OnBoard

Great Board Management Tool!

Commentaires : Having board files in one location will cut down on the amount of Trustees needing me to track things down and will serve as a secondary backup of our precious files. Customer service is astounding, especially compared to what I experienced or see available with a more expensive, similar platform I demoed, and the interface is more modern than the other platform as well. So OnBoard looks and feels great and was well received. My life has improved since adding this feature, saving hours with creating Board materials.

Avantages :

This was a great cloud-based portal for full management of board materials, easy creation of Board Books, and creation of an archive in one location. This replaced a home-brewed portal that was difficult to use and clunky. Now, I can easily create and update board books instead of wasting precious time making manual, difficult updates using Adobe Pro. Great customer support.

Inconvénients :

Some features we don't have since unfortunately they cost extra. We also have a difficult usage case that has required some workarounds but that is on us for being complicated. I hope one day they allow more than one Zoom platform to be connected to the account.

Alternatives envisagées : BoardEffect

Pourquoi choisir OnBoard : Our home brewed Drupal solution was hard to use and our IT Department required too many hoops to use off the company property. With OnBoard, you can log in securely through MFA at home or at work, which is much easier for Trustees to use, and OnBoard is easier to both manage and use than our home brewed product.

Pourquoi passer à OnBoard : Cost, customer support, comparison of experiences with sales reps, how the competing sales rep treated me when I said we picked OnBoard, and the look of the interface

OnBoard is a must have for meetings in a digital age

Commentaires : Paper, ink, and printer fatigue are the first savings we've enjoyed. Changes to the agenda last minute have been easily to upload where everyone can see it minutes after uploading it. Lastly, the time savings (and paper cuts) staff and the admin have from not having to do paper copies anymore has been considerable and very worthwhile. Security of the app is also great.

Avantages :

The ability to meet and view agendas in the OnBoard app has been critical to the bank. In the past if staff or Directors were remote, hard copy items had to be mailed at great expense to them and if there were last minute changes, those people didn't have the right documents to review. Now everything is seamlessly in one spot, organized to perfection, easy to access, and easy for the admin to upload new and revised documents so everyone can view the current information. The time savings from having to print everything is enough to pay for the system and devices to access the meetings.

Inconvénients :

This has less to do with the software and more to do with some of the features in the app are not easily understood by some older members of the Board that are not used to the technology updates. There really isn't an issue I have that OnBoard hasn't thought of and implemented.

Alternatives envisagées : BoardPAC

Pourquoi passer à OnBoard : Mainly because of the features and that it was backed by the ICBA. We've been using OnBoard for 6.5 years now and it just keeps getting better.

Onboard is super helpful

Commentaires : 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.

Avantages :

-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

Inconvénients :

-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

Great Product So Far

Commentaires : Great customer service from day one, and I mean from the first sales/demo meeting we had with them. We were given a lot of support to successfully manage a trial. Our salesperson took the time to help figure out a process for us to incorporate our e-voting needs.

Avantages :

The voting tools are fantastic. Approvals were really the biggest function we were looking for and the fact that you can integrate a discussion in to an approval has made our e-voting process very smooth

Inconvénients :

Although this is really intuitive on the user end, I had a real learning curve figuring out some of the admin features. This could be in part that this portal is completely unlike the one we used in the past. The customer success manager has been great - willing to schedule as much time as we need.

Alternatives envisagées : Nasdaq Boardvantage et Boardable

Pourquoi choisir OnBoard : wanted something more streamlined and less "clunky" - easier for board members

Logiciel antérieur : BoardEffect

Pourquoi passer à OnBoard : knowledgeable staff, better tools

Continue to be pleased with the purchase

Commentaires : I've had an ideal customer experience with OnBoard! From sales to training to implementation ([SENSITIVE CONTENT] is awesome) to maintenance stage and IT needs. Improvements are continually coming. A very responsive team when it comes to questions or the occasional internet glitch. Great online resources for training, learning and best practices, in addition to live help.

Avantages :

Ease of use, organization, look, security, customer service, always open to ideas and making improvements, analytics.

Inconvénients :

Minutes builder and surveys could be improved. The ability to add custom fields to profile would be nice.

Alternatives envisagées : Diligent Boards et Boardable

Pourquoi choisir OnBoard : Made the switch when our contract ended with The Governance Institute. Researched several products and OnBoard offered the functionality we needed at a price point we could manage with pandemic unknowns.

Logiciel antérieur : BoardEffect et Nasdaq Boardvantage

Pourquoi passer à OnBoard : Functions offered, customer service and price