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

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'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

What I love most about OnBoard is how user-friendly it is. Whenever I have a question, I can easily find the answer either through the help section or a quick internet search. This is especially helpful when I’m on a tight deadline and need to send out an agenda. The help section provides both video tutorials and written instructions, which makes it super convenient for me to find solutions quickly.

Nachteile

There have only been a few things I would like to change (not huge in any way). I like the fact that I can put in a request to the engineers with my suggestions.

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 ease of access and webinars they conduct to allow for a more knowledgeable use

Nachteile

The ability to update information for Board Members when they request it, such as an email address change. I can provide them with a link on how to do it, but sometimes it is easier for me to do it for them.

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

The ease of having board materials in one place.

Nachteile

The meeting page can be a bit confusing on the way dates are listed.

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

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

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 BoardsOpens in a new tab 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 BoardvantageOpens in a new tab

Gründe für den Wechsel zu OnBoard

Functions offered, customer service and price

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

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

-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

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 BoardsOpens in a new tab

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

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 BoardsOpens in a new tab

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

The OnBoard portal is easy for our board members to use with fewer clicks to get the information they need for their meeting. The view is the same from different devices which makes it easier for them to move between laptop and phone views. Having access to AGB resources is invaluable.

Nachteile

The feature I would like to see improved the most is the downloaded version of the agenda to Word from the agenda created on the site. It takes a lot of formatting changes to make it look good. The version that downloads is very difficult to read. We have tried uploading our own agenda, but then we lose the nice online version when we pull up the meeting book.

Vorteile

I no longer stress out over how to organize documents, minutes, and communication for large meetings. I sit in and host 3-6 meetings a week, and felt very scattered for years. Now, documenting and creating required records, be it for training, OSHA, or internal collaboration take about an hour to prepare and finalize. If an employee can't attend the meeting, I patch them in remotely. After the meetings, I can send follow-up reminders to the attendees, disseminate follow-up documents, and/or share the meeting minutes with superiors.

Nachteile

Analytics could be upgraded to dig deeper into employee attendance, input, and overall activity with the platform. A few minor issues with different elements of the system not communicating in real-time....such as agenda and minutes.

Vorteile

The transition to OnBoard from our previous board portal was quick and painless. With some brief training, we were able to setup our document library and transfer our documents easily. Support from the sales and implementation team continues to impress. We would highly recommend OnBoard.

Nachteile

The ability to edit notifications/reminders is on our wish list.

Vorteile

Very intuitive; we thought our audience required a simple access tool

Nachteile

We had difficulty getting our members to embrace. But, your team offered small tutorials which were well received.

Vorteile

OnBoard was a good starter product for our company as our structure has become more complex with multiple supporting organization boards that we are administering. The multi-tenant capabilities of OnBoard and the ease of toggling between different boards was a major driver in our decision to purchase OnBoard.

Nachteile

The social feed is not great and we had significant issues learning how to post and correctly push communication updates to email and notifications. The opportunities for board interaction are limited. The messaging feature is primitive. The survey and approvals feature is not easy to navigate and tracking responses requires an unnecessary amount of hops.

Vorteile

OnBoard's Resource option has proven to be so valuable for our agency. We do not have an intranet or any one central location that board and staff can communicate and share documents, and the documents are constantly being updated. The Resource library has been great to keep the most updated documents all in one place.
The customer service is impeccable!! Their team is very helpful, receptive, and very competent. The rep has been great to work with.

Nachteile

There's not much negative to say about OnBoard. It is reasonably priced and though they have been making many updates lately, it is because they are listening to their customer's needs.

Vorteile

It's easy to implement. The training for myself, admins and the Trustees was excellent.

Nachteile

Other than wanting to put in former Trustees to be able to track them, none so far.

Vorteile

Onboard is such a simple and intuitive product. As soon as I received access to the product I was able to log in and immediately start building the portal to suit our needs. We had a board meeting very shortly after signing on - I was able to build and circulate the agenda and board materials within the first day of implementing the product.

Nachteile

I have not received any complaints from the board members. All board members found it very simple to login and maneuver around the portal.

Vorteile

Everything is centralized in one place - calendar, announcements, board materials, etc.

Nachteile

I don't like that members cannot be invited to meetings through the software. For example, if I post a committee meeting and add the members that need to attend, OnBoard sends out a notification via email to the members that the meeting has been updated. This creates confusion because the members don't receive an invitation - just a notification that a meeting that may or not know about has been changed. I wish there was an option to invite members that would allow them to RSVP and add it to their calendars. When I called customer support, they told me that OnBoard is not set up to send invites and that I should use Outlook calendar. If OnBoard is to be our one-stop shop for all things board related, I should be able to do everything from it. The only way, currently, that members know about meetings is if they log on to OnBoard and look for themselves. Because of this, we are still having to invite them through Outlook and OnBoard is becoming an extra step for them to take to RSVP - they are busy people and don't see the purpose. It's essentially becoming obselete and not what we hoped it would be for us.

Vorteile

I love that the software is super user friendly. We used a different portal previous to this one and even my board had no trouble transitioning.

Nachteile

The only thing I would say is a little annoying is the wait for the book to be built. Once you have all the docs in the binder it has to build the book, which is understandable but I wish it was just a half a minute faster.

Vorteile

My favorite feature of OnBoard is the ease of use both for the administrator and the user. The portal our Board previously used was not nearly as user friendly for our Board members. I have heard no complaints from our Board since we've switched to this one! For the administrator, the features are nearly endless. Organizing this portal for our team was quick and easy, and everything is very easy to find.

Nachteile

The only feature this portal lacks that we would find helpful is a minutes builder. Although we have no problem having minutes written separately and uploaded to the portal, using the portal to create minutes as we move through the Board Book would cut our time spent on that in half.

Vorteile

We are only slowly moving into all the features, to keep our transition seamless. The ease of use is very important and evident with both me and with the team of 19 others using it. We were able to roll this out to our Board and Executive Team so they didn't feel a while new learning curve was necessary.

Nachteile

Integration with existing processes has been very smooth, with minimal questions.
As to improvements or frustrations, they've been minor. One has been regarding the ability to change order on certain documents or files and needing label them a, b, d, or 1, 2, 3, etc...to get them in the order I want them. Another is that while I appreciate the analytics, I wish as an administrator, I had control over who sees the results.

Vorteile

This software allows us to provide a much needed one-stop-shop for our Board and Supervisory Committee members. Since OnBoard can be put on any device, our Board is able to securely review the packets well in advance of the meeting, which has really shortened our meetings and eliminated printing large packets. We also love that the Board has all of the resources they need in one location and that they can even sign the minutes and other documents right within OnBoard. More to come!

Nachteile

What I like least about the program is that we have not fully utilized the features yet... but that's on us! Looking forward to the day when our OnBoard is being fully utilized (although Passageways is constantly coming up with new solutions, so this day may never come - absolutely not a complaint).

Vorteile

I am the one that makes up our Board documents and takes minutes for the Board Meetings. The binders practically build themselves with the software. The minute taking feature I have not yet been able to 100% investigate, but from what I can tell so far, its going to be a life saver.

Nachteile

I must admit, I was hesitant and extremely intimidated. But like anything else the initial set up and tweaking takes the most time. Once that was in place, just the ease of using the software was a pleasant surprise, for sure. [SENSITIVE CONTENT HIDDEN] has been amazing form the beginning to where we are now, and I look forward to our continued progress with her. She has taken "customer service" to the next level, we are so fortunate to have her.

Vorteile

Our Board was "on board" with the portal immediately - the interface is extremely easy to use and very intuitive. Having our directors use the portal was the most crucial criterion for adoption. There is no perceived value for an app extensively used by our organization's administration but not by our Directors. Customer service and support have been outstanding. The two-factor authentication won us over - it's easy to use and addresses our security concerns.

Nachteile

There are little things but nothing I would consider major: I would love to customize our agenda to include our logo, I would love for the app to convert to pdf each individual document included in the Board book.

Vorteile

The fact that it is such a user friendly product. The layers and options are simple to understand which is what you need for users that may only go into the product once a month or even quarterly for meetings. Its just a great tool for the need i have.

Nachteile

One thing that i had shared was that you are not able to edit any materials to an open vote. You have to close the vote and create a new one. If there was a way to edit a vote and notify the voters that it has been edited so they can go back in to view the edits.

Vorteile

1. Very easy to use.
2. Great support and implementation team.
3. Great options for training for staff and board members.
4. High level of security within the portal.
5. The board book. (it takes all your documents for your meeting and merges them into one easy to follow meeting package)

Nachteile

There is not a super administrator role that can see everything in the software.

Vorteile

The overall menu and user interface is refreshingly modern. Login is simple, secure, and allows you to reset your own password, like any sensible online login system. The book viewer is great on the app and online--you can scroll through pages that load quickly.

Nachteile

Overall no complaints! It takes work to invite and manage the many users on our eight different boards and committees, but the Admin controls make managing users as easy as I can imagine possible for being so detailed, and the sales and implementation team was incredible.

Vorteile

This platform is very easy to use. Even our technology challenged board members are able to use and work through OnBoard. I am able to upload our most requested documents thus saving administrative time of sending and re-sending documents to the Board.

Nachteile

It's nice to work "behind the scene" getting the material ready for the Board members. However, early on I kept forgetting to change a status to "published" so the users could see everything.

Vorteile

What I personally love about this software is the ability to do everything electronically and no paper is needed! I also love the drag and drop feature when composing the agenda which makes things so much easier and faster. The board members are able to see everything in real time and there is no more waiting and having to have 100's of sheets of papers that will eventually just end up going in the trash. Board members are more engaged during the meetings and are able to annotate their notes right on the screen. I also like that I can see who will be attending or not attending in advance vs scrambling at the last minute sending out e-mails.

Nachteile

At this time, I don't have any negative feedback.

Vorteile

I love how it empowers my Board members to get what they need independently and also work collaboratively. No more emailing sensitive documents. No more version control issues because we all know where everything lives. Plus, building the book and associating documents with agenda items is a breeze. I also like being able to do our annual document signing online as well as surveys and votes.

Nachteile

Edits don’t save instantaneously, it takes a few seconds. This can add up, but it isn’t a major annoyance. It would also be great if the e signature function had the option to edit the text. For example, Board members could type any conflicts of interest before entering their e signature.

Vorteile

Ease of building the agenda and supporting documents. What used to take me hours is now handled in seconds by OnBoard.

Nachteile

Can't think of a least favorite aspect of the software. It's easy to use and very cost effective.

Vorteile

Ease of use and functionality. It has all the tools I need, and more.

Nachteile

Emails com from OnBoard rather than from the Chamber.

Vorteile

Centralized location for all documents. Members can easily access documents. Easy to present during virtual meetings. Very good quality. Great way to communicate events and meeting dates/changes with members.

Nachteile

The zoom integration does not work well. It would be wonderful if it did. The inability to use the gallery view is very disappointing and the sound/video quality is poor with the integration. It works will when Zoom is used separately however. Also, so of the features are not very user friendly. For instance, it is difficult for members how to simply print a document. Also, the lagging when typing in some fields is very annoying.

Vorteile

It’s very user friendly, efficient, with a professional feel to it. We no longer needs an extra person for keeping minutes now.

Nachteile

The price. Although I think we got a good price for the product, as a nonprofit that survives off of private donations only, the price always matters.

Vorteile

The thing I like most is the permissions settings. You can upload documents and only make them visable to certain groups or members. I find this is the most helpful when managing different groups of people on OnBoard.

Nachteile

Sometimes I find it confusing to figure out who can see certain things I upload. The permissions is one of my favorite features but at the same time I find it difficult to change them sometimes. For our board meeting we make 1 large powerpoint. In order for the powerpoint to be uploaded to OnBoard I have to separate it out by agenda item so that is a bit tedious.

Vorteile

Love how easy it is to use even for those who are not already familiar to the software.

Nachteile

A Text notification feature would be a nice Add-on but I understand that this is something that can be easily requested for.

Vorteile

I wish I could rank OnBoard's customer service higher than 5 stars! I couldn't be happier with their training and customer support. Their top level folks have taken the time to have conversations with some of our board members for input. The system is seamless when board members come with their IPads or use our tablets. Preparing for board meetings has never been easier from a staff perspective and we are definitely saving time, money and trees by using OnBoard.

Nachteile

Some of our board members still want to print documents so I've had to show them how to download the document (which is easy) and then they can print whatever they like.

Vorteile

OnBoard has made moving to paperless meetings an easy process. I can quickly adjust each meeting's agenda and board members have easy access to the most up to date information for the meeting.

Nachteile

As our meetings moved to online platforms for social distancing we continue to use OnBoard for getting meeting information out to board members but are using Zoom in order to have public access to meetings. There are some features for board members to interact regarding documents but that could violate the open meetings act, so we do not use those features.