OnBoard

Vorteile

It made it easy to write and distribute agendas and board packets. It also made it easy to write and distribute minutes. Customer service was very responsive.

Nachteile

Most everything else. The first time we tried to use the Zoom function it didn't work and it made our organization's leadership look incompetent. The voting functions and minutes don't integrate properly.

Most of all, the company has a very high-pressure sales team with some unethical fine print. We signed a contract that clearly stated a one-year term, but the user agreement on the website has hidden autorenewal language. When we indicated that we weren't renewing they sent the balance for 2025 to collections.

Vorteile

Excellent customer service and ease to use.

Nachteile

I wish you could RSVP to meetings on behalf of Board Members.

Vorteile

It is efficient and makes creating agendas and minutes for Boards easier.

Nachteile

It is missing the updated technological features.

Vorteile

Easy to organize meeting materials, schedule, track votes, and produce minutes.

Nachteile

The learning curve is a little steep, but it does start to get easier to navigate as you get used to it.

Vorteile

Being able to assemble a Board Book and send it out in a secure manner. The minutes within the agenda is a nice feature as well.

Nachteile

This isn't directly at OnBoard but my Board is a little tech challenged and they don't really seem to get it. They have received training...it's just not taking :)

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Gründe für den Wechsel zu OnBoard

Vorteile

We used to produce a printed and bound board book for each meeting, requiring materials to be submitted far in advance, and last-minute changes were not able to be included. OnBoard gives me the flexibility to continue to make changes right up to the meeting date. Board members are able to access the virtual board book from wherever they are using the device that they prefer. We are also able to use OnBoard for committee meetings and cabinet meetings and capture any votes that take place directly in OnBoard.

I also use the polls/voting option almost daily with cabinet. There are many small items that need cabinet consensus and instead of waiting until the next cabinet meeting, we upload the needed documentation and send it out for a vote. The results are recorded in OnBoard for future reference, which is especially helpful for any board votes needed during the audit.

I also love the ease of use and implementation. I have had to do very little individual training with board members, and customer service has been super responsive whenever I (or a board member) has had an issue.

Nachteile

It would be great to be able to store a little more information about board members that you could run a report on - such as term information, etc.

Vorteile

OnBoard makes it easy to set an agenda and write meeting minutes from the agenda items.

Nachteile

Setting BOD terms can be challenging sometimes on the system.

Vorteile

Imbedded security features at all levels of the software, even allowing for remote wiping of devices attached tot he system should that become necessary.

Nachteile

Zoom integration has been a bit buggy at times, but we have been assured that work on this aspect is progressing.

Vorteile

Being able to have a single portal to manage meetings, documents, and communication among board members are among the strongest aspects of OnBoard.

Nachteile

The biggest challenge is adoption of the system by your board. Some will be intimidated because it is cloud based but even the most reluctant have been able to easily use the platform.

Vorteile

Ease of implementation and ease for user, both on the admin and user side. It is very easy to use and clear where all items are located

Nachteile

Sometimes a feature can be clunky when first implemented (small things like being able to move items around easily in the minutes builder) but if anything like that arise I find the team addresses it fairly quickly

Vorteile

Onboard is very user friendly and a great tool for board management. It was very easy to learn and the tutorials were awesome.

Nachteile

There is nothing that I don't like about this system. It has been great so far.

Vorteile

It is great to use to keep all meeting materials in order and easily accessible for members of committees as well as the administrative team. I also love how I am able to lock the minutes once approved so no future changes can be made.

Nachteile

Nothing, it is very easy to us and does exactly what I need it to.

Vorteile

Most impactful features include: minutes builder, RSVP function, actions, tasks, and meeting book builder.

Nachteile

The minutes builder could be improved; certain recurring technical glitches.

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Vorteile

Appreciate the ease of use for sharing documentation, upcoming board meetings, calendar items, and minutes.

Nachteile

Occasional glitch in uploading documents to a meeting agenda.

Vorteile

OnBoard est simple à utiliser, facile à former de nouveaux utilisateurs. Il permet de télécharger plusieurs types de fichiers sans avoir besoin de rendre tous les fichiers en pdf. C'est un outil qui est régulièrement amélioré et on est prévenu par des notifications qui sont envoyées afin de nous lalerter des nouvelles fonctionnalités.

Nachteile

Parfois il est difficile de retrouver un document mais dans l'ensemble . un logiciel au top

Vorteile

Having all of our meetings and documents available to the board in one place has been fantastic! No more lost emails.

Nachteile

The core features are barely functional on their own and require multiple add-ons for full functionality for most boards.

Vorteile

It is easy on the eyes, you can easily find what you are looking for.

Nachteile

I can't say that I dislike anything about this software.

Vorteile

Its very intuitive and interacts well with the Zoom virtual platform. It is also kept up to date with evolving features to ensure the end user needs are being met. Onboard can be used on multi devises making it very accessibility.

Nachteile

It only has the Zoom virtual option, when organizations often use other vrital meeting options such as MS Teams.

Vorteile

OnBoard is easy to administer and easy to use. It allows me to configure the different areas as I need to and grant granular permissions. It is a great value for the non-profit business that needs to be agile with reliable access to all the items board members could need.

Nachteile

The only item I wish could be better is the integration with Zoom. The feature works fine but when board members or hosts use the Zoom link inside OnBoard they lose some functionality. To get around this I have taken to posting the Zoom link for the meeting in its title and ask the board members to copy and paste the link into their browser. If they didn't want full use of all Zoom options they are welcome to use the link provided inside the portal.

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Vorteile

It's easy to pick up and fairly intuitive to navigate (there have been many improvements in the year+ that I've been using OnBoard and they've increased the ease of use even further). Most of our board members found it easy to learn and use.

Nachteile

There is sometimes a lag in the typing and/or saving that's a little frustrating.

Vorteile

As the administrator, from the beginning, OnBoard was very user friendly. There was a bit of learning curve for some of our board members, but most picked it up really well and really like having the portal to locate all meeting information. One of my favorite features is the click and drag to easily add and build meeting information. There really are so many features that I like about OnBoard and the software has definitely improved my productivity!

Nachteile

I really don't have anything to list here. Integration of the software was very seamless and the time it took me to learn how to use it was minimal.

Vorteile

It was extremely easy to setup and use. I had it setup in less than 1 day. It is user friendly and they are always looking for ways to improve and upgrade the product.

Nachteile

There is nothing that we do not like. Some of our people have an issue with the messaging but we have found it to be an internal issue with our IT security.

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Warum OnBoard gewählt wurde

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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

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

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

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

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

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

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

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

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

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

-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

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

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

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

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

Our board was wanting a way to easily access documents and information. The app allows them to have all of this at their fingertips in a moments notice. We have a large board and sometimes when new members are brought on it's hard for other board members to recall their names when then see them out at events. Having the directory with profile pictures helps them make those personal connections. I also really like the new feature for tracking terms and roles of our board members.

Nachteile

I sometimes find it confusing when adding resource folders and the permissions carry over to new folders or documents.

Vorteile

Is a very secure software with a very intuitive Graphical User Interface. I think it covers everything that a Board of Directors requires to develop its functions.
I have the opportunity to require support from their Contact and Support Center, They answered properly and fast.

Nachteile

Some Bugs in its recent system upgrade, I reported to them and I'm waiting for the final solution

In Betracht gezogene Alternativen

Gründe für den Wechsel zu OnBoard

Vorteile

Does everything I need it to; integration with Zoom; unlimited storage; ease of providing documents to board members and all committees; good looking/ease of use; responsive staff at OnBoard;

Nachteile

An initial learning curve for users, especially older ones; some work to do integrating storage in OnBoard with our existing document storage procedures

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Gründe für den Wechsel zu OnBoard

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.