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

104 avis
  • Note globale 5 / 5
  • Facilité d'utilisation 5 / 5
  • Service client 5 / 5
  • Fonctionnalités 4.5 / 5
  • Rapport qualité-prix 4.5 / 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
  • Non-profit
  • Répertoire de membres
  • Signature électronique
  • Sondages et votes
  • 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 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.

Electronic Meetings

Publié le 01/07/2019
Diane P.
Director
Hôpitaux et soins de santé, 1 001-5 000 employés
Temps d'utilisation du produit: plus de deux ans
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

Avantages: 1. Allows for my providers to access and review materials prior to meetings
2. Allows the facilitator to project meeting materials via Apple TV and other AV
3. Easy to use

Inconvénients: OnBoard works very well for our needs. No cons.

Réponse de l'éditeur

envoyé par Passageways le 29/08/2019

Thank you for your review! We are very happy to hear that you have no cons for our software. Ease of use is always top of mind and will continue to be. If you need anything, please don't hesitate to reach out.

From day one, the attention I have received from the team has been second to none!

Publié le 20/07/2018
Lisa A.
Executive Director of Corporate Relations
Banque, 201-500 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
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

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.

Réponse de l'éditeur

envoyé par Passageways le 29/08/2019

Thank so much for taking the time to review OnBoard Board Management Software! We are thrilled that this is a big time-saver for you, and I have passed along your compliments to the Support and Customer Success teams.

Simple and Effective Board Managment

Publié le 06/06/2019
Sean C.
Chief Technology Officer
Gestion d'organisme à but non lucratif, 201-500 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: 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.

Réponse de l'éditeur

envoyé par Passageways le 29/08/2019

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.

Hidden Gem

Publié le 28/01/2019
Stephanie C.
Executive Assistant to the Board of Directors
Gestion d'organisme à but non lucratif, 1 001-5 000 employés
Temps d'utilisation du produit: 6 à 12 mois
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: 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.

Réponse de l'éditeur

envoyé par Passageways le 29/08/2019

Thank you so much for taking the time to leave a review! Ease of use will always be a top priority for us when making updates. We definitely appreciate the suggestion, and I will pass that along to our Product team. If you need anything, please don't hesitate to contact your Customer Success Manager.

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