OnBoard

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

Moving to OnBoard was a great choice!

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

In Betracht gezogene Alternativen: Govenda und BoardEffect

Warum OnBoard gewählt wurde: We made the switch to better streamline communications with our Trustees and Foundation Board. OnBoard offers a sleeker and more professional appearance to its users. Additionally, the health of the company is sound, which gave us the piece of mind that we can use OnBoard for many years to come, without any surprises.

Gründe für den Wechsel zu OnBoard: Product affordability and ease of use as an admin and end-user.

OnBoard is Great

Kommentare: Easy to use, all in one place resource for my Board and Committees

Vorteile:

Ease of implementation and ease for user, both on the admin and user side. It is very easy to use and clear where all items are located

Nachteile:

Sometimes a feature can be clunky when first implemented (small things like being able to move items around easily in the minutes builder) but if anything like that arise I find the team addresses it fairly quickly

Onboard is super helpful

Kommentare: 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.

Vorteile:

-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

Nachteile:

-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

OnBoard - excellent portal for university Board management

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.