OnBoard – Bewertungsseite 3

Vorteile

I have enjoyed the ease of use. Through tutorials and support, we have been able to get our Board of Directors and upper management transitioned to using this for our board meetings and some policy updates/changes. It is great to get rid of the paper copies. We are currently using primarily on iPad Pros. I also use it on an HP laptop. Both work great and the updates have been easily handled by both devices. It is great to be able to go back to previous months/meetings and look up information. Especially some credit presentations that otherwise typically filled up inboxes. I like the capabilities that are either available or on the horizon for us. These include visual with meetings from multiple locations, approvals for loan requests, and tracking of voting by BOD members (or reminders that they need to do so).

Nachteile

We are struggling to utilize some of the capabilities. This does not mean that the issue is with this product, but it may be a part of our system that makes utilizing it difficult or not possible. We currently use OnBoard with GoToMeeting. We are not capable of utilizing the audio with GTM while using OB. Thus, we use our phone system which adds another layer and isn’t as seamless. I know that there is the possibility of using with Zoom, but that is not something that our technology experts feel comfortable with considering all of the security issues with Zoom. We would love to have our lenders use this product to track loan requests and responses by BOD members. The cost to do so with many lenders needing a license/account (not sure of correct terminology) for the few uses per month has kept us from doing so. BOD members are only using this over a three day period before and during our meeting and it Is hard to justify for some, but we hope that we can utilize more features going forward to justify the cost.

Vorteile

OnBoard hosts a lot of features common to typical collaborative platforms but what makes it better is the flexibility and the efficiency with which it enables us to complete our tasks. Uploading multiple file formats viewable for everyone in the meeting, reminding people to vote without admin interference, smooth onboarding of users and just the overall user interface is excellent. No qualms getting even the least tech-savvy user to engage on the platform since everything is pretty simple.

Nachteile

Nothing much. There could be more formatting options available for communication. I heard they are adding Office 365 integration soon, which would make it much more easier!

Vorteile

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

Nachteile

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

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

Gründe für den Wechsel zu OnBoard

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

Integration with Outlook is an incredible feature. File sharing and storage within folders is easy to view, organize, and share. An overall user-intuitive portal.

Nachteile

Sometimes the log-in window requires me to sign in twice, otherwise overall great.

Vorteile

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

Nachteile

I would like to be able to leave the meeting time blank when creating a new meeting. Sometimes I may have a confirmed meeting date but not a confirmed time.

Vorteile

Timesaving
Kept my board members engaged

Nachteile

I hoped to be able to upload videos rather than links to videos on youtube
I was hoping to be able to send my board members task without having to go through surveys or approvals. It is odd when I am wanting to send them a task to do i.e. watch the OnBoard Training Videos or review the on board training materials that I have to ask them to vote or ask them to do so in a survey.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu OnBoard

Vorteile

I love that all the information for each Board Meeting can be uploaded individually and linked to the agenda and then the system will compile it into a Book for you. This is an amazing feature and it is SO easy to update or change the agenda or attachments and then just one click to make a new "Book". It is unbelievable user friendly.

Nachteile

We do not use all the features and the ones we do use I love, so I do not have any that I like least.

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

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

Nachteile

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

Vorteile

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

Nachteile

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

Vorteile

What I like most about OnBoard is being able to provide an agenda with the board materials online so that we no longer have to create binders with all the materials. Everything is organized and board members are able to find what they need when they need it. This was a huge asset when we went into the pandemic and had to have meetings via Zoom. Not to mention no worries about sending documents that were to large over email.

Nachteile

I wish that once materials are made available and board members make annotations that they wouldn't be lost when updating those documents after being published. It makes sense why, I just wish that wasn't a thing as so often materials are updated late.

Vorteile

Very easy to use and implementation has been seamless.

Nachteile

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

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

Gründe für den Wechsel zu OnBoard

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

Warum OnBoard gewählt wurde

Gründe für den Wechsel zu OnBoard

Vorteile

Overall, the simplicity of OnBoard is it's strongest feature. With minimal training, our admins were able to quickly begin creating meetings and board packs. Simply put, OnBoard is a highly effective system that does exactly what we need it to do, without a mass of unnecessary features.

It's also worth commenting on the strength of Passageways customer support. Our account manager worked very closely with us through every step of the implementation process, helping us with the initial setup of the system as well as training for our admins. Passageways also setup a number of training sessions for our Trustees, ensuring they were completely comfortable using the platform before go-live, which has lead to a high level of user adoption.

Nachteile

There is very little to dislike, however the left to right menu layout may be slightly confusing to some users who may be more familiar with a traditional top-down/webpage layout.

Vorteile

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

Nachteile

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

Vorteile

Easy to navigate and understandable user interface

Nachteile

In ability to effectively comment on posted documents and hold discussion boards directly related to posted materials. Virtual meetings have been a challenge in terms of links not working and features in zoom being disabled if set up through OnBoard

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

There is not just one thing I like most. First I like the ease of use by both the party delivering the material and the receiver of the information. I like the security provided so sensitive and private corporate information is maintained by the company. I like the voting functionality and the ability to comment and question within the voting function.

Nachteile

Not much I don’t like about the software.

Vorteile

We moved from a completely paper environment to OnBoard. Change is hard for some, but everyone was able to figure out the basic of use of the OnBoard software.

Nachteile

We have board committee meetings one day and then the final board meeting the next. Any attachments from Day 1 are not easily transferred to the next day. They reside in Day 1 and must be downloaded and saved to day 2.

Vorteile

We were able to fully integrate the OnBoard portal into our meeting system to ensure an immediately positive impact to both administrators and users of the system. From an administrators perspective, the ease of use meant that setting up and preparing for meetings was straightforward but most of all, the time saved was significant mainly due to the fact that printed board packs were no longer an issue. Last minute changes to agendas and papers are not an issue, just a quick edit on the portal and everyone is updated straight way.

Nachteile

Not many negatives to report other than when Board members didnt fully understand how to use the system at first, there were a lot of queries but now that they are up and running they all love it!

Vorteile

Set up was easy, intuitive. The customer service team was helpful in training both staff and the board members in usage. It's a simple software that covers everything we need. The collaborate aspect has saved a lot of admin time, and gives ownership and responsibility to the management team. Approvals - with or without signatures - are so easy to get now. Everything can be kept in OnBoard - from docs, to approval records, to minutes, to meeting links. There is less work to do outside of the software now.
The Minutes Builder has been amazing - it saves so much time in formatting, saving, sending around for review, etc.

Nachteile

The only thing outstanding that could be improved is the delegation/assignment of time in an agenda. Small feature. OnBoard continues to improve itself, and is very open to hearing from customers about improvements they could make.

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

Warum OnBoard gewählt wurde

Gründe für den Wechsel zu OnBoard

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"

Vorteile

This was a lifesaver when switching from in-person to virtual meetings. It allowed our organization to organize all of our meeting docs and provide them in order in one place. The zoom integration was critical in our decision to subscribe to OnBoard. The calendar integration and announcement page was an added bonus, and has been well used. Having a public link to our meetings was also a big benefit, as it complies with our regulations.

Nachteile

I think some of the add-ons are a little pricey for what is being offered or how often we would use them. I would rather there were only one or two packages as opposed to so many different add-on packages. I also wish that new features were more transparently listed with a price as opposed to having to set up a "demonstration" before you learn the cost.

Vorteile

I absolutely love this user-friendly software.

Nachteile

As far as my experience, there are no CONS with this software.

Vorteile

We liked that it was device agnostic. Some on our board were having difficulty reading documents on the iPad and are able to use their laptops now.

Nachteile

While the granular permissions are great, they are also the most frequent problem that we have. When a meeting/resource is created, the creator is the only admin unless they specifically give others admin rights. When we get support requests, the cause is typically because permissions on the meeting/resource weren't setup right and our other admins can't see the details to explain to the creator what is wrong. All we can do is say, "It's something in the permissions".

Vorteile

Key functions of OnBoard, such as creating meetings, agendas and meeting packs for Directors to support their decision making, are extremely straightforward and easy to use. This takes away the difficulty and time of having to introduce change to new users, who are instantly aware and easily persuaded of the benefit of having all their important information in one place.
The resources section is an ideal place for housing Directors induction materials.

Nachteile

I dislike the permissions function which I have to consistently check is functioning according to requirement.

Vorteile

OnBoard is easy to use and helps keep our nonprofit in touch with Board Members and key stakeholders about meetings, events, and materials.

Nachteile

I don't have anything I dislike. If I had to choose something it would be the ease of dragging files back and forth.

Vorteile

We use this product for all meetings involving our Board of Directors. Setting up these meetings is so easy and quick. If I get a last minute document, it isn't an issue because the update is instant. We also use the Approval feature for voting on items that need approval when a meeting isn't possible...especially now with social distancing in full swing. I really like the ability to add remote access details to make it easier for our "not so tech savy, older generation" board members. I also like the fact that I can access OnBoard on multiple devices, which allows me to update even if I'm out of the bank or even on vacation. Because the product is so user friendly, our board members learned to navigate quickly, even with their limited technology backgrounds.

Nachteile

It is hard to come up with cons regarding the software and the functions that we utilize. There are a lot of features that we do not use. I would like to be able to have a print option on the Approvals section so I can print voting results to be retained with meeting minutes.

Vorteile

It's a good tool for ensuring all Board documents live in one place. My Board has commented several times about the ease of use. We also like the fact that folks can dial into Zoom from OnBoard.

Nachteile

I really do not like the way the Actions/Voting is set up. We vote during out meetings, not before them, so I don't share them with participants prior to meetings, which means I have to open voting for each item prior to each meeting. Users do not enter motion or second in OnBoard and once they start voting, those options disappear. So I have to manually type the motion and second in notes before closing/finalizing the vote.
Setting up roles and terms is a bit confusing and a lot of work.

Vorteile

AGB OnBoard is a functional tool that is priced right. The customer service and responsiveness is top-notch and the integration of AGB's resources add tremendous value for our board of trustees.

Nachteile

We wish we could edit materials right in the platform. The need to download and upload each time is cumbersome. We also wish that there were static links to posted resources.

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

Gründe für den Wechsel zu OnBoard

Vorteile

OnBoard is extremely user friendly for both me as the administrator and my volunteers. I was able to jump right in to create our Board portal with little guidance or training. I love that I can create a relevant homepage for our directors with no clutter. Housing documents is simple and neat and easy to navigate.

Nachteile

The only downside to the software is that the privilege to download documents has to be given and it's a one or none deal. Being able to allow our volunteers to download some documents such as travel forms and expense reports, but not confidential policies or reports, would be a dream. It would really cut down on the number of emails to and from people.

Vorteile

I like the fact that OnBoard now has the Zoom platform available. Our board has gone to virtual meetings over the last six months and the Zoom feature in OnBoard makes it very easy to set up the meeting and notify board members.

Nachteile

Currently I still need to keep some board records in a separate spreadsheet, such as term lengths and dates members will be up for reelection. I have discussed this with the developers. It is possible that this will be remedied for administrators in a future update of the product.

Vorteile

This product is so user friendly for both admin and users. Its clear, concise and does everything we need plus more which has helped develop the way in which we work. Our users are much more engaged with this product and it makes the process of running meetings much smoother.

Nachteile

I have no complaints - this product is so useful.

Vorteile

I love the ease of use of OnBoard to upload documents, adjust the templates, add documents, the whole program is easy to use, intuitive and good for managing our Board. We've never had a complaint!

Nachteile

it would be nice to have the ability to provide more graphics, just to "juice up" the pages, but honestly that's not a deal-killer in using OnBoard because all the other features are so superior.

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 like the ease of building an agenda, making tweaks, and notifying anyone involved of the meeting or of updates.

Nachteile

OnBoard does a great job of rolling out new versions and updates, I really can't think of anything that I don't like. I'm sure there are components of the software that we don't use and probably should be.

Vorteile

We now use OnBoard for all Cabinet Group Meetings, Trustee Meetings, and one on one meetings for President. We love being able to build the agenda and drag in all attachments without having to change them to PDFs. The resource section is very valuable to us to keep all our records in one place. Being able to set permissions for items is also extremely helpful.

Nachteile

The only complication we have come across is not being able to add a term without ending an end date for trustees.

Vorteile

The portal was easy to use right "out of the box". It is built so intuitively that there is virtually no learning curve. I was able to just start using it. The most convenient part of using the portal is building my agenda and book. It literally saves me about a day per month. That pays for itself. It's very seamless and is constantly improving.

Nachteile

Early on, I did have a few issues with building the agenda. There were some small glitches, particularly when adding and organizing supporting documentation. But over time, the improvements have been integrated so subtly that I almost forgot about those issues.

Vorteile

The software is very user friendly. Those with all levels of technical abilities are comfortable using the product. When bringing on new Board Members the training time is very minimal as the software is pretty self explanatory. I can be used on multiple devices - phone, tablet or computer and keeps the same look through all devices.

In addition to the ease of use, it is very easy to access reports from past meetings.

Nachteile

I can honestly say that I am satisfied. In the beginning there were a few little things like the display of meetings, but this has been fixed in a past upgrade.

Vorteile

Ease of use
Ability to schedule a meeting and create a book within the agenda with all necessary documents instead of emailing multiple documents.
The ability to vote on on different documents and place signatures. Makes like easier.
Can take minutes as meetings are ongoing.
Customer service is top notch, they are always reaching out to ensure we are satisfied with the product.
We use it to approve loans and do surveys.
The ability to prevent downloading of sensitive documents, they are secure.

Nachteile

I would like them to incorporate MS Teams so that I can do everything via the software. I know they have zoom but MS Teams would be nice.

Vorteile

-saves a ton of money on printing costs
-can easily replace and add documents to a presentation
-you can add users with different permissions to different sections of the meeting
-you can save resources to the resources tab for offline use (no need to access a network drive)
-great for meetings when the team is travelling

Nachteile

-it is not easy to view documents within the software. Every time you upload a new document, the book re-builds so you cannot see the document until the book is done building

Vorteile

OnBoard is a very easy, intuitive system. I have only recently started using it (< 6 months) and feel it was very easy to learn and become proficient at in a short amount of time. We use OnBoard for all our Board and Committee meetings and communication. The eSignature function is one we have recently implemented and I love having it for our Board meeting signatures. The support team is awesome and quick to get back to me when I have questions. I would highly recommend this software.

Nachteile

There is very little I don't like about the software. The only thing it cannot do for me right now is incorporate an eSignature in with a survey. I would like to use the survey tool for the annual certifications our board and senior managers need to complete. I believe Passageways is looking at this being an enhancement in the future.

Vorteile

It's easy to set up meetings, easy to navigate from the end-user side, and can be used on a computer or tablet. Our board members weren't going to embrace this if it was a pain in the neck to use. Some of them had a little trouble with getting the account set up, but any issues were handled quickly. Most people got in and got started with no problem.

Nachteile

The invites expire after a week, and we would frequently need to re-send invites to join the portal when board members didn't act on them quickly enough.