About OnBoard


OnBoard is a cloud-based board meeting management solution designed for board member collaboration before, during and after meetings.

Users can compile and coauthor board books and materials. Updates to materials save automatically and are instantly synced across users' devices—including desktops, laptops, tablets (Android, iPad, Kindle Fire and Windows Surface) and smartphones (Android and iPhone). Notes and annotations can be typed directly into materials and are also searchable. OnBoard includes functionality for remote data swipe, surveys and multi-board support.

The software offers a personalized dashboard where directors can access materials, examine upcoming meetings and receive announcements. It also includes permissions management to give administrators the ability to designate who has access to which materials and communications.

Onboard integrates with Microsoft Office 365 and Outlook. Users have access to 24/7 customer support via phone, email and an online help desk. The software is priced on a per-user, per-month basis.



Read More

Supported Operating System(s):

Web browser (OS agnostic)

57 Reviews of OnBoard

Average User Ratings

Overall

4.82 / 5 stars

Ease-of-use

4.5

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(48)

4 stars

(8)

3 stars

(1)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

Filter reviews by:

Sort by: Most Helpful | Most Recent

Showing 1-20 of 57 reviews

Do you use this product?Write a review

July 2018

Lisa from Choice Financial

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

July 2018

From day one, the attention I have received from the team has been second to none!

Please see my review comments

Pros

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.

Cons

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.

January 2019

Stephanie from The Navigators

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2019

Hidden Gem

The training and support staff are top-notch. I work with a very experienced board and several have commented that it is one of the better portals they have encountered. I always get a REAL PERSON within a few seconds of calling their support line and they have ALWAYS been able to answer my questions. They take feature requests seriously. I highly recommend them for any board looking to have a better environment for communication and collaboration.

Pros

I researched more than 15 portals before deciding to go with OnBoard. The price and ease of use made the decision very easy for us. It is a clean and intuitive interface with lots of power behind the scenes.

Cons

There are some features like alphabetizing by Last Name or First Name that change depending on which page you are on in the portal which adds some confusion. I'd like the Dashboard design to allow for more more customization.

August 2018

Kim from Sun Community FCU

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2018

Super excited about OnBoard!

Our overall experience has been fantastic! We are fortunate to have their executive on our side; they are wonderful at explaining our options and finding solutions to our specific needs. I personally create the Board packets, and my time has freed up significantly with OnBoard. It's just so easy to use! I'm very excited to see how our OnBoard platform evolves and makes our lives even more efficient than it already has.

Pros

This software allows us to provide a much needed one-stop-shop for our Board and Supervisory Committee members. Since OnBoard can be put on any device, our Board is able to securely review the packets well in advance of the meeting, which has really shortened our meetings and eliminated printing large packets. We also love that the Board has all of the resources they need in one location and that they can even sign the minutes and other documents right within OnBoard. More to come!

Cons

What I like least about the program is that we have not fully utilized the features yet... but that's on us! Looking forward to the day when our OnBoard is being fully utilized (although Passageways is constantly coming up with new solutions, so this day may never come - absolutely not a complaint).

July 2018

Curtis from Beacon Credit Union

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2018

Easy to Use

On-Board helps keep meetings flowing. It keeps us on task. It keeps our information in order and consistent. Better meeting flow leads to quicker (more productive) meetings which then leads to more time to do the things you have to do - probably tasks from the meeting. I can't imagine going back to the emailed agenda and 20 attached documents again. One place, one order and no printing...

Pros

I am on several committees that use this to organize our meetings. I really like the book feature. Having all of the agenda items in one place and in order for everyone helps the flow of the meeting. Everyone has the some information. Before - we would email attachments to everyone in the meeting. We would then email updated versions because something changed. Then in the meeting, we would have to describe which attachment you are on. Most would print out the attachments. Now that we are all viewing the same docs in the same order, meetings are more efficient and fewer docs need printed.

Cons

I would like a view that would allow me to view JUST the book - a popout of the existing window. A single sign-on feature would be nice as well. Could a link be created on the Portal to automatically launch and sign your user into On-Board?

October 2018

Michael from RCB Bank

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2018

Intuitive, reliable, & slick interface!

Rollout was smooth. Passageways Support was there to assist thought the process. Anytime we have an issue, which is not often, support is quick to respond and resolve.

Pros

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.

Cons

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.

July 2017

George from Filene Research Institute

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2017

Super Simple but Powerful

Simple and powerful communications with our board of directors in a cost effective and efficient manner.

Pros

OnBoard enables simple and powerful communication between our staff and board of directors. The set up of the program was quick (up within a few hours), training was effective (felt like a pro within 48 hours) and support is prompt and complete. Quite simply OnBoard does not feel like a piece of software but a utility that extends the effective governance organization of our organization. Also, really enjoy the ability to view on multiple devices without any troubles.

Cons

I struggle to identify any specific changes that would make board communications better through OnBoard.

March 2019

HannahLu from Casady School

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Customer support

5 of 5

Functionality

4 of 5

March 2019

Teaching old dogs new tricks

The time and dollars saved in printing has been amazing! The support from Passageways has been unfailing. I know they have many customers in the financial arena, but they have done a good job of translating their experience to our needs in K-12 education.

Pros

After looking at a number of companies, we chose OnBoard because it seemed the easiest to introduce to our board members, most of whom had never used a portal, while also having relative ease of use on the back side for school administrators. This has proven to be true and in less than a full year, most board members are getting the hang of it. As administrators, there are still things to learn. Passageways is doing a good job of continuously improving and integrating customer suggestions. There are more robust (aka more costly) apps out there, but since our trustees are all local, this has met our needs nicely.

Cons

It is not always the most intuitive for administrators, but again, all are learning and most seem to be able to upload what they need for their committees. The primary complaint I have heard from board members is the multi-step process required for them to be able to print hard copies of any documents.

February 2019

Sandy from Forward Bank

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2019

Easy to use

Overall, very helpful and easy to use. Would recommend to anyone who is looking for an electronic portal.

Pros

Time saved rather than printing and putting binders together. Money saved, no paper or ink. Time saved getting the information to members electronically. Administrative side is easy to use with the drop and drag functions.

Cons

Its thinking capabilities in saving. I type faster than it can keep up. Need to wait at times for it to be ready to save before I can go to a new page.

March 2019

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2019

OnBoard Review

My overall experience is positive. The only challenge we have is not a software issue. It is simply an issue of getting all board members to utilize the program.

Pros

The software is very easy to use for our board members. The capability of sharing documents with the entire group and the ease of downloading the packet for print.

Cons

My team has mentioned that sometimes adding people to a group can be difficult. But overall we have been satisfied.

October 2018

Sharon from Grow Financial FCU

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2018

Love ONBOARD

Board Portal Security and the Security of sending out Business and Commercial loans for approval.

Pros

I love everthing about this product. The customer service provided from passageways is like non other I have ever experienced. The product is so user friendly and most of all the security it provides is amazing. I would highly recommend this product to any organization

Cons

I really don’t have an answer for this section. I love everything about it.

May 2018

Brad from Commercial Bank of Texas

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2018

We have used OnBoard to streamline our board meetings.

We have gained the ability to streamline communication between our board members, bank executives, and credit analysts. We are also currently looking at using OnBoard for our conference app to send out the agenda, breakout sessions, and content for those sessions.

Pros

We love how effective this software has been in disseminating information through our board members, executives, and credit analysts.

Cons

We have no complaints about the software. It has been great for us. The only thing I could say is that occasionally when setting up and saving user permissions, they will revert so they warrant double checking.

May 2017

Cody from West Central Bank

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2017

OnBoard is incredibly easy to use, our board member absolutely love it.

Made our board meeting so much easier to manage for both admins and users.

Pros

Easy of use is definitely the best part. Everything just works the way it should. The reliability is also fantastic with OnBoard. There are also many updates throughout the year which are always handy to have.

Cons

The admin site is a little complex and the learning curve is a bit steep but once you figure that out everything works good.

March 2019

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

3 of 5

March 2019

OnBoard Review

The overall experience has greatly improved our organizations meetings and by using this tool there are much fewer meetings that go by the wayside and are unproductive.

Pros

It allows meeting to be more efficient and keep the meeting on track and focus results in more positive outcomes and productive meetings.

Cons

The online phone app is not as easily accessible and usable as the online platform is.

June 2018

Nancy from Unico Bank

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2018

We just had our first live board meeting in June 2018 using the portal. It was great! Liked by all.

Pros

I like that we can set up an agenda for a board meeting, and then be able to copy that same agenda to the next month's meeting (without the attached documents, of course). You can very easily see if you have missed uploading a document into the agenda. It is very user friendly; documents are easy to attach to the proper location in the agenda. It also allows us to store policies, procedures, or any other resource documentation we would like for our board members to have access to. This makes a nice contingency location for these policies too. We are just getting started with this portal, but from what we have seen in doing our first meeting using the portal, "it's a winner". Another great feature is that we can download the board meeting file and have it available for examiners.

Cons

We are just getting started, but so far I like it all. I had a couple board members that I didn't have an email address for, and it wouldn't let me build their user until I got the email address.

March 2019

Jan from Hanley Foundation

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2019

Customer Service is the BEST!!!

FANTASTIC!!!

Pros

I wish I could rank OnBoard's customer service higher than 5 stars! I couldn't be happier with their training and customer support. Their top level folks have taken the time to have conversations with some of our board members for input. The system is seamless when board members come with their IPads or use our tablets. Preparing for board meetings has never been easier from a staff perspective and we are definitely saving time, money and trees by using OnBoard.

Cons

Some of our board members still want to print documents so I've had to show them how to download the document (which is easy) and then they can print whatever they like.

March 2019

Laura from Carroll County Economic Development Corp

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2019

OnBoard is Wonderful

Our board is now able to spend more time strategizing and worrying about big picture because the administrative tasks are taken care of in advance.

Pros

It's easy to use, my documents are on my phone, it makes the board meetings more effective.

Cons

I've only disliked one thing about the product early on, but I told reprentative about it right away and the issue was fixed almost immediately.

March 2019

Shannon from Carroll County Economic Development Corp.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2019

Easy to use

Pros

What I like best about OnBoard portal, is that our board members are able to access documents without having to ask me to send them to them. Everything our board should need is easily accessible and in one location. I am able to send meeting requests.

Cons

I like everything about Onboard, I have no complaints

January 2019

Paula from First National Bank Texas

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2019

OnBoard Board Portal

After implementing the software to the Board of Directors, I then set up 15 company committees which have also realized savings in both time and materials.

Pros

OnBoard has taken a very time-consuming convoluted process and made it easy, intuitive and manageable. I have saved countless hours in prep time and board book assembly as well as, printing cost to include paper and toner.

I haven't really run into anything I don't like about OnBoard. Since I am the company expert, I help everyone understand the software and when I can't troubleshoot their issues, I can always count on my Account Executive for help.

Cons

At times, we've had a couple of bumps on the upgrades, but as soon as I identify them and contact Passageways, it's worked out immediately.

January 2017

Millie from Miami Children's Health System

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2017

Passageways Board Portal

We are very satisfied with the Passageways Board Portal. We find that the portal is user friendly. The use of the portal has reduced the time spent on putting together board packets and the cost for printing and mailing these packets. In addition, it provides a central point for us to find all of our Board material in a safe and efficient manner.

Pros

Easy to use. Keeps everything in one central place and standardizes the process across all of our Boards and Board Committees

Cons

Software has been upgraded several times during the past 4 years and every time it gets upgraded it causes a learning curve for our members and users to reacquaint themselves with navigating and uploading material.

May 2017

Aimee from Oswego County FCU

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2017

We currently use OnBoard for our board packets and love it!

Savings trees and so easy to reference old board packets!

Pros

We love how easy it is for the board to get the information quickly, Our Board varies from the 30's to the 70's and all of them are able to use it easily ( no matter what age!) No more mailing board packets that will take up so much space, and its so easy to go back and get information from past meetings for reference. For me doing the call report, I no longer have to go through piles of paper and am able to get any information from any month easily! We love love love using this product, and my CEO loves the ease of it as well!