OnBoard

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

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

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

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

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

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

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 BoardvantageOpens in a new tab

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

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

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

It is very intuitive and easy to navigate. No need for lengthy trainings, it is simple for all users.

Nachteile

So far, we are satisfied with the system. As with every platform, there is always one item that is a bit of an irritant. To remove or change an email address for a user, you have to delete the user and add the information again in the system.

In Betracht gezogene Alternativen

Diligent BoardsOpens in a new tab

Gründe für den Wechsel zu OnBoard

Diligent was much more expensive than OnBoard and to be able to achieve the same actions, we had to have two separate platforms.

Vorteile

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

Nachteile

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

Vorteile

One repository for our directory to stay connected with one another, the important documents that the Board needs to stay connected, should be a wonderful tool to help with orientation of new Board members as we enter the next calendar year.

Nachteile

Learning the various permissions and controls, making decisions about who has what permissions - - not a negative re: OnBoard itself, but required multiple decisions about how to establish each Board member's portfolio,

Vorteile

We have an enjoyed every aspect that we have used thus far with the OnBoard platform. From meeting communications, to reminders, to board meeting agenda, to document sharing...we have found this platform to be a time saver and credit OnBoard with greatly improving our board commuications, board meetings and board functions. Trainings for Board and Staff have been wonderful.

Thank you for helping us grow.

Nachteile

No issues at the moment. We have a few board members that have not signed in yet and that makes communications difficult but not a fault of OnBoard.

Vorteile

As the Director of our Board of Directors, it is vital that we have an easy way to communicate with our Board members, and that they have easy access to documents, links, and meeting minutes and agendas. The OnBoard platform ensures that everything can be found in one place and that communication with th entire Board can happen easily, especially in regards to critical action items.

Nachteile

The only hiccup I have run into thus far, is when adding actions or documents to agendas, I have to make sure that my Board has access to them, or that they are "invited to them. I feel like it would be easier if access was automatically granted to all invitees of an agenda when the action or resource was added. I hope this makes sense.

Vorteile

The ease of use to get each Board member registered and using the software has been great. Now they can see the meeting agendas and all pertinent reports, etc. without staff having to send attachments.

Nachteile

I'd like the ability to separate out staff and guests from actual Board members in the "Attendance" function.

Vorteile

OnBoard is very easy to use and intuitive. Our board adapted to the tool very quickly and is finding the tool very useful and effective. It makes it much easier to share information with the board and for users to find the information for the next meeting and access everything for a meeting in one place.

Nachteile

One feature we would like to see added is the ability to have the functionality of word and excel within the tool. The annotation tool is really useful, but we could also use the ability to make actual edits/changes in word and excel. (So incorporating the Teams functionality within the tool).

Vorteile

The ease of use. I love that I can just drag and drop my documents into OnBoard. I don't have to browse for them. I love that I can keep adding documents to the book right up until the start of the meeting. It is very easy for my non-technical staff to use. The support staff at OnBoard is excellent. Everyone has been very helpful and very timely. Every time I've had a question, I had the answer easily within 30 min of emailing them.

Nachteile

The voting is a very nice feature. It is just a little cumbersome for my board to use. It takes them to a different screen to vote, then they have difficulty getting back to the book. When we have multiple agenda items to vote on, they also get a little confused as to which view approval to click. If that could be reworded to say vote for approval of "name of approval item". We usually have about 10 different items to vote on during each board meeting.

Another feature I would like to see is maybe an option to have minutes created after the meeting with who approved, denied or abstained from the voting in each item.

Vorteile

The ability to put everything my Board needs in one place and not ask them to reference old emails is critical in helping them manage their Board work.

Nachteile

Only that there is a lot we haven't used yet, but that will come with time.

Vorteile

The layout is user friendly regardless of end user's levell. From an administrator perspective, OnBoard offers ease in configuring the organization and simplicity inviting users. We just launched the software and look forward to providing more feedback over the next few months.

Nachteile

Because we have users who are either visually impaired or blind, accessibility is an issue. The tool is not currently accessible. We are encouraged by Passageways efforts to meet this highly necessary requirement and look forward to OnBoard being fully accessible for our users.

Vorteile

Using OnBoard for your Boards and Committees makes the production of meeting books super simple, provides for transparent and historical availability of information to your Board and committee members who use the system and allows users to access their meeting from multiple platforms. Committee members on the road - no problem, OnBoard is accessible from their phone.

Nachteile

OnBoard is a product that requires you to purchase a suite of services in various bundles and as you would expect, the feature you want is in the suite of services you didn't choose. This is not a deal breaker because the standard product is rich in offerings, it just makes it challenging upon start-up to choose the suite of products that you feel you will benefit from the most at the budget amount you are most comfortable with.

Vorteile

Being able to streamline multiple programs into one has made managing our Board more efficient. We have been able to combine Outlook, Doodle Poll, Zoom transcription, Survey Monkey and archiving into one area. The product has been super easy to use and integrate into our own business processes.

Nachteile

Zoom integration would be the only area that could use improvement. Our agency has strict guidelines in place when using virtual technology so linking our two accounts have not worked as well as we had hoped but OnBoard is working to rectify the situation.

In Betracht gezogene Alternativen

Microsoft Teams, Diligent BoardsOpens in a new tab und Boardable

Gründe für den Wechsel zu OnBoard

We chose OnBoard over others for several reasons: ease of use, immediate implementation, dedicated service rep for the life of the account with 24/7 access, all of the analytics available and the ability to take meeting minutes in real time.

Vorteile

OnBoard helps give our board access to documents and provides reminders. However, my favorite features are how it assists in my role as Executive Director. It is easier to load and build board materials across our 5 locations. I also really like the Directory feature. I'm looking forward to using the motion and vote feature as our board feels more comfortable.

Nachteile

OnBoard is receptive and responsive to feedback and changes, so even areas that we struggled with were updated. Like any technology, to be successful it takes some time to set up and organize initially. The only downside is the heavy permissions based by user. This may be key for some businesses, but it is harder for us to manage administratively for our size and scope of organization.

Vorteile

I really appreciate the fact that this is a "one stop shop" for my Board of Directors. Anyone with permissions can upload materials, both past and present so we're busily populating our portal with everything and anything we and our Board think they may find helpful. The fact that we can generate agendas and hold our meetings on Zoom within the portal as well just makes this an amazing resource I can't now imagine doing without.

Nachteile

I felt like there was a limit to what users can do without at least some organized training and gathering a larger group of busy professionals volunteering as Board Directors for training sessions can be like herding cats: everyone has conflicts. However, our implementation manager [SENSITIVE CONTENT HIDDEN] has been amazing. I simply cannot say enough about her.

Vorteile

This software is very user friendly and easy to understand and use. Their customer service is always there to help you and to answer any questions or concerns that you have. One of my favorite things is that when you are uploading resources, you can upload several at at time.

Nachteile

There have been a few things that I was like oh man I wish this was easier or this is a lot of work, but then literally for every one of those I later found out that there was an easier way, so there isn't really anything I can say that I don't like with this software. I am very new at using it, so there is a lot more to learn and to try, and we have more integrating to do, but so far so good.

Vorteile

The ease of meeting agenda creation and document attachment; the use of voting and other actions that improve meeting efficiency; the ability of each reader to annotate documents and be well-prepared for conversations; the AGB board member best practice resources.

Nachteile

The editing of documents off-line is not that intuitive. The customization of the theme/design of the home page is limited.

Vorteile

I like the ease of use of the software. It is pretty intuitive and our board members had an easy time signing up and using it for meetings. The implementation was fast and easy as well.

Nachteile

The most difficult part of the software is managing the approvals during the meeting.

Vorteile

OnBoard's templates are easy to customize, which saves time and allows for consistency. It's easy to add notes, comments and tasks to each item. Its real-time collaboration feature means that my team can work together on the same document at the same time, reducing the need for multiple rounds of edits. OnBoard's integrations with other tools such as Slack and Google Drive make it a central hub for our team's communication and collaboration needs.

Nachteile

While OnBoard is an excellent tool, the learning curve for new users can be steep. Some of the more advanced features, such as creating custom templates, take time to learn. The tool can also be slow to load when opening larger documents.

Vorteile

I like the access restrictions and electronic signature features. Works well with calendaring and keep up with board terms.

Nachteile

I wish Zoom integrated within the software.

Vorteile

System is pretty straight forward to use. Easy to drop files in folders. Easy to schedule a meeting and pull in attendees.

Nachteile

Need to ability to created hyperlinks to take you from the agenda to the document that is referenced. Committee members don't want to have to go to resources and search for document.

Vorteile

This tool is easy to implement and our board has found it extremely helpful

Nachteile

nothing at this time - we found no issues with the software at this time

Vorteile

Our university has been using binders of printed materials for their quarterly board meetings for many years and it was about time to move on with technology. After attending a demo on the many features of OnBoard I was amazed at what could be the end result for our university's board meetings. Some of the best features are the easy access from any device; the ability to have all the necessary up to date secured meeting materials; making one’s own notes and annotations, voting, esignatures; having past meetings and documents at one’s fingertips while still having the ability to print if the user chooses to.

Nachteile

It is too early to say what I least like about the software. It is really user-friendly and I don't foresee a negative reaction from the board members. Our first meeting is next week and the implementation so far has been met with positivity.

Vorteile

Setting up OnBoard and rolling it out to our Board of Directors and committees was easier than I could have imagined! Throughout various calls with our implementation coordinator, we learned the best and quickest ways to get accounts set up and everyone ready to roll! The platform is so easy to use that all of our board members were able to feel comfortable without having training from OnBoard. Our internal team fielded a few questions but it was not time-consuming at all to implement this software.

Our favorite feature is creating the agenda and board book within OnBoard and letting our members know when they are ready to view. This is very efficient compared to the many emails we were sending with attachments before we started to use OnBoard. The calendar feature is also nice for members who sit on multiple committees and the fact you can add your zoom link in or do zoom integration is great!

Nachteile

So far we don't have any complaints about the portions we have used. I do think the signatures and approvals look like it could be more difficult to use than the board books but we will see when we get there.

Vorteile

The platform is very user-friendly and intuitive. Setting levels of security for the different committees and officers is a critical feature. We have a complex set of permissions but we were able to implement them in OnBoard. Some of our members are not that comfortable with technology but everyone was able to use OnBoard to see their documents and vote.

Nachteile

This is not really a criticism but it would be nice to be able to input more information about members like a Bio, titles, previous experience, etc.

Vorteile

east of use, functionality, integration of zoom

Nachteile

would like the ability to vote on multiple items within one ballot -- generating fewer emails to the end-users and being able to reopen a ballot for people that weren't able to cast a vote in time.

Vorteile

Excellent way to get information out to Board members. I really like how they can only see what you allow until you are ready for items to be prime time.

Nachteile

Wished that agends materials could be automatically transferred to the resources.

Vorteile

We use this strictly for board management and it has been helpful for that. All in all it has been easy to use. Just need more board members to actively use it.

Nachteile

Still haven't gotten the hang of messaging and meeting reminder, etc. that go out to board members. It feels like they get to many updates.

Vorteile

The integrated zoom is a huge bonus! We also love being able to keep everything in one place and clear out emails!

Nachteile

Unfortunately the zoom integration doesn't allow for a room view, just the speaker view which has limited our full use in one place.

In Betracht gezogene Alternativen

Boardable

Gründe für den Wechsel zu OnBoard

When looking at the price and features available, OnBoard won out. The overall look and feel was also better with OnBoard.

Vorteile

The Governance add-on is very helpful and efficient. As we establish a new normal and meetings are virtual, it almost eliminates the unnecessary travel and inconvenience.
From the Account Executive to the Implementation Team, it has been a very smooth transition.

Nachteile

The meeting minutes add-on will be a nice addition once it is released.

Vorteile

OnBoard is so easy to use and manage. Customizing permissions and making notes right on the meeting agenda is so handy and all of our board members love using it.

Nachteile

I don't have any complaints thus far. We have only used it for six months and are still discovering new ways to use it.

Vorteile

The ability to have all of our Board meeting materials including agendas and handouts in one place that is centered around the zoom platform is the right solution for our remote meeting needs.

Nachteile

Some of the file folders could be more intuitive in how they order documents. For example, documents are not ordered by date added which for our purposes would be better for folders that are building large numbers of files.

Vorteile

I love that this software offers a one-stop shop for our board members. There is no need for them to utilize any other means to access boar or committee meeting information, past minutes, supporting documents, etc. I love that meetings can be integrated from the software directly to my calendar. I am a new user and the customer service has been great!

Nachteile

It would be helpful to be able to have more access to member's assignments to specific documents, folders, etc. It would be nice if when you clicked on a profile, you could see what that person has access to.

In Betracht gezogene Alternativen

Diligent BoardsOpens in a new tab

Gründe für den Wechsel zu OnBoard

Overall package. Price, features, ease of use, customer service.

Vorteile

What I like the most about this software is its ease of use. The software is super easy to pic up and implement!

Nachteile

There isn't much that I do not like, the one issue I had is currently being fixed.

Vorteile

The Missouri State University Foundation purchased the OnBoard software in November 2020 to streamline and make our Foundation Board of Trustee meetings easier to get in the hands of our trustees. The customer support has been amazing and awesome. It is easy to set up one-on-one Zoom meetings with a staff member who has helped walk me through the process during our calls, and who responds quickly to email messages. The Help Center team also had a rapid response to a question I posed. Our first meetings are in January 2021 and I feel comfortable that I will have (hopefully) mastered the system before then. The system helps build your meeting agendas and you can attach documents for the meeting attendees to view during the meeting. We are very pleased with the product and would recommend.

Nachteile

We are new to the product, having purchased it a month ago. At this point I have no complaints.

Vorteile

What I liked most about this software is the simplicity involved to create a meeting, agenda and add meeting materials on platform.

Nachteile

Yes, it would be nice to customize the subject line of the e-mail notifications that OnBoard pushes out whenever an item is added to the meeting page. This will assist members in keeping track of materials received.

Vorteile

I like that we can set up an agenda for a board meeting, and then be able to copy that same agenda to the next month's meeting (without the attached documents, of course). You can very easily see if you have missed uploading a document into the agenda. It is very user friendly; documents are easy to attach to the proper location in the agenda. It also allows us to store policies, procedures, or any other resource documentation we would like for our board members to have access to. This makes a nice contingency location for these policies too. We are just getting started with this portal, but from what we have seen in doing our first meeting using the portal, "it's a winner". Another great feature is that we can download the board meeting file and have it available for examiners.

Nachteile

We are just getting started, but so far I like it all. I had a couple board members that I didn't have an email address for, and it wouldn't let me build their user until I got the email address.

Vorteile

This product is very user friendly both for the admin user and for those less than tech-savvy board members. It brings in all the documents, reports, and minutes into one place which assists our board to stay organized and on top if the things they need to-do. The onboarding of the platform was easy and seamless.

Nachteile

As a Canadian organization, we had to factor in the cost difference from US funds to Canadian.

Vorteile

The system is very intuitive and so easy to learn.

Nachteile

Zoom is not yet well integrated into the product. We lose functionality when we use Zoom inside On Board.

Vorteile

Very simple to use, all users found it easy to pick up, great way to share information, calendars of meetings & events.

Nachteile

Its a bit fiddly across the different devices that can be used to access it, with different users accessing in different ways, it makes it a little harder to support internally