OnBoard software


17 reviews(5.0/5)
17 reviews(5.0/5)

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.

Supported Operating System(s):
Web browser (OS agnostic)

17 Reviews of OnBoard

Showing 1 - 17 of 17

Start your review of OnBoard

Click to start
  • Peter from Dryden Mutual Insurance Company

    Number of employees: 51-200 employees

    July 2018

    My first impression is my current impression- easy to use, well supported

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Easier communication and development for the administrator along with the board members.

    Pros

    Easy use and navigating along with easy on boarding new board members. We went from a paper driven document board delivery to electronic format with in 6 months. We still use paper but hope to have that phased out in the near future.

    Cons

    I would like to see either shared files or links within reports that can allow readers to continue with board report while referencing a linkable data document.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Lisa from Choice Financial

    Number of employees: 201-500 employees

    July 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Curtis from Beacon Credit Union

    Number of employees: 201-500 employees

    July 2018

    Easy to Use

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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?

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Skya from Agricultural

    July 2018

    Very user friendly.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I like how it is user friendly and simple to use while still handling all of my needs from surveys, agendas and passing policy.

    Cons

    I can't think of anything I don't like, I've always had a good experience with the program..........

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Lawanna from Signature Bank of Georgia

    July 2018

    I am loving Onboard Passageways for assembling my monthly board packages. Support team is awesome!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Preparing the packages and loading documents is extremely easy compared to the old way of combining files into one pdf. I also love the client support. Our rep is always quick to respond and jump on a screen share if necessary to demonstrate any capability I'm having issues with.

    Cons

    The permissions have been a little challenge. It would seem setting someone as a contributor would send a notification and give them the right to load docs, but thus far it seems they have to be set as an administrator.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Nancy from Unico Bank

    Number of employees: 51-200 employees

    June 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Natasha from Cabrillo Credit Union

    May 2018

    Board meetings and reports have never been easier!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Loading content, making edits, compiling, and formatting board reports-what can't OnBoard do? This feature alone was enough for us to make the switch.

    The option of an app (with Touch ID) has been great as our Board members use tablets during meetings. No more lost usernames and passwords to reset!

    Cons

    Navigating thruout OnBoard can be a little tricky at first but once you get used to the icons and where they go to (or, watch the quick tutorial), you'll never look back.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Brad from Commercial Bank of Texas

    Number of employees: 201-500 employees

    May 2018

    We have used OnBoard to streamline our board meetings.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Ami from coseke kenya limited

    September 2017

    My experience with onboard has been AMAZING.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Onboard is very user friendly and intuitive. It is suited for non IT-survey individuals. I would reccomend this to any age group.

    Cons

    The software offers very little customization functionalities. I wish the look of the interface could be changed to fit the customers' preferences.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • George from Filene Research Institute

    Number of employees: 11-50 employees

    July 2017

    Super Simple but Powerful

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Aimee from Oswego County FCU

    Number of employees: 11-50 employees

    May 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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!

    Review Source: Capterra
  • Cody from West Central Bank

    May 2017

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

    Ease-of-use
    Functionality
    Quality
    Support

    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.

    Review Source: Capterra
  • Vikas from TechAhead Inc

    Number of employees: 51-200 employees

    April 2017

    Excellent Tool for Meetings and Collaboration

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    We are extremely happy using Passageways Board Portal. It has significantly added value to our collaboration ecosystem. The attractive UI makes it easy to use and smooth integration with MS products further adds to the better usability aspect. Excellent Job Passageways team!

    Review Source: Capterra
  • David from APN Health

    Number of employees: 11-50 employees

    April 2017

    Effective Management Meetings using OnBoard

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    We use OnBoard for our Management meetings. It provides a centralized experience in scheduling meetings along with the ability to attach presentations. Additionally, it allows a more efficient note taking experience. The documents including presentations can be easily searchable anytime. The mobile apps also provide ease of access to the OnBoard application.

    Review Source: Capterra
  • Bob from Purdue Federal CU

    March 2017

    Easy tool for board members to use.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    We converted to OnBoard and have had no issues getting our directors functional on the tool. Intuitive design makes it easy for users to function on the system with little or no training.

    Review Source: Capterra
  • Millie from Miami Children's Health System

    Number of employees: 1,001-5,000 employees

    January 2017

    Passageways Board Portal

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Gabe from Commercial Bank of Texas N.A.

    Number of employees: 51-200 employees

    January 2017

    Passageways review

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Passageways is always striving to keep their products current and take the customers requests to heart. They value feedback and seem to find ways to update their products to include valuable enhancements.

    Pros

    Ease of use and universally applicable for multiple departments.

    Cons

    Voting feature lacks a few small functionality features...but I haven't stayed familiar with it recently.

    Review Source: Capterra
In just fifteen minutes, the experts at Software Advice can help you narrow down the right software for your organization. Call us for a Free FastStart Consultation: (844) 687-6771