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Sobre OnBoard

OnBoard es un software de gestión de reuniones virtuales de juntas y líderes. Controla con confianza desde cualquier lugar. Comienza prueba gratis/Obtén una demostración ahora.

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Filtrar opiniones (890)

Sean C.
Sean C.
Chief Technology Officer en RU
Usuario de Linkedin verificado
Gestión de organizaciones sin ánimo de lucro, 201-500 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Simple and Effective Board Managment

5 hace 2 años

Comentarios: OnBoard has completely revolutionised the way we organise and hold board meetings. Due to the nature of our organisation, our trustees and board sub-committees hold a large number of meetings throughout the year. In the past, this caused a huge amount of overhead for our Company Secretary and EA's who organise the meetings, put together board packs, etc. OnBoard provides us with an easy to use platform for our admins to organise these meetings, create board packs, hold votes/approvals, and obtain signatures when necessary. What would previous take days our hours, now takes minutes.

Puntos a favor:

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.

Contras:

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.

Respuesta Passageways

hace 2 años

Thank so much for taking the time to review OnBoard Board Management Software! We really try to make ease of use our top priority when incorporating updates into our software. Our Customer Success Team was thrilled by the huge compliment as well.

Carole S.
Executive Administrator en EE. UU.
Gestión de organizaciones sin ánimo de lucro, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Exceptional software and professional employees

5 hace 4 meses

Comentarios: The benefits from implementing OnBoard for our board management are countless! From day one the staff was professional, advised us during implementation, friendly, and respond immediately. It was a seamless implementation process. Our board started using OnBoard and instantly approved of using the portal for all board management. As the lead administrator and developer of the portal I have enjoyed the entire process and love all aspects of OnBoard and the staff. They provide ongoing training webinars and tutorials for new users. They are innovative and ask clients for feedback and features they would like implemented into OnBoard. I have recommended OnBoard to others and would highly recommend OnBoard to anyone considering board management software.

Puntos a favor:

Impactful features include composing the agenda from a word document, Zoom links can be accessed from OnBoard, improved calendar, Resource Library. User friendly. New features, upgrades, and improvements implemented on an on-going basis. Integration was seamless.

Contras:

There are no aspect of this software that are difficult to use. Seriously, there is nothing I don't like about OnBoard.

Paul Q.
Secretary to the Board / Executive Lead - Special Projects en Canadá
Administración educativa, 51-200 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Easy to use. Easy to implement. Enhances Board effectiveness.

5 la semana pasada Nuevo

Comentarios: I've definitely experience significant savings of time for building board books, especially when last minute changes are needed (I don't need to re-create an entire book in a PDF builder). The customer service and implementation team have been wonderful and responsive. Very easy to implement and when additional training is needed, they jump right in to help!

Puntos a favor:

This product took very little time to implement with our Board. The members seemed to just "get it" when they were onboarded. I really like how intuitive it is.

Contras:

Calendar integration and syncing with members to ensure meeting details are live and updated as changes occur is a drawback at this point (although I think they're working on this). Implementation with GSuite organizations seems a bit clunky unfortunately - lots of work arounds.

Alternativas consideradas: Diligent Boards

Razones para cambiar a OnBoard: Cost was much less for a seemingly similar product for our needs.

Jordyn D.
Executive Assistant en EE. UU.
Servicios financieros, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Onboard is super helpful

3 hace 2 años

Comentarios: I've had a very good experience with onboard. I've helped to integrate it into our advisory team and they love the fact that we can be more digital and print less. Our clients appreciate that we are taking on this green initiative within the company as well.

Puntos a favor:

-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

Contras:

-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

Respuesta Passageways

hace 2 años

Thank you for taking the time to review OnBoard! I'm so glad you are happy with the software and that it's helped your team. As for the builder, that can be a bit of a blessing and a curse. It updates, so your board members will have always up-to-date information, but it can be tough for you and it always updating.

Beth A.
Executive Assistant to the President en EE. UU.
Educación superior, 201-500 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

OnBoard has made my job so much easier!

5 hace 4 meses

Puntos a favor:

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.

Contras:

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.

Alternativas consideradas: BoardEffect

Razones para cambiar a OnBoard: At the time we were choosing the layout and ease of use seemed more user-friendly.

Bonnie W.
Executive Assistant to the President en EE. UU.
Educación superior, 201-500 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Best decision ever!

5 hace 3 meses

Comentarios: Our trustees love OnBoard. From the users perspective, it is perfect! From my perspective as the admin, I can't imagine an easier transition/implementation. Everyone I've worked with, from sales, through the implementation process, are professionals and willing to help me any way they can. No question goes unanswered. It has been an amazing experience and I'm excited to learn and utilize more of what OnBoard has to offer.

Puntos a favor:

Very easy to use and implementation has been seamless.

Contras:

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

Amber M.
Paralegal en EE. UU.
Servicios jurídicos, 1.001-5.000 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Amazing upgrade from our last platform

5 hace 3 meses

Puntos a favor:

We could not have asked for an easier transition and implementation. OnBoard is so user friendly and intuitive. Our directors and officers are very happy!

Contras:

The data collection from meeting analytics continues to be a concern for us. From a legal standpoint, it increases exposure to our users and we feel very strongly that it should be an optional feature. The essence of this concern is a scenario where our board of directors becomes subject to litigation that centers around whether the directors met their duties. If OnBoard is retaining data about a director’s usage of the platform, including, among other types of data, how much of a meeting book a director read or did not read, then that data is something that a plaintiff could try to use to show that a director failed to meet his or her duties, even though a director may have actually met their duties in some other way. This must be an issue for other users as well and should be at the forefront of OnBoard’s improvement developments.

Alternativas consideradas: Nasdaq Boardvantage y Diligent Boards

Razones para elegir OnBoard: Directors Desk was simply outdated and continually presented issues for our users.

Software anterior: Directors Desk

Razones para cambiar a OnBoard: Better features, better cost, and overall user experience was better.

Jessica C.
Corporate Secretary en EE. UU.
Seguridad informática y de redes, 51-200 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

OnBoard is a life saver

5 la semana pasada Nuevo

Puntos a favor:

When we first implemented this software, of course no one likes change but this was the easiest platform for myself implementing it and being an admin plus training our board members. It was very easy to use and I am so glad we switched over this.

Contras:

I probably don't use all of the features of the software like I should so I really don't have anything that I don't like.

Sara F.
Executive Assistant to the CFO en EE. UU.
Educación superior, 501-1.000 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

OnBoard continues to impress

5 hace 2 meses

Comentarios: We are relying less and less on paper, and with the switch to OnBoard we can capture voting, conflict of interest statements and more on the platform.

Puntos a favor:

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

Contras:

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.

Melinda (mel) O.
Melinda (mel) O.
Assistant Secretary to the Board of Trustees en EE. UU.
Usuario de Linkedin verificado
Educación superior, 1.001-5.000 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

SO glad we made the switch!

4 hace 2 años

Comentarios: Our experience with OnBoard has been excellent. From the sales reps. to the account managers to our Implementation Manager - everyone has been very responsive and helpful.

Puntos a favor:

OnBoard is user-friendly and quite intuitive; it has been a life-saver when making last-minute changes to meeting agendas and materials; it's compatible with both Apple and Android devices; and going paperless has saved us a significant amount of time and money.

Contras:

1. Honestly, it's a bit on the pricey side. 2. When an agenda item (title, time, position on agenda, presenter, supporting document, etc.) changes, the software rebuilds the entire board book and any user's annotations/notes disappear - even if their annotations were made to a section that wasn't changed. It would be great if there was a way to retain an individual user's notes/annotations. 3. In the Analytics section, instead of just an Aggregate Count of Book Views by Role and an Aggregate Count of Meeting Views by Role, I would LOVE to be able to see exactly who has viewed board books and meetings so we can track who is engaged on the portal and reach out to those who are not and see if they need additional training or assistance navigating the portal.

Cheryl B.
Director of Foundation Operations en EE. UU.
Gestión de organizaciones sin ánimo de lucro, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Essential Tool for our Organization.

5 el año pasado

Puntos a favor:

I have been surprised how quickly OnBoard became an essential tool for our organization and how quickly our Board of Directors embraced this new technology for not only distributing our meeting materials, but also as a secure platform that allows our Directors to access information and records. Prior to using OnBoard, we were compiling our meeting materials into binders for each individual Director and every attendee to the meeting and not only was it time consuming and costly to produce these binders, but we would often incur an expense to print something that would be outdated by the time the meeting occurred. With OnBoard, we can update information in our Board Book with a few clicks of the mouse. I have heard from multiple members of our Board how much they appreciate OnBoard and feel the platform has enabled us to create a cleaner, more appealing, and more streamlined presentation of our meeting materials. Although there are features that do not align with the operations of our foundation, I use OnBoard almost daily. We have a very active Board who is managing a lot of exciting work for our foundation and we seem to constantly be preparing for a meeting - from the onset, the OnBoard platform contributed to completing our meeting picture and it never felt like a burden or hurdle because it is so user friendly.

Contras:

OnBoard constantly wants to send out updates on behalf of our organization when I make updates to a meeting agenda, visibility, or materials and the mandate within our organization is to have communication directly with our Directors so we know what is being communicated. It would be great if I could set a default to not be asked about notifying our members as often as I am; however, I think it is important to note that when I do encounter an issue or want to provide feedback about how we want to be able to use the platform, everyone I have encountered with OnBoard has been extremely open and welcome the feedback.

Mendy C.
Executive Office Manager en EE. UU.
Gestión de organizaciones sin ánimo de lucro, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Very Satisfied!

5 el año pasado

Comentarios: I am very pleased with my overall experience. From the sales side with [SENSITIVE CONTENT HIDDEN] to now working with [SENSITIVE CONTENT HIDDEN]. They have both been tremendously helpful and most always return an email very timely. I found it very user friendly and quick to learn. The training provided has also been excellent. I would highly recommend OnBoard to anyone that may contact me.

Puntos a favor:

There are several things I like equally with this software. Record retention is very important and this allows us to have everything kept in one secured location so it's easily found and accessible for not only our organization and our board, but also our auditors. I find that creating the agenda and being able to copy agendas is much more efficient than my previous system. I especially like that I can set up the actions ahead of time (if they are known) so they are ready for voting. That has also been a great factor with increasing efficiency. I can't forget the training. I was delighted to learn my board had training available to them and I didn't have to do the take on that role. The last thing I really like are the tasks. This feature keeps me from constantly emailing reminders to board members.

Contras:

Just as I had several things I really liked, I have a few things that I don't. I hope to see these implemented in the future. It's inconvenient that I can't attach more than one action item to a specific section of the agenda. Often times our board will have a motion/action during the meeting that wasn't known ahead of time. This may not be linked to a specific section on their part of the agenda, but rather their overall report. They may not even have subsections. This has created a nuisance and has cost us valuable time. I have to create a subsection then create the action. This has created a longer process than our old way and causes the board to wait on me to add it. So having the ability to add an additional action item to a section would be ideal. I also don't like I can't sort my action items with the most recent on top. I have to either do a search and hope I'm using the right words, or I have to keep going from page to page. Lastly, when I set up the meeting as the admin, I don't get the email notification so I can accept the meeting and put it on my calendar. My work around was to download the app on my cell phone and accept it that way. It would be nice to have that feature on my desktop so the meetings go directly to my calendar when I make them visible.

Barbara R.
Executive Assistant to the President en EE. UU.
Administración educativa, 501-1.000 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Fast, Efficient, Intuitive

5 el año pasado

Comentarios: Prior to using OnBoard, Board meeting preparation used to take an entire day to assemble hard copy books, plus the cost of all the paper and three ring notebooks. I can now upload the materials and finalize the Board books in 60 - 90 minutes. In addition, hard copy books had to either be hand delivered by college personnel, or shipped UPS, especially if a member was traveling. The use of OnBoard eliminated the need for all that. Plus, the Board members appreciate not having all those accumulated books to contend with.

Puntos a favor:

OnBoard is very user-friendly for both the administrator and the user. This feature is especially important for users who have various levels of comfort and expertise with technology. Our college switched to OnBoard in October 2014, and before that our Board meeting books were produced on paper. OnBoard has streamlined the Board meeting preparation process, and I like the ability to make last minute changes to the materials, to which the users have access immediately. Using OnBoard is also much more convenient for those members who may be traveling; they can log into their Board materials on any device from anywhere. In the midst of the COVID-19 pandemic, OnBoard quickly created a Zoom/OnBoard interface that allows users to long into Zoom through OnBoard, and eliminate the need for two devices. The OnBoard team reacted quickly to provide a convenient solution for a pesky problem.

Contras:

Integration with our existing processes was not difficult. OnBoard provided online training to the administrators, and because the software is easy to use, it did not require multiple training sessions. OnBoard has continued to refine and add other features, some of which I cannot use since ours is a public board. The only thing I would change would be to allow an entire group of members to be blocked from viewing a section. Currently, I only have the option to block individuals. A bit inconvenient, but by no means a deal breaker. And that will probably be corrected in a future software update.

Alternativas consideradas: BoardDocs

Razones para cambiar a OnBoard: The two criteria in which I was most interested were user-friendly, intuitive software with a reasonable price. I wanted a software that offered the features I needed, but not so feature-heavy that made it difficult to use and would unnecessarily drive up the price. OnBoard checked off all boxes.

Heather F.
Sr. Associate, Board Relations en EE. UU.
Administración gubernamental, 51-200 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Easy to Use and Responsive Customer Service

5 hace 2 años

Comentarios: We have used online board books for over 6 years, but just within the last year switched to using OnBoard. Going to from hard copy materials to digital is a HUGE time and money saver, but switching from a basic agenda book system to OnBoard has simply made everyone's days more efficient. OnBoard provides a one-stop shop for my board members. It makes their service to our organization more professional and my service to them a lot easier and less time consuming. Additionally, the customer service at OnBoard is phenomenal. They take every concern and suggestion seriously and judiciously. That was an extremely nice perk that I didn't expect.

Puntos a favor:

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.

Contras:

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.

Alternativas consideradas: BoardEffect, Diligent Boards y BoardPAC

Razones para elegir OnBoard: OnBoard provided additional features that were needed and not provided by our prior service

Software anterior: BoardBook

Razones para cambiar a OnBoard: Easy to understand annual fee, clear features, their willingness to expand their offerings based on our needs, AGB materials included with annual fee

Karen G.
Executive Assistant en EE. UU.
Educación superior, 201-500 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

OnBoard ROCKS!

5 hace 2 años

Comentarios: OnBoard has been a real time and paper saver for myself, as the admin support person and for our University. We moved our Foundation Board from a SharePoint site to OnBoard a little over two years ago. Our members love that they can use any device to view meeting materials and the site itself looks very professional on a large projection screen during actual meetings. Our members really like the resources folder so they can access Board documents easily.

Puntos a favor:

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

Contras:

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.

Rebecca W.
Director of Business and Human Resources en EE. UU.
Gestión de organizaciones sin ánimo de lucro, 11-50 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Board Management made EASIER

5 hace 2 años

Comentarios: A few years ago, we digitized our board experience. We picked a good "starter platform" and eased our board and committees into the practical application and efficiency of being able to access their meeting and organization files online. The platform was a bit clunky but miles and miles better than the printed board books we had been using prior. Early 2019 we learned that our platform was going away and it was time to evaluate other offerings. I knew we wouldn't go back to the old way but I needed something that would meet our current needs and be flexible enough to allow us to grow into more features, find new efficiencies, measure engagement....and still come with a price tag that our Board would swallow. OnBoard fits the bill. I LOVE the easy interface for our board and our staff. I LOVE how easy it was to set up and populate. I LOVE the annotation features. I LOVE the messaging feature (to the group but more so one on one during the meeting for folks who don't like to or cant speak over the "over talkers"). I'm pleased.

Puntos a favor:

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

Contras:

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

Alternativas consideradas: Diligent Boards y Boardpro

Razones para elegir OnBoard: BoardMax was going away. It was clunky. My staff didn't like using it. I didn't like using it. It was time to reconsider what was on the market.

Software anterior: BoardMax

Razones para cambiar a OnBoard: Pricing. Features.

Respuesta Passageways

hace 2 años

Thank you for taking the time to review OnBoard! I'm so glad that ease of use is really coming across for you and that it has streamlined things. As for minute taking, I will bring this up to Product. Otherwise, let us know if you need anything!

Tara K.
Executive Assistant en EE. UU.
Banca, 51-200 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Essential Software for Board Meetings

5 hace 2 años

Comentarios: I have been using OnBoard shortly after I started with this company in late 2016. I believe the software was being converted from an older, original product to the OnBoard that I currently use today. There have been many updates along the way. My favorite was the ability to use the software on either Apple or Android cell phones. We recently upgraded our package to include Global Admin with the new Analytics feature. Two years ago, we looked into a few different products to compare cost and features. In the end we decided to stay with OnBoard because the program does everything we need (and then some) for our board meetings. The cost of the software to be very competitive with others. The members of our board find it effective and very easy to use. This makes my life much easier!

Puntos a favor:

There are several things I like about the software. One of the features we like is the ability to use the software on both Apple and Android devices. If I ever need help with the software, I can easily find help through the Help Center and there are Admin Guides. When a new member joins our Board - no problem! There is a User Guide to help get them up to speed very quickly. Should there be another issue that I cannot resolve, I have found the staff at OnBoard very helpful in resolving any issue that I come across (which are very few and far between!) I also like the opportunity for additional learning via Webinars. We are updated when the offices at OnBoard will be closed or whenever there is an update on the way. The communication is above and beyond. Putting together an Agenda for a board meeting is very easy to do. I am finding the agenda import to be a big time saver. Our board enjoys the ability to make annotations during our board meetings.

Contras:

My least favorite thing about this software is the need to have a "Global Admin" upgrade in order to delete things from the portal that a previous employee had created and was no longer needed/outdated. It is unfortunate that the Messenger feature is not included in our package and this would require another upgrade. That being said, however, there are many updates to the software that do not cost extra. I don't want to give the impression that every update costs extra, because that would not be accurate. In case you are wondering - we did decide to upgrade during a year-end special to include the Global Admin product and Analytics feature which we are enjoying very much.

Alternativas consideradas: MyBoardPacket

Razones para cambiar a OnBoard: We originally used the predecessor software to OnBoard. After using OnBoard for about a year or so, we decided to take a look at a few other options. One I remembered was MyBoardPacket. It was definately a nice product and easy to use from what I could tell. The reason we stayed with OnBoard was becasue it did EVERYTHING we needed and our board members liked the software and there was no need for them to learn how to use something else. It ended up being a win-win all the way around!

Respuesta Passageways

hace 2 años

Thank you for taking the time to review OnBoard! I'm so glad this is making your life easier and that you decided to stick it out with us. We truly appreciate the feedback about the various packages, and I will bring that up to Management as something to consider.

Tricia B.
Executive Assistant to the Board and Secretary to the Board en EE. UU.
Educación superior, 51-200 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

OnBoard is a Success!

5 hace 2 años

Comentarios: OnBoard provides a secure environment and ensures confidentiality of information. OnBoard provides efficiencies. We are not coping hundreds of pages, assembling notebooks, and mailing board books. Preparation for meetings is streamlined. Support from our customer success manager is excellent. I appreciate the training videos, webinars for users, and 24-7 support.

Puntos a favor:

The board recognized the need for a secure platform for its work and wanted to move away from paper documents. We have a 13-member board, and trustees live across the country. The level of experience is varied among our trustees; however, the first trustee who agreed to move to a board solutions platform is the person with the least experience. And, she has had not difficulty using OnBoard. Some of our trustees were exploring OnBoard before we had a training session, and they found it easy to use. We offered one training webinar conducted by our Passageways customer service manager, which was recorded. The trustees used OnBoard for its first board meeting less than three months after acquiring the product and the feedback has been overwhelmingly positive. The trustees found that navigating the site and the board book is easy. They appreciate electronic board books, earlier availability of information, and the ability to add documents as needed, even during the board meeting. In the past, material from investment managers and auditors was provided at the meeting. With OnBoard, these documents were available before the meeting, which dramatically increased the number of pages in the board book, but trustees had the opportunity to review information and prepare questions before the meeting. We were amazed that the use of OnBoard during the meeting went so well. I appreciate the ease with which you can change the agenda and and update/revise materials.

Contras:

Because staff members do not have access to all board materials, permissions have to be set individually for each staff member. While setting permissions is not difficult, it is a learning experience, but our customer success manager is a good teacher and patient! While we have not yet implemented the actions function, we are looking forward to using it for approvals, surveys, and signatures.

Respuesta Passageways

hace 2 años

Thank you for taking the time to review OnBoard! I'm so glad you are finding it easy to use and that you haven't found any cons yet is always nice to hear. If you need anything, please let us know.

Miriam A.
Board Secretary en EE. UU.
Educación superior, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

OnBoard Provides Ease of Access and Security for Board of Trustees

4 hace 4 semanas Nuevo

Comentarios: Regardless of our board desiring to maintain an in-person meeting format coming out of the pandemic, we are still utilizing the benefits of OnBoard for material distribution, highlighting important information, maintaining current contact details and up-to-date calendar information for upcoming meetings. OnBoard has been a huge support to our Board of Trustees.

Puntos a favor:

I am constantly impressed with OnBoard and their continuous improvements. We implemented OnBoard prior to COVID shutting us down and were so thankful to have the technology to enable us to share materials and conduct elections and receive approvals all online. The time this system has saved us is tremendous, but the ease access and security of materials online has been even greater. Trustees can now take action on items while traveling using a phone, tablet or computer without waiting for a package to be delivered. Meeting materials can also be reviewed and stored online providing easy access to current agendas as well as past meeting reference of actions and materials. Binders are not left behind on tables, pages are not lost and we have confidence in the security of the materials online.

Contras:

The challenge for us with OnBoard is simply the fact that we want all of the features and yet because of recent financial challenges that our university has faced we are holding tight to budget dollars and maintaining what we have with OnBoard which is still so much better than nothing! We dream of the future capabilities as there is so much to offer any company.

Jay H.
EVP/COO en EE. UU.
Banca, 51-200 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Passageways OnBoard - Great Product, Functionality & Value

5 hace 2 años

Comentarios: Our experience with OnBoard has been excellent as we sought a way to streamline and efficiently manage our Board & Committee meeting process, allowing members secure, remote access on different devices , while making our administrative process easier and save printing paper. Additionally, we were seeking a central repository for corporate documents that was secure and easily accessible.

Puntos a favor:

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.

Contras:

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.

Alternativas consideradas: Diligent Boards y Govenda

Razones para cambiar a OnBoard: Flexibility of the application, ease of use, people & support, willingness to listen and make changes, value

Steven L.
President & CEO en EE. UU.
Gestión de organizaciones sin ánimo de lucro, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

AMBA Experience with OnBoard

5 hace 9 meses

Comentarios: We love OnBoard! It's compatible with all the browsers we use, its mobile app is superb, and when compared to other board portals we've used, it provides more capability at a lower price. Last but certainly not least, customer support has been tremendous. Our customer service representative, [SENSITIVE CONTENT HIDDEN], has been with us every step of the way as we tailored OnBoard for our needs, migrated the documents we stored on our previous board portal, and prepared OnBoard for our first meeting. I can't say enough about the support we've received from [SENSITIVE CONTENT HIDDEN] and the rest of the OnBoard team.

Puntos a favor:

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.

Contras:

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.

Kent S.
Vice Presdient for University Advancement en EE. UU.
Educación superior, 1.001-5.000 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

VP Perspective

4 hace 2 años

Comentarios: Our Board is very happy with our initial experiences with onBoard, aside from the spam episode. Customer service has been good.

Puntos a favor:

Initially, we just wanted an upgrade from hard copy board meeting books, and a better way to catalog all of our board activity. After reviewing the industry we realized we could also have powerful communication tools to enhance board function. The OnBoard portal met all of our requirements, but the ease of use was a primary concern---most board members are technologically proficient, but not all. The quality of our training for board members was terrific (Thanks [SENSITIVE CONTENT HIDDEN]), and we were able to get functional usage rates up very quickly. After 8 months we are still increasing the number of functions we are using, but I can't imagine trying to run our recent full board meeting remotely without this tool. I really like the ability to embed the Zoom meeting function into the meeting details--that allowed a single log on for our recebnt committee and board meetings. s

Contras:

Initially we had a significant problem when our Board emails were being spammed by the OnBoard software, each Board member was receiving hundreeds of emaisl---the problem was fixed over a weekend, and the Board understood---our [SENSITIVE CONTENT HIDDEN] staff haven't been quite as forgivining. I don't like the scroll function when I am reading pdf's. The scroll moves some horizontally when I am trying to scroll vertically. I may need to resize my window, but it would be nice it the pdf didn't shift horizontally when I am scrolling vertically. I didn't like the OnBoard ad that showed up next to our Foundation info/log at login. We asked that it be moved, and it has been. '

Fallon H.
EA to the Foundation Board and VP of University Advancement en EE. UU.
Educación superior, 1.001-5.000 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Moving to OnBoard was a great choice!

4 hace 2 años

Comentarios: Overall my experience has been great. After demoing multiple platforms, we chose OnBoard because of the best affordability, it's user-friendly, and the support has been stellar. Our set-up and support team have been there 100%, and go above and beyond to address questions and resolve any technical issues. To me, customer service and tech support are a #1 priority and rep, as well as the tech support team, have always exceeded my expectations.

Puntos a favor:

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

Contras:

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

Alternativas consideradas: BoardEffect y Govenda

Razones para elegir OnBoard: We made the switch to better streamline communications with our Trustees and Foundation Board. OnBoard offers a sleeker and more professional appearance to its users. Additionally, the health of the company is sound, which gave us the piece of mind that we can use OnBoard for many years to come, without any surprises.

Software anterior: BoardMax

Razones para cambiar a OnBoard: Product affordability and ease of use as an admin and end-user.

Respuesta Passageways

hace 2 años

Thank you for taking the time to review OnBoard! I'm so glad you are happy with the choice to move to OnBoard and that you are finding it easy to use. We definitely appreciate the suggestions regarding additional features to make OnBoard better, and I will bring these up to our Product team.

Najib S.
President en EE. UU.
Banca, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Software Review by user

5 el año pasado

Comentarios: My experience with OnBoard has been very positive. Again, the ease of use and support have been appreciated. I would recommend this product. Especially if you can utilize more of the features than we do.

Puntos a favor:

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).

Contras:

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.

Clarissa S.
Executive Secretary and Human Resources Assistant en EE. UU.
Servicios, 51-200 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Continous Operations Through COVID

5 el año pasado

Comentarios: The engagement of the OnBoard sales and service team has been exceptional. Their support has made the transition from our previous board meeting platform to OnBoard seamless.

Puntos a favor:

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.

Contras:

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.

Alternativas consideradas: BoardPaq

Razones para elegir OnBoard: As an administrator, I was looking for a product that was more user - friendly.

Software anterior: Diligent Boards