About OnBoard

Winner of Capterra’s Ease of use Badge, OnBoard is a board intelligence platform that simplifies board meeting management and empowers more informed decision-making, more secure remote meetings, and real-time accessibility from any device.

Now more than ever, you need board & leadership meeting management that's comprehensive, secure, agile, and simple to use. Streamline meeting preparation & provide your leaders with accurate timely information across all devices. Remote-ready with Zoom integration for you to govern confidently from anywhere.

Users can compile and co-author board books and materials with auto-save automatically and the ability to instantly sync content across all users devices—including desktops, laptops, tablets (including Android, iPad, Kindle Fire, and Windows Surface), and smartphones (Android and iPhone). Annotate board materials directly with searchable notes. OnBoard includes remote data swipe functionality, surveys & questionnaires, multi-board & multi-org support, and secure messenger for 1:1 discussion or group discussion.

OnBoard’s intelligent board platform offers a personalized dashboard where directors can access materials, examine upcoming meetings, and receive announcements. Permissions management enables administrators to designate user access to specific materials and communications. The task management feature allows users to manage, organize, and track action items throughout meeting cycles. Engagement analytics help users to know when board books are read, where annotations are made, and what sections receive the most attention from the board.

Onboard integrates with Microsoft Office 365, Google Workplace (formerly G Suite) Zoom and Outlook to aid communication. With 24/7 customer support via phone, email, and online, help is always available. Per-user, per-month pricing. Take advantage of Onboard’s no-strings-attached free trial to test before you invest.

Key benefits of OnBoard

  • Zoom meeting integration allows safe and secure remote board and subcommittee meetings.

  • OnBoard is a secure platform accessible via almost any device including iPhone, iPad, Android smartphones and tablets, and Windows devices

  • All work automatically saved and synced across all connected devices, allowing multiple people to collaborate and share all past and present info in a central unlimited system of record.

  • Communicate with all stakeholders using the dashboard, announcements, and notifications or use the in-app messenger for group or one-on-one conversations.

  • Leverage decision-making tools including voting, surveys, e-Signatures, shared annotations, and exclusive meeting analytics for more effective meetings
    Multi-board support allows directors to move between organizations on a single platform.

  • Devices

    Business size

    S M L

    Markets

    Australia, Brazil, Canada, China, Germany and 5 others, United Kingdom, India, Japan, Mexico, United States

    Supported Languages

    English

    Images

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    Features

    Total features of OnBoard: 155

    • API
    • Access Controls/Permissions
    • Action Item Tracking
    • Activity Dashboard
    • Activity Tracking
    • Activity/News Feed
    • Agenda Management
    • Alerts/Notifications
    • Alumni Management
    • Approval Process Control
    • Archiving & Retention
    • Assignment Management
    • Attendance Management
    • Attendance Tracking
    • Attendee Management
    • Audit Management
    • Audit Trail
    • Authentication
    • Automatic Backup
    • Biometrics
    • Board Meetings
    • Brainstorming
    • Calendar Management
    • Calendar Sync
    • Chat/Messaging
    • Client Portal
    • Collaboration Tools
    • Commenting / Notes
    • Committee Management
    • Committee Meetings
    • Communication Management
    • Compliance Management
    • Conferencing
    • Contact Database
    • Contact Management
    • Content Library
    • Content Management
    • Critical Date Alerts
    • Customizable Branding
    • Customizable Fields
    • Customizable Forms
    • Customizable Reports
    • Customizable Templates
    • Data Import/Export
    • Data Security
    • Data Synchronization
    • Deadline Management
    • Digital Signature
    • Discussions / Forums
    • Distribution Management
    • Document Automation
    • Document Management
    • Document Review
    • Document Storage
    • Document Templates
    • Drag & Drop
    • Electronic Signature
    • Email Invitations & Reminders
    • Email Management
    • Employee Activity Monitoring
    • Employee Database
    • Employee Portal
    • Encryption
    • Engagement Analytics
    • Event Calendar
    • Event Management
    • Event Scheduling
    • Faculty/Staff Management
    • Feedback Management
    • File Management
    • File Sharing
    • File Transfer
    • Filtering
    • For Nonprofits
    • Forms Management
    • Forum / Discussion Board
    • Full Text Search
    • HIPAA Compliant
    • Internal Meetings
    • Invitation Management
    • Knowledge Base Management
    • Legislative Meetings
    • Live Chat
    • Materials Management
    • Meeting Management
    • Meeting Notes
    • Meeting Preparation Tools
    • Member Directory
    • Messaging
    • Microsoft Outlook Integration
    • Minutes Management
    • Mobile Access
    • Mobile Alerts
    • Monitoring
    • Multi-Company
    • Multi-Country
    • Officer Management
    • Offline Access
    • Performance Metrics
    • Personalization
    • Polls/Voting
    • Post-Meeting Tools
    • Presentation Streaming
    • Prioritization
    • Progress Reports
    • Progress Tracking
    • Project Management
    • Project Planning
    • Project Time Tracking
    • Real Time Analytics
    • Real Time Data
    • Real Time Editing
    • Real Time Monitoring
    • Real Time Notifications
    • Real Time Synchronization
    • Real-Time Chat
    • Real-time Updates
    • Reminders
    • Remote Access/Control
    • Remote Support Software
    • Reporting & Statistics
    • Resource Management
    • Role-Based Permissions
    • SSL Security
    • Scheduling
    • Screen Sharing
    • Search/Filter
    • Secure Data Storage
    • Secure Login
    • Shareholder Management
    • Single Sign On
    • Softphone Software
    • Status Tracking
    • Survey/Poll Management
    • Surveys & Feedback
    • Task Management
    • Task Planning
    • Task Progress Tracking
    • Task Scheduling
    • Template Management
    • Third Party Integrations
    • Time Zone Tracking
    • To-Do List
    • Transcripts/Chat History
    • Two-Factor Authentication
    • Two-Way Audio & Video
    • Unified Directory
    • User Management
    • Version Control
    • Video Call Recording
    • Video Chat
    • Video Conferencing
    • Video Streaming
    • Voting Management
    • Workflow Management

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    Reviews

    Overall rating

    4,7 /5
    (765)
    Value for Money
    4,6/5
    Features
    4,5/5
    Ease of Use
    4,6/5
    Customer Support
    4,8/5

    Already have OnBoard?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 765
    Sean C.
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 201-500 Employees
    • Used Monthly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Simple and Effective Board Managment

    Reviewed on 2019/06/06

    OnBoard has completely revolutionised the way we organise and hold board meetings. Due to the...

    OnBoard has completely revolutionised the way we organise and hold board meetings. Due to the nature of our organisation, our trustees and board sub-committees hold a large number of meetings throughout the year. In the past, this caused a huge amount of overhead for our Company Secretary and EA's who organise the meetings, put together board packs, etc.

    OnBoard provides us with an easy to use platform for our admins to organise these meetings, create board packs, hold votes/approvals, and obtain signatures when necessary. What would previous take days our hours, now takes minutes.

    Pros

    Overall, the simplicity of OnBoard is it's strongest feature. With minimal training, our admins were able to quickly begin creating meetings and board packs. Simply put, OnBoard is a highly effective system that does exactly what we need it to do, without a mass of unnecessary features.

    It's also worth commenting on the strength of Passageways customer support. Our account manager worked very closely with us through every step of the implementation process, helping us with the initial setup of the system as well as training for our admins. Passageways also setup a number of training sessions for our Trustees, ensuring they were completely comfortable using the platform before go-live, which has lead to a high level of user adoption.

    Cons

    There is very little to dislike, however the left to right menu layout may be slightly confusing to some users who may be more familiar with a traditional top-down/webpage layout.

    Response from Passageways

    Thank so much for taking the time to review OnBoard Board Management Software! We really try to make ease of use our top priority when incorporating updates into our software. Our Customer Success Team was thrilled by the huge compliment as well.

    Steven L.
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 2-10 Employees
    • Used Weekly for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    AMBA Experience with OnBoard

    Reviewed on 2021/03/20

    We love OnBoard! It's compatible with all the browsers we use, its mobile app is superb, and when...

    We love OnBoard! It's compatible with all the browsers we use, its mobile app is superb, and when compared to other board portals we've used, it provides more capability at a lower price. Last but certainly not least, customer support has been tremendous. Our customer service representative, [SENSITIVE CONTENT HIDDEN], has been with us every step of the way as we tailored OnBoard for our needs, migrated the documents we stored on our previous board portal, and prepared OnBoard for our first meeting. I can't say enough about the support we've received from [SENSITIVE CONTENT HIDDEN] and the rest of the OnBoard team.

    Pros

    As compared to our previous board portal, OnBoard is so much easier to use, more intuitive, and is an easier collaboration tool. We just held our first board meeting using OnBoard. Its integrated conferencing capability powered by Zoom made the meeting the most efficient and effective virtual meeting yet.

    Cons

    The platform needs an e-mail capability that will allow users to communicate with each other securely and with the ability to attach documents or find them within OnBoard's "resources." The current messaging capability -- akin to texting -- is good, but it lacks the flexibility of a more robust, e-mail-like communication capability.

    Jordyn D.
    Overall rating
    • Industry: Financial Services
    • Company size: 11-50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    Onboard is super helpful

    Reviewed on 2019/11/20

    I've had a very good experience with onboard. I've helped to integrate it into our advisory team...

    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.

    Pros

    -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

    Cons

    -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

    Response from Passageways

    Thank you for taking the time to review OnBoard! I'm so glad you are happy with the software and that it's helped your team. As for the builder, that can be a bit of a blessing and a curse. It updates, so your board members will have always up-to-date information, but it can be tough for you and it always updating.

    Nichole Z.
    Overall rating
    • Industry: Banking
    • Company size: 201-500 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    First year review

    Reviewed on 2021/03/23

    Very pleased with OnBoard and the feedback we have received. Blows our last provider out of the...

    Very pleased with OnBoard and the feedback we have received. Blows our last provider out of the water.

    Pros

    Easy to use as an administrator, user friendly for board members, streamlined processes built in, technology works

    Cons

    No expense management system built in, but something that could be added in the future possibly

    April S.
    Overall rating
    • Industry: Education Management
    • Company size: 201-500 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    One thing that really does make my life easier

    Reviewed on 2021/01/14

    This is one of the tools that I couldn't do my job without. It has helped make the process of...

    This is one of the tools that I couldn't do my job without. It has helped make the process of collecting and managing 25-75 documents for a given board meeting seamless.

    Pros

    We've used OnBoard for board meetings for something close to five years now. What sets OnBoard apart from others in the industry is its value for the money and approach to customer support. They are incredibly responsive to the needs of their customers and are always adding new and incredibly useful features.

    Cons

    I can't think of one. Everything that's ever been glitchy or not worked well is usually fixed in a couple of months.

    Showing 5 reviews of 765 Read all reviews

    OnBoard FAQs

    Below are some frequently asked questions for OnBoard.

    OnBoard offers the following pricing plans:

    • Starting from:
    • Pricing model: Subscription
    • Free Trial: Available

    Contact OnBoard for detailed pricing information.

    We do not have any information about OnBoard features

    OnBoard has the following typical customers:

    2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    OnBoard supports the following languages:

    English

    OnBoard supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    OnBoard integrates with the following applications:

    Google Drive, Microsoft 365, Microsoft Outlook, Zoom Meetings

    OnBoard offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

    Related categories

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