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.
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.
Response from Passageways
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.