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)

102 Reviews of OnBoard

Average User Ratings

Overall

4.76 / 5 stars

Ease-of-use

5.0

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(79)

4 stars

(22)

3 stars

(1)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 102 reviews

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May 2019

Ashley from Affiliates Management Company

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

May 2019

OnBoard Board Portal

We are extremely happy with our decision to use OnBoard! We've been very pleased with our CSMs. Recently we rolled out OnBoard to 2 boards and the rep conducted 3 training sessions for our board members with very short notice. It's been great working with her! When reaching out to her, she's been very quick to respond or forward my email on to tech support.

Pros

Easy to learn both from an Admin and end user! Security measures of OnBoard! Great support team truly makes this tool excel above others!

Cons

While building an agenda, sometimes it takes a long time to save edits. This can be frustrating and has resulted in having to re-type edits as they did not save properly. Currently email attachments aren't able to be uploaded to OnBoard without saving the document. Unable to program default admins to all new items vs. currently only individual/creator is default admin. As the owner of the OnBoard tool, I have to rely on others to assign permissions and ensuring human error doesn't happen. It's difficult to assist board admins or board users without access. It would be great to have a Super/Master Admin role which will automatically be assigned with Admin rights.

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.

June 2019

Sean from Nesta

Verified Reviewer

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

June 2019

Simple and Effective Board Managment

OnBoard has completely revolutionised the way we organise and hold board meetings. Due to the nature of our organisation, our trustees and board sub-committees hold a large number of meetings throughout the year. In the past, this caused a huge amount of overhead for our Company Secretary and EA's who organise the meetings, put together board packs, etc. OnBoard provides us with an easy to use platform for our admins to organise these meetings, create board packs, hold votes/approvals, and obtain signatures when necessary. What would previous take days our hours, now takes minutes.

Pros

Overall, the simplicity of OnBoard is it's strongest feature. With minimal training, our admins were able to quickly begin creating meetings and board packs. Simply put, OnBoard is a highly effective system that does exactly what we need it to do, without a mass of unnecessary features.

It's also worth commenting on the strength of Passageways customer support. Our account manager worked very closely with us through every step of the implementation process, helping us with the initial setup of the system as well as training for our admins. Passageways also setup a number of training sessions for our Trustees, ensuring they were completely comfortable using the platform before go-live, which has lead to a high level of user adoption.

Cons

There is very little to dislike, however the left to right menu layout may be slightly confusing to some users who may be more familiar with a traditional top-down/webpage layout.

June 2019

Carla from Lund

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

4.0

June 2019

Lund Loves OnBoard!

Prior to OnBoard, our board was exhausted and overwhelmed by the amount of paperwork they were receiving in their board packets. The board packets were averaging around 75-100 pages, and when you have 20 board members, they would take hours to print. It was a big waste of time and expenses. Creation of the board packet was an entirely separate time-sucker, as the Table of Contents had to constantly be adjusted. Since the portal, not only have the board appreciated the lack of paper and the convenience of being able to click to what they need, but we have saved hundreds in staff pay (and frustration!) of creating manual board packets!

Pros

OnBoard's Resource option has proven to be so valuable for our agency. We do not have an intranet or any one central location that board and staff can communicate and share documents, and the documents are constantly being updated. The Resource library has been great to keep the most updated documents all in one place.
The customer service is impeccable!! Their team is very helpful, receptive, and very competent. The rep has been great to work with.

Cons

There's not much negative to say about OnBoard. It is reasonably priced and though they have been making many updates lately, it is because they are listening to their customer's needs.

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).

June 2019

Sandy from Highlights for Children, Inc.

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2019

Easy and Economical

One of the biggest benefits of OnBoard is the ability to make last minute changes to documents and re-load to the portal and knowing our board has the most current version of a document.

Pros

The board portal was easy to launch to our end-users who have varying degrees of computer aptitude. As the administrator I find building the agenda and uploading documents to be straight forward and quick. We love the ability to make last minute changes to our documents and upload to the portal without worrying about re-printing an actual paper board book. OnBoard gives our company ease of mind of keeping our documents secure by not having a paper board book in circulation. We also like the fact that OnBoard is an economical solution for distributing our board documents to the board in a fast and secure method.

Cons

Some of their documentation could be written better. I find it sometimes difficult to search the administrator guide for answers. However, they do have wonderful online tutorials as well as a Q&A section where I find the answers. If I still can't find what I'm looking for, then I contact their technical support group.

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.

February 2019

KATHRYN from College of Saint Benedict

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

February 2019

Excellent value

The tool has greatly streamlined our board meeting preparation. We use AGB OnBoard as a meeting tool, a materials repository, an orientation resource, a communication tool, and as an organizational hub.

Pros

AGB OnBoard is a functional tool that is priced right. The customer service and responsiveness is top-notch and the integration of AGB's resources add tremendous value for our board of trustees.

Cons

We wish we could edit materials right in the platform. The need to download and upload each time is cumbersome. We also wish that there were static links to posted resources.

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