Wer nutzt diese Software?

Board of directors, board directors, board administrators, executive administrators, C-level executives (CEO, President, CFO, CIO/CTO, COO, CMO), IT leaders, Corporate Secretaries.

Durchschnittliche Bewertung

256 Bewertungen
  • Gesamt 4.7 / 5
  • Benutzerfreundlichkeit 4.7 / 5
  • Kundenservice 4.8 / 5
  • Funktionen 4.5 / 5
  • Preis-Leistungs-Verhältnis 4.7 / 5

Produktinformationen

  • Kostenlose Version Nein
  • Gratis Testen Ja, Kostenlose Testversion
  • Einsatz Installiert - Mac
    Cloud, SaaS, Web
    Installiert - Windows
    Mobile - iOS Native
    Mobile - Android Native
  • Training Persönlich
    Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung 24/7 (Live Vertreter)
    Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • Passageways
  • https://www.passageways.com/board-portal
  • Gegründet 2003

Über OnBoard

Winner of Capterra's Ease of Use Badge for Board Management Software, OnBoard is board management software that makes boards happy. It delights directors and empowers administrators by being comprehensive and simple to use. Engineered to drive good governance and improve meeting outcomes, OnBoard is board meeting software your board will actually use and love.

OnBoard Funktionen

  • Aufgabenmanagement
  • Bearbeiten in Echtzeit
  • Brainstorming
  • Content-Management
  • Diskussionsforum
  • Dokumentenmanagement
  • Kalenderverwaltung
  • Kontaktmanagement
  • Projektmanagement
  • Versionskontrolle
  • Videokonferenzen
  • Audit Trail
  • Dokumentenmanagement
  • Drag-and-Drop
  • Echtzeit-Synchronisierung
  • Elektronische Unterschrift
  • Kollaboration
  • Suchen / filtern
  • Textnachrichtenversand
  • Verschlüsselung
  • Workflow-Management
  • Zugriffskontrollen/Berechtigungen
  • Archivierung & Aufbewahrung
  • Beauftragtenverwaltung
  • Dividenden Verwaltung
  • Dokumentvorlagen
  • Firmengründung
  • Jährliche Einreichungen
  • Mischkonzern
  • Shareholder-Verwaltung
  • Unternehmensregister
  • Wichtige Termine Erinnerungen
  • Absolventen-Management
  • Beurteilung-Management
  • Fakultät- / Personalmanagement
  • Fundraising-Management
  • Studenteb-Information / Aufzeichnungen
  • Studentenportal
  • Stundenplan-Management
  • Terminplanung
  • Verwaltung der finanziellen Hilfe
  • Wohnungsmanagement
  • Zulassungsmanagement
  • Blogs
  • Chat/Messaging
  • E-Mail-Management
  • Fotogalerie
  • Mitarbeiterverzeichnis
  • Newsletter-Management
  • Teilen in sozialen Medien
  • Telefonie
  • Umfrage-Management
  • Veranstaltungskalender
  • Agenda verwalten
  • Ausschusssitzungen
  • Gesetzgebungs-Meetings
  • Interne Sitzungen
  • Materialwirtschaft
  • Protokoll-Management
  • Reisemanagement
  • Tagungsraum-Buchung
  • Teilnehmer-Management
  • Terminplanung
  • To-do-Listen Verfolgung
  • Tools für Vorgänge nach abgeschlossenen Meetings
  • Tools zum Vorbereiten von Meetings
  • Verwalten von Einladungen
  • Vorstandssitzungen
  • Wahl-Management
  • Ausschuss-Management
  • Buchhaltung
  • Freiwilligen-Management
  • Fundraising-Management
  • Gebühren-Management
  • Mitglieder-Datenbank
  • Mitgliedschaft-Management
  • Social-Media-Management
  • Spender-Management
  • Veranstaltungsmanagement
  • Content-Management
  • Dokumentenmanagement
  • Echtzeit-Chat
  • Filesharing
  • Kollaboration
  • Suche
  • Dokumentenmanagement
  • Elektronische Unterschrift
  • Kalenderverwaltung
  • Kollaboration
  • Kontrolle des Genehmigungsprozesses
  • Mitgliederverzeichnis
  • Non-Profit
  • Protokoll-Management
  • Umfragen / Wahlen
  • Zugriffskontrollen/Berechtigungen

Die hilfreichsten Reviews für OnBoard

Essential Software for Board Meetings

Bewertet am 5.12.2019
Tara K.
Executive Assistant
Bankwesen, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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 new Analytics feature. Two years ago, we looked into a few different products to compare cost and features. In the end we decided to stay with OnBoard because the program does everything we need (and then some) for our board meetings. The cost of the software to be very competitive with others. The members of our board find it effective and very easy to use. This makes my life much easier!

Vorteile: 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 issue that I cannot resolve, I have found the staff at OnBoard very helpful in resolving any issue that I come across (which are very few and far between!) I also like the opportunity for additional learning via Webinars. We are updated when the offices at OnBoard will be closed or whenever there is an update on the way. The communication is above and beyond. Putting together an Agenda for a board meeting is very easy to do. I am finding the agenda import to be a big time saver. Our board enjoys the ability to make annotations during our board meetings.

Nachteile: 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.

OnBoard is a Success!

Bewertet am 7.11.2019
Tricia B.
Executive Assistant to the Board and Secretary to the Board
Hochschulbildung, 51-200 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

Antwort des Softwareanbieters

von Passageways an 8.11.2019

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.

Eureka College OnBoard Portal Review

Bewertet am 21.10.2019
Jyl Z.
Executive Administrative Assistant to the President & Provost
Hochschulbildung, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Utilizing a board portal has made the distribution of materials to our board members very easy. The records are very secure. The materials for each committee meeting as well as for the board meeting are easy to create and access. We are able to post important announcements for the board between meetings to keep them up to date. This software really does keep our board members engaged with the College between meetings, which has been very difficult in the past.

Vorteile: OnBoard software allows the Eureka College Board of Trustees to remain engaged with the College between meetings. They have ready access to all meeting materials from current and past meetings. The board members also have access to key resource materials from the Association of Governing Boards, which was very limited in the past, as well as important information related to college operations. I also like the fact that OnBoard is constantly and consistently updating their product to make it even more user friendly. I have heard nothing but positive comments from our board members.

Nachteile: Currently OnBoard does not have a feature for tracking board member terms. This would be a very useful tool to have as now I have to keep a separate spreadsheet of board terms. However I am confident that one of the updates in the future will allow for this administrative record keeping.

Antwort des Softwareanbieters

von Passageways an 8.11.2019

Thank you for taking the time to review OnBoard! I'm so glad to read that your board is staying engaged outside of board meeting and that you are finding our updates useful. That's good feedback about the terms though, and I will bring that up to product. If you need anything, let us know.

Moving to OnBoard was a great choice!

Bewertet am 8.11.2019
Fallon H.
EA to the Foundation Board and VP of University Advancement
Hochschulbildung, 1.001-5.000 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
3 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

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

Nachteile: 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

Antwort des Softwareanbieters

von Passageways an 11.11.2019

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.

OnBoard Board Portal

Bewertet am 6.5.2019
Ashley V.
Legal Operations Manager
Finanzdienstleistungen, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

Antwort des Softwareanbieters

von Passageways an 29.8.2019

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.

Lies weitere Bewertungen