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OnBoard Reviews

Reviews summary

Pros

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.

Tricia B.

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OnBoard has been great for our organization and all users enjoy it. Customer service has always been helpful and efficient.

Heather P.

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Also, the agenda is super easy to build. And it will be terrific to have all the board documents from our meetings saved on the portal and accessible at any time.

Rhonda M.

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Cons

Notifications that uploads have been unsuccessful are a little too subtle - meaning that you can miss it if you are working quickly (as we so often are during board pack creation).

Anonymous Reviewer

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So far i have no come across anything that i dislike about the software.

Ellie B.

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I am unable to see edit's when change the names to agenda items, however I was able to contact my account rep and he helped me with a workaround as they are working that problem out.

April P.

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Overall rating

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97%
positive reviews
99%
would recommend this app

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764 reviews

recommended

Overall Rating

OnBoard Keeps me on-board!

Reviewed a month ago

Overall Rating

Idiot Proof Technology

Reviewed 5 months ago

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Simple and Effective Board Managment

Reviewed 2 years ago

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.

Pros

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.

Cons

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.

Vendor response

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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AMBA Experience with OnBoard

Reviewed 25 days ago

We love OnBoard! It's compatible with all the browsers we use, its mobile app is superb, and when compared to other board portals we've used, it provides more capability at a lower price. Last but certainly not least, customer support has been tremendous. Our customer service representative, [SENSITIVE CONTENT HIDDEN], has been with us every step of the way as we tailored OnBoard for our needs, migrated the documents we stored on our previous board portal, and prepared OnBoard for our first meeting. I can't say enough about the support we've received from [SENSITIVE CONTENT HIDDEN] and the rest of the OnBoard team.

Pros

As compared to our previous board portal, OnBoard is so much easier to use, more intuitive, and is an easier collaboration tool. We just held our first board meeting using OnBoard. Its integrated conferencing capability powered by Zoom made the meeting the most efficient and effective virtual meeting yet.

Cons

The platform needs an e-mail capability that will allow users to communicate with each other securely and with the ability to attach documents or find them within OnBoard's "resources." The current messaging capability -- akin to texting -- is good, but it lacks the flexibility of a more robust, e-mail-like communication capability.

Overall Rating
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Onboard is super helpful

Reviewed a year ago

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.

Pros

-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

Cons

-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

Vendor response

Thank you for taking the time to review OnBoard! I'm so glad you are happy with the software and that it's helped your team. As for the builder, that can be a bit of a blessing and a curse. It updates, so your board members will have always up-to-date information, but it can be tough for you and it always updating.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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First year review

Reviewed 22 days ago

Very pleased with OnBoard and the feedback we have received. Blows our last provider out of the water.

Pros

Easy to use as an administrator, user friendly for board members, streamlined processes built in, technology works

Cons

No expense management system built in, but something that could be added in the future possibly

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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One thing that really does make my life easier

Reviewed 3 months ago

This is one of the tools that I couldn't do my job without. It has helped make the process of collecting and managing 25-75 documents for a given board meeting seamless.

Pros

We've used OnBoard for board meetings for something close to five years now. What sets OnBoard apart from others in the industry is its value for the money and approach to customer support. They are incredibly responsive to the needs of their customers and are always adding new and incredibly useful features.

Cons

I can't think of one. Everything that's ever been glitchy or not worked well is usually fixed in a couple of months.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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OnBoard for Nonprofit Board of Directors

Reviewed a month ago

Thus far, I have used OnBoard to house all of our Board of Director-related documents, including agendas, meeting minutes, corporate materials, financial statements, etc. I have also been able to organize and execute one BOD meeting using OnBoard, and I found it very functional in keeping my board well-informed and well-prepared for their discussion.

Pros

As the Director of our Board of Directors, it is vital that we have an easy way to communicate with our Board members, and that they have easy access to documents, links, and meeting minutes and agendas. The OnBoard platform ensures that everything can be found in one place and that communication with th entire Board can happen easily, especially in regards to critical action items.

Cons

The only hiccup I have run into thus far, is when adding actions or documents to agendas, I have to make sure that my Board has access to them, or that they are "invited to them. I feel like it would be easier if access was automatically granted to all invitees of an agenda when the action or resource was added. I hope this makes sense.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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SATISFIED CUSTOMER!

Reviewed 15 days ago

I am very satisfied with the product and very impressed with their customer service.

Pros

The product is easy to use and makes my job a lot easier

Cons

I don't seem to find any cons on OnBoard.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Savior Software

Reviewed 4 months ago

We are solving board members not receiving and reviewing documents in a timely manner.

Pros

The software is easy to use and now because of the software, our Board Members are all on the same page. The voting feature is awesome. We were able to integrate the software and use it within 7 days of our board meeting.

Cons

I would like to import my own agenda into the software without having to use the software's agenda.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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OnBoard Has Streamlined Our Board Meeting Process

Reviewed 3 months ago

Using the software has been largely a breeze but, even when it wasn't, customer support and communication has been fantastic. They respond quickly and I've already seen a few of my suggestions implemented and bugs fixed.

Pros

Having the ability to host and distribute our notebook and meeting information electronically (in a professional manner) has been instrumental to the success of our board meetings since we began remote work last March. As an organization that hadn't ever before conducted work remotely, OnBoard was easy for both the staff and board to adapt to.

Cons

Nothing major! There are small things that aren't perfectly calibrated to our needs (i.e. directory groups aren't visible unless you belong to them, etc.), but there's a system to communicate/address those concerns.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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SO glad we made the switch!

Reviewed a year ago

Our experience with OnBoard has been excellent. From the sales reps. to the account managers to our Implementation Manager - everyone has been very responsive and helpful.

Pros

OnBoard is user-friendly and quite intuitive; it has been a life-saver when making last-minute changes to meeting agendas and materials; it's compatible with both Apple and Android devices; and going paperless has saved us a significant amount of time and money.

Cons

1. Honestly, it's a bit on the pricey side. 2. When an agenda item (title, time, position on agenda, presenter, supporting document, etc.) changes, the software rebuilds the entire board book and any user's annotations/notes disappear - even if their annotations were made to a section that wasn't changed. It would be great if there was a way to retain an individual user's notes/annotations. 3. In the Analytics section, instead of just an Aggregate Count of Book Views by Role and an Aggregate Count of Meeting Views by Role, I would LOVE to be able to see exactly who has viewed board books and meetings so we can track who is engaged on the portal and reach out to those who are not and see if they need additional training or assistance navigating the portal.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Essential Tool for our Organization.

Reviewed 5 months ago
Pros

I have been surprised how quickly OnBoard became an essential tool for our organization and how quickly our Board of Directors embraced this new technology for not only distributing our meeting materials, but also as a secure platform that allows our Directors to access information and records. Prior to using OnBoard, we were compiling our meeting materials into binders for each individual Director...

Cons

OnBoard constantly wants to send out updates on behalf of our organization when I make updates to a meeting agenda, visibility, or materials and the mandate within our organization is to have communication directly with our Directors so we know what is being communicated. It would be great if I could set a default to not be asked about notifying our members as often as I am; however, I think it is important to note that when I do encounter an issue or want to provide feedback about how we want to be able to use the platform, everyone I have encountered with OnBoard has been extremely open and welcome the feedback.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Very Satisfied!

Reviewed 5 months ago

I am very pleased with my overall experience. From the sales side with [SENSITIVE CONTENT HIDDEN] to now working with [SENSITIVE CONTENT HIDDEN]. They have both been tremendously helpful and most always return an email very timely. I found it very user friendly and quick to learn. The training provided has also been excellent. I would highly recommend OnBoard to anyone that may contact me.

Pros

There are several things I like equally with this software. Record retention is very important and this allows us to have everything kept in one secured location so it's easily found and accessible for not only our organization and our board, but also our auditors. I find that creating the agenda and being able to copy agendas is much more efficient than my previous system. I especially like that I...

Cons

Just as I had several things I really liked, I have a few things that I don't. I hope to see these implemented in the future. It's inconvenient that I can't attach more than one action item to a specific section of the agenda. Often times our board will have a motion/action during the meeting that wasn't known ahead of time. This may not be linked to a specific section on their part of the agenda,...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Fast, Efficient, Intuitive

Reviewed 8 months ago

Prior to using OnBoard, Board meeting preparation used to take an entire day to assemble hard copy books, plus the cost of all the paper and three ring notebooks. I can now upload the materials and finalize the Board books in 60 - 90 minutes. In addition, hard copy books had to either be hand delivered by college personnel, or shipped UPS, especially if a member was traveling. The use of OnBoard eliminated the need for all that. Plus, the Board members appreciate not having all those accumulated books to contend with.

Pros

OnBoard is very user-friendly for both the administrator and the user. This feature is especially important for users who have various levels of comfort and expertise with technology. Our college switched to OnBoard in October 2014, and before that our Board meeting books were produced on paper. OnBoard has streamlined the Board meeting preparation process, and I like the ability to make last minute...

Cons

Integration with our existing processes was not difficult. OnBoard provided online training to the administrators, and because the software is easy to use, it did not require multiple training sessions. OnBoard has continued to refine and add other features, some of which I cannot use since ours is a public board. The only thing I would change would be to allow an entire group of members to be blocked from viewing a section. Currently, I only have the option to block individuals. A bit inconvenient, but by no means a deal breaker. And that will probably be corrected in a future software update.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Easy to Use and Responsive Customer Service

Reviewed a year ago

We have used online board books for over 6 years, but just within the last year switched to using OnBoard. Going to from hard copy materials to digital is a HUGE time and money saver, but switching from a basic agenda book system to OnBoard has simply made everyone's days more efficient. OnBoard provides a one-stop shop for my board members. It makes their service to our organization more professional and my service to them a lot easier and less time consuming. Additionally, the customer service at OnBoard is phenomenal. They take every concern and suggestion seriously and judiciously. That was an extremely nice perk that I didn't expect.

Pros

The program is easy to use and quick to implement. Users can be set up in minutes and begin working right away. I also like that there is a built in resources section so the app can be an all in one portal for users.

Cons

This is some slight lag time in building agendas - my fingers type faster than the program saves - and I often have to go back retype items that didn't save in time. Would also like a little more customization in the emails sent, the agenda templates, and table of contents template.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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OnBoard ROCKS!

Reviewed a year ago

OnBoard has been a real time and paper saver for myself, as the admin support person and for our University. We moved our Foundation Board from a SharePoint site to OnBoard a little over two years ago. Our members love that they can use any device to view meeting materials and the site itself looks very professional on a large projection screen during actual meetings. Our members really like the resources folder so they can access Board documents easily.

Pros

The ease of use, especially when making changes to meeting agendas and materials!

Cons

I would like to be able to leave the meeting time blank when creating a new meeting. Sometimes I may have a confirmed meeting date but not a confirmed time.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Board Management made EASIER

Reviewed a year ago

A few years ago, we digitized our board experience. We picked a good "starter platform" and eased our board and committees into the practical application and efficiency of being able to access their meeting and organization files online. The platform was a bit clunky but miles and miles better than the printed board books we had been using prior. Early 2019 we learned that our platform was going...

Pros

Incredibly easy user interface - even our least tech savvy staff and board members can utilize the platform effectively.

Cons

I miss the ease of meeting minute taking that I was used to in our last platform.

Vendor response

Thank you for taking the time to review OnBoard! I'm so glad that ease of use is really coming across for you and that it has streamlined things. As for minute taking, I will bring this up to Product. Otherwise, let us know if you need anything!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Essential Software for Board Meetings

Reviewed a year ago

I have been using OnBoard shortly after I started with this company in late 2016. I believe the software was being converted from an older, original product to the OnBoard that I currently use today. There have been many updates along the way. My favorite was the ability to use the software on either Apple or Android cell phones. We recently upgraded our package to include Global Admin with the...

Pros

There are several things I like about the software. One of the features we like is the ability to use the software on both Apple and Android devices. If I ever need help with the software, I can easily find help through the Help Center and there are Admin Guides. When a new member joins our Board - no problem! There is a User Guide to help get them up to speed very quickly. Should there be another...

Cons

My least favorite thing about this software is the need to have a "Global Admin" upgrade in order to delete things from the portal that a previous employee had created and was no longer needed/outdated. It is unfortunate that the Messenger feature is not included in our package and this would require another upgrade. That being said, however, there are many updates to the software that do not cost extra. I don't want to give the impression that every update costs extra, because that would not be accurate. In case you are wondering - we did decide to upgrade during a year-end special to include the Global Admin product and Analytics feature which we are enjoying very much.

Vendor response

Thank you for taking the time to review OnBoard! I'm so glad this is making your life easier and that you decided to stick it out with us. We truly appreciate the feedback about the various packages, and I will bring that up to Management as something to consider.

Overall Rating
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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OnBoard is a Success!

Reviewed a year ago

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.

Pros

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...

Cons

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.

Vendor response

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Passageways OnBoard - Great Product, Functionality & Value

Reviewed a year ago

Our experience with OnBoard has been excellent as we sought a way to streamline and efficiently manage our Board & Committee meeting process, allowing members secure, remote access on different devices , while making our administrative process easier and save printing paper. Additionally, we were seeking a central repository for corporate documents that was secure and easily accessible.

Pros

The software is user friendly/intuitive; easy to maintain from an admin perspective; and more importantly easy for board members/employees to access from remote locations and devices. Does a terrific job on consolidating multiple documents into one meeting "book" with the flexibility to access individual documents and easily move throughout your meeting agenda. One of the other things we find most pleasing is that the ENTIRE Passageway team members (form CEO, sales, account manager, support) are fantastic to work with; always willing to listen and make enhancements and promptly address any questions we may have.

Cons

When we first started using Passageways several years ago, some of the features/navigation may not have been as intuitive as expected, however their team has done a great job in implementing enhancements to certainly improve the process, plus a lot more.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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VP Perspective

Reviewed 10 months ago

Our Board is very happy with our initial experiences with onBoard, aside from the spam episode. Customer service has been good.

Pros

Initially, we just wanted an upgrade from hard copy board meeting books, and a better way to catalog all of our board activity. After reviewing the industry we realized we could also have powerful communication tools to enhance board function. The OnBoard portal met all of our requirements, but the ease of use was a primary concern---most board members are technologically proficient, but not all. The...

Cons

Initially we had a significant problem when our Board emails were being spammed by the OnBoard software, each Board member was receiving hundreeds of emaisl---the problem was fixed over a weekend, and the Board understood---our [SENSITIVE CONTENT HIDDEN] staff haven't been quite as forgivining. I don't like the scroll function when I am reading pdf's. The scroll moves some horizontally when I am trying to scroll vertically. I may need to resize my window, but it would be nice it the pdf didn't shift horizontally when I am scrolling vertically. I didn't like the OnBoard ad that showed up next to our Foundation info/log at login. We asked that it be moved, and it has been. '

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Moving to OnBoard was a great choice!

Reviewed a year ago

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.

Pros

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

Cons

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

Vendor response

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Software Review by user

Reviewed 10 months ago

My experience with OnBoard has been very positive. Again, the ease of use and support have been appreciated. I would recommend this product. Especially if you can utilize more of the features than we do.

Pros

I have enjoyed the ease of use. Through tutorials and support, we have been able to get our Board of Directors and upper management transitioned to using this for our board meetings and some policy updates/changes. It is great to get rid of the paper copies. We are currently using primarily on iPad Pros. I also use it on an HP laptop. Both work great and the updates have been easily handled by...

Cons

We are struggling to utilize some of the capabilities. This does not mean that the issue is with this product, but it may be a part of our system that makes utilizing it difficult or not possible. We currently use OnBoard with GoToMeeting. We are not capable of utilizing the audio with GTM while using OB. Thus, we use our phone system which adds another layer and isn’t as seamless. I know that...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Continous Operations Through COVID

Reviewed 7 months ago

The engagement of the OnBoard sales and service team has been exceptional. Their support has made the transition from our previous board meeting platform to OnBoard seamless.

Pros

The board is able to function well virtually and depending on the packages your firm utilizes, the functionality increases. This has proven particularly important as our firm navigates operations through the COVID19 pandemic.

Cons

As of right now, there is nothing that I dislike about the software. It is user - friendly and helps keep the board efficient in a remote work environment.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great product and good value

Reviewed a year ago

I have had a very positive experience with OnBoard, from the initial sales conversations right through to the feedback sessions as a client. Customer Service has been very good and the product has worked very well for us. It has greatly reduced the time spent producing paper packs and been very useful in meetings.

Pros

Simple to use from both an administrators and users perspective. Switch from paper packs to online packs was much simpler than we anticipated. OnBoard listen to recommendations and suggestions from clients and implement them where possible - in the 12 months or so we've been using the product, I've seen a few upgrades which were a direct response to a request from clients. They are regularly updating and innovating to improve the product, which is great to see.

Cons

Operates a little differently to other well known board pack software, so users familiar with other types may need more guidance to get used to OnBoard. Notifications that uploads have been unsuccessful are a little too subtle - meaning that you can miss it if you are working quickly (as we so often are during board pack creation).

Vendor response

Thank you for taking the time to review OnBoard! I'm so glad you are happy with the software from both a board and administrator position. We appreciate the feedback about notifications, and I will bring that to Product. Otherwise, let us know if you need anything!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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OnBoard at Scott Credit Union

Reviewed 8 months ago
Pros

Our Executive Management team and Board of Directors utilize many of the features. As an administrator, my favorite feature is the ease of building the Board packets. Before OnBoard, I would have to build 100-200 page Board packets within PDF. Then, if a report would change, we would have to replace the page, save the updated file, and post it to our portal...very tedious. Now with OnBoard, an updated report is as easy as dragging and dropping. Our Board also utilizes the voting tool quite often. Previously if there was a vote or approval needed in between meetings, we would have to document it in an email. Now, the voting tool makes it much easier to track.

Cons

I would like to see an easier way to exclude groups from certain portions of the Board packet. It takes quite a few clicks to exclude a certain group from certain sections as I have to click each member of the group individually (instead of just selecting the group). Also, the ability to add attachments to tasks would be AWESOME since many tasks relate to policy reviews and updates.

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