Pour qui ?

Board of directors, board directors, board administrators, executive administrators, C-level executives (CEO, President, CFO, CIO/CTO, COO, CMO), IT leaders, Corporate Secretaries.

Notes moyennes

179 avis
  • Note globale 4.7 / 5
  • Facilité d'utilisation 4.7 / 5
  • Service client 4.9 / 5
  • Fonctionnalités 4.5 / 5
  • Rapport qualité-prix 4.7 / 5

Informations sur le produit

  • Version gratuite Non
  • Version d'essai gratuite Oui
  • Déploiement Installation (Mac)
    Cloud, SaaS, web
    Installation (Windows)
    Mobile (iOS natif)
    Mobile (Android natif)
  • Formation Formation présentielle
    Formation en ligne en direct
    Webinaires
    Documentation
  • Ressources d'aide Service de support permanent (réponse directe)
    Support en horaire de bureau
    En ligne

Informations sur l'éditeur

  • Passageways
  • https://www.passageways.com/board-portal
  • Fondé en 2003

En savoir plus sur OnBoard

Winner of Capterra's Ease of Use Badge for Board Management Software, OnBoard is board management software that makes boards happy. It delights directors and empowers administrators by being comprehensive and simple to use. Engineered to drive good governance and improve meeting outcomes, OnBoard is board meeting software your board will actually use and love.

OnBoard - Fonctionnalités

  • Administration des dividendes
  • Archivage et rétention
  • Création d'entreprise
  • Documents annuels
  • Entreprises multiples
  • Gestion des actionnaires
  • Gestion des agents
  • Modèles de documents
  • Rappel des dates importantes
  • Registre des entreprises
  • Blogs
  • Calendrier des événements
  • Chat et messagerie
  • Galerie de photos
  • Gestion des e-mails
  • Gestion des enquêtes
  • Gestion des newsletters
  • Partage social
  • Répertoire d'employés
  • Téléphonie
  • Collaboration
  • Contrôle du processus d'approbation
  • Contrôles/Permissions d'accès
  • Gestion des calendriers
  • Gestion des comptes rendus
  • Gestion des documents
  • Répertoire de membres
  • Signature électronique
  • Sondages et votes
  • À but non lucratif
  • Gestion de l'aide financière
  • Gestion des admissions
  • Gestion des aptitudes et du personnel
  • Gestion des collectes de fonds
  • Gestion des logements
  • Gestion des programmes d'enseignement
  • Gestion des évaluations
  • Gestions des anciens élèves
  • Informations sur les étudiants et dossiers scolaires
  • Planification
  • Portail étudiant
  • Collaboration
  • Contrôles/Permissions d'accès
  • Cryptage
  • Fonction de glisser-déposer
  • Gestion des documents
  • Gestion des flux de travail
  • Messagerie
  • Piste d'audit
  • Recherche/Filtre
  • Signature électronique
  • Synchronisation en temps réel
  • Chat en temps réel
  • Collaboration
  • Gestion de contenu
  • Gestion des documents
  • Partage des fichiers
  • Recherche
  • Gestion de voyages
  • Gestion des comptes rendus
  • Gestion des invitations
  • Gestion des matériaux
  • Gestion des participants
  • Gestion des votes
  • Gestion du calendrier
  • Outils de compte-rendu de réunion
  • Outils de préparation de réunion
  • Planification
  • Réservation de salle de réunion
  • Réunions de comités
  • Réunions du conseil d'administration
  • Réunions internes
  • Réunions législatives
  • Suivi des tâches
  • Base de données de membres
  • Comptabilité
  • Gestion des abonnements
  • Gestion des bénévoles
  • Gestion des collectes de fonds
  • Gestion des comités
  • Gestion des cotisations
  • Gestion des donateurs
  • Gestion des médias sociaux
  • Gestion des événements
  • Brainstorming
  • Conférences vidéo
  • Correction en temps réel
  • Forums de discussion
  • Gestion de contenu
  • Gestion de projets
  • Gestion de versions
  • Gestion des calendriers
  • Gestion des contacts
  • Gestion des documents
  • Gestion des tâches

Avis les plus utiles sur OnBoard

OnBoard is a Success!

Publié le 07/11/2019
Tricia B.
Executive Assistant to the Board and Secretary to the Board
Enseignement supérieur, 51-200 employés
Temps d'utilisation du produit: 1 à 5 mois
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

Réponse de l'éditeur

envoyé par Passageways le 08/11/2019

Thank you for taking the time to review OnBoard! I'm so glad you are finding it easy to use and that you haven't found any cons yet is always nice to hear. If you need anything, please let us know.

Eureka College OnBoard Portal Review

Publié le 21/10/2019
Jyl Z.
Executive Administrative Assistant to the President & Provost
Enseignement supérieur, 51-200 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Utilizing a board portal has made the distribution of materials to our board members very easy. The records are very secure. The materials for each committee meeting as well as for the board meeting are easy to create and access. We are able to post important announcements for the board between meetings to keep them up to date. This software really does keep our board members engaged with the College between meetings, which has been very difficult in the past.

Avantages: OnBoard software allows the Eureka College Board of Trustees to remain engaged with the College between meetings. They have ready access to all meeting materials from current and past meetings. The board members also have access to key resource materials from the Association of Governing Boards, which was very limited in the past, as well as important information related to college operations. I also like the fact that OnBoard is constantly and consistently updating their product to make it even more user friendly. I have heard nothing but positive comments from our board members.

Inconvénients: Currently OnBoard does not have a feature for tracking board member terms. This would be a very useful tool to have as now I have to keep a separate spreadsheet of board terms. However I am confident that one of the updates in the future will allow for this administrative record keeping.

Réponse de l'éditeur

envoyé par Passageways le 08/11/2019

Thank you for taking the time to review OnBoard! I'm so glad to read that your board is staying engaged outside of board meeting and that you are finding our updates useful. That's good feedback about the terms though, and I will bring that up to product. If you need anything, let us know.

Moving to OnBoard was a great choice!

Publié le 08/11/2019
Fallon H.
EA to the Foundation Board and VP of University Advancement
Enseignement supérieur, 1 001-5 000 employés
Temps d'utilisation du produit: 1 à 5 mois
Provenance de l'utilisateur 
4/5
Note globale
4 / 5
Facilité d'utilisation
3 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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.

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

Inconvénients: 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

Réponse de l'éditeur

envoyé par Passageways le 11/11/2019

Thank you for taking the time to review OnBoard! I'm so glad you are happy with the choice to move to OnBoard and that you are finding it easy to use. We definitely appreciate the suggestions regarding additional features to make OnBoard better, and I will bring these up to our Product team.

OnBoard Board Portal

Publié le 06/05/2019
Ashley V.
Legal Operations Manager
Services financiers, 13-50 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
4/5
Note globale
4 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
5 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

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.

Réponse de l'éditeur

envoyé par Passageways le 29/08/2019

Thanks so much for the review! We are thrilled to hear about the shout out for the Customer Success and Support teams. I will be sure to pass along your regards. Please continue to work with your CSM to discuss any challenges you are having, so we can quickly address those for you.

OnBoard Product Review

Publié le 07/11/2019
Catherine P.
Executive Assistant
Musées et institutions, 201-500 employés
Temps d'utilisation du produit: 1 à 5 mois
Provenance de l'utilisateur 
5/5
Note globale
4 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: I feel my experience has been quite good. The OnBoard customer service and representatives are wonderful, reply quickly to questions, make themselves available for help, and even reach out to see how things are going. Having a great customer service team means a great deal to me who has to create materials and be ready to show others how to access and use the materials during meetings. And, once I got the hang of the product, I quickly realized how to take shortcuts and feel that creating materials in the portal is very easy to do and intuitive.

Avantages: I like the ease and functionality of this product. Once learned, the product seems intuitive to user needs and easily navigated to create necessary materials, access the materials, and be able to utilize tools to enhance user experience.

Inconvénients: At first, it seems I had to hunt around for what I needed to do to create meeting materials. It took me a little longer than expected to get the hang of creating materials and feeling comfortable using the tools and nuances provided.

Réponse de l'éditeur

envoyé par Passageways le 08/11/2019

Thank you for taking the time to review OnBoard! Sounds like you are off on your way now that implementation is done, but if you ever need anything, please let us know. Otherwise, I'm glad ease of use is coming across for you and that it's working well for you.

Lire d'autres avis