Today’s directors need fast, informed decision-making and seamless governance workflows. Diligent Boards automates board and committee meeting creation, streamlines preparation and enhances collaboration with secure, integrated tools. More broadly, Diligent solutions provide a growth trajectory on the path to good governance and bundle capabilities that support the evolution of forward-looking boards and leadership teams. Save time by digitizing meeting materials and…
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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…
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Pricing
Diligent Boards
OnBoard Board Management Software
Editions & Modules
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No answers on this topic
Offerings
Pricing Offerings
Diligent Boards
OnBoard Board Management Software
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
Optional
Required
Additional Details
Diligent Board Plans include...
Essential: Built for organizations looking to embrace governance best practices and digital
transformation
Pro: Built for organizations that are looking to embrace end-to-end security around key governance processes like board meeting preparation, communication, and questionnaires.
Enterprise: For high performing boards looking to maximize effectiveness of committees and prepare for proxy season.
Diligent is pricey, so it is suitable for large-size organizations with sufficient funding. Universities and colleges would be good clients. Diligent is not suitable for small organizations or not-for-profit organizations due to the pricing. There are other options to distribute and share documents, such as Google format, so I think pricing is the key to expand the market for Diligent.
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.
Customer service is great. if any of the built resources are not sufficient to resolve a challenge, reaching out to Diligent, there is always someone ready to assist till a challenge is resolved
Assistance is readily available at any given time
Diligent is progressive, always creating ways to ease how we do work
'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'.
We find the Boards portal to be an effective tool for our board meeting documents. It is user friendly and allows for amendments, additions as needed without compromising documents that have already been uploaded. Additionally, our Board members are comfortable with the platform and confident in their ability to navigate it.
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.
The turnaround time is great, and the customer support team usually resolves queries in one go. However, customer support can improve by suggesting additional helpful activities to improve user experience, rather than limiting it to the specific requests made. Overall, it has been a positive experience with the customer support team.
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.
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.
Diligent Entities is already great, as I used it before Diligent Boards, and it was very helpful and very cost-effective as a product provided to my previous team that used it. So I can only vouch for the platform and note that Diligent Boards is also fantastic. It certainly is.
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.
Diligent has improved the time spent on training new board members as the app is user-friendly and self-explanatory, especially for IT-savvy Directors.
The app has cut down the cost of sending notifications to directors on material added on the app, as directors automatically receive notifications as soon as material is available.
