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Informazioni su OnBoard

OnBoard è una soluzione di riunione virtuale di prossima generazione per consigli di amministrazione e dirigenti. Dirigi in modo affidabile da qualsiasi luogo. Chiedi una demo. Prova gratuita

Ulteriori informazioni su OnBoard

Aspetti positivi:

Ease of use, and utility. Analytics component is great as an added incentive to keep all members invested.

Aspetti negativi:

It is disappointing that the Actions functionality comes at an additional cost.

Valutazioni di OnBoard

Punteggio medio

Facilità d'uso
4,6
Servizio clienti
4,9
Caratteristiche
4,5
Rapporto qualità-prezzo
4,6

Lo consiglieresti?

9,0/10

OnBoard ha una valutazione complessiva di 4,7 stelle su 5, calcolata sulla base di 1.021 recensioni degli utenti di Capterra.

Hai già usato OnBoard?

Condividi la tua esperienza con altri acquirenti.

Filtra le recensioni (1.021)

Wendy
Wendy
Executive Director
Utente LinkedIn Verificato
Studi medici, 51-200 dipendenti
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

OnBoard Keeps me on-board!

5,0 3 anni fa
Sottotitoli in italiano disponibili nel lettore video
Kara
Kara
Data Manager (USA)
Utente LinkedIn Verificato
Istruzione superiore, 201-500 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

Alternative considerate:

Great Board Management Tool!

5,0 2 anni fa

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Preben
Senior Advisor (Norvegia)
Sviluppo e commercio internazionale, 501-1.000 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Secure, reliable and fast. None other like Onboard.

5,0 5 mesi fa

Commenti: Starting from implementation, Onboard has shown a consistent commendable performance. It makes sense for us and I highly recommend it.

Aspetti positivi:

Onboard has brought revolution in board communication. It securely create and organizes board materials just by a few clicks ensuring full control and better decisions making. The customer support team is wonderful and committed. It is quite easy to take charge of who accesses board information ensuring full confidentiality and data protection. Onboard is easy to customize and simplifies board meetings management.

Aspetti negativi:

Onboard is straight forward and user friendly. It has worked perfectly well for us. Nothing to complain about so far.

Phiwa parden
Administrator (Sudafrica)
Software informatici, 51-200 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

Lookin for best sharing files app get this one

4,0 2 mesi fa Nuova

Commenti: Positive experience so far..accessible, accurate and thorough

Aspetti positivi:

With so many app I've used and I will always be frustrated by losing files but with this onboard everything is easy and there are noo frustrations am always happy and up to date, no more losing files,this is one of the best so far

Aspetti negativi:

The writing function is bit of a nightmare because you cant freely annotate and highlight function too..

Risposta di OnBoard

2 mesi fa

Thank you for your review of OnBoard! So glad we have helped to ease your frustration. Please let us know if we can help in any way with the writing function mentioned - your CSM and our support team are here for you!

Brandon
CEO (USA)
Servizi bancari, 51-200 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

This Software is Now in the Cash Flow Phase

3,0 3 mesi fa

Commenti: We are so disappointed with the ongoing lack of support. We have been asking for basic feature additions for years, and have even offered to pay for additional development (we are a $400M company). The software platform is clearly past the investment phase, and we regret the past few years of investment from a time and financial perspective.

Aspetti positivi:

The portion of the software focused on meeting orchestration is good. The feature functionality around scheduling meetings, building agendas, and aggregating attachments works well (although this doesn't carry through actually running a meeting).

Aspetti negativi:

During meetings, the meeting book does not automatically size to the window. At all. As users scroll through the meeting, it is very distracting to continually zoom/unzoom/scroll right/scroll down to fit information to the screen. This functionality is standard in PDF readers. Online discussions are not threaded. You may only have ONE long-running discussion with each distinct set of people. It makes the feature useless for all but the most mundane of communications. The software does not support read-only audit users. Most organizations, both for-profit and not-for-profit, need to provide access to state examiners, federal examiners, or financial auditors. Despite asking for this functionality for years, the only response is that we may buy more licenses to support temporary users, which would require manually back-allocating user permissions to all meetings and files.

Utente Verificato
Utente LinkedIn Verificato
Ricerca, 1.001-5.000 dipendenti
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

Alternative considerate:

Great product and good value

5,0 5 anni fa

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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).

Risposta di OnBoard

5 anni fa

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!

Utente Verificato
Utente LinkedIn Verificato
Gestione formativa, 51-200 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

Alternative considerate:

Excellent combination of value and options

5,0 3 anni fa

Commenti: OnBoard has streamlined my work as the Board Admin and has allowed board members access to all files they should have access to whenever they need it. Not all board members are quick to adopt the new system and this is causing a lag in the full usage for our company but this is a people issue, not a tech issue. The tech is very easy and fairly intuitive.

Aspetti positivi:

OnBoard is easy to administer and easy to use. It allows me to configure the different areas as I need to and grant granular permissions. It is a great value for the non-profit business that needs to be agile with reliable access to all the items board members could need.

Aspetti negativi:

The only item I wish could be better is the integration with Zoom. The feature works fine but when board members or hosts use the Zoom link inside OnBoard they lose some functionality. To get around this I have taken to posting the Zoom link for the meeting in its title and ask the board members to copy and paste the link into their browser. If they didn't want full use of all Zoom options they are welcome to use the link provided inside the portal.

Chip
Board of Trustees Liaison (USA)
Gestione formativa, 201-500 dipendenti
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

OnBoard - excellent portal for university Board management

5,0 9 mesi fa

Commenti: Makes it easy to manage all Board communications, creation of agenda and minutes, calendaring, document archiving, retrieval, and distribution -- all leading to enhanced Board efficiency and effectiveness.

Aspetti positivi:

User-friendly; designed to please both the back-end administrator and the front-end (not necessarily tech-savvy) occasional user. Easy upload and management of documents. Comprehensive permissions functionality, from global to document-specific and meeting-specific.

Aspetti negativi:

All events (dinners, retreats, etc.) must be categorized as "meetings." Meetings functionality is excellent for Board and committee meetings, but not flexible for gatherings that are not meetings.

Karen
Executive Assistant to the Head of School (USA)
Gestione formativa, 201-500 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Alternative considerate:

Perfect combination of functionality and price

5,0 10 mesi fa

Commenti: This platform has allowed us to be more efficient and cut down on the frustration of sharing documents and scheduling meetings for an active and relatively large board. We have 6 board meetings a year with 6 - 8 committee meetings between each meeting. This tool helps to keep our board focused and moving forward.

Aspetti positivi:

Great functionality and support for an affordable price.

Aspetti negativi:

There are several upgradable options and since we are budget-conscious it sometimes feels as though it can be a nickel and diming situation. That being said, I do appreciate the ability to have the platform at a relatively reasonable price point.

Matt
CFO (USA)
Gestione di organizzazioni non profit, 51-200 dipendenti
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

Alternative considerate:

Intuitive software

5,0 9 mesi fa

Commenti: Much easier to get board member approvals, signatures, communications with Onboard.

Aspetti positivi:

The fact that interface/user experience was similar for mobile app and desktop was a big selling point. Mobile use is the future, and Onboard seems to have a leg up on the competition in this area.

Aspetti negativi:

Managing board member terms feels a little more complicated then it should be. It would be easier to set board member terms/roles within their profile instead of keeping a separate directory for this.

Aereka
VP-HR/Secretary-Treasurer (USA)
Telecomunicazioni, 51-200 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

Alternative considerate:

It's been great!

5,0 9 mesi fa

Commenti: It's been great!

Aspetti positivi:

Being able to assemble a Board Book and send it out in a secure manner. The minutes within the agenda is a nice feature as well.

Aspetti negativi:

This isn't directly at OnBoard but my Board is a little tech challenged and they don't really seem to get it. They have received training...it's just not taking :)

Eric
CIO (USA)
Ospedali e sistemi sanitari, 1.001-5.000 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Alternative considerate:

Great bang for the buck

5,0 4 anni fa

Commenti: 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.

Aspetti positivi:

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

Aspetti negativi:

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

Sarah
Director of Corporate Affairs (USA)
Servizi alla persona e alla famiglia, 51-200 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

OnBoard for Nonprofit Board of Directors

5,0 3 anni fa

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Tricia
Executive Assistant to the Board and Secretary to the Board (USA)
Istruzione superiore, 51-200 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

OnBoard is a Success!

5,0 5 anni fa

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Risposta di OnBoard

5 anni fa

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.

Miriam
Board Secretary (USA)
Istruzione superiore, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

OnBoard Provides Ease of Access and Security for Board of Trustees

4,0 3 anni fa

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Najib
President (USA)
Servizi bancari, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Software Review by user

5,0 4 anni fa

Commenti: 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.

Aspetti positivi:

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 both devices. It is great to be able to go back to previous months/meetings and look up information. Especially some credit presentations that otherwise typically filled up inboxes. I like the capabilities that are either available or on the horizon for us. These include visual with meetings from multiple locations, approvals for loan requests, and tracking of voting by BOD members (or reminders that they need to do so).

Aspetti negativi:

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 there is the possibility of using with Zoom, but that is not something that our technology experts feel comfortable with considering all of the security issues with Zoom. We would love to have our lenders use this product to track loan requests and responses by BOD members. The cost to do so with many lenders needing a license/account (not sure of correct terminology) for the few uses per month has kept us from doing so. BOD members are only using this over a three day period before and during our meeting and it Is hard to justify for some, but we hope that we can utilize more features going forward to justify the cost.

Ashleigh
Executive Administrator (USA)
Servizi finanziari, 201-500 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

OnBoard at Scott Credit Union

4,0 4 anni fa

Aspetti positivi:

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.

Aspetti negativi:

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.

Christy
Executive Office Manager (USA)
Servizi finanziari, 501-1.000 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

It's just so easy!

5,0 9 mesi fa

Commenti: I honestly love it. We use it for board and supervisory committee meetings. It's a great way to organize reports and get a lot of information out to multiple people. Our commercial team uses it for gathering loan documents. We use the resource section a lot to store important documents so people can easily find what they need without having to figure out which meeting it was a part of. OnBoard makes my job so much easier!

Aspetti positivi:

What I like most is how easy it is to create an agenda and add documents. And if something needs to be swapped out last minute, it's not a problem at all. The process is so fast.

Aspetti negativi:

If a PDF is created from a Goolge document, OnBoard won't accept it. Sometimes I'll put everything in the packet and click on 'Open Book' and an error pops up saying that it failed. Then I have to remove each PDF one by one until I discover which one is the problem. Sometimes that has been time consuming; however, my company is transitioning to only using Microsoft so it's been less of a problem lately.

Ashley
Legal Operations Manager (USA)
Servizi finanziari, 11-50 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

OnBoard Board Portal

4,0 5 anni fa

Commenti: 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.

Aspetti positivi:

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

Aspetti negativi:

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.

Risposta di OnBoard

5 anni fa

Thanks so much for the review! We are thrilled to hear about the shout out for the Customer Success and Support teams. I will be sure to pass along your regards. Please continue to work with your CSM to discuss any challenges you are having, so we can quickly address those for you.

Steve
Advancement Communications Manager (USA)
Gestione formativa, 5.001-10.000 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Alternative considerate:

Good experience

5,0 5 anni fa

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Risposta di OnBoard

5 anni fa

Thank you for taking the time to review OnBoard! I'm so glad to hear that you are having a great experience and that ease of use is coming across for you. That's great feedback about the invites, and I will bring that up to Product. If you do need anything, please let us know.

Candie
Executive Director (USA)
Gestione di organizzazioni non profit, Lavoratore autonomo
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Alternative considerate:

The Best Board Management Application for the Price

5,0 3 anni fa

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Ranya
Corporate Relations Manager (UK)
Gestione formativa, 51-200 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Ascentis Review

5,0 2 anni fa

Commenti: 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

Aspetti positivi:

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

Aspetti negativi:

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!

Karen
Assistant Company Secretary (UK)
Coaching e formazione professionale, 51-200 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

Straightforward and Simple

5,0 5 anni fa

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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

Risposta di OnBoard

5 anni fa

Thank you for taking the time to review OnBoard! I'm so glad that you are finding the software perfect for you and that your Directors are enjoying it as well. As for the permissions, that sounds like a bug, which I will bring up with Product.

Erin
Sr Executive Assistant (USA)
Servizi finanziari, 51-200 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

An easy-to-use resource for users and admins

5,0 4 anni fa

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Clare
Clerk (UK)
Gestione formativa, 201-500 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Moving on OnBoard was an excellent choice!

5,0 5 anni fa

Commenti: We moved to OnBoard from a different online board portal and difference is astounding. We compared numerous other providers and OnBoard stood out instantly. The support and customer service from day one has been exemplary, all our queries, suggestions and requests have been taken ‘on board’. The team are one step ahead and are often informing us of developments that we can incorporate that we hadn’t previously considered. I would have no hesitation in recommending the company or the product.

Aspetti positivi:

This product is so user friendly for both admin and users. Its clear, concise and does everything we need plus more which has helped develop the way in which we work. Our users are much more engaged with this product and it makes the process of running meetings much smoother.

Aspetti negativi:

I have no complaints - this product is so useful.

Risposta di OnBoard

5 anni fa

Thank you for taking the time to review OnBoard! I'm so glad to read that you aren't having any challenges with the software. It's also great to read that you are finding our update useful and that ease of use is really coming across for you.

Nandy
Administrative Assistant (Barbados)
Servizi finanziari, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Onboard Makes Life Easy

5,0 3 anni fa

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.