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.



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Supported Operating System(s):

Web browser (OS agnostic)

75 Reviews of OnBoard

Average User Ratings

Overall

4.77 / 5 stars

Ease-of-use

5.0

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(59)

4 stars

(15)

3 stars

(1)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 75 reviews

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July 2018

Lisa from Choice Financial

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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).

March 2019

Kathy from Homefield Credit Union

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

March 2019

Five Year User of OnBoard

Prior to using OnBoard, I was printing, collating, tabbing and binding fifteen Board Packages per month. This program has helped reduce the amount of paper being used and has significantly reduced the amount of time it takes to prepare/build the Board Package. We also use OnBoard for various committee meetings and management team meetings. We currently have 25 users.

Pros

Software is very user friendly. When first utilizing this program, I was able to set up all users and start building agendas and uploading files with very little assistance from customer support.

Cons

At this time, I do not have anything that I dislike about this package.

A few of our older Board members are not necessarily fond of using a mobile device (iPad) to following along in meetings. For those members, I do still print a package when needed.

March 2019

Felix from KEB Hana Bank USA

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2019

OnBoard is a great board meeting sofware, easy to implement and use

great experience

Pros

1. We use the tab "Actions" for approval of time-sensitive items in between Board meetings.
2. we use the tab "Resources" as a library to retain all important documents we want the Board to access easily at their convenience.
3. The convenience of uploading board meeting packages with easy access for directors at any time from anywhere (phone, tablets, laptops, etc...)
4. use of annotations features on documents.

Cons

No meaningful things i don't like. Maybe the user interface on the homepage can be more attractive.

July 2018

Curtis from Beacon Credit Union

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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?

April 2019

Julia from Nova Scotia Barristers' Society

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

April 2019

OnBoard by Passageways

Pros

- It's very intuitive for both users and administrators
- Everything is automatically saved
- Being able to notify users when a package is posted
- Using the online voting tool between meetings
- Great customer support!

Cons

- high frequency of emails when documents are posted to the resource library
- inability of one of our board members to access OnBoard using his screen reader (we're working on it though!)
- would like to be able to set up virtual meetings

October 2018

Michael from RCB Bank

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

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.

April 2019

Mallorie from CFCU Community Credit Union

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Customer support

4.0

Functionality

4.0

April 2019

I am On Board for OnBoard!

Customer service has been great and is always ready to help.

Pros

I love that I can designate permissions for specific agenda items, not just the entire packet. Additionally, the fact that it is web-based and I can make changes anywhere at any time allows me far greater flexibility than my previous digital certificate based portal.

Cons

Sometimes it can take 2-3 minutes to "Build" the packet when you add one additional document.

March 2019

Jeryl from PAFCU

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

March 2019

My experience with OnBoard Board Portal

I have been very pleased with the customer service - the follow-up time has been good. Our new CSM, rep, has been very enthusiastic about helping us, and he and we will be working together to find new features for our company to begin utilizing.

Pros

While I know our company has not used the software to its' full capacity, I like that it makes procedures easier. For instance, the calendar that I load our board packet to each month -this feature has taken hours away from what I used to spend doing this task.

Cons

I don't think I've used it enough to have a least favorite thing.

July 2017

George from Filene Research Institute

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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

4.0

Customer support

5.0

Functionality

4.0

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

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.