OnBoard  Board Portal

OnBoard Board Portal

4.7
(20)
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Board portal is a solution to secure and paperless board meetings

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OnBoard Board Portal Reviews

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OnBoard review by Ashley S.
Ashley S.
Validated Reviewer
Verified Current User
Review Source

"Board portal"

What do you like best?

The ability to upload documents quickly and easily to create board books has saved our organization a lot of time and paper resources. The resources folders are also nice as a library of information for our Board members to access at any time. We've also been able to share employee position applications in a secure manner without email confidential documents back and forth.

What do you dislike?

Sometimes have a hard time getting the size of the screen adjusted for proper viewing (can be user error, but not always easy to find).

Recommendations to others considering the product

If you're looking to reduce the amount of paper printed and share documents in a secure location, this program is for you and it pays for itself! We've recommended to others in our line of work (Foundations) and are always happy to share information about the product with others.

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

We are able to share policies, bylaws, financial documents in a secure location. We've also utilized the survey's to collect responses to reduce the number of emails going around. At the PowWOW conference, I learned about the ability to use eSignatures. This seems like a valuable feature our organization should be able to begin using.

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OnBoard review by Michael C.
Michael C.
Validated Reviewer
Verified Current User
Review Source

"Intuitive, reliable, & slick interface"

What do you like best?

The absolutely critical thing about OnBoard that my organization liked the most was that it was very easy to use. The board and committee members needed a solution that required little to no training. Onboard fulfilled that need.

What do you dislike?

I really can’t think of anything currently bad about OnBoard. At one time, we had an issue with annotations saving reliably, but support worked very hard to get to the source of the issue and fixed it permentanylny. Everything works perfectly now. Our users are quite happy with OnBoard.

Recommendations to others considering the product

During trial period, make sure an end user(report viewer), and creator, and an IT contact all review product front to back.

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

Saves us the cost & time of printing and reprinting reports. Users to not have to carry around a 1000 page printed document. Delivery of report is secure and cloud based, so we do not have to host another server.

What Board Management solution do you use?

Thanks for letting us know!
OnBoard review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"I'm saving time with board meeting prep!"

What do you like best?

I like the ease of use and flexibility. The ability to drag and drop files as well as import the meeting agenda saves time creating the board book. Furthermore, the option to incorporate a table of contents and the page numbers in the system generated board book won me over. When the meeting location is included, the map feature is activated. This was also a selling point since we host meetings at various locations across the country.

What do you dislike?

I dislike having control over making changes to user names once the profile is set up and being unable to enter last name first.

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

We are in the early implementation stage, but the goal is for OnBoard to serve as the primary channel to communicate with and educate our Board of Directors. Since our organization is comprised of higher ed professionals, we anticipate benefiting from OnBoard's partnership with AGB.

OnBoard review by Curtis C.
Curtis C.
Validated Reviewer
Review Source

"Save the Printer"

What do you like best?

I take minutes for a few committees. This program allows for easy minutes to be take. It also help s with accuracy as they can come from the agenda. Having a book of the agenda items makes following the meeting easy.

Mostly - I like that everyone in the meeting has access to the entire meeting book and can follow along with the meeting on their screen. Previously, we had to scan and email the individual reports and every one had to know which attachment we were discussing. Having everything in the book ahead of time cuts meeting times by 20% just keeping everyone on the same page (literally the same page).

What do you dislike?

My own fault - when adding or changing things last minute - it is easy to load/share the incorrect document.

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

It could be easier to use. But overall it a great meting tool.

OnBoard review by Brad M.
Brad M.
Validated Reviewer
Review Source

"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.

OnBoard review by jeremy t.
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.

OnBoard review by David G.
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 Jackie H.
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 Jane L.
Jane L.
Validated Reviewer
Verified Current User
Review Source

"Alumni Board"

What do you like best?

I like that the board members will be able to sign into the OnBoard with their own emails, at any time and place to review the board reports, handbook, etc.

What do you dislike?

I'm still in the learning process, so haven't really worked a lot with the program.

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

the board members should find it easier to log in for the board meetings, No more printing packets for the board meetings, saving paper.

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.

OnBoard review by Amanda B.
Amanda B.
Validated Reviewer
Review Source

"Ease of use"

What do you like best?

The software is user-friendly. From setting up end users to publishing agendas, this software is AWESOME!!

What do you dislike?

We have been using the software for 2 months and I can't say there is anything I dislike about this software.

Recommendations to others considering the product

Purchase this product. It will make your meeting packets easier to build and push out to the end users.

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

Our board challenged our organization to become paperless. This portal has helped us to achieve the challenge.

OnBoard review by Laura S.
Laura S.
Validated Reviewer
Verified Current User
Review Source

"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 Chris H.
Chris H.
Validated Reviewer
Review Source

"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.

OnBoard review by Administrator in Non-Profit Organization Management
Administrator in Non-Profit Organization Management
Validated Reviewer
Verified Current User
Review Source

"Board Portal ~ Great, Professional and User Friendly "

What do you like best?

User friendly, product is high quality and customer service is exceptional

What do you dislike?

Nothing. I wish they had some additional features but they are working on making this happen.

Recommendations to others considering the product

I love the product but before I purchased the product I test drove a few other portals to see which would fit best with my organization and Trustees. OnBoard beat out the competition.

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

Customized landing pages for each of my Trustees. They also only see the information they need to regarding committees, meetings, etc.

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

"Corporate Secretary"

What do you like best?

The ability to drag and drop documents into board books, upload or save into portal.

What do you dislike?

glitches and slowness to up date when typing. For example - if I have a long document title sometimes it will delete half the title when refreshing.

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

Ability to conduct surveys and see the results in a spreadsheet.

OnBoard review by Samir W.
Samir W.
Validated Reviewer
Review Source

"Secure and easy to use "

What do you like best?

Ability to collaborate seamlessly and ease of use. Customer support is very responsive and professional.

What do you dislike?

Adding help option (online Chat or getting call back option) will make it more friendly for Board members.

Recommendations to others considering the product

OnBoard is easy to use and secure.

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

Reduced coordination and printing drastically.

OnBoard review by Executive Sponsor in Information Technology and Services
Executive Sponsor in Information Technology and Services
Validated Reviewer
Review Source

"Intuitive, Modern and Professional Board Meeting software"

What do you like best?

It seems like a Silicon valley software at an affordable price and with all the essential features for the Board.

What do you dislike?

There are new features required, if they can be added quick.

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

The Board Meetings are better planned, organized and controlled. All the required collaterals are available on a click ... specially an app on my phone make it real handy.

OnBoard review by Administrator in Banking
Administrator in Banking
Validated Reviewer
Review Source

"Board Meetings Made Easier"

What do you like best?

The ability to distribute and annotate board books electronically. We also love the survey and especially the voting tool within OnBoard.

What do you dislike?

Meeting based navigation seems clunky and difficult at times.

Recommendations to others considering the product

Highly recommend!

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

Online/electronic Board Meetings saves thousands of printed pages and many hours every month.

OnBoard review by Agency in Information Technology and Services
Agency in Information Technology and Services
Validated Reviewer
Review Source

"Onboard is a brilliant tool."

What do you like best?

The solution is very intuitive and easy to use.

What do you dislike?

I wish the interface was more customizable.

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

Meetings take less time which has hastened the decision making process.

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