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

Your meeting materials are available on every device from anywhere.
OnBoard includes a comprehensive suite of governance tools including approvals, surveys, and eSignatures.
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.
OnBoard video 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 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 Reviews

OnBoard Reviews

Overall rating
4,7
/
5
Excellent
487

Very good
189

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.


Shonda W.

5 Stars for OnBoard!

My overall experience with OnBoard has been fantastic! It has been easy to use from day one. It has helped save time and money! Working with the staff at OnBoard from [SENSITIVE CONTENT HIDDEN] when I started my free trial to [SENSITIVE CONTENT HIDDEN] when we signed our contract to [SENSITIVE CONTENT HIDDEN] in Customer Service, everything has been great!


April S.

One thing that really does make my life easier

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.


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.


Jyl Z.

Why we prefer OnBoard by Passageways

Our board members have made the transition to OnBoard very quickly and have commented that they find it very intuitive to use. It is a great tool to keep our board members engaged with the college. We can post important announcements and know they will be seen. The Resource section allows us to have all our documents stored in one secure place. I appreciate the monthly webinars on tips and tricks for using the portal in new and different ways.


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

Shonda W.
Industry: Nonprofit Organization Management
Company size: 51-200 Employees

5 Stars for OnBoard!

Used Daily for 1-5 months
Reviewed on 2020/09/30
Review Source: Capterra

My overall experience with OnBoard has been fantastic! It has been easy to use from day one. It has helped save time and money! Working with the staff at OnBoard from [SENSITIVE CONTENT HIDDEN] when I started my free trial to [SENSITIVE CONTENT HIDDEN] when we signed our contract to [SENSITIVE CONTENT HIDDEN] in Customer Service, everything has been great!

Pros

Adding documents to the Agenda and building the book is wonderful. Being able to make changes to the book once it is built without anyone noticing is a big plus! Having a history of past meetings is great and controlling who see what and when is great too!

Cons

Building surveys was a little confusing at first. The fields really dont explain every well what you need to put in them until you play around with it and figure out how its asking.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

April S.
Industry: Education Management
Company size: 201-500 Employees

One thing that really does make my life easier

Used Weekly for 2+ years
Reviewed on 2021/01/14
Review Source: Capterra

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.

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

Jyl Z.
Industry: Higher Education
Company size: 51-200 Employees

Why we prefer OnBoard by Passageways

Used Weekly for 2+ years
Reviewed on 2020/10/02
Review Source: Capterra

Our board members have made the transition to OnBoard very quickly and have commented that they find it very intuitive to use. It is a great tool to keep our board members engaged with the college. We can post important announcements and know they will be seen. The Resource section allows us to have all our documents stored in one secure place. I appreciate the monthly webinars on tips and tricks for using the portal in new and different ways.

Pros

I like the fact that OnBoard now has the Zoom platform available. Our board has gone to virtual meetings over the last six months and the Zoom feature in OnBoard makes it very easy to set up the meeting and notify board members.

Cons

Currently I still need to keep some board records in a separate spreadsheet, such as term lengths and dates members will be up for reelection. I have discussed this with the developers. It is possible that this will be remedied for administrators in a future update of the product.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,1/10
Based on 696 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 696 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
Data Import/Export
Document Management
Document Storage
Drag & Drop Interface
File Management
Permission Management
Reporting & Statistics
Search Functionality
Third Party Integration
Workflow Management
Features
4,4/5
Based on 696 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. 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:

    Google Drive, 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, Forum