The entire meeting planning process is very easy to manage. It allows all our team members to collaborate in real time from anywhere at any time using different endpoints. The minute generator greatly simplifies the workflow. It provides automated meeting summaries that provide highly significant information for later analysis.

It has a wide variety of functions that for new users it is a bit complicated to start using it.

An easy way to gather all board documents into one place to present. Easy for the board to approve the consent agenda.

It is not easy to track the terms of each member and committee.

It's not as user-friendly as I had expected. Understand I have not used this type of software before, so I have nothing to compare it to, but it was presented as such a phenomenal tool, and given my experience with it, I don't agree with that assessment.

It is not terribly complicated to use once you experience it and understand it, but I struggled with the limited instructions that are available to help you learn. I have been struggling with entering a survey, where the same answer options will be given for each question (and not the options you provide). After working on this over the course of 2 days and pulling my hair out at times, I called CS and heard 'oh yeah, that's easy to do" (of course your CS rep would say that, he's been taught how to complete the task). But I shouldn't have had to call CS for the answer; it should be in some tutorial or book at my fingertips.

It does not appear to be as customizable as we would like . . . we don't have the ability to change any formatting or appearance of the printed product, we don't seem to have the ability to add items to the agenda unless they are listed as an agenda item (sometimes we just want to add a footnote or additional note of explanation).

We are solving the need to house all meeting materials in one, central, accessible platform.

The feature that is most impactful to our organization's use is having meeting materials all in one place, eliminating the need to print materials and distribute to members.

My lease favorite part of OnBoard is reliability. There are times that the meeting book will not build. That does not work when needing to present at a meeting, or when members need to view the materials and vote. I am also disappointed with the Customer Service response when lodging a complaint. They do not have a good system of notification when an issue is resolved. It leaves us guessing and considering looking at different vendors for a similar product.

Our experience with OnBoard has been excellent. From the sales reps. to the account managers to our Implementation Manager - everyone has been very responsive and helpful.

OnBoard is user-friendly and quite intuitive; it has been a life-saver when making last-minute changes to meeting agendas and materials; it's compatible with both Apple and Android devices; and going paperless has saved us a significant amount of time and money.

1. Honestly, it's a bit on the pricey side. 2. When an agenda item (title, time, position on agenda, presenter, supporting document, etc.) changes, the software rebuilds the entire board book and any user's annotations/notes disappear - even if their annotations were made to a section that wasn't changed. It would be great if there was a way to retain an individual user's notes/annotations. 3. In the Analytics section, instead of just an Aggregate Count of Book Views by Role and an Aggregate Count of Meeting Views by Role, I would LOVE to be able to see exactly who has viewed board books and meetings so we can track who is engaged on the portal and reach out to those who are not and see if they need additional training or assistance navigating the portal.

Customer service and onboarding are great. Our board and staff like the way it streamlines everything. It saves me hours of prep work for meetings, by not having to format my own agenda or information packets for each meeting.

Meeting management through OnBoard is much more efficient than calendar invites and emails. Building the agenda is easy, and the board book it creates puts everything in one, professional-looking document. Communication with different groups through the messenger is also a time-saving feature. Eliminates group emails and makes it easy to find past conversations and information when needed.

It would be nice to be able to delete messages and clean up the messenger section. Also, the permissions feature is great but we often forget that you have to apply permissions to each meeting, file sharing, etc. Would be nice to have that pop up as a reminder.

Our experience has been excellent. The learning curve is short and the feedback from board members has been very favorable. They express that they like the fact that all organizational information can be found in the portal.

Being able to have a single portal to manage meetings, documents, and communication among board members are among the strongest aspects of OnBoard.

The biggest challenge is adoption of the system by your board. Some will be intimidated because it is cloud based but even the most reluctant have been able to easily use the platform.

Great experience

Meeting minutes and board packets. Really enjoy how easy it is to make updates in real time to the agenda.

PDFs are sometimes damaged when trying to share board packets with regulators.

We moved from a completely paper process to OnBoard for our Board meetings. All, but one elderly Board member has used it from the outset. A few months in, we began also using it for a different meeting as well. Most recently, we also set it up for a Board committee to use.

I love how easy it is to set up a meeting, load an agenda, and add documents to it.

In the Minutes Builder, I wish there was a way to select a group I have set up, then manipulate who did and did not attend. We invite more than 40 people to a Board meeting, but only have 10 Board members. I have to go one by one through the invitees to delete the non-Board members.

For over a year now, this portal has been very effective for board management, meetings, etc.

Onboard is very user friendly and a great tool for board management. It was very easy to learn and the tutorials were awesome.

There is nothing that I don't like about this system. It has been great so far.

We have used online board books for over 6 years, but just within the last year switched to using OnBoard. Going to from hard copy materials to digital is a HUGE time and money saver, but switching from a basic agenda book system to OnBoard has simply made everyone's days more efficient. OnBoard provides a one-stop shop for my board members. It makes their service to our organization more professional and my service to them a lot easier and less time consuming. Additionally, the customer service at OnBoard is phenomenal. They take every concern and suggestion seriously and judiciously. That was an extremely nice perk that I didn't expect.

The program is easy to use and quick to implement. Users can be set up in minutes and begin working right away. I also like that there is a built in resources section so the app can be an all in one portal for users.

This is some slight lag time in building agendas - my fingers type faster than the program saves - and I often have to go back retype items that didn't save in time. Would also like a little more customization in the emails sent, the agenda templates, and table of contents template.

We used to produce a printed and bound board book for each meeting, requiring materials to be submitted far in advance, and last-minute changes were not able to be included. OnBoard gives me the flexibility to continue to make changes right up to the meeting date. Board members are able to access the virtual board book from wherever they are using the device that they prefer. We are also able to use OnBoard for committee meetings and cabinet meetings and capture any votes that take place directly in OnBoard. I also use the polls/voting option almost daily with cabinet. There are many small items that need cabinet consensus and instead of waiting until the next cabinet meeting, we upload the needed documentation and send it out for a vote. The results are recorded in OnBoard for future reference, which is especially helpful for any board votes needed during the audit. I also love the ease of use and implementation. I have had to do very little individual training with board members, and customer service has been super responsive whenever I (or a board member) has had an issue.

It would be great to be able to store a little more information about board members that you could run a report on - such as term information, etc.

Our experience with OnBoard has been excellent as we sought a way to streamline and efficiently manage our Board & Committee meeting process, allowing members secure, remote access on different devices , while making our administrative process easier and save printing paper. Additionally, we were seeking a central repository for corporate documents that was secure and easily accessible.

The software is user friendly/intuitive; easy to maintain from an admin perspective; and more importantly easy for board members/employees to access from remote locations and devices. Does a terrific job on consolidating multiple documents into one meeting "book" with the flexibility to access individual documents and easily move throughout your meeting agenda. One of the other things we find most pleasing is that the ENTIRE Passageway team members (form CEO, sales, account manager, support) are fantastic to work with; always willing to listen and make enhancements and promptly address any questions we may have.

When we first started using Passageways several years ago, some of the features/navigation may not have been as intuitive as expected, however their team has done a great job in implementing enhancements to certainly improve the process, plus a lot more.

Overall my experience has been great. After demoing multiple platforms, we chose OnBoard because of the best affordability, it's user-friendly, and the support has been stellar. Our set-up and support team have been there 100%, and go above and beyond to address questions and resolve any technical issues. To me, customer service and tech support are a #1 priority and rep, as well as the tech support team, have always exceeded my expectations.

OnBoard is a visually appealing platform, that is user-friendly and easy to use.

Feature availability, such as 1) downloadable material does not include an agenda page 2) surveys have to be closed before reviewing results, which limits the ability to know when to close the survey 3) announcement permissions are limited to Admins only. 3) The survey questions format lacks more enhanced customization

Our experience has been nothing but positive. From the first reach out by [SENSITIVE CONTENT HIDDEN] right through to the customer service outreach with [SENSITIVE CONTENT HIDDEN]

Onboard is such a simple and intuitive product. As soon as I received access to the product I was able to log in and immediately start building the portal to suit our needs. We had a board meeting very shortly after signing on - I was able to build and circulate the agenda and board materials within the first day of implementing the product.

I have not received any complaints from the board members. All board members found it very simple to login and maneuver around the portal.

I have been impressed with OnBoard since our executive secretary brought us the product to test. I had hoped for something that was user friendly, more flexible for the various report files we upload, and lower cost than our past product. All of these were checked off the list.

In our last board product, it was necessary to convert the files all to .pdf format prior to upload. Upon converting to OnBoard we found the ability to upload various file formats a big time saver for the team putting together all of the reports. And from my own standpoint the ability for board members to share their annotations with me prior to the board meeting is another big time saver during the meeting.

I still find there are features I didnt know existed, or I havent been using, so I dont believe I know enough about the software to say that I dislike anything. The software works well and is easy to move from one report to the other.

OnBoard provides a secure environment and ensures confidentiality of information. OnBoard provides efficiencies. We are not coping hundreds of pages, assembling notebooks, and mailing board books. Preparation for meetings is streamlined. Support from our customer success manager is excellent. I appreciate the training videos, webinars for users, and 24-7 support.

The board recognized the need for a secure platform for its work and wanted to move away from paper documents. We have a 13-member board, and trustees live across the country. The level of experience is varied among our trustees; however, the first trustee who agreed to move to a board solutions platform is the person with the least experience. And, she has had not difficulty using OnBoard. Some of our trustees were exploring OnBoard before we had a training session, and they found it easy to use. We offered one training webinar conducted by our Passageways customer service manager, which was recorded. The trustees used OnBoard for its first board meeting less than three months after acquiring the product and the feedback has been overwhelmingly positive. The trustees found that navigating the site and the board book is easy. They appreciate electronic board books, earlier availability of information, and the ability to add documents as needed, even during the board meeting. In the past, material from investment managers and auditors was provided at the meeting. With OnBoard, these documents were available before the meeting, which dramatically increased the number of pages in the board book, but trustees had the opportunity to review information and prepare questions before the meeting. We were amazed that the use of OnBoard during the meeting went so well. I appreciate the ease with which you can change the agenda and and update/revise materials.

Because staff members do not have access to all board materials, permissions have to be set individually for each staff member. While setting permissions is not difficult, it is a learning experience, but our customer success manager is a good teacher and patient! While we have not yet implemented the actions function, we are looking forward to using it for approvals, surveys, and signatures.