About OnBoard

Capterra's Ease of Use Badge Winner for Board Management Software, OnBoard is virtual meeting management with a complete suite of tools to make smarter decisions, remotely, in real-time. Now more than ever, you need board & leadership meeting management that's comprehensive, secure and simple to use. Streamline meeting preparation & provide your leaders with accurate timely information across all devices. Remote-ready for you to govern confidently from anywhere.

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 annotati...


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Supported Operating System(s):

Web browser (OS agnostic)

764 Reviews of OnBoard

Average User Ratings

Overall

4.67 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(508)

508

4 stars

(199)

199

3 stars

(19)

19

2 stars

(1)

1

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 764 results

June 2019

User Profile Picture

Sean from Nesta

Verified Reviewer

Company Size: 201-500 employees

Industry: Non-Profit Organization Management

Time Used: Less than 2 years

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.

Response from Passageways

Replied August 2019

Thank so much for taking the time to review OnBoard Board Management Software! We really try to make ease of use our top priority when incorporating updates into our software. Our Customer Success Team was thrilled by the huge compliment as well.

March 2021

Steven from Association of Military Banks of America

Company Size: 2-10 employees

Industry: Non-Profit Organization Management

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2021

AMBA Experience with OnBoard

We love OnBoard! It's compatible with all the browsers we use, its mobile app is superb, and when compared to other board portals we've used, it provides more capability at a lower price. Last but certainly not least, customer support has been tremendous. Our customer service representative, [SENSITIVE CONTENT HIDDEN], has been with us every step of the way as we tailored OnBoard for our needs, migrated the documents we stored on our previous board portal, and prepared OnBoard for our first meeting. I can't say enough about the support we've received from [SENSITIVE CONTENT HIDDEN] and the rest of the OnBoard team.

Pros

As compared to our previous board portal, OnBoard is so much easier to use, more intuitive, and is an easier collaboration tool. We just held our first board meeting using OnBoard. Its integrated conferencing capability powered by Zoom made the meeting the most efficient and effective virtual meeting yet.

Cons

The platform needs an e-mail capability that will allow users to communicate with each other securely and with the ability to attach documents or find them within OnBoard's "resources." The current messaging capability -- akin to texting -- is good, but it lacks the flexibility of a more robust, e-mail-like communication capability.

Reasons for Choosing OnBoard

I am a member of a Board of Directors of another company that used OnBoard. My experience with this board portal in that context gave me a deep understanding of the pros and cons of OnBoard and the confidence that OnBoard was the right product for AMBA.

Reasons for Switching to OnBoard

Nasdaq Boardvantage was VERY expensive, their product is clunky and difficult to navigate, and their customer service -- which we needed often -- was unresponsive. They have been flogging a product they developed a long time ago to get the most money out of it without having to update it. We were very disappointed with Boardvantage and are now elated to have a partnership with OnBoard in a board portal that is always evolving to adapt to advances in technology and changes in customer needs.

November 2019

Jordyn from Crestone Capital

Company Size: 11-50 employees

Industry: Financial Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Customer support

4.0

Functionality

3.0

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

Replied November 2019

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.

March 2021

Nichole from Sunova Credit Union

Company Size: 201-500 employees

Industry: Banking

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2021

First year review

Very pleased with OnBoard and the feedback we have received. Blows our last provider out of the water.

Pros

Easy to use as an administrator, user friendly for board members, streamlined processes built in, technology works

Cons

No expense management system built in, but something that could be added in the future possibly

Reasons for Choosing OnBoard

Products were very similar overall, but preferred OnBoard and the service provided.

Reasons for Switching to OnBoard

Technology consistently failed, things never worked as they were supposed, no auto sync, login issues, etc.

January 2021

April from Coconino Community College

Company Size: 201-500 employees

Industry: Education Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2021

One thing that really does make my life easier

This is one of the tools that I couldn't do my job without. It has helped make the process of collecting and managing 25-75 documents for a given board meeting seamless.

Pros

We've used OnBoard for board meetings for something close to five years now. What sets OnBoard apart from others in the industry is its value for the money and approach to customer support. They are incredibly responsive to the needs of their customers and are always adding new and incredibly useful features.

Cons

I can't think of one. Everything that's ever been glitchy or not worked well is usually fixed in a couple of months.

Reasons for Choosing OnBoard

The difference between these products comes down to cost. They all do very similar things, but we would not have been able to implement more expensive products.