OnBoard! Sorry things aren't going so well for you. I will be sure to loop in your Customer Success Manager, so we can figure something out.

    Tara
    Overall rating
    • Industry: Banking
    • Company size: 51–200 Employees
    • Used Monthly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Essential Software for Board Meetings

    Reviewed on 2019/12/05

    I have been using OnBoard shortly after I started with this company in late 2016. I believe the...

    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

    Reasons for Switching to 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!

    Response from OnBoard

    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.

    Karen
    Overall rating
    • Industry: Higher Education
    • Company size: 201–500 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    OnBoard ROCKS!

    Reviewed on 2020/02/03

    OnBoard has been a real time and paper saver for myself, as the admin support person and for our...

    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.

    Showing 5 reviews of 1 019 Read all reviews

    OnBoard FAQs

    Below are some frequently asked questions for OnBoard.

    OnBoard offers the following pricing plans:

    • Starting from: US$299,00/year
    • Pricing model: Subscription
    • Free Trial: Available

    Contact OnBoard for detailed pricing information.

    OnBoard has the following typical customers:

    2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000

    OnBoard supports the following languages:

    English

    OnBoard supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    OnBoard integrates with the following applications:

    Google Drive, Microsoft 365, Microsoft Outlook, Zoom

    OnBoard offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

    Related categories

    See all software categories found for OnBoard.