OnBoard Erfahrungen

Great Board Management Tool!

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

In Betracht gezogene Alternativen: BoardEffect

Warum OnBoard gewählt wurde: 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.

Gründe für den Wechsel zu 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

Great product and good value

Kommentare: 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.

Vorteile:

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.

Nachteile:

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).

In Betracht gezogene Alternativen: Diligent Boards und Brainloop BoardRoom

Gründe für den Wechsel zu OnBoard: We felt that the OnBoard product offered the best functionality for us and at the most reasonable price.

The best in digital solutions.

Kommentare: It's important to note that specific features and capabilities may vary among different OnBoard software providers. Organizations should evaluate their unique needs and requirements before selecting a solution that best suits them.Please keep in mind that my knowledge is based on information available up until September 2021, and there may have been advancements or changes in OnBoard software since then.

Vorteile:

Improved Efficiency: OnBoard software streamlines board meeting processes and eliminates manual, paper-based tasks. It automates administrative activities such as agenda creation, document distribution, and vote tabulation, saving time and effort for board administrators and members.Enhanced Collaboration: OnBoard facilitates better collaboration among board members. It provides a centralized platform for sharing and annotating documents, engaging in discussions, and seeking clarifications. This promotes effective communication and collaboration, leading to more informed decision-making.

Nachteile:

Implementation and Learning Curve: Introducing new software requires initial setup and implementation. Organizations may need to invest time and resources to configure the software, migrate existing data, and train board members and administrators on how to effectively use the platform. This can involve a learning curve and temporary disruption to established processes.Cost: OnBoard software typically involves a financial investment. Depending on the provider and the organization's size, the cost may include licensing fees, subscription charges, or setup costs. Smaller organizations with limited budgets may find it challenging to allocate funds for such software.

OnBoard: Collaborative Meeting Platform

Kommentare: OnBoard's collaborative note-taking and task management features, integration with other popular tools, mobile access, and focus on security and compliance offer several benefits for effective team collaboration. However, some potential issues include the premium price point, video conferencing issues, limited customization options, and a learning curve due to the platform's numerous features. Overall, OnBoard is a powerful collaboration tool that can be highly effective for teams, but users should carefully consider their specific needs and budget before committing to the platform.

Vorteile:

Some of the best features of OnBoard include its ease of use, intuitive interface, and powerful collaboration tools such as real-time note-taking, task management, and file sharing. Its integration with other popular tools like Google Drive and Slack makes it easy to incorporate into existing workflows, while its mobile access and video conferencing capabilities make it a versatile choice for remote teams. Additionally, OnBoard's focus on security and compliance make it a trusted choice for organizations that handle sensitive information.

Nachteile:

Customization: While OnBoard offers a variety of templates for note-taking and meeting management, it would be beneficial if users had the ability to customize these templates to better fit their specific needs.User interface: While the user interface of OnBoard is generally intuitive and easy to use, there may be room for improvement in terms of layout and design.Video conferencing: While OnBoard does offer video conferencing capabilities, some users have reported issues with connectivity and video quality. Improvements to the video conferencing feature could make OnBoard an even more valuable tool for remote teams.Task management: While OnBoard's task management feature is helpful, some users have suggested that it could be more robust, with additional features like task prioritization and the ability to assign tasks to multiple users.Pricing: OnBoard is a premium product, with a relatively high price point compared to some other collaboration tools. While the features and security benefits may justify the cost for some organizations, it could be a barrier for smaller teams or those with more limited budgets.

Great software to organize meetings and to get everyone on track!

Kommentare: Excellent experience with the software as well as the support. Great team, great job. Easy to use platform.

Vorteile:

OnBoard hosts a lot of features common to typical collaborative platforms but what makes it better is the flexibility and the efficiency with which it enables us to complete our tasks. Uploading multiple file formats viewable for everyone in the meeting, reminding people to vote without admin interference, smooth onboarding of users and just the overall user interface is excellent. No qualms getting even the least tech-savvy user to engage on the platform since everything is pretty simple.

Nachteile:

Nothing much. There could be more formatting options available for communication. I heard they are adding Office 365 integration soon, which would make it much more easier!

A Comprehensive Review of Board

Kommentare: Overall, Board is an excellent tool for streamlining board operations and keeping track of important documents. It is easy to use and provides a secure platform for storing information.

Vorteile:

Board is an excellent tool for streamlining board operations and makes it easier to access and store important documents. The user interface is intuitive and easy to use which makes it easy to keep track of all the information.

Nachteile:

While Board is a great tool, it can be difficult to search through all the documents and find what you are looking for. Additionally, it can be a bit costly for some organizations.

OnBoard for trade association board usage

Kommentare: Training was great - it was one-on-one and over the internet. It made getting questions answered easy and allowed us to focus on the features we could not figure out on our own. The customer service/correspondence is amazing.

Vorteile:

Simple to use, easy to train new users. Can upload multiple file types without the need to make all files pdf. It is constantly improving and notifications are sent out to alert you to the new features.

Nachteile:

Features are sold in suites with no ability to pick off certain aspects that are more important than others.

In Betracht gezogene Alternativen: BoardPaq, Diligent Boards und Boardable

Gründe für den Wechsel zu OnBoard: This had a better price point and was more user friendly for our small organization

Easy interface

Kommentare: Most functionalities in OnBoard are much easier to use, both as an administrator and as a user. Customer service response has been good, but there are some features that they haven't been able to improve upon (ie agenda).

Vorteile:

The OnBoard portal is easy for our board members to use with fewer clicks to get the information they need for their meeting. The view is the same from different devices which makes it easier for them to move between laptop and phone views. Having access to AGB resources is invaluable.

Nachteile:

The feature I would like to see improved the most is the downloaded version of the agenda to Word from the agenda created on the site. It takes a lot of formatting changes to make it look good. The version that downloads is very difficult to read. We have tried uploading our own agenda, but then we lose the nice online version when we pull up the meeting book.

OnBoard has Outperformed Our Expectations

Kommentare: We have been so pleased with OnBoard since joining the platform. Migration of information to the site, trainings for Board and management, and all startups for the site were smooth and without issue. Since starting we have been very happy with the service we've received and the strength and functionality of the product. 10 out of 10. Highly recommend.

Vorteile:

The ease of use and general intuitive nature of the platform is the best. Everything is offered on the platform so there's no need for multiple systems. But the absolute best part is the people. Their support staff has been nothing short of amazing. Any questions are answered quickly and in a friendly supportive manner. Our Board of Directors are thrilled to have everything together and easily locatable in one simple location.

Nachteile:

While I wouldn't list this as a "con" I would say that there is plenty of room for improvement in the Assessments/Questionnaire area. Particularly in how the data that is captured is shared. I have submitted a ticket with the OnBoard support team, and they have shown true interest in improving this area and open to our idea of what we are looking for from the product.

OnBoard reviews

Vorteile:

OnBoard provides a centralized platform for managing board meetings and communications, making it easier to stay organized. The platform provides a high level of security, ensuring that all confidential board materials are protected.

Nachteile:

OnBoard can be expensive, particularly for smaller organizations.

OnBoard Made My Job A Lot Easier

Kommentare: Our experience has been nothing but positive. From the first reach out by [SENSITIVE CONTENT HIDDEN] right through to the customer service outreach with [SENSITIVE CONTENT HIDDEN]

Vorteile:

Onboard is such a simple and intuitive product. As soon as I received access to the product I was able to log in and immediately start building the portal to suit our needs. We had a board meeting very shortly after signing on - I was able to build and circulate the agenda and board materials within the first day of implementing the product.

Nachteile:

I have not received any complaints from the board members. All board members found it very simple to login and maneuver around the portal.

In Betracht gezogene Alternativen: Aprio

Warum OnBoard gewählt wurde: Sharepoint was clunky and not intuitive. Board members found it very difficult to access board materials and reference documents. The technology did not suit our purpose

Zuvor genutzte Software: Microsoft SharePoint

Gründe für den Wechsel zu OnBoard: Ease of Use Simple Interface Customer Service Price

Great bang for the buck

Kommentare: Have used a much more expensive competitor before finding OnBoard and never looked back. The feature set is way better and advanced compared to the Board software we used before.

Vorteile:

Lots of new features added frequently. Recently they added a way for Zoom to be embedded into the meetingbook. It has lots of features that make it easy for nontech individuals to use and comprehend the software

Nachteile:

Password reset can be a big awkward but not a big deal.

In Betracht gezogene Alternativen: BoardPAC

Warum OnBoard gewählt wurde: OnBoard is much cheaper and had better features

Zuvor genutzte Software: BoardEffect

Gründe für den Wechsel zu OnBoard: Price

OnBoard for Nonprofit Board of Directors

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Essential Tool for our Organization.

Vorteile:

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 and every attendee to the meeting and not only was it time consuming and costly to produce these binders, but we would often incur an expense to print something that would be outdated by the time the meeting occurred. With OnBoard, we can update information in our Board Book with a few clicks of the mouse. I have heard from multiple members of our Board how much they appreciate OnBoard and feel the platform has enabled us to create a cleaner, more appealing, and more streamlined presentation of our meeting materials. Although there are features that do not align with the operations of our foundation, I use OnBoard almost daily. We have a very active Board who is managing a lot of exciting work for our foundation and we seem to constantly be preparing for a meeting - from the onset, the OnBoard platform contributed to completing our meeting picture and it never felt like a burden or hurdle because it is so user friendly.

Nachteile:

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.

OnBoard Provides Ease of Access and Security for Board of Trustees

Kommentare: Regardless of our board desiring to maintain an in-person meeting format coming out of the pandemic, we are still utilizing the benefits of OnBoard for material distribution, highlighting important information, maintaining current contact details and up-to-date calendar information for upcoming meetings. OnBoard has been a huge support to our Board of Trustees.

Vorteile:

I am constantly impressed with OnBoard and their continuous improvements. We implemented OnBoard prior to COVID shutting us down and were so thankful to have the technology to enable us to share materials and conduct elections and receive approvals all online. The time this system has saved us is tremendous, but the ease access and security of materials online has been even greater. Trustees can now take action on items while traveling using a phone, tablet or computer without waiting for a package to be delivered. Meeting materials can also be reviewed and stored online providing easy access to current agendas as well as past meeting reference of actions and materials. Binders are not left behind on tables, pages are not lost and we have confidence in the security of the materials online.

Nachteile:

The challenge for us with OnBoard is simply the fact that we want all of the features and yet because of recent financial challenges that our university has faced we are holding tight to budget dollars and maintaining what we have with OnBoard which is still so much better than nothing! We dream of the future capabilities as there is so much to offer any company.

VP Perspective

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

Vorteile:

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 quality of our training for board members was terrific (Thanks [SENSITIVE CONTENT HIDDEN]), and we were able to get functional usage rates up very quickly. After 8 months we are still increasing the number of functions we are using, but I can't imagine trying to run our recent full board meeting remotely without this tool. I really like the ability to embed the Zoom meeting function into the meeting details--that allowed a single log on for our recebnt committee and board meetings. s

Nachteile:

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. '

OnBoard - A Great Product for Board Management

Kommentare: I love the ease of use and structure/organization that OnBoard helps our organization obtain. It has made meeting materials and meeting structure so much easier. I love that all the features are readily available in one place. I would recommend this product to other orgs but noting that it is fairly costly for a not for profit.

Vorteile:

As an organization we set up at least 3-4 meetings a month and it has really helped to streamline our process. Everything is now in one place. We also use the survey tool monthly and appreciate it's ease of use.

Nachteile:

Approvals could be easier to use. I don't love that when changes are made in the back end sometimes it affects permissions that were set up long before hand. If you made an upgrade our board directors should still be able to access their usual meetings.

In Betracht gezogene Alternativen: Boardable

Gründe für den Wechsel zu OnBoard: Clean presentation, ease of use,

OnBoard Board Portal

Kommentare: 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.

Vorteile:

Easy to learn both from an Admin and end user! Security measures of OnBoard! Great support team truly makes this tool excel above others!

Nachteile:

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.

Good experience

Kommentare: This has made our meeting preparation much easier. We no longer send materials by way of multiple attachments to multiple emails. We also don't copy and print materials that are promptly recycled following the meetings. The product is easy to use, and we've had success getting board members with all ranges of tech savvy to use OnBoard.

Vorteile:

It's easy to set up meetings, easy to navigate from the end-user side, and can be used on a computer or tablet. Our board members weren't going to embrace this if it was a pain in the neck to use. Some of them had a little trouble with getting the account set up, but any issues were handled quickly. Most people got in and got started with no problem.

Nachteile:

The invites expire after a week, and we would frequently need to re-send invites to join the portal when board members didn't act on them quickly enough.

In Betracht gezogene Alternativen: Directorpoint

Gründe für den Wechsel zu OnBoard: Better product for the money

The Best Board Management Application for the Price

Kommentare: I find the OnBoard app to be user friendly and has far more tools than our organization needs. My Board members are able to use it easily too.

Vorteile:

The Board members of my non profit are volunteers so I do everything I can to make the best use of the time I need to take in their very busy lives but we also need to be able to share information in a secure manner. When we looked at Board management software options a few years ago OnBoard was the best bang for our non-profit buck. There were other applications that had more name recognition but we would have paid 10 times the price of OnBoard, plus OnBoard has all the tools we need for our organization.

Nachteile:

We have been OnBoard users for a few years now and the price has definitely gone up in the past few years. In the beginning file uploads were slow and tended to be just a little bug-y, but the application had an upgrade a few months ago that fixed this problem.

In Betracht gezogene Alternativen: Nasdaq Boardvantage und Diligent Boards

Gründe für den Wechsel zu OnBoard: Price.

Ascentis Review

Kommentare: Fantastic, rapid and reliable customer service from the team, especially Bob!
- Efficient use of time - no printing and posting packs of papers
- Less time is needed to format and release, therefore the reports are much more current than previously
- More Eco- friendly! - no more printing!
- Accessibility - can read reports on the move, via phone, tablet or laptop

Vorteile:

Good integration and user-friendly, similar to MS products which is good. The onboarding process went well, especially with the training for myself and our trustees who aren't very tech-savvy. I like how I can use this on my laptop, iPad and phone - all apps work very well. Main things I like: - user friendly - automation of reminders/RSVP - collation of papers into a pack and access to download (can use without internet) - timings - good indication for the team and the Chair - much more efficient use of time and focus - ability to move the agenda around and subtitles format - looks professional

Nachteile:

Not much really! two things for me: - integrations of MS Teams (not Zoom) - permissions for new trustees (new trustees should not have access to previous papers, or there at least should be an option) Apart from that, I love OnBoard!

Straightforward and Simple

Kommentare: We are a consultancy organisations providing governance and company secretarial solutions. OnBoard solves the problem of having to print, copy and collate packs and send by post and allows last minute changes to be made in one place for everyone with access to papers. I use OnBoard to support board and committee meetings for three different organisations, the users of all of which have been delighted with the product.

Vorteile:

Key functions of OnBoard, such as creating meetings, agendas and meeting packs for Directors to support their decision making, are extremely straightforward and easy to use. This takes away the difficulty and time of having to introduce change to new users, who are instantly aware and easily persuaded of the benefit of having all their important information in one place. The resources section is an ideal place for housing Directors induction materials.

Nachteile:

I dislike the permissions function which I have to consistently check is functioning according to requirement.

An easy-to-use resource for users and admins

Kommentare: Overall, my experience with OnBoard has been very positive. The word easy covers all the bases. Easy to set up. Easy to administrate. Easy to use. It doesn't get better than that in my opinion. I need something that doesn't require a lot of time and effort. I have a full schedule and OnBoard saves me time.

Vorteile:

OnBoard is extremely user friendly for both me as the administrator and my volunteers. I was able to jump right in to create our Board portal with little guidance or training. I love that I can create a relevant homepage for our directors with no clutter. Housing documents is simple and neat and easy to navigate.

Nachteile:

The only downside to the software is that the privilege to download documents has to be given and it's a one or none deal. Being able to allow our volunteers to download some documents such as travel forms and expense reports, but not confidential policies or reports, would be a dream. It would really cut down on the number of emails to and from people.

Onboard Makes Life Easy

Kommentare: I love Onboard, I am an administrator of the product for my company and I use it daily to upload policies and procedures so that our BOD can review and give their input instead of calling meetings for that. It makes life so easy especially in this environment.

Vorteile:

Ease of use Ability to schedule a meeting and create a book within the agenda with all necessary documents instead of emailing multiple documents. The ability to vote on on different documents and place signatures. Makes like easier. Can take minutes as meetings are ongoing. Customer service is top notch, they are always reaching out to ensure we are satisfied with the product. We use it to approve loans and do surveys. The ability to prevent downloading of sensitive documents, they are secure.

Nachteile:

I would like them to incorporate MS Teams so that I can do everything via the software. I know they have zoom but MS Teams would be nice.

OnBoard Software

Kommentare: We have enjoyed a very positive experience with Onboard. You are assigned a customer support manager that reaches out to you and listens to any suggestions that you would like to see. Many times these will be reflected in future upgrades. The Board is happy with the software, it is user friendly, displays well on computer, tablet, or phone. As an admin I am happy with the support whenever it is needed.

Vorteile:

The software is very user friendly. Those with all levels of technical abilities are comfortable using the product. When bringing on new Board Members the training time is very minimal as the software is pretty self explanatory. I can be used on multiple devices - phone, tablet or computer and keeps the same look through all devices. In addition to the ease of use, it is very easy to access reports from past meetings.

Nachteile:

I can honestly say that I am satisfied. In the beginning there were a few little things like the display of meetings, but this has been fixed in a past upgrade.