OnBoard – Bewertungsseite 4

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.

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

Our volunteer board has embraced OnBoard, and we use it exclusively for sharing content for our quarterly meetings - for the full board as well as individual committees. It's a great tool for sharing agendas and relevant documents, as well as simple mass communications.

Nachteile

Some board members who are less tech savvy have a little trouble navigating OnBoard, mainly remembering which icon to click to access which thing. Overall, issues have been minimal.

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

The features I like the most about this software is that everything is very intuitive. As a professional whose first or second language is NOT mine, I appreciate the way OnBoard developed this technology. It's super intuitive, easy to pick up and use and virtually idiot proof. I started using OnBoard sooner after I started this position and after some 30-minute training sessions and mucking about the site, I understood the programming well enough to strike out on my own.

Nachteile

If there is anything to like LEAST it most likely has to do with my "user error." The software is easy to use, super intuitive and easy for our Board members to use and access.

Vorteile

I like the meeting meetings feature and how it formats everything for you and I like the clickable table of contents feature that is totally customizable.

Nachteile

It is really expensive for this platform.

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

Easy to use, secure option across multiple platforms - web and apps.

Nachteile

I wish that you would be able to notify other users (besides just voting members of committee) that there is a proposal to vote on.

Vorteile

It is not terribly complicated to use once you experience it and understand it, but I struggled with the limited instructions that are available to help you learn. I have been struggling with entering a survey, where the same answer options will be given for each question (and not the options you provide). After working on this over the course of 2 days and pulling my hair out at times, I called CS and heard 'oh yeah, that's easy to do" (of course your CS rep would say that, he's been taught how to complete the task). But I shouldn't have had to call CS for the answer; it should be in some tutorial or book at my fingertips.

Nachteile

It does not appear to be as customizable as we would like . . . we don't have the ability to change any formatting or appearance of the printed product, we don't seem to have the ability to add items to the agenda unless they are listed as an agenda item (sometimes we just want to add a footnote or additional note of explanation).

Vorteile

Meeting links
Document signing
Survey distribution and analytics

Nachteile

Minutes could be improved by allowing the conversion of a pdf to upload the sections vs. entering data into each section of the minutes.

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

Easy upload and access. Easy access from Agenda to move quickly to presentation piece.

Nachteile

Have to close and open packages when updates are added. Board/committee members that read and leave open their package before a meeting don't realize they haven't seen a section that was added.

Inability to take minutes directly in the application.

Notes moved to another PDF on the Agenda from where it was originally made. Sometimes notes disappear and came back when logging in again.

Updates cause touch ID to be turned off in application.

Updates lose page preference settings and also each time you re-open documents in resources. Our organization prefers "Single Page Presentation" - would be better in user settings instead of having to change view in the document. In resources must change each document.

Onboard Help Files -- do they update? Have their been no updates since 2/15/18?

Vorteile

The software is very intuitive. The ease of the drag and drop feature to upload documents is really a time saver when populating meetings. Our Board of Directors have various levels of technical expertise and all found OnBoard to be quite easy to use. The mark up/comment tools are especially helpful.

Nachteile

I don't have any complaints about OnBoard. The software I previously used was very labor intensive and did not flow nearly as well.

Vorteile

The software offers so many options. It is wonderful to see all this information within one location tied together. You have additional features to build out off of the main software, which allows even more functionality. It can really become a powerful organizational tool if you carefully plan and implement this the right way.

Nachteile

When you start the planning process, it can be difficult to know where to start. There are so many tentacles and information that can be linked. Finding how it will be managed within your organization and sticking to that method is key. Otherwise the information will not stay up to date and becomes unreliable.

Vorteile

The product is easy to use and you can start your first meeting on the portal after just a couple days of setup for your groups and users (our total number of users across all groups is about 12 so more users will require additional setup time). It is very easy to build meetings with agendas and uploading documents is very easy.

Nachteile

All Adobe Acrobat bookmarks and markups including highlighting, comments, and added text are stripped out and lost when these documents are uploaded. Highlighting and added text (but not comments) can be retained if the original Acrobat documented is printed to a separate Adobe Acrobat file and then uploaded.

Vorteile

OnBoard allows us to keep our many committees organized. Our organization can see who serves on each committee and members can access materials quickly. Our agendas are often very large with lots of attachments. OnBoard keeps us organized and on the same page with members being able to navigate through the large agenda and make notes. We can keep track our our action items by voting online and seeing how we are moving our organization forward.

Nachteile

Would love to have a way for limited proxy voting where a selected Admin could vote for a member who joins by phone and may not have easy access to vote. It might be nice to have subgroups within a committee, but the logistics of this would take some work to build.

Vorteile

I really like the ease with which I can create a meeting, agenda, and add documents necessary for our meetings. The product is easy to use and it was not difficult to integrate with our existing business processes.

Nachteile

The only con I see with this product is that sometimes our motions need more words than we have room for and I have to add a document to spell out the motion.

Vorteile

The Board members of my non profit are volunteers so I do everything I can to make the best use of the time I need to take in their very busy lives but we also need to be able to share information in a secure manner. When we looked at Board management software options a few years ago OnBoard was the best bang for our non-profit buck. There were other applications that had more name recognition but we would have paid 10 times the price of OnBoard, plus OnBoard has all the tools we need for our organization.

Nachteile

We have been OnBoard users for a few years now and the price has definitely gone up in the past few years. In the beginning file uploads were slow and tended to be just a little bug-y, but the application had an upgrade a few months ago that fixed this problem.

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Vorteile

We love how user friendly this product is. Whether you are an administrator or a user it is easy to navigate. We had tried board meeting software in the past and were unsuccessful in transitioning the product but it was too difficult to use, so we were skeptical. OnBoard exceeded our expectations. Even our most "non-tech" members can use the product with ease. The drop and drag feature to pull in documents and the ability to notify your board members of announcements or items for voting has made
it easy to stay in touch even when many were working from home or in other states.

Nachteile

I really don't have many cons. If a member needs to change an email address that was a little cumbersome, but doable.

Vorteile

The ability to make changes to our board package "on the fly" is a very big advantage. This keeps us from having to make changes and providing directors updated packages right before the meetings. Also, not having to deliver the package pre-meeting is a big help. The security functions seem to be very appropriate to secure our information.

Nachteile

Not having the ability for the meeting leader to "drive" the meeting to ensure all members are on the same page during the meeting is a little bit of downside. Hopefully that is something that can be considered in the future. Viewing the meetings on a regular sized iPad is a little difficult for some of our directors. They typically view the meeting information on their desktops or laptops at home and then either follow along during the meetings on their iPads or view the projection from the leader. Since our outside directors typically only use their iPads for their monthly meetings they quite often have password problems which in some cases bank personnel has to help with. Not a major issue but one to keep in mind.

Vorteile

The software is user friendly, easy to upload, create agendas and run meeting within the software. No emailing users, all have access to the most current version of documents.

Nachteile

Permissions, i find myself double-checking to insure i have them set properly.

Vorteile

Having everything in one place, available to whomever you need. It's easily accessible and has just enough security parameters. I love the 'download book' feature, as a lot of the time, I keep the books for my own records and to distribute via email, if needed.

Nachteile

A pain point of mine, which may just be my internet connection, is that sometimes when I load a document in, it'll say 'file upload complete' but then when I open the heading, it's not there. I have to log out/back in in order for me to see if come up. Also, I've already submitted this to your team, but I would like to ability to select multiple attachments to be able to move them under a different section.

Vorteile

I researched more than 15 portals before deciding to go with OnBoard. The price and ease of use made the decision very easy for us. It is a clean and intuitive interface with lots of power behind the scenes.

Nachteile

There are some features like alphabetizing by Last Name or First Name that change depending on which page you are on in the portal which adds some confusion. I'd like the Dashboard design to allow for more more customization.

Vorteile

I like how easy it is to put together questionnaires for employment.

Nachteile

There is nothing about this but I did not find easy to use

Vorteile

The board is able to function well virtually and depending on the packages your firm utilizes, the functionality increases. This has proven particularly important as our firm navigates operations through the COVID19 pandemic.

Nachteile

As of right now, there is nothing that I dislike about the software. It is user - friendly and helps keep the board efficient in a remote work environment.

Vorteile

We transitioned from a previous portal to OnBoard due to the user-friendly interface. This has facilitated implementation of meetings, internal messaging, resource storage, and surveys for an age-diverse and technology-skills-diverse board. The support during implementation has been excellent. We look forward to implementing electronic signatures and exploring even more ways to reduce paper and email communication outside this system, as it's so much more efficient to centralize everything.

Nachteile

The one item I would change would be to allow gallery view in the connected Zoom meetings. I don't think this is actually a function of OnBoard, but I'd really like for all users to have that ability when using the OnBoard Zoom link to join a meeting.

Vorteile

ease with which the Board can view and make notations on their monthly Board packet.

Nachteile

There are some compatibility issues with older versions of documents we place on the site and occasionally our users have issues viewing documents placed in the Resources folder.

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 has made putting the Board packets together a piece of cake! With so many features within the application, meetings are a breeze. From online voting, eSignatures, Zoom integration, and more - it's a superior product. My favorite feature is the approval option. This feature allows you to set up approvals of items such as meeting minutes or policies; it also can be used to electronically sign documents; and create surveys. And, it's all in the one place!

Nachteile

It would be helpful if documents uploaded within meetings had the option to automatically be added to resources by clicking a checkbox to do so and visa versa.

It would also be helpful if more than one action could be linked to an item. Meeting minutes require a vote for approval and the Board Chair and Secretary need to sign them.

Vorteile

Everything all in one place. Very easy to upload, store documents. Communicates to all your members after the information is ready. The portal is assessable for all devices. Helps keep the Board administration process organized.

Nachteile

The calendar icon in the portal doesn't look like one and I always click the wrong one first trying to access it.

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

The board portal was easy to launch to our end-users who have varying degrees of computer aptitude. As the administrator I find building the agenda and uploading documents to be straight forward and quick. We love the ability to make last minute changes to our documents and upload to the portal without worrying about re-printing an actual paper board book. OnBoard gives our company ease of mind of keeping our documents secure by not having a paper board book in circulation. We also like the fact that OnBoard is an economical solution for distributing our board documents to the board in a fast and secure method.

Nachteile

Some of their documentation could be written better. I find it sometimes difficult to search the administrator guide for answers. However, they do have wonderful online tutorials as well as a Q&A section where I find the answers. If I still can't find what I'm looking for, then I contact their technical support group.

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

Software is very user friendly. When first utilizing this program, I was able to set up all users and start building agendas and uploading files with very little assistance from customer support.

Nachteile

At this time, I do not have anything that I dislike about this package.

A few of our older Board members are not necessarily fond of using a mobile device (iPad) to following along in meetings. For those members, I do still print a package when needed.

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

This product has saved us hours of time and lots of paper and postage.

Nachteile

Occasionally the product is quirky with non-pdf docs.

Vorteile

We use the Calendar feature the most. All of our committee meetings are loaded to the portal, and we have been able to save a lot of paper waste with use of the portal.

We have also enjoyed being able to add additional users to the portal as our needs grow.

Nachteile

While we do not use all features of the program, what we do use is working very well for us. The only feature that I am aware of not being conducive for us is the Survey. We had difficulty fitting our type questions in with the type of answers available, so we have not been able to use. But the Approvals and E-Signature features work well.

Vorteile

We've used OnBoard for board meetings for something close to five years now. What sets OnBoard apart from others in the industry is its value for the money and approach to customer support. They are incredibly responsive to the needs of their customers and are always adding new and incredibly useful features.

Nachteile

I can't think of one. Everything that's ever been glitchy or not worked well is usually fixed in a couple of months.

Vorteile

OnBoard makes disseminating information for Board and Executive Committee meetings easy and seamless. Our Board really appreciates the annotation features, and as an administrator I appreciate the surveys and approvals. We use the approvals to approve operational matters such as ratifying minutes or approving committee members in order to be operationally efficient and focus attention on higher-value topics.

Nachteile

My only critique of OnBoard is that when you upload an agenda to your meeting, it does not show as a page in your materials unless you upload it a second time and take it to your meeting outline. It's a small issue, and overall we are extremely satisfied with OnBoard.

Vorteile

It is very easy for our board members to use and navigate.

Nachteile

I dont really have any con's about OnBoard.