OnBoard  Board Portal

OnBoard Board Portal

(11)
4.6 out of 5 stars

Board portal is a solution to secure and paperless board meetings

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Showing 11 OnBoard reviews
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OnBoard review by <span>jeremy t.</span>
jeremy t.
Validated Reviewer
Verified Current User
Organic
Reviewed On

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.

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OnBoard review by <span>David G.</span>
David G.
Validated Reviewer
G2 Gives Campaign
Reviewed On

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.

What Board Management solution do you use?

Thanks for letting us know!
OnBoard review by Administrator in Banking
Administrator in Banking
Validated Reviewer
Verified Current User
Invitation from G2 Crowd on behalf of the vendor
Reviewed On

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
Organic
Reviewed On

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 <span>Laura S.</span>
Laura S.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Simple and User-Friendly

What do you like best?

I like that the program is intuitive and simple to use. I want it to look like a board "book" and it does.

What do you dislike?

I want the program to stay the same and not keep changing!

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

I think it's easier for our board members to read the material before board meetings now. This helps our meetings to go by faster.

OnBoard review by <span>Chris H.</span>
Chris H.
Validated Reviewer
Organic
Reviewed On

Time-saving and easy to use!

What do you like best?

OnBoard enables me to stay organized and cuts down on the amount of time it takes me to prepare materials for monthly board meetings.

What do you dislike?

Announcements made through the portal send an email with a link to the news to users rather than having the announcement in the body of the email, creating an extra step in the process.

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

It frees up significant amounts of my time that I can now spend on other, more vital parts of our business.

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