OnBoard Software

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About OnBoard

Winner of Capterra’s Ease of use Badge, OnBoard is a board intelligence platform that simplifies board meeting management and empowers more informed decision-making, more secure remote meetings, and real-time accessibility from any device. Now more than ever, you need board & leadership meeting management that's comprehensive, secure, agile, and simple to use. Streamline meeting preparation & provide your leaders with accurate timely information across all devices. Remote-ready with Zoom integration for you to govern confidently from anywhere. Users can compile and co-author board books and materials with auto-save automatically and the ability to instantly sync content across all users devices—including desktops, laptops, tablets (including Android, iPad, Kindle F...
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Zoom integration enables face-to-face, secure remote meetings directly within the platform – no need to download additional web conferencing apps. Engagement Analytics offers anonymized and aggregated real-time insights into how your board works.

OnBoard User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

5

Functionality

4.5

Showing 1 - 5 of 947 reviews

Wendy

Company size: 2 - 10 employees

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

March 2021

OnBoard Keeps me on-board!

User Profile

Kara

Verified reviewer

Company size: 201-500 employees

Industry: Higher Education

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

April 2022

Great Board Management Tool!

Having board files in one location will cut down on the amount of Trustees needing me to track things down and will serve as a secondary backup of our precious files. Customer service is astounding, especially compared to what I experienced or see available with a more expensive, similar platform I demoed, and the interface is more modern than the other platform as well. So OnBoard looks and feels great and was well received. My life has improved since adding this feature, saving hours with creating Board materials.

Pros

This was a great cloud-based portal for full management of board materials, easy creation of Board Books, and creation of an archive in one location. This replaced a home-brewed portal that was difficult to use and clunky. Now, I can easily create and update board books instead of wasting precious time making manual, difficult updates using Adobe Pro. Great customer support.

Cons

Some features we don't have since unfortunately they cost extra. We also have a difficult usage case that has required some workarounds but that is on us for being complicated. I hope one day they allow more than one Zoom platform to be connected to the account.

Reasons for choosing OnBoard

Cost, customer support, comparison of experiences with sales reps, how the competing sales rep treated me when I said we picked OnBoard, and the look of the interface

Reasons for switching to OnBoard

Our home brewed Drupal solution was hard to use and our IT Department required too many hoops to use off the company property. With OnBoard, you can log in securely through MFA at home or at work, which is much easier for Trustees to use, and OnBoard is easier to both manage and use than our home brewed product.

Paul

Company size: 11-50 employees

Industry: Online Media

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

March 2022

Upgrading our Board Management software to achieve greater engagement

Experience has been excellent. The quality of the product is high, and the customer support superb. We were aiming to create a true board portal that is the first place the member go when they want information, through the resources, tasks functionality. Too much back and forth emailing of information was occurring. We wanted to change the way the board worked, and needed the best technology as a platform for enforcing such change.

Pros

The rich functionality of OnBoard, compared to our prior solution, sold us. A bit more expensive, but worth it. Since we are being force to transition to a new platform by our prior provider, we used the opportunity to license a best of breed solution, where the employees are clearly committed to their products.

Cons

There was a bit of learning curve, especially with the Member database, establishing groups, and roles, etc..

Reasons for choosing OnBoard

Based on product reviews online, and the quality of support staff

Reasons for switching to OnBoard

Board Max was being discontinued as a product, so we had to transition anyway

Jordyn

Company size: 11-50 employees

Industry: Financial Services

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
3

Ease-of-use

out of 5
4

Customer support

out of 5
3

Functionality

out of 5

November 2019

Onboard is super helpful

I've had a very good experience with onboard. I've helped to integrate it into our advisory team and they love the fact that we can be more digital and print less. Our clients appreciate that we are taking on this green initiative within the company as well.

Pros

-saves a ton of money on printing costs -can easily replace and add documents to a presentation -you can add users with different permissions to different sections of the meeting -you can save resources to the resources tab for offline use (no need to access a network drive) -great for meetings when the team is travelling

Cons

-it is not easy to view documents within the software. Every time you upload a new document, the book re-builds so you cannot see the document until the book is done building

Reasons for choosing OnBoard

I was not the purchaser of the product

Response from Passageways

Thank you for taking the time to review OnBoard! I'm so glad you are happy with the software and that it's helped your team. As for the builder, that can be a bit of a blessing and a curse. It updates, so your board members will have always up-to-date information, but it can be tough for you and it always updating.

Replied November 2019

Brent

Company size: 11-50 employees

Industry: Banking

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

February 2022

OnBoard is a must have for meetings in a digital age

Paper, ink, and printer fatigue are the first savings we've enjoyed. Changes to the agenda last minute have been easily to upload where everyone can see it minutes after uploading it. Lastly, the time savings (and paper cuts) staff and the admin have from not having to do paper copies anymore has been considerable and very worthwhile. Security of the app is also great.

Pros

The ability to meet and view agendas in the OnBoard app has been critical to the bank. In the past if staff or Directors were remote, hard copy items had to be mailed at great expense to them and if there were last minute changes, those people didn't have the right documents to review. Now everything is seamlessly in one spot, organized to perfection, easy to access, and easy for the admin to upload new and revised documents so everyone can view the current information. The time savings from having to print everything is enough to pay for the system and devices to access the meetings.

Cons

This has less to do with the software and more to do with some of the features in the app are not easily understood by some older members of the Board that are not used to the technology updates. There really isn't an issue I have that OnBoard hasn't thought of and implemented.

Reasons for choosing OnBoard

Mainly because of the features and that it was backed by the ICBA. We've been using OnBoard for 6.5 years now and it just keeps getting better.

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