OnBoard Overview

OnBoard [Board Management] was the right product at the right time for our small nonprofit. Like many others, we had to shift from in-person board meetings to virtual meetings with the onset of the COVID pandemic. Luckily, we had already decided to purchase OnBoard [Board Management] prior to the pandemic, mainly as a way for our association to be greener (printing less paper at board meetings) and allow for directors to read board meeting materials ahead of [time]. [It] also allows us at the association to make amendments to the board documents all [the] way up to the meeting itself. Little did we know that almost overnight all of our meetings would go from all-day in-person events to marathon zoom sessions. But, with OnBoard [Board Management] already in place, the transition was almost seamless and it is hard to imagine how we would have navigated the past two years without the package in place. Frankly, our meetings are more efficient now than they were pre-pandemic and much more efficient than they were when we were printing binders for each board member. All in all, I love OnBoard [Board Management] and strongly recommend it.
Assembles board books Provides for remote votes on resolutions Easy to navigate Great roles and permissions functions Nice filing system for historical documents

OnBoard was my company's first venture into the world of online meeting management. We viewed several options and ultimately selected OnBoard because it was user-friendly and met our established needs. In the over 4 years we have utilized OnBoard, it has exceeded our expectations. Prior to OnBoard, all board and committee packets were paper. They were prepared in advance which sometimes required addenda when additions or revisions were made. We spent a lot of time preparing, mailing, and if needed, updating the packets. At the end of board meetings, the paper packets were typically left behind on the conference room table. Transitioning to OnBoard has saved a tremendous amount of time and effort, not to mention paper and postage. Some of our board members were initially hesitant to utilize an electronic platform. We have board members of varying ages and some have served for upwards of 15-20 years. They, in particular, were set in their paper ways. All have successfully transitioned to adeptly using OnBoard, including survey and electronic signature features. Our new board members are immediately introduced to OnBoard for onboarding components and rarely need assistance figuring it out because it's so user-friendly and easy to navigate.
I'd like to see the electronic signature feature upgraded to allow signature box rotation. Sometimes documents are a combination of portrait and landscape and the current setup only recognizes one orientation when inserting signature boxes. There is a syncing issue that occurs during seasonal time changes that sometimes prevents users from accessing OnBoard. Our IT department has needed to help board members resolve this and regain access. There are several new features to OnBoard now, but they come at a cost. While it's nice to demo these features, it would be great to have some new features included in the already purchased package instead of at an additional cost. The Zoom integration is nice but doesn't meet our needs. You do not have screen share or other Zoom features available while using it integrated within OnBoard. For remote meetings, we use Zoom and screen share OnBoard within its own browser.