OnBoard Overview

What is OnBoard?

Leaders in the virtual board meeting management software category, OnBoard provides a complete suite of tools to make smarter decisions, remotely, in real-time. That’s why OnBoard voted #1 meeting management solution, by everyone, everywhere. Now more than ever, you need board & leadership meeting management that’s comprehensive, secure, and simple to use. Streamline meeting preparation & provide your leaders with accurate timely information with an unlimited repository, across all devices. Remote ready for you to govern confidently from anywhere, OnBoard enables action-driven meetings with built-in votes, approvals, surveys, and e-signatures.

OnBoard is the only leading board management software that offers a no strings attached free trial, so you know precisely what you’re getting before you fill out any paperwork. There’s no credit card needed and no commitments. Start a free trial today or request a demo with our consultants.

OnBoard Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact Passageways for detailed pricing information.


OnBoard Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico
Supported Languages
English

Media

The fastest agenda and board book builder ever made.
Unprecedented Access Controls keep you complaint.
Instantly start a conversation about any aspect of the board book with Shareable Annotations and OnBoard Messenger.
The Dashboard is your personalized homepage for all board work, announcements, and critical resources.
Your meeting materials are available on every device from anywhere.
OnBoard includes a comprehensive suite of governance tools including approvals, surveys, and eSignatures.
OnBoard video OnBoard screenshot: The fastest agenda and board book builder ever made. OnBoard screenshot: Unprecedented Access Controls keep you complaint. OnBoard screenshot: Instantly start a conversation about any aspect of the board book with Shareable Annotations and OnBoard Messenger. OnBoard screenshot: The Dashboard is your personalized homepage for all board work, announcements, and critical resources. OnBoard screenshot: Your meeting materials are available on every device from anywhere. OnBoard screenshot: OnBoard includes a comprehensive suite of governance tools including approvals, surveys, and eSignatures.

OnBoard Reviews

OnBoard Reviews

Overall rating
4,7
/
5
Excellent
451

Very good
181

Average
19

Poor
1

Terrible
0

Value for Money
4,6
Features
4,4
Ease of Use
4,6
Customer Support
4,8
97% recommended this app
Sean C.

Simple and Effective Board Managment

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.


Barbara R.

Fast, Efficient, Intuitive

Prior to using OnBoard, Board meeting preparation used to take an entire day to assemble hard copy books, plus the cost of all the paper and three ring notebooks. I can now upload the materials and finalize the Board books in 60 - 90 minutes. In addition, hard copy books had to either be hand delivered by college personnel, or shipped UPS, especially if a member was traveling. The use of OnBoard eliminated the need for all that. Plus, the Board members appreciate not having all those accumulated books to contend with.


Jordyn D.

Onboard is super helpful

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.


Clarissa S.

Continous Operations Through COVID

The engagement of the OnBoard sales and service team has been exceptional. Their support has made the transition from our previous board meeting platform to OnBoard seamless.


Deborah G.

OnBoard Made My Job A Lot Easier

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]


Sean C.
Industry: Nonprofit Organization Management
Company size: 201-500 Employees

Simple and Effective Board Managment

Used Monthly for 1+ year
Reviewed on 2019/06/06
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Barbara R.
Industry: Education Management
Company size: 501-1 000 Employees

Fast, Efficient, Intuitive

Used Monthly for 2+ years
Reviewed on 2020/08/20
Review Source: Capterra

Prior to using OnBoard, Board meeting preparation used to take an entire day to assemble hard copy books, plus the cost of all the paper and three ring notebooks. I can now upload the materials and finalize the Board books in 60 - 90 minutes. In addition, hard copy books had to either be hand delivered by college personnel, or shipped UPS, especially if a member was traveling. The use of OnBoard eliminated the need for all that. Plus, the Board members appreciate not having all those accumulated books to contend with.

Pros

OnBoard is very user-friendly for both the administrator and the user. This feature is especially important for users who have various levels of comfort and expertise with technology. Our college switched to OnBoard in October 2014, and before that our Board meeting books were produced on paper. OnBoard has streamlined the Board meeting preparation process, and I like the ability to make last minute changes to the materials, to which the users have access immediately. Using OnBoard is also much more convenient for those members who may be traveling; they can log into their Board materials on any device from anywhere. In the midst of the COVID-19 pandemic, OnBoard quickly created a Zoom/OnBoard interface that allows users to long into Zoom through OnBoard, and eliminate the need for two devices. The OnBoard team reacted quickly to provide a convenient solution for a pesky problem.

Cons

Integration with our existing processes was not difficult. OnBoard provided online training to the administrators, and because the software is easy to use, it did not require multiple training sessions. OnBoard has continued to refine and add other features, some of which I cannot use since ours is a public board. The only thing I would change would be to allow an entire group of members to be blocked from viewing a section. Currently, I only have the option to block individuals. A bit inconvenient, but by no means a deal breaker. And that will probably be corrected in a future software update.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Jordyn D.
Industry: Financial Services
Company size: 11-50 Employees

Onboard is super helpful

Used Daily for 1+ year
Reviewed on 2019/11/20
Review Source: Capterra

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.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 6.0/10

Clarissa S.
Industry: Utilities
Company size: 51-200 Employees

Continous Operations Through COVID

Used Daily for 6-12 months
Reviewed on 2020/09/02
Review Source: Capterra

The engagement of the OnBoard sales and service team has been exceptional. Their support has made the transition from our previous board meeting platform to OnBoard seamless.

Pros

The board is able to function well virtually and depending on the packages your firm utilizes, the functionality increases. This has proven particularly important as our firm navigates operations through the COVID19 pandemic.

Cons

As of right now, there is nothing that I dislike about the software. It is user - friendly and helps keep the board efficient in a remote work environment.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Deborah G.
Industry: Nonprofit Organization Management
Company size: 11-50 Employees

OnBoard Made My Job A Lot Easier

Used Weekly for 6-12 months
Reviewed on 2020/08/25
Review Source: Capterra

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]

Pros

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.

Cons

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,1/10
Based on 652 user ratings
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OnBoard Pricing

OnBoard Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact Passageways for detailed pricing information.

Contact Passageways for detailed pricing information.

Value for Money
4,6/5
Based on 652 user ratings
Compare value for money rating with alternatives
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OnBoard Features

OnBoard Features

API
Access Control
Activity Dashboard
Activity Tracking
Automatic Notifications
Chat
Collaboration Tools
Collaborative Workspace
Commenting
Customizable Branding
Document Management
Document Storage
Drag & Drop Interface
File Management
Permission Management
Projections
Reporting & Statistics
Search Functionality
Third Party Integration
Workflow Management
Features
4,4/5
Based on 652 user ratings
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Categories

Additional information for OnBoard

Additional information for OnBoard

Key features of OnBoard

  • Advanced permissions management
  • Annotation summary
  • Announcements
  • Approval process management
  • Attendance tracker
  • Attendance tracking
  • Auto save
  • Biometric login security
  • Board book
  • Collaboration
  • Compliant with international security standards
  • Document management
  • Document storage
  • Electronic signature
  • Granular access controls
  • Intelligent notifications
  • Intrusion detection and DDoS protection
  • Live integration with Microsoft Office
  • Member directory
  • Microsoft Azure security
  • Minutes management
  • Multi-board support
  • Multiple data centers
  • Notes & annotations
  • Offline access
  • Outlook integration
  • Polls / voting
  • Presenter mode
  • RSA 4096 bit encryption
  • Read, review & annotate board materials
  • Remote data wipe
  • Resource center
  • Resource folders
  • Surveys & questionnaires
  • Sync across devices
  • Timed meetings
  • Two factor authentication
  • Usage logs

Benefits

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

  • All work is automatically saved and instantly synced across all devices, allowing multiple people to collaborate and share all information - past and present in a central unlimited repository.

  • Communicate with all stakeholders by leveraging the dashboard, announcement, and notifications or start group or one on one conversations leveraging the in-app messenger

  • Leverage and adopt decision-making tools like voting, surveys, e-Signatures, shared annotations, and the exlusive meeting analytics for more productive and effective meetings

  • OnBoard's multi-board support allows directors to move between organizations on a single platform.

  • OnBoard FAQs

    OnBoard FAQs

    Below are some frequently asked questions for OnBoard.

    Q. What type of pricing plans does OnBoard offer?

    OnBoard offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Available

    Contact Passageways for detailed pricing information.

    Q. What are the main features of OnBoard?

    OnBoard offers the following features:

    • Advanced permissions management
    • Annotation summary
    • Announcements
    • Approval process management
    • Attendance tracker
    • Attendance tracking
    • Auto save
    • Biometric login security
    • Board book
    • Collaboration
    • Compliant with international security standards
    • Document management
    • Document storage
    • Electronic signature
    • Granular access controls
    • Intelligent notifications
    • Intrusion detection and DDoS protection
    • Live integration with Microsoft Office
    • Member directory
    • Microsoft Azure security
    • Minutes management
    • Multi-board support
    • Multiple data centers
    • Notes & annotations
    • Offline access
    • Outlook integration
    • Polls / voting
    • Presenter mode
    • RSA 4096 bit encryption
    • Read, review & annotate board materials
    • Remote data wipe
    • Resource center
    • Resource folders
    • Surveys & questionnaires
    • Sync across devices
    • Timed meetings
    • Two factor authentication
    • Usage logs

    Q. Who are the typical users of OnBoard?

    OnBoard has the following typical customers:

    Small Business, Large Enterprises, Non Profit, Mid Size Business

    Q. What languages does OnBoard support?

    OnBoard supports the following languages:

    English

    Q. What type of pricing plans does OnBoard offer?

    OnBoard has the following pricing plans:

    Subscription

    Q. Does OnBoard support mobile devices?

    OnBoard supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does OnBoard integrate with?

    OnBoard integrates with the following applications:

    Microsoft 365, Microsoft Outlook, Zoom

    Q. What level of support does OnBoard offer?

    OnBoard offers the following support options:

    Online Support, Phone Support, FAQs, Knowledge Base, Video Tutorials