Avis clients sur OnBoard Board Portal
Publié le 06/05/2019
OnBoard Board Portal
Commentaires: 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.
Avantages: Easy to learn both from an Admin and end user! Security measures of OnBoard! Great support team truly makes this tool excel above others!
Inconvénients: 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.
Publié le 20/07/2018
From day one, the attention I have received from the team has been second to none!
Commentaires: Please see my review comments
Avantages: 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.
Inconvénients: 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.
Publié le 06/06/2019
Simple and Effective Board Managment
Commentaires: 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.
Avantages: 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.
Inconvénients: 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.
Publié le 13/06/2019
Lund Loves OnBoard!
Commentaires: 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!
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.
Inconvénients: 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.
Publié le 28/01/2019
Commentaires: 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.
Avantages: 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.
Inconvénients: 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.
Publié le 23/08/2018
Super excited about OnBoard!
Commentaires: 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.
Avantages: 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!
Inconvénients: 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).
Publié le 13/06/2019
Easy and Economical
Commentaires: 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.
Avantages: 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.
Inconvénients: 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.
Publié le 19/03/2019
Five Year User of OnBoard
Commentaires: 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.
Avantages: 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.
Inconvénients: 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.
Publié le 25/03/2019
OnBoard is a great board meeting sofware, easy to implement and use
Commentaires: great experience
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.
Inconvénients: No meaningful things i don't like. Maybe the user interface on the homepage can be more attractive.
Publié le 20/02/2019
Commentaires: 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.
Avantages: 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.
Inconvénients: 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.
Publié le 19/07/2018
Easy to Use
Commentaires: 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...
Avantages: 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.
Inconvénients: 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?
Publié le 17/04/2019
OnBoard by Passageways
- 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!
- 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
Publié le 10/10/2018
Intuitive, reliable, & slick interface!
Commentaires: 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.
Avantages: 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.
Inconvénients: 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.
Publié le 10/04/2019
I am On Board for OnBoard!
Commentaires: Customer service has been great and is always ready to help.
Avantages: I love that I can designate permissions for specific agenda items, not just the entire packet. Additionally, the fact that it is web-based and I can make changes anywhere at any time allows me far greater flexibility than my previous digital certificate based portal.
Inconvénients: Sometimes it can take 2-3 minutes to "Build" the packet when you add one additional document.
Publié le 11/07/2019
Great Board Software
Commentaires: We have been able to expand the use of the software to support management meetings in addition to the board meeting and the single point of an organized method of archiving docs and decisions is enormously helpful to our operation!
Avantages: The ease of access by both the Admin and the board members is probably at the top of the list of great attributes of the OnBoard portal!
Inconvénients: At the moment I really cannot think of anything. There was only one issue which frustrated me when I started using the software and I share it with the Passageway team and they created the change which supported my need!
Publié le 17/05/2019
Secure, Intuitive and Fully Supported | OnBoard
Commentaires: Our company has been in the hard-copy world for quite some time. The folks at OnBoard have been so supportive to ensure our directors and administrators have all the learnings and tools needed to fulfill our goals. We have over ten (10) entities set up on OnBoard ~ clear organization, securely managed and accessible on multiple devices; yes, options for everyone.
Avantages: So many accolades to share; I'm thankful for this product. It meets all our company security protocols, is intuitive and saves an enormous amount of time for administrators and board members to utilize OnBoard - before, during and post-meetings.
Inconvénients: When there are changes or updates made, I am challenged to become familiar with them. I first noticed that I simply couldn't import an agenda I created in Word, but note that some updates have been made which may address this. Also, at one point I was required to sign in multiple times, as it kept signing me out; I believe that has been address now, too.
Publié le 18/03/2019
My experience with OnBoard Board Portal
Commentaires: I have been very pleased with the customer service - the follow-up time has been good. Our new CSM, rep, has been very enthusiastic about helping us, and he and we will be working together to find new features for our company to begin utilizing.
Avantages: While I know our company has not used the software to its' full capacity, I like that it makes procedures easier. For instance, the calendar that I load our board packet to each month -this feature has taken hours away from what I used to spend doing this task.
Inconvénients: I don't think I've used it enough to have a least favorite thing.
Publié le 23/05/2019
Fully Engaged Board Members!
Commentaires: So far my overall experience with OnBoard has been great. It has benefited our Board meetings, and has made everyone more engaged.
Avantages: What I personally love about this software is the ability to do everything electronically and no paper is needed! I also love the drag and drop feature when composing the agenda which makes things so much easier and faster. The board members are able to see everything in real time and there is no more waiting and having to have 100's of sheets of papers that will eventually just end up going in the trash. Board members are more engaged during the meetings and are able to annotate their notes right on the screen. I also like that I can see who will be attending or not attending in advance vs scrambling at the last minute sending out e-mails.
Inconvénients: At this time, I don't have any negative feedback.
Publié le 17/07/2017
Super Simple but Powerful
Commentaires: Simple and powerful communications with our board of directors in a cost effective and efficient manner.
Avantages: 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.
Inconvénients: I struggle to identify any specific changes that would make board communications better through OnBoard.
Publié le 08/03/2019
Teaching old dogs new tricks
Commentaires: The time and dollars saved in printing has been amazing! The support from Passageways has been unfailing. I know they have many customers in the financial arena, but they have done a good job of translating their experience to our needs in K-12 education.
Avantages: After looking at a number of companies, we chose OnBoard because it seemed the easiest to introduce to our board members, most of whom had never used a portal, while also having relative ease of use on the back side for school administrators. This has proven to be true and in less than a full year, most board members are getting the hang of it. As administrators, there are still things to learn. Passageways is doing a good job of continuously improving and integrating customer suggestions. There are more robust (aka more costly) apps out there, but since our trustees are all local, this has met our needs nicely.
Inconvénients: It is not always the most intuitive for administrators, but again, all are learning and most seem to be able to upload what they need for their committees. The primary complaint I have heard from board members is the multi-step process required for them to be able to print hard copies of any documents.
Publié le 12/10/2018
Commentaires: Board Portal Security and the Security of sending out Business and Commercial loans for approval.
Avantages: I love everthing about this product. The customer service provided from passageways is like non other I have ever experienced. The product is so user friendly and most of all the security it provides is amazing. I would highly recommend this product to any organization
Inconvénients: I really don’t have an answer for this section. I love everything about it.
Publié le 22/02/2019
Easy to use
Commentaires: Overall, very helpful and easy to use. Would recommend to anyone who is looking for an electronic portal.
Avantages: Time saved rather than printing and putting binders together. Money saved, no paper or ink. Time saved getting the information to members electronically. Administrative side is easy to use with the drop and drag functions.
Inconvénients: Its thinking capabilities in saving. I type faster than it can keep up. Need to wait at times for it to be ready to save before I can go to a new page.
Publié le 14/05/2019
Avantages: OnBoard saves me a ton of time by making it easy to build a Board meeting. It also shortens the Board meetings by allowing members to review minutes and policies ahead of time. We now focus more conversation on strategic plans versus explaining meeting minutes and policies.
Inconvénients: The software auto-saves the meetings so frequently that it interrupts your workflow. It is a small irritation for the assurance that your work is saved.
Publié le 07/03/2019
Commentaires: My overall experience is positive. The only challenge we have is not a software issue. It is simply an issue of getting all board members to utilize the program.
Avantages: The software is very easy to use for our board members. The capability of sharing documents with the entire group and the ease of downloading the packet for print.
Inconvénients: My team has mentioned that sometimes adding people to a group can be difficult. But overall we have been satisfied.
Publié le 16/07/2019
Great software for board meetings
Avantages: It's nice to have all of the files for our board meetings in one spot instead of sending emails out. This way, if we need to update anything we can do so right in the portal instead of sending the file again and creating confusion that way.
Inconvénients: In the beginning, I would forget to add members to the meeting so they could view the materials, but that's more user error on my part. Now it's become second nature and I don't have any issues.