OnBoard

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.

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.

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.

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.

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.