OnBoard

Vorteile

Using OnBoard‘s interactive process of voting and polling, it is possible to make quick decisions during an online meeting. Scheduling: The use of the AI-powered meeting minutes generator helps provide quick solutions and minimize time wastage by creating accurate minutes.

Nachteile

In particular, I would like to emphasize that utilization of OnBoard has greatly facilitated organization of virtual team meetings. Having all the documents in one place helps make meetings more effective, as does planning for the meeting and the overall productivity.

Vorteile

Integrating OnBoard into our Board operations at Bet Tzedek has been a truly transformative experience. The platform has made it so much easier for us to manage Board meetings, materials, and communication in one centralized, user-friendly space. It’s streamlined our processes, improved access to important documents, and helped our Board members stay connected and engaged—whether they’re in the office or joining remotely.

But what really made the transition seamless was the incredible support we received from [sensitive content hidden]. From our very first conversation, [sensitive content hidden] brought a level of professionalism, warmth, and responsiveness that made all the difference. She took the time to understand our needs, guided us through the onboarding process step by step, and was always available to answer questions and offer thoughtful solutions. Her ability to keep things moving forward while also being patient and approachable was deeply appreciated by our whole team.

Thanks to both the OnBoard platform and [sensitive content hidden] expert guidance, we now have a system that truly supports the way our Board works. We’re grateful for her partnership and wouldn’t hesitate to recommend both the platform and her support to other organizations looking to enhance their Board engagement and operations.

Nachteile

It was just difficult to get Board members to sign up until certain deadline, but now everyone is on board. :)

Vorteile

Excellent customer service and ease to use.

Nachteile

I wish you could RSVP to meetings on behalf of Board Members.

Vorteile

I like the ease of use and the layout of information. It's fairly basic and straightforward.

Nachteile

I'm not a huge fan of the permission setting issues. Some things work fully but some only work in park (like some things you can duplicate if you have permission but others you can't). There are also some features that would be useful for example a messenger notification management or @ing feature.

Vorteile

It is efficient and makes creating agendas and minutes for Boards easier.

Nachteile

It is missing the updated technological features.

Vorteile

OnBoard makes it easy to set an agenda and write meeting minutes from the agenda items.

Nachteile

Setting BOD terms can be challenging sometimes on the system.

Vorteile

It's very easy to use, especially with the tutorials. Even as a beginner, you'll pick it up very quickly.

Nachteile

I have nothing to say as a disadvantage it's a good tool

Vorteile

The product is easy to use and intuitive. My board members of various ages were all able to use it with no or minimal training. They are able to navigate and locate information easily. Board members who need to sign documents frequently have no difficulty using the electronic signature feature within OnBoard. Making last minute revisions to agendas and packets is fast and causes no delay in meetings. Overall, OnBoard saves time and gives all attendees the same experience with easy access.

Nachteile

OnBoard continues to improve its offerings. The only con as far as features is within electronic signatures. It would be ideal to make electronic signatures more customizable with rotating signature boxes and the ability to insert text and check boxes into documents.

Vorteile

I love how easy it is to build board and committee agendas and packages in OnBoard. It's a great place to store and share all relevant information for our board members, giving them easy access to any reference documents they may need, when they need them.

Nachteile

My only suggestion for improvement to the OnBoard portal is to allow some additional customizations i.e., changes to font style and colour.

Vorteile

The features which I love about OnBoard are the e-signature and approval options. I am able to create surveys and get results much quicker as users are already used to the OnBoard portal. e-signatures were critical during COVID as we couldn't meet in person, but I needed signatures for approval of documents. I also love the customer support of my relationship manager. They are always listening on how to improve the product. Innovative is necessary in an electronic world.

Nachteile

The minutes feature is a work in progress. I am sure it works fine for some organizations, just not me. I do not like the fact that the pre-form automatically creates links of documents in the meeting minutes. Starting from scratch is cumbersome as well. They have taken my comments into consideration. Perhaps there will be a third option someday.

Vorteile

Great functionality and support for an affordable price.

Nachteile

There are several upgradable options and since we are budget-conscious it sometimes feels as though it can be a nickel and diming situation. That being said, I do appreciate the ability to have the platform at a relatively reasonable price point.

In Betracht gezogene Alternativen

Diligent Boards und Boardable

Gründe für den Wechsel zu OnBoard

It was the perfect combination of function and price point

Vorteile

Meeting management through OnBoard is much more efficient than calendar invites and emails. Building the agenda is easy, and the board book it creates puts everything in one, professional-looking document. Communication with different groups through the messenger is also a time-saving feature. Eliminates group emails and makes it easy to find past conversations and information when needed.

Nachteile

It would be nice to be able to delete messages and clean up the messenger section. Also, the permissions feature is great but we often forget that you have to apply permissions to each meeting, file sharing, etc. Would be nice to have that pop up as a reminder.

Vorteile

An easy way to gather all board documents into one place to present. Easy for the board to approve the consent agenda.

Nachteile

It is not easy to track the terms of each member and committee.

Vorteile

Ease of implementation and ease for user, both on the admin and user side. It is very easy to use and clear where all items are located

Nachteile

Sometimes a feature can be clunky when first implemented (small things like being able to move items around easily in the minutes builder) but if anything like that arise I find the team addresses it fairly quickly

Vorteile

La qualité des images au cours des conférences en ligne nous satisfait

Nachteile

Le système mis en place pour les rappels sur OnBoard est quelque peu défaillants

Vorteile

Onboard is very user friendly and a great tool for board management. It was very easy to learn and the tutorials were awesome.

Nachteile

There is nothing that I don't like about this system. It has been great so far.

Vorteile

It is great to use to keep all meeting materials in order and easily accessible for members of committees as well as the administrative team. I also love how I am able to lock the minutes once approved so no future changes can be made.

Nachteile

Nothing, it is very easy to us and does exactly what I need it to.

Vorteile

A word document may be used to create the agenda, Zoom links can be viewed from the OnBoard, the calendar has been updated, and there is a Resource Library. friendly to users. Continuously adding new features, updates, and enhancements. Integration went smoothly.

Nachteile

In comparison to other well-known board pack software, OnBoard operates a little bit differently, so customers who are accustomed to other types may require more assistance to get acclimated to it. Because they are a little too subtle, upload failure notifications can be overlooked if you are working quickly.

Vorteile

It has been a very good experience communicating with this app and has very user-friendly interface. I use across different platforms with ease.

Nachteile

I have experience login issue at times but that is also very rarely but other than that no complains.

Vorteile

It was easy to set up OnBoard and I like that it is the ONE place to find our members' directory information, committee memberships, and terms, and the one place to keep our meetings' supporting documents.

Nachteile

It is a bit cumbersome to synthesize all committees' meeting documents into one document for the meeting of the full board.

Vorteile

Most impactful features include: minutes builder, RSVP function, actions, tasks, and meeting book builder.

Nachteile

The minutes builder could be improved; certain recurring technical glitches.

In Betracht gezogene Alternativen

Boardable

Vorteile

The ease of use and general intuitive nature of the platform is the best. Everything is offered on the platform so there's no need for multiple systems. But the absolute best part is the people. Their support staff has been nothing short of amazing. Any questions are answered quickly and in a friendly supportive manner. Our Board of Directors are thrilled to have everything together and easily locatable in one simple location.

Nachteile

While I wouldn't list this as a "con" I would say that there is plenty of room for improvement in the Assessments/Questionnaire area. Particularly in how the data that is captured is shared. I have submitted a ticket with the OnBoard support team, and they have shown true interest in improving this area and open to our idea of what we are looking for from the product.

Vorteile

Good integration and user-friendly, similar to MS products which is good. The onboarding process went well, especially with the training for myself and our trustees who aren't very tech-savvy. I like how I can use this on my laptop, iPad and phone - all apps work very well. Main things I like:
- user friendly
- automation of reminders/RSVP
- collation of papers into a pack and access to download (can use without internet)
- timings - good indication for the team and the Chair - much more efficient use of time and focus
- ability to move the agenda around and subtitles format - looks professional

Nachteile

Not much really! two things for me:
- integrations of MS Teams (not Zoom)
- permissions for new trustees (new trustees should not have access to previous papers, or there at least should be an option)
Apart from that, I love OnBoard!

Vorteile

This management software, now that I, as an administrator, have gone through the training, is easy to manage and easy to access from the board member's perspective. It provides shortcuts that allow for easy use, especially as it relates to minutes. I can create templates that shortens the administrative time needed.

Nachteile

There are some features to which one needs to adapt, but the team is very responsive to needs and offers the best work around for your particular needs.

Vorteile

The ability to meet and view agendas in the OnBoard app has been critical to the bank. In the past if staff or Directors were remote, hard copy items had to be mailed at great expense to them and if there were last minute changes, those people didn't have the right documents to review. Now everything is seamlessly in one spot, organized to perfection, easy to access, and easy for the admin to upload new and revised documents so everyone can view the current information. The time savings from having to print everything is enough to pay for the system and devices to access the meetings.

Nachteile

This has less to do with the software and more to do with some of the features in the app are not easily understood by some older members of the Board that are not used to the technology updates. There really isn't an issue I have that OnBoard hasn't thought of and implemented.

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

Diligent Boards und Boardable

Warum OnBoard gewählt wurde

Made the switch when our contract ended with The Governance Institute. Researched several products and OnBoard offered the functionality we needed at a price point we could manage with pandemic unknowns.

Zuvor genutzte Software

Nasdaq Boardvantage

Gründe für den Wechsel zu OnBoard

Functions offered, customer service and price

Vorteile

It is easy on the eyes, you can easily find what you are looking for.

Nachteile

I can't say that I dislike anything about this software.

Vorteile

OnBoard is easy to administer and easy to use. It allows me to configure the different areas as I need to and grant granular permissions. It is a great value for the non-profit business that needs to be agile with reliable access to all the items board members could need.

Nachteile

The only item I wish could be better is the integration with Zoom. The feature works fine but when board members or hosts use the Zoom link inside OnBoard they lose some functionality. To get around this I have taken to posting the Zoom link for the meeting in its title and ask the board members to copy and paste the link into their browser. If they didn't want full use of all Zoom options they are welcome to use the link provided inside the portal.

In Betracht gezogene Alternativen

Boardable

Gründe für den Wechsel zu OnBoard

OnBoard was the best mix of options and price. I don't feel as though we lost any features we wanted but we saved a good deal of money going with OnBoard.

Vorteile

OnBoard is really easy to use. Everything is at your finger tips, and the meeting book is extremely helpful for our busy Trustees. The OnBoard support team is fantastic, and when you have a question or issue, you receive help right away.

Nachteile

I really wish there was an easier way to enter in meetings. Most of our meetings are recurring monthly, and I wish there was a way to create a recurrence feature so that I'm not having to create each meeting individually.

Vorteile

What I like the most is the ease of access to the documents and that fact that I can make comments on these documents that I can save for future reference. I also like the calendar integration and the ease of getting into a meeting right from the software which is so much easier than digging for emails. When I talk to our board secretary who is our administrator, she tells me how much easier it is to use and how much time it saves.

Nachteile

The one thing I feel that is missing the most the document collaboration. I think that this would be a very useful tool to have included in this package. Other than that there really is nothing to dislike.

Vorteile

The rich functionality of OnBoard, compared to our prior solution, sold us. A bit more expensive, but worth it. Since we are being force to transition to a new platform by our prior provider, we used the opportunity to license a best of breed solution, where the employees are clearly committed to their products.

Nachteile

There was a bit of learning curve, especially with the Member database, establishing groups, and roles, etc..

Vorteile

It's easy to pick up and fairly intuitive to navigate (there have been many improvements in the year+ that I've been using OnBoard and they've increased the ease of use even further). Most of our board members found it easy to learn and use.

Nachteile

There is sometimes a lag in the typing and/or saving that's a little frustrating.

Vorteile

This was a great cloud-based portal for full management of board materials, easy creation of Board Books, and creation of an archive in one location. This replaced a home-brewed portal that was difficult to use and clunky. Now, I can easily create and update board books instead of wasting precious time making manual, difficult updates using Adobe Pro. Great customer support.

Nachteile

Some features we don't have since unfortunately they cost extra. We also have a difficult usage case that has required some workarounds but that is on us for being complicated. I hope one day they allow more than one Zoom platform to be connected to the account.

Vorteile

OnBoard allows me to be organized and share board agenda items with all board members simultaneously without having to send out individual emails or group mails to share documents. This software helped me not only to be more organized but as well it has saved me time in preparing for board meetings.

Nachteile

If I could change one thing about this software, it would be the ability to be able to change fonts size and color, this would help to make my presentations a bit more effective.

Vorteile

As the administrator, from the beginning, OnBoard was very user friendly. There was a bit of learning curve for some of our board members, but most picked it up really well and really like having the portal to locate all meeting information. One of my favorite features is the click and drag to easily add and build meeting information. There really are so many features that I like about OnBoard and the software has definitely improved my productivity!

Nachteile

I really don't have anything to list here. Integration of the software was very seamless and the time it took me to learn how to use it was minimal.

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Nasdaq Boardvantage

Warum OnBoard gewählt wurde

Need for improved and streamlined document, communications, and meeting management. OnBoard's interface and added features are a huge bonus (analytics, built-in surveys, voting, etc.)

Gründe für den Wechsel zu OnBoard

Pricing and user interface look and feel

Vorteile

The board recognized the need for a secure platform for its work and wanted to move away from paper documents. We have a 13-member board, and trustees live across the country. The level of experience is varied among our trustees; however, the first trustee who agreed to move to a board solutions platform is the person with the least experience. And, she has had not difficulty using OnBoard. Some of our trustees were exploring OnBoard before we had a training session, and they found it easy to use. We offered one training webinar conducted by our Passageways customer service manager, which was recorded.

The trustees used OnBoard for its first board meeting less than three months after acquiring the product and the feedback has been overwhelmingly positive. The trustees found that navigating the site and the board book is easy. They appreciate electronic board books, earlier availability of information, and the ability to add documents as needed, even during the board meeting.

In the past, material from investment managers and auditors was provided at the meeting. With OnBoard, these documents were available before the meeting, which dramatically increased the number of pages in the board book, but trustees had the opportunity to review information and prepare questions before the meeting. We were amazed that the use of OnBoard during the meeting went so well.

I appreciate the ease with which you can change the agenda and and update/revise materials.

Nachteile

Because staff members do not have access to all board materials, permissions have to be set individually for each staff member. While setting permissions is not difficult, it is a learning experience, but our customer success manager is a good teacher and patient!

While we have not yet implemented the actions function, we are looking forward to using it for approvals, surveys, and signatures.

Vorteile

-OnBoard has been a wonderful addition to our organization. The easy of training and use has quickly changed the mindset of our groups and moved us into the age of technology! The meeting agenda set up is so simple to use and the Drag and drop feature makes loading documents quick and easy. Notifications keeps everyone abreast of upcoming meeting and materials.

Nachteile

-Annotations were a learning curve for everyone and trying to get eSignatures set up for everyone was a challenge. I wish minute building was part of the basic package. I realize it is an add on at this point.

Vorteile

I love using OnBoard for my board management. It is the "go to" place for all of our governance documents, meeting calendars, meeting agendas and attachments. It also allows the members of my board to communicate with each other and with staff management easily and seamlessly. It's super-easy to look back at previous documents, policies, minutes, etc.

Nachteile

At this point, I really don't have anything that I DON'T like about the software.

Vorteile

The ease of use, the storage of all information in one place, the opportunity for Board Members to connect directly with one another, unlimited storage, zoom integration

Nachteile

again, it's probably user error - so this may or may not be an issue - excel spreadsheets seem to not load well and are hard to read. It's probably an issue on our end, but creates for lengthy books for our meetings..

Vorteile

We use the messaging tool regularly, to address items quickly and avoid getting lost in the never ending thread of email communication. We also value having all the board materials attached to the meeting agenda to make content easy to review in advance, and review during the live meeting.

Nachteile

The messaging feature is very basic. I'd love if it has some additional features, like a "thumbs up" or simple emoji's that one would use while texting.

Vorteile

Ease of member management and access control. Ease in giving accessibility to documents to board members. Ease in creating meeting books and managing meetings.

Nachteile

It's not that we don't like them, but the features we haven't yet implemented are meeting resistance. It will take time.

Vorteile

One of the best features of this product is how easy it is to use. Everything is easy to figure out or navigate through and it has a ton of great features. I'd recommend it to any other company.

Nachteile

Currently I have no cons about OnBoard...all is good!

Vorteile

Simple to use from both an administrators and users perspective. Switch from paper packs to online packs was much simpler than we anticipated.

OnBoard listen to recommendations and suggestions from clients and implement them where possible - in the 12 months or so we've been using the product, I've seen a few upgrades which were a direct response to a request from clients. They are regularly updating and innovating to improve the product, which is great to see.

Nachteile

Operates a little differently to other well known board pack software, so users familiar with other types may need more guidance to get used to OnBoard.

Notifications that uploads have been unsuccessful are a little too subtle - meaning that you can miss it if you are working quickly (as we so often are during board pack creation).

In Betracht gezogene Alternativen

Diligent Boards

Gründe für den Wechsel zu OnBoard

We felt that the OnBoard product offered the best functionality for us and at the most reasonable price.

Vorteile

There is a sense of having added a staff member, when all we've done is subscribe to OnBoard. Our Board members function in very sophisticated organizations in their "real" lives and had higher expectations than we were meeting.

Nachteile

There continues to be a random one or two people who can't get on the Zoom meeting, using the same "join virtual meeting" link everyone else was successful with -- and it is never the same people. It would be a huge benefit to have a trainer "on call" like the Technical support team is for support "in the moment" (not necessarily for Zoom but with other user-error hiccups that happen under the press of a deadline).

Vorteile

As compared to our previous board portal, OnBoard is so much easier to use, more intuitive, and is an easier collaboration tool. We just held our first board meeting using OnBoard. Its integrated conferencing capability powered by Zoom made the meeting the most efficient and effective virtual meeting yet.

Nachteile

The platform needs an e-mail capability that will allow users to communicate with each other securely and with the ability to attach documents or find them within OnBoard's "resources." The current messaging capability -- akin to texting -- is good, but it lacks the flexibility of a more robust, e-mail-like communication capability.

Vorteile

The software is user friendly/intuitive; easy to maintain from an admin perspective; and more importantly easy for board members/employees to access from remote locations and devices. Does a terrific job on consolidating multiple documents into one meeting "book" with the flexibility to access individual documents and easily move throughout your meeting agenda. One of the other things we find most pleasing is that the ENTIRE Passageway team members (form CEO, sales, account manager, support) are fantastic to work with; always willing to listen and make enhancements and promptly address any questions we may have.

Nachteile

When we first started using Passageways several years ago, some of the features/navigation may not have been as intuitive as expected, however their team has done a great job in implementing enhancements to certainly improve the process, plus a lot more.

In Betracht gezogene Alternativen

Diligent Boards

Gründe für den Wechsel zu OnBoard

Flexibility of the application, ease of use, people & support, willingness to listen and make changes, value

Vorteile

Being able to upload documentation and provide an online/digital pack has been a lifesaver. Before OnBoard, papers were printed and posted which took a very long time.

Nachteile

1. Agendas aren't always formatted correctly when you open the book, this means numbers can be out of line.
2. Not being able to print amended copies of the papers makes it difficult when asked.
3. Spreadsheets are not compatible and space out over many pages.

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Diligent Boards

Warum OnBoard gewählt wurde

OnBoard provided additional features that were needed and not provided by our prior service

Gründe für den Wechsel zu OnBoard

Easy to understand annual fee, clear features, their willingness to expand their offerings based on our needs, AGB materials included with annual fee

Vorteile

It is fairly user friendly to get around in and if you are multiple boards or committees that use this software it is in one location

Nachteile

We use Actions to vote on Credits for approval. We need the discussion aspect so we have made this work for us but there are some items that could be improved. "Voting Responses" "Notifications" "Once something is Finalized, it is A-Z, date would be better"