OnBoard – Bewertungsseite 2

Vorteile

There are numerous things I like about this software! I appreciate how easy the software is to use. It has saved me hours of compiling paper documents for a board book. I can upload information as it comes to me in multiple file formats, and can reorganize the documents within the book effortlessly. When I first started using OnBoard, there were a few features that I had on my "wish list" (I wish it could do "x")--and the developers are so on top of things that I have seen many of my wishes come true as implemented features. They continually refresh the software to make it easier--not add extra steps like you can find with other software. And most of all, I value the immediate attention and service I receive from the team. They always pick up my call, and have an answer or solution ready.

Nachteile

There's a few minor things that could be tweaked, but overall it's an easy, clear and efficient system that has saved hundreds of hours and resource time and reduced the risk of mailing board books to members that live outside of our immediate area.

Vorteile

1. We use the tab "Actions" for approval of time-sensitive items in between Board meetings.
2. we use the tab "Resources" as a library to retain all important documents we want the Board to access easily at their convenience.
3. The convenience of uploading board meeting packages with easy access for directors at any time from anywhere (phone, tablets, laptops, etc...)
4. use of annotations features on documents.

Nachteile

No meaningful things i don't like. Maybe the user interface on the homepage can be more attractive.

Vorteile

The software is very easy to use. Changing out documents when necessary is a snap. Publishing the book to the readers is easy as well. You can turn permissions on and off with the click of a mouse. Also, your readers can access the information from anywhere!

Nachteile

Maybe just learning the few tweaks would be the only negative - but that's with any software. Overall, I have no "cons" to mention. The customer support is awesome if you do get stuck.

Vorteile

Ease of use for admins and users. Great for all all committees not just board meetings.

Nachteile

Would like the url share link to be customizable for a more professional polished look when sharing.

Vorteile

We now have all of the files board members need in one central depository. We have a vibrant calendar that not only tracks RSVPs, but also eliminates the need for outlook calendar invitations. We also enjoy keeping the announcements pages lively and up-to-date.

Nachteile

The small idiosyncrasies that are easy to miss like granting permissions, etc.

Vorteile

OnBoard is very user friendly for a variety of types of technology users.
It is cost effective and can be used in a very simple way or more customized for fuller integration with other systems.
The customer support is great as they are very responsive and friendly to work with and the online resources are also very helpful and easy to use.

Nachteile

Some suites have one or two elements that we would use but are only available in a bulk package at a set price so we can't fully pick and choose what we would use and not use.

In Betracht gezogene Alternativen

ContractZen und Boardable

Gründe für den Wechsel zu OnBoard

User interface was much more user friendly and aesthetically pleasing, had all the features we needed without being overly complicated, cost was relatively low for what we were getting and it had customizable options to make it work for our specific needs

Vorteile

OnBoard was easy to deploy for our board and board committee meetings. We now have all of our information available electronically, easy to access from anywhere and any device. It has provided much needed structure and organization to our meetings, allowing for more time to be spent on strategic discussions. We have also starting using the software for many other internal committees, to achieve the same benefits and reduce the amount of printing/paper that was needed in our past manual process.

Nachteile

As we conduct so many meetings on OnBoard, I have found it doesn't have a good way to organize them when you go back and look at past information.

Vorteile

OnBoard has many functions and tools that are useful and time efficient when creating meetings, creating board materials within the meetings, and so easy for the end user to navigate and use. I especially love that OnBoard partnered with Zoom so I can create virtual meetings that allows everyone to participate either by phone, virtual zoom and combo of the two.

Nachteile

I wish a calendar hold option would automatically pop in/populate for my board members instead of them having to rsvp first to autogenerate a calendar hold. The current way isn't bad, but not easily found/figured out either. I spend too much time explaining to members how to get a calendar hold for their meetings.

Vorteile

Updating meeting schedules, content and board books has become so much easier. It also centralizes announcements, allows board members to vote between meetings on consent agendas, resolutions, other action items, and take surveys.

Nachteile

The survey feature does not allow for as much customization as other tools (can't we integrate a calendar feature or customize drop down menus, please?) We also had trouble uploading our data because of a large international contingency, but OnBoard customer service is excellent.

Vorteile

Ease of use. The platform is intuitive, easy to get accustomed to, and and functionality is logical.

Nachteile

The directory and groups. With over 500 users, it can be a bit cumbersome to manage all of our groups with the current functionality.

Vorteile

I love the ease of access and it is so user friendly.

Nachteile

The approval function needs a little tweaking, at least from our perspective, but the overall voting piece is very easy to use.

Vorteile

- It's very intuitive for both users and administrators
- Everything is automatically saved
- Being able to notify users when a package is posted
- Using the online voting tool between meetings
- Great customer support!

Nachteile

- high frequency of emails when documents are posted to the resource library
- inability of one of our board members to access OnBoard using his screen reader (we're working on it though!)
- would like to be able to set up virtual meetings

Vorteile

My PA and I now have a collaborative approach to developing board agenda's and papers
It's saved huge amounts of time
We no longer email confidential papers
Trustees like having everything in one place
Being able to share and read annotations made by board members in advance of the meeting helps me to prepare

Nachteile

Nothing I didn't like - you just need to take time to familiarise yourself with its use

Vorteile

I love that I can designate permissions for specific agenda items, not just the entire packet. Additionally, the fact that it is web-based and I can make changes anywhere at any time allows me far greater flexibility than my previous digital certificate based portal.

Nachteile

Sometimes it can take 2-3 minutes to "Build" the packet when you add one additional document.

Vorteile

The easy of use of OnBoard is great. The flexibility of the tools allow us to use the software for surveys, signatures, and document storage. This places all of our material in one location

Nachteile

Some added products/features come with and added cost that is not cheap.

Vorteile

This software is very easy to use and integrated smoothly into prior business practices. My favorite feature is the board book assembly. No more standing next to a printer for hours on end to assemble board books after spending hours organizing materials on your computer.

Nachteile

My least favorite feature is the management of permissions for every meeting and resource. The majority of our board meetings are open so we do not closely monitor access from member to member. However, we recognize we might be unique in this aspect and have benefited from the ability to manage permissions in certain scenarios in the past.

Vorteile

Ease of use and real-time document upload. The web-based platform is superior to previous programs we have used.

Nachteile

Sometimes the website can freeze up if left alone too long, but otherwise we have not had any issues.

Vorteile

I appreciate the instant updating and sharing materials for meetings. Initially this was purchased to help with virtual meetings, but even now that were back to in person meetings, this platform saves A LOT of copying, printing, etc.

Nachteile

There isnt much I can think of as a con, it works great as intended. I know there are many features I don't use, but what I do use, is great.

Vorteile

It's straight to the point and makes everything task related that needs to be done in or brought to attention available

Nachteile

There is nothing that I absolutely disliked about this app I feel it is only going to get better as we grow in technology

Vorteile

1) Easy to use for board members
2) Saves time for report preparers
3) Allows for more information to be made available
4) Secure method of dissemination private information

Nachteile

None at this time - It has been a positive experience

Vorteile

I like the value for the investment we've made and now that we are more comfortable with it, the software is proving to be a great resource especially since we have board members all over the country.

Nachteile

It can be cumbersome creating and using the agenda, especially as we upload documents to specific agenda items. You also have to use it a lot to get comfortable with creating agendas and then editing. If there was a step-by-step cheat sheet one could have access to it would help. I don't use the software every day so when I do post items and create agendas I find myself having to basically start all over again.

Vorteile

Ease of use. Excellent customer support.

Nachteile

I’d like to be able to change board members’ RSVP status. I often get direct emails and would like to be able to change status in advance. Not just in minutes.

Vorteile

This software is very easy to train, even to technology novices. I also really like the ability to set security and read/write or read only permissions and virtually every level of a meeting. Selectively sharing comments within the book is another plus.

Nachteile

There are a couple little things that seem to catch people the first time they use it, but after that it is pretty easy and I have no complaints. Everyone seems to get stuck on the Agenda Visible vs. All Visible setting the first time around.

Vorteile

OnBoard is constantly updating their platform and making it more and more user friendly each time. Uploading documents is fast and easy !

Nachteile

Suggested improvements would be to link directly to "resources" from an agenda/board book. Ability to organize resources in own preferred order. Would like to select certain items for the homepage instead of a folder/resources.

Vorteile

We have been able to streamline our voting process for our loan committees bankwide. It has helped immensely with the efficiency of the process. The meetings I am involved with have been easier to put together prior to OnBoard.

Nachteile

I think there is some improvement needed on the Admin settings, notifications (limiting when they are sent out to all attendees when the status has changed), and also the sorting of the actions or being able to find them when searching.

Vorteile

My Board, my [SENSITIVE CONTENT HIDDEN], other Vice Presidents, and I all love how easy it was to learn how to use OnBoard. It is very intuitive.

Nachteile

I would like to see better branding options so we can add our own brand in more easily. That being said, the aesthetic of the platform is very pleasing.

Vorteile

not havning to deliver board packets to members

Nachteile

If the user that posts an agenda another admin user cannot update the packet by adding new documents

Vorteile

It provides a true central hub of information for our staff. We share a lot of info with our staff and the software allows us to ease off the email bombardment because people come to site to look for info.

Nachteile

While the set up options are good because there are so many options, that many options in front of you while you're still catching your bearings can feel overwhelming. This isn't really a problem with the software, more the implementation process.

Vorteile

I am on several committees that use this to organize our meetings. I really like the book feature. Having all of the agenda items in one place and in order for everyone helps the flow of the meeting. Everyone has the some information. Before - we would email attachments to everyone in the meeting. We would then email updated versions because something changed. Then in the meeting, we would have to describe which attachment you are on. Most would print out the attachments. Now that we are all viewing the same docs in the same order, meetings are more efficient and fewer docs need printed.

Nachteile

I would like a view that would allow me to view JUST the book - a popout of the existing window. A single sign-on feature would be nice as well. Could a link be created on the Portal to automatically launch and sign your user into On-Board?

Vorteile

the dashboard is easy to read and follow. Also, the help button is very good. Your phone support is good as well.

Nachteile

It is difficult to print a file or power point presentation. I need to be able to print easily once I open the file. At this time, I do not get a download button option.

Vorteile

Drag and dropping documents into agenda. Creating the agenda is setup quite nicely.

Nachteile

I have nothing to add here - we are quite satisfied.

In Betracht gezogene Alternativen

Nasdaq Boardvantage

Gründe für den Wechsel zu OnBoard

It is simple - the other products tried too hard to make them everything any client could possibly want. They are not as user friendly, they are more expensive, and they have more features than we needed. Simple is very important for our board members.

Vorteile

How easy it is to remove and drop in new files on the fly.

Nachteile

The amount of time it takes to for the documents to confirm they have uploaded.

Vorteile

The software is very user friendly and very easy to use, even for older users. And the support is excellent.

Nachteile

I guess the only complaint would be that the program does not automatically refresh as new information is added. If someone has the program open, before new data is added, they must exit and re-enter the program to view the new information.

Vorteile

The software enabled me to place all my committee and board meetings in one convenient location and eliminated the need for paper copies. Changing out documents is quick, easy and instant. I am able to call up documents for future reference and it complements regulatory reviews. For those who wish to print copies, the download and print features are quick and easy to follow. It has saved me a great deal of time!

Nachteile

In all honesty, I do not have any complaints or dislikes.

Vorteile

The ease of implementation/very user friendly.

Nachteile

The interface with Outlook has been problematic.

Vorteile

I did not have any formal training when I started my position. I found it to be user friendly and easy to learn, make changes, etc.

Nachteile

I haven't found anything I don't like! OnBoard has been easy for all to access and manipulate.

Vorteile

I find the ease of creating/adjusting meetings to be the best part. What we did before was stone age compared to this product.

Nachteile

I think that based on how we use the product the thing I like least or would like to see as an improvement would be to be able to invert the list or sort the list of past meetings? Or possibly be able to set up the "Template" meetings as the first ones in the list. This is a minor inconvenience, but we have somewhat built master meetings for our ongoing committees and they show up at the end since they are the oldest meetings.

Vorteile

OnBoard is a very reliable software for our office meetings. The entryway is very easy to use and convenient. The most amazing features are- Zoom reconciliation, paper-free work, and continuous experiences. Can be used from any device. Keeps virtual meetings alive and time savings. Communication with team members also its other features. Survey conducting, opinion from board members also possibles. OnBoard really keeps our meeting onboard!

Nachteile

I do not have any issue with OnBoard. They are continuously upgrading and making it more convenient and user-friendly.

Vorteile

Works great for documenting and distributing all of our Board meeting materials electronically. Easy to update materials, and this way everyone has access to all of the same updated documentation at the meeting. Very user-friendly. Also nice to be able to go back to previous meetings and pull up old documentation easily.

Nachteile

So far, the software meets our needs perfectly.

Vorteile

I love the newest updates to OnBoard, in particular. We normally use Zoom software often for video conferences but, like many others now, it is so much more frequent so it meant that I had to shift back and forth between the two programs. Now that the software for each works together so they can "talk" to each other, it makes arranging meetings so much faster and more efficient.

Nachteile

The learning curve. lol But, seriously, not having the OnBoard software work with Zoom before. I'm so glad that has changed.

Vorteile

My favorite feature is the Minutes Builder. It makes the minutes much easier that prior to having OnBoard. I also love my Customer Success Manager, [SENSITIVE CONTENT]
. She is amazing!

Nachteile

I do not feel there is anything I dislike about OnBoard.

Vorteile

The simplicity of OnBoard is its strongest feature. I manage the governance of 10 boards and committees within our organization. The implementation was seamless and users of all demographics have been able to transition easily. I also appreciate the ongoing education they offer through monthly webinars. They also release new product features often and stay up to date on what their customers need.

Overall, OnBoard is a highly effective system that does exactly what we need it to do, without a ton of unnecessary features.

Nachteile

You can track attendance per meeting, but I wish OnBoard could compile attendance over a certain timeframe.

Vorteile

Allows an organization to have several distinct groups that can each manage their meetings. Private annotations of attachments.

Nachteile

Per-user licensing model. iPad app supports Touch-ID, but I have to re-activate it each week. Limited length of agenda item. Cannot change the format of the agenda item numbering/outlining. Public publishing of the agenda requires extra steps.

Vorteile

The ease of use of OnBoard and being able to train others will minimal difficulties has been incredible. It has also become a very valuable tool to store all of our Board of Trustees meeting information and resources. No more paper copies! OnBoard has made this whole process so smooth and seamless and the support from our account rep, [SENSITIVE CONTENT HIDDEN], is the icing on the top. She is always there to help, train, coach, etc.

Nachteile

I truly have not found anything I do not like about the software. And, every time an update to the system comes out, its even better.

Vorteile

I love the user friendly design and navigation. The dashboard makes it very easy to keep track of upcoming and past meetings.

Nachteile

Sometimes the formatting on some word documents doesn't come across when uploaded as part of a 'book'.

Vorteile

We have used Onboard for almost two years now and we absolutely love the features. They continue to make the software better with each update.

Nachteile

Overall, I don’t see any major weakness with OnBoard. They listen when you have issues, which is nice to see a company listen. They continue to develop more features year after year.

Vorteile

I have great customer service experiences. I have one person I can always go to for questions, and then if he doesn't know he'll get me the person who can. He's very on top of training or asking if I have any questions about the new features. We will be training our board members here soon on the new features thanks to our reps willingness to help.

Nachteile

If you make a mistake after publishing you can't always fix it without re-releasing it to all members involved.

Vorteile

The software is convenient to use and share information with our Directors. Once you get the hang of how to upload (which is really just clicking and dragging files) it is very quick to create new packets or content for your Directors.

Nachteile

As a new user some kinks are still being worked out, although that is part of the fun... to be on the front end of the product launches. The team really listens to my ideas and concerns. I've seen some things implemented that I had on a 'wish' list.

Vorteile

Configuring a meeting is quite a breeze.

Nachteile

Only limited to Zoom meetings. Looking forward to see Webex integration.

In Betracht gezogene Alternativen

Diligent Boards

Gründe für den Wechsel zu OnBoard

OnBoard is a comprehensive Board Management solution with a really user-friendly interface.

Vorteile

All the documentation is in a central location with the ability to share with Board and Committee members. User friendly.

Nachteile

Inability to search for members availability for setting up meetings. Not a live broadcast, still need to use a conference call feature.