OnBoard  Board Portal

OnBoard Board Portal

(13)
4.7 out of 5 stars

Board portal is a solution to secure and paperless board meetings

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OnBoard Board Portal Reviews

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Showing 13 OnBoard reviews
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OnBoard review by <span>Brad M.</span>
Brad M.
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"OnBoard for Meetings"

What do you like best?

OnBoard has revolutionized the way we do board meetings. Board members and executives can now all review loans or other topics of discussion before the meeting begins and even vote remotely if they are not able to make it to the meeting. This ability to efficiently disseminate information and receive feedback makes our entire organization more effective.

What do you dislike?

We have used OnBoard for several years now and Passageways has been great at taking any feedback we give them about the product and changing it to meet our needs. We honestly feel like we have a customized product that is a great solution for our needs and have no dislikes. The only negative thing I could say is that occasionally when permissions are being set and saved they will revert unexpectedly so it requires a double check.

Recommendations to others considering the product

Do it. OnBoard has revolutionized our Board Meetings and streamlined the communication between our board members, bank executives, and credit analysts.

What business problems are you solving with the product? What benefits have you realized?

We have been able to streamline communication amongst board members, bank executives, and credit analysts to increase our meeting efficiency. Currently, we are working on developing a new strategy to use OnBoard for our bank-wide conference this coming fall to communicate scheduling, breakout sessions, distribute content for those sessions, and generally keep all employees on the same page.

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OnBoard review by <span>jeremy t.</span>
jeremy t.
Validated Reviewer
Verified Current User
Review Source

"Manager of Executive Relations for Consumer Finance Think Tank "

What do you like best?

Extremely user friendly system and customer service is top notch. Our think tank called OnBoard about our need and within 48-72 hours over a weekend we went from 0-65 mph with a functional portal to meet our needs.

What do you dislike?

Currently, meeting notifications are all sent in Eastern Time. Small issue.

Recommendations to others considering the product

Extremely user friendly system and customer service is top notch. Our think tank called OnBoard about our need and within 48-72 hours over a weekend we went from 0-65 mph with a functional portal to meet our needs. Whenever I have a question, I email customer service directly and have an answer within minutes. Incredibly friendly and helpful staff.

What business problems are you solving with the product? What benefits have you realized?

We utilize OnBoard for streamlining communication with our board of directors. Everything we need is in one place and it saves paper.

What Board Management solution do you use?

Thanks for letting us know!
OnBoard review by <span>David G.</span>
David G.
Validated Reviewer
Review Source

"Use of OnBoard for faster decisions in Healthcare product development space"

What do you like best?

It is easy to schedule, request participation, archive presentations and record all presentations. I found this to be very efficient tool especially when you have limited resources as a startup world. It is also quite effective in faster revision control, distribution of the presentation to the team. It additional helps set the agenda and the specific presenter that is involved in the presentation.

What do you dislike?

I think additional integrations can be made to available to communication software like Skype\Goto Meeting so that it is handled in single scheduling process.

Recommendations to others considering the product

Definitely speed up your ability to have successful meetings.

What business problems are you solving with the product? What benefits have you realized?

The OnBoard portal tries to solve the ability for on the fly meeting requests and ability to capture notes about the meeting. We have been able to benefit from just ability to retrieve old presentations, ease of use in terms of recording all the notes and using them to create more structure feedback. Developing action items from meeting notes.

OnBoard review by Administrator in Banking
Administrator in Banking
Validated Reviewer
Verified Current User
Review Source

"OnBoard"

What do you like best?

A safe and secure place to store meeting documents and notes for a long period of time.

What do you dislike?

Having to go back and make sure a document uploaded the right way. Sometimes folks forget the formatting requirements (doc., pdf., etc,,,) when uploading a document or do not know how to upload a landscape document vs. portrait.

It does take a while to get used to new features after an upgrade. I did not like the change to icons on the menu bar, even though you can click on an icon for the menu words.

While upgrades are good, OnBoard seems to be catered more towards the younger generation. Our more mature executives have a harder time navigating the site. They do not like having to download a new application after an upgrade or deleting/adding a new "short-cut" on their desktop.

What business problems are you solving with the product? What benefits have you realized?

Online resource for board reports. Eliminates the need for having to support a back-up server for board documents.

OnBoard review by <span>Jackie H.</span>
Jackie H.
Validated Reviewer
Review Source

"VP HR & Marketing"

What do you like best?

OnBoard Board Portal has truly simplified the preparation time for board packets. Multiple individuals are now able to collaborate and each business owner can post their own pieces to the packet. It has also enhanced the security for the credit union. Board members no longer require access to the network to obtain or view board documents. Training was a breeze. The portal is very user friendly and users grasped the functionality very easily.

What do you dislike?

Not much I can say here. We have been using the product for over a year and it seems to be working very well for us.

What business problems are you solving with the product? What benefits have you realized?

Again, the added security the board members not needing access to the network has been a huge benefit. Anytime you can add security to your operations, everyone wins! Also, the efficiencies in preparing the board documents has saved several hours a month in prep time.

OnBoard review by Administrator
Administrator
Validated Reviewer
Review Source

"Board reports have never been easier!"

What do you like best?

Submitting content and compiling board reports is easy and one of our favorite features-everyone just submits their file, can make edits directly on OnBoard and when ready, just one button and the report is created and formatted! We have saved time and formatting frustrations with the click of a button.

The ability to add notes of your own as a user is a great feature and acts as a sticky note so users no longer need paper and a pen to jot down comments or notes prior or during the meeting.

What do you dislike?

At first the navigation icons can be confusing to figure out what icon takes you where but after viewing the quick tips that guide you through you and clicking around it’s quick to adapt.

What business problems are you solving with the product? What benefits have you realized?

Time for putting together meeting agendas and reports has been cut down significantly thanks to the way that everyone can contribute to the report as needed, make edits on the fly, and compiling quickly. For our Board Members it’s easy to use and the Touch ID feature with the app is an excellent addition.

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