Boardable headquartered in Indianapolis offers their eponymous board portal and board management application.
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OnBoard Board Management Software
Score 7.9 out of 10
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OnBoard is a board management software designed to streamline meetings, enhance governance, and improve director engagement. Key features include agenda building, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, skills tracking, automated minutes powered by OnBoard AI, minutes builder, and video conferencing integration. With OnBoard AI, meeting discussions are instantly transcribed, generating a comprehensive draft of…
Overall this is a solid board/volunteer portal. It allows staff and volunteers to have an all-in-one place for operations, votes, and meetings. It is also built to allow volunteers to operate without the need for staff to do the work. A committee chair needs to set up a meeting - no problem they can go in, poll committee members, set a date, and with the preset zoom integration establishes the meeting using the company's Zoom account. Tired of building huge board packets of materials with tabs and chapters? No problem the system allows you to build it easily with attachments. Then you don't kill trees to print and mail with the Board able to view the agenda with all attachments in order with a few taps. Overall very solid product and cheaper than many other board portal services. They have some things that can be better, but nothing that should keep someone from adopting the technology.
OnBoard is especially helpful when there are a lot of supporting materials for the meeting and if most of the attendees are members [of] OnBoard. If [any] of the attendees are not members, then it might not be the best option because you would still have to provide [a] hard copy for the non-members.
Streamlined agenda building: Instead of spending time sending emails and attachments, I can easily build and share an Agenda with documents appended to specific agenda items. This keeps everyone organized and informed.
Accountability: I can see when board members log into the platform and keep track of who has read which content for increased transparency and accountability.
Real-time edits and updates: As things change or need to be added to an agenda, I can easily make edits and share these changes with board members. I can send them an email on the platform to remind them of new documents or information related to the board meeting.
'Join via Zoom' and 'Join via OnBoard' are confusing to users.
'Edit Agenda' should be in more locations than the top of the agenda so you don't have to scroll all the way up to get to it. OR the option to just click to edit and not have to click 'Edit Agenda'.
OnBoard is user-friendly and meets all of our needs as an organization. It resolved the monthly struggle to prepare, print and mail board packets to up to 13 members. It resolved the issues presented when agenda and packets needed amendment prior to board meetings. We are now easily able to built a packet each month and modify it as necessary right up to the meeting time.
OnBoard Board Management Software appears to be very user friendly. The layout allows for easy access to a number of areas via the left side of the page. Admins are able to customized the main page so that the most vital information is available to users when they log in. Setting permissions is easy.
I haven't needed to contact OnBoard customer support many times because it's user-friendly and functions as it's supposed to/sold. On the occasions I've contacted customer support, they have promptly answered the phone or my email. In one instance, a board member couldn't access OnBoard prior to a board meeting and customer support was able to resolve the issue in the 10 minutes prior to the meeting. In another instance, a board member wasn't able to get the system to recognize all answers to a completed survey which prevented a compilation of results. Customer support viewed the member's screen and ran an error log to figure out the issue.
Boardable provides ample videos, information, and support to enable new members to learn how to navigate the platform. However, not all members are motivated to learn a new software system. Lessons learned with onboarding new members is to do a Spotlight meeting with them that utilizes as many of the popular features our board uses so that they shorten their learning curve. As with anything new, "practice makes permanent!"
Implementation was easy and I was able to do it alone without OnBoard customer support, although customer support assistance was offered and available. The platform is very user-friendly and doesn't require assistance to implement in my opinion. The biggest hurdle is getting invitees to access the invitation email and set up their login.
We didn't look at other products. I used Boardable for another organization first (as its President) and was thoroughly impressed with the easy-to-use interface, the low cost, and the quick onboarding process. I introduced the platform to our Board Chairman who gave the green light to move forward in 2019, which was a great move to do before the pandemic and our board meeting became virtual for nearly 2 years.
While some evaluated competitors included the same features as OnBoard, they were complicated to use and navigate. Being adept with technology and having trouble with them in demo versions, I couldn't imagine presenting them to board members who work primarily with paper and are used to paper packets. OnBoard was substantially more user-friendly and intuitive to use. Other competitors evaluated didn't offer the integrated survey and electronic signature features that OnBoard does. These were must-have features for us when choosing a board management platform.
