OnBoard

Drive well-planned meetings

장점:

The entire meeting planning process is very easy to manage. It allows all our team members to collaborate in real time from anywhere at any time using different endpoints. The minute generator greatly simplifies the workflow. It provides automated meeting summaries that provide highly significant information for later analysis.

단점:

It has a wide variety of functions that for new users it is a bit complicated to start using it.

Exceptional software and professional employees

주석: The benefits from implementing OnBoard for our board management are countless! From day one the staff was professional, advised us during implementation, friendly, and respond immediately. It was a seamless implementation process. Our board started using OnBoard and instantly approved of using the portal for all board management. As the lead administrator and developer of the portal I have enjoyed the entire process and love all aspects of OnBoard and the staff. They provide ongoing training webinars and tutorials for new users. They are innovative and ask clients for feedback and features they would like implemented into OnBoard. I have recommended OnBoard to others and would highly recommend OnBoard to anyone considering board management software.

장점:

Impactful features include composing the agenda from a word document, Zoom links can be accessed from OnBoard, improved calendar, Resource Library. User friendly. New features, upgrades, and improvements implemented on an on-going basis. Integration was seamless.

단점:

There are no aspect of this software that are difficult to use. Seriously, there is nothing I don't like about OnBoard.

If it wasn't so bad it could be an ok service...

주석: It seemed like a good idea, but it's not worth the investment for a non-profit. OnBoard cost twice as much as our CRM and project management systems combined. And the board members weren't impressed that we were trying to improve board management in this way. They didn't want to learn a new thing. OnBoard made cancelling such a hassle that we wish we'd never would have tried it. If not for the crooked cancellation policies I would probably say that it would be a good fit for a corporate board that won't notice an additional $500 to $800 expense per board meeting to make agendas and minutes a bit easier. Given our experience though, I wouldn't recommend to anyone.

장점:

It made it easy to write and distribute agendas and board packets. It also made it easy to write and distribute minutes. Customer service was very responsive.

단점:

Most everything else. The first time we tried to use the Zoom function it didn't work and it made our organization's leadership look incompetent. The voting functions and minutes don't integrate properly. Most of all, the company has a very high-pressure sales team with some unethical fine print. We signed a contract that clearly stated a one-year term, but the user agreement on the website has hidden autorenewal language. When we indicated that we weren't renewing they sent the balance for 2025 to collections.

OnBoard has made my job so much easier!

장점:

We used to produce a printed and bound board book for each meeting, requiring materials to be submitted far in advance, and last-minute changes were not able to be included. OnBoard gives me the flexibility to continue to make changes right up to the meeting date. Board members are able to access the virtual board book from wherever they are using the device that they prefer. We are also able to use OnBoard for committee meetings and cabinet meetings and capture any votes that take place directly in OnBoard. I also use the polls/voting option almost daily with cabinet. There are many small items that need cabinet consensus and instead of waiting until the next cabinet meeting, we upload the needed documentation and send it out for a vote. The results are recorded in OnBoard for future reference, which is especially helpful for any board votes needed during the audit. I also love the ease of use and implementation. I have had to do very little individual training with board members, and customer service has been super responsive whenever I (or a board member) has had an issue.

단점:

It would be great to be able to store a little more information about board members that you could run a report on - such as term information, etc.

Fast, Efficient, Intuitive

주석: Prior to using OnBoard, Board meeting preparation used to take an entire day to assemble hard copy books, plus the cost of all the paper and three ring notebooks. I can now upload the materials and finalize the Board books in 60 - 90 minutes. In addition, hard copy books had to either be hand delivered by college personnel, or shipped UPS, especially if a member was traveling. The use of OnBoard eliminated the need for all that. Plus, the Board members appreciate not having all those accumulated books to contend with.

장점:

OnBoard is very user-friendly for both the administrator and the user. This feature is especially important for users who have various levels of comfort and expertise with technology. Our college switched to OnBoard in October 2014, and before that our Board meeting books were produced on paper. OnBoard has streamlined the Board meeting preparation process, and I like the ability to make last minute changes to the materials, to which the users have access immediately. Using OnBoard is also much more convenient for those members who may be traveling; they can log into their Board materials on any device from anywhere. In the midst of the COVID-19 pandemic, OnBoard quickly created a Zoom/OnBoard interface that allows users to long into Zoom through OnBoard, and eliminate the need for two devices. The OnBoard team reacted quickly to provide a convenient solution for a pesky problem.

단점:

Integration with our existing processes was not difficult. OnBoard provided online training to the administrators, and because the software is easy to use, it did not require multiple training sessions. OnBoard has continued to refine and add other features, some of which I cannot use since ours is a public board. The only thing I would change would be to allow an entire group of members to be blocked from viewing a section. Currently, I only have the option to block individuals. A bit inconvenient, but by no means a deal breaker. And that will probably be corrected in a future software update.

Easy to Use and Responsive Customer Service

주석: 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.

장점:

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.

단점:

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.

Board Management made EASIER

주석: 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.

장점:

Incredibly easy user interface - even our least tech savvy staff and board members can utilize the platform effectively.

단점:

I miss the ease of meeting minute taking that I was used to in our last platform.

Essential Software for Board Meetings

주석: 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!

장점:

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.

단점:

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.

OnBoard ROCKS!

주석: 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.

장점:

The ease of use, especially when making changes to meeting agendas and materials!

단점:

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.

(Almost) Perfect App for Boards and Committees

주석: We have been able to upload all of our board and committee documentation in one place. This makes it exceptionally easy to update and share with anyone who has access. We no longer have to print out hundreds of pages for meetings or the Board Orientation Manual. Using OnBoard has allowed us to navigate through our meetings much more fluidly. The more we've used it, the easier it is to leverage.

장점:

Plenty of room for expansion should the need arise. Extremely feature-filled. Easy but secure log-on (multi-factor identification). Passageways customer satisfaction team seems responsive to our suggestions and needs and incorporates/updates with some frequency.

단점:

Not the most intuitive in the world to navigate but has improved over time. Wish the screen re-sizing options were somehow less clumsy/clunky. Printing documents or agendas still requires multiple steps.

Moving to OnBoard was a great choice!

주석: Overall my experience has been great. After demoing multiple platforms, we chose OnBoard because of the best affordability, it's user-friendly, and the support has been stellar. Our set-up and support team have been there 100%, and go above and beyond to address questions and resolve any technical issues. To me, customer service and tech support are a #1 priority and rep, as well as the tech support team, have always exceeded my expectations.

장점:

OnBoard is a visually appealing platform, that is user-friendly and easy to use.

단점:

Feature availability, such as 1) downloadable material does not include an agenda page 2) surveys have to be closed before reviewing results, which limits the ability to know when to close the survey 3) announcement permissions are limited to Admins only. 3) The survey questions format lacks more enhanced customization

Continue to be pleased with the purchase

주석: I've had an ideal customer experience with OnBoard! From sales to training to implementation ([SENSITIVE CONTENT] is awesome) to maintenance stage and IT needs. Improvements are continually coming. A very responsive team when it comes to questions or the occasional internet glitch. Great online resources for training, learning and best practices, in addition to live help.

장점:

Ease of use, organization, look, security, customer service, always open to ideas and making improvements, analytics.

단점:

Minutes builder and surveys could be improved. The ability to add custom fields to profile would be nice.

Flexibility of uploads

주석: I have been impressed with OnBoard since our executive secretary brought us the product to test. I had hoped for something that was user friendly, more flexible for the various report files we upload, and lower cost than our past product. All of these were checked off the list.

장점:

In our last board product, it was necessary to convert the files all to .pdf format prior to upload. Upon converting to OnBoard we found the ability to upload various file formats a big time saver for the team putting together all of the reports. And from my own standpoint the ability for board members to share their annotations with me prior to the board meeting is another big time saver during the meeting.

단점:

I still find there are features I didnt know existed, or I havent been using, so I dont believe I know enough about the software to say that I dislike anything. The software works well and is easy to move from one report to the other.

Best decision ever!

주석: Our trustees love OnBoard. From the users perspective, it is perfect! From my perspective as the admin, I can't imagine an easier transition/implementation. Everyone I've worked with, from sales, through the implementation process, are professionals and willing to help me any way they can. No question goes unanswered. It has been an amazing experience and I'm excited to learn and utilize more of what OnBoard has to offer.

장점:

Very easy to use and implementation has been seamless.

단점:

Setting roles/terms was the most tedious part in our setup. Instructions were okay; it took the longest to understand.

Great product

주석: Very positive experience. It has streamlined our board and committee preparation considerably.

장점:

Does everything I need it to; integration with Zoom; unlimited storage; ease of providing documents to board members and all committees; good looking/ease of use; responsive staff at OnBoard;

단점:

An initial learning curve for users, especially older ones; some work to do integrating storage in OnBoard with our existing document storage procedures

Very Satisfied!

주석: I am very pleased with my overall experience. From the sales side with [SENSITIVE CONTENT HIDDEN] to now working with [SENSITIVE CONTENT HIDDEN]. They have both been tremendously helpful and most always return an email very timely. I found it very user friendly and quick to learn. The training provided has also been excellent. I would highly recommend OnBoard to anyone that may contact me.

장점:

There are several things I like equally with this software. Record retention is very important and this allows us to have everything kept in one secured location so it's easily found and accessible for not only our organization and our board, but also our auditors. I find that creating the agenda and being able to copy agendas is much more efficient than my previous system. I especially like that I can set up the actions ahead of time (if they are known) so they are ready for voting. That has also been a great factor with increasing efficiency. I can't forget the training. I was delighted to learn my board had training available to them and I didn't have to do the take on that role. The last thing I really like are the tasks. This feature keeps me from constantly emailing reminders to board members.

단점:

Just as I had several things I really liked, I have a few things that I don't. I hope to see these implemented in the future. It's inconvenient that I can't attach more than one action item to a specific section of the agenda. Often times our board will have a motion/action during the meeting that wasn't known ahead of time. This may not be linked to a specific section on their part of the agenda, but rather their overall report. They may not even have subsections. This has created a nuisance and has cost us valuable time. I have to create a subsection then create the action. This has created a longer process than our old way and causes the board to wait on me to add it. So having the ability to add an additional action item to a section would be ideal. I also don't like I can't sort my action items with the most recent on top. I have to either do a search and hope I'm using the right words, or I have to keep going from page to page. Lastly, when I set up the meeting as the admin, I don't get the email notification so I can accept the meeting and put it on my calendar. My work around was to download the app on my cell phone and accept it that way. It would be nice to have that feature on my desktop so the meetings go directly to my calendar when I make them visible.

One-stop-shop for coordinating and managing everything related to virtual meetings

주석: Virtual meetings have become an essential matter for us, and on a daily basis we organize and participate in meetings remotely, and OnBoard has helped us organize all the affairs of remote meetings, and since using it, managing the agenda, writing minutes of meetings, as well as tracking notes and participating in tasks and reports related to them is done properly, and it is also wonderful that every It is saved and archived on the cloud in an organized manner.

장점:

I appreciate the fact that OnBoard is an exceptional tool, skills can be picked up quickly, and virtual meetings can be started without any complications. I greatly appreciate the speed of executing orders with OnBoard, as well as the distinctive dashboard that enables us to easily set up the agenda, schedule appointments, and also set up links, as the importance of this increases the level of realism. I also like the dashboard because I can review the comments of colleagues and managers and respond to them directly. I also find that sharing tasks and compiling reports is very flexible with OnBoard, as all members can actively participate. Also great is the way OnBoard provides for taking minutes of meetings, updating them, adding notes and alerts, all of which are saved in an organized manner and we can also access them easily.

단점:

I did not find things difficult with OnBoard, as its distinctive design and high capabilities enabled us to manage virtual meetings as required.

OnBoard at Scott Credit Union

장점:

Our Executive Management team and Board of Directors utilize many of the features. As an administrator, my favorite feature is the ease of building the Board packets. Before OnBoard, I would have to build 100-200 page Board packets within PDF. Then, if a report would change, we would have to replace the page, save the updated file, and post it to our portal...very tedious. Now with OnBoard, an updated report is as easy as dragging and dropping. Our Board also utilizes the voting tool quite often. Previously if there was a vote or approval needed in between meetings, we would have to document it in an email. Now, the voting tool makes it much easier to track.

단점:

I would like to see an easier way to exclude groups from certain portions of the Board packet. It takes quite a few clicks to exclude a certain group from certain sections as I have to click each member of the group individually (instead of just selecting the group). Also, the ability to add attachments to tasks would be AWESOME since many tasks relate to policy reviews and updates.

OnBoard Board Portal

주석: We are extremely happy with our decision to use OnBoard! We've been very pleased with our CSMs. Recently we rolled out OnBoard to 2 boards and the rep conducted 3 training sessions for our board members with very short notice. It's been great working with her! When reaching out to her, she's been very quick to respond or forward my email on to tech support.

장점:

Easy to learn both from an Admin and end user! Security measures of OnBoard! Great support team truly makes this tool excel above others!

단점:

While building an agenda, sometimes it takes a long time to save edits. This can be frustrating and has resulted in having to re-type edits as they did not save properly. Currently email attachments aren't able to be uploaded to OnBoard without saving the document. Unable to program default admins to all new items vs. currently only individual/creator is default admin. As the owner of the OnBoard tool, I have to rely on others to assign permissions and ensuring human error doesn't happen. It's difficult to assist board admins or board users without access. It would be great to have a Super/Master Admin role which will automatically be assigned with Admin rights.

Long Time User

주석: 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.

장점:

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.

단점:

Not much I don’t like about the software.

OnBoard - Revolutionising Board Meetings

주석: 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.

장점:

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.

단점:

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!

OnBoard has made my Board management tasks a breeze!

주석: My board materials are now professionally housed in one place with an easy interface for my board to navigate and obtain whatever they need. The agenda timer has encouraged speakers to be more mindful of the meeting progress and keep things running on track. As an administrator, I appreciate the visibility into meeting analytics to know how they board is engaging with what we're posting.

장점:

My top 3 benefits since using OnBoard include: 1. Very reliable customer/implementation support and ability to hold on-demand training sessions for our board members if/when needed. 2. Very user-friendly and streamlined dashboards to keep my board aware of what they need to pay attention to 3. Meeting minutes builder makes it so much easier to capture my minutes that fumbling with templates and paper notes as before.

단점:

Overall I'm very satisfied but would appreciate minor tweaks such as being able to see a preview of the notifications my end users receive before they go out or screenshots of samples within the training guides. Also, further customization in the layout of the meeting minutes builder, the ability to attach multiple links and documents to announcements posts rather than just one per announcement, and less clicks to view annotations within the board book + a reply button to annotations instead of the need to post a separate message.

OnBoard Review

주석: 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.

장점:

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.

단점:

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.

An easy-to-use resource for users and admins

주석: 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.

장점:

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.

단점:

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.

Passageways - A great Board portal

주석: We now have a place to keep all our Board documents in one place and for our members to easily access them. You can also give permissions to each individual person or for each document.

장점:

It was extremely easy to setup and use. I had it setup in less than 1 day. It is user friendly and they are always looking for ways to improve and upgrade the product.

단점:

There is nothing that we do not like. Some of our people have an issue with the messaging but we have found it to be an internal issue with our IT security.