Avis clients sur OnBoard

OnBoard est simple à utiliser, facile à former de nouveaux utilisateurs. Il permet de télécharger plusieurs types de fichiers sans avoir besoin de rendre tous les fichiers en pdf. C'est un outil qui est régulièrement amélioré et on est prévenu par des notifications qui sont envoyées afin de nous lalerter des nouvelles fonctionnalités.

Parfois il est difficile de retrouver un document mais dans l'ensemble . un logiciel au top

Having all of our meetings and documents available to the board in one place has been fantastic! No more lost emails.

The core features are barely functional on their own and require multiple add-ons for full functionality for most boards.

OnBoard is easy to administer and easy to use. It allows me to configure the different areas as I need to and grant granular permissions. It is a great value for the non-profit business that needs to be agile with reliable access to all the items board members could need.

The only item I wish could be better is the integration with Zoom. The feature works fine but when board members or hosts use the Zoom link inside OnBoard they lose some functionality. To get around this I have taken to posting the Zoom link for the meeting in its title and ask the board members to copy and paste the link into their browser. If they didn't want full use of all Zoom options they are welcome to use the link provided inside the portal.

Simple to use from both an administrators and users perspective. Switch from paper packs to online packs was much simpler than we anticipated.

OnBoard listen to recommendations and suggestions from clients and implement them where possible - in the 12 months or so we've been using the product, I've seen a few upgrades which were a direct response to a request from clients. They are regularly updating and innovating to improve the product, which is great to see.

Operates a little differently to other well known board pack software, so users familiar with other types may need more guidance to get used to OnBoard.

Notifications that uploads have been unsuccessful are a little too subtle - meaning that you can miss it if you are working quickly (as we so often are during board pack creation).

Plenty of room for expansion should the need arise. Extremely feature-filled. Easy but secure log-on (multi-factor identification). Passageways customer satisfaction team seems responsive to our suggestions and needs and incorporates/updates with some frequency.

Not the most intuitive in the world to navigate but has improved over time. Wish the screen re-sizing options were somehow less clumsy/clunky. Printing documents or agendas still requires multiple steps.

The OnBoard portal is easy for our board members to use with fewer clicks to get the information they need for their meeting. The view is the same from different devices which makes it easier for them to move between laptop and phone views. Having access to AGB resources is invaluable.

The feature I would like to see improved the most is the downloaded version of the agenda to Word from the agenda created on the site. It takes a lot of formatting changes to make it look good. The version that downloads is very difficult to read. We have tried uploading our own agenda, but then we lose the nice online version when we pull up the meeting book.

The platform is simple to use and the app is great.

Some issues with figuring out how to attach a presentation to the meeting.

Being able to have a single portal to manage meetings, documents, and communication among board members are among the strongest aspects of OnBoard.

The biggest challenge is adoption of the system by your board. Some will be intimidated because it is cloud based but even the most reluctant have been able to easily use the platform.

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.

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.

Ease of use, organization, look, security, customer service, always open to ideas and making improvements, analytics.

Minutes builder and surveys could be improved. The ability to add custom fields to profile would be nice.

As an organization we set up at least 3-4 meetings a month and it has really helped to streamline our process. Everything is now in one place. We also use the survey tool monthly and appreciate it's ease of use.

Approvals could be easier to use. I don't love that when changes are made in the back end sometimes it affects permissions that were set up long before hand. If you made an upgrade our board directors should still be able to access their usual meetings.

I am constantly impressed with OnBoard and their continuous improvements. We implemented OnBoard prior to COVID shutting us down and were so thankful to have the technology to enable us to share materials and conduct elections and receive approvals all online. The time this system has saved us is tremendous, but the ease access and security of materials online has been even greater. Trustees can now take action on items while traveling using a phone, tablet or computer without waiting for a package to be delivered. Meeting materials can also be reviewed and stored online providing easy access to current agendas as well as past meeting reference of actions and materials. Binders are not left behind on tables, pages are not lost and we have confidence in the security of the materials online.

The challenge for us with OnBoard is simply the fact that we want all of the features and yet because of recent financial challenges that our university has faced we are holding tight to budget dollars and maintaining what we have with OnBoard which is still so much better than nothing! We dream of the future capabilities as there is so much to offer any company.

This management software, now that I, as an administrator, have gone through the training, is easy to manage and easy to access from the board member's perspective. It provides shortcuts that allow for easy use, especially as it relates to minutes. I can create templates that shortens the administrative time needed.

There are some features to which one needs to adapt, but the team is very responsive to needs and offers the best work around for your particular needs.

Good integration and user-friendly, similar to MS products which is good. The onboarding process went well, especially with the training for myself and our trustees who aren't very tech-savvy. I like how I can use this on my laptop, iPad and phone - all apps work very well. Main things I like:
- user friendly
- automation of reminders/RSVP
- collation of papers into a pack and access to download (can use without internet)
- timings - good indication for the team and the Chair - much more efficient use of time and focus
- ability to move the agenda around and subtitles format - looks professional

Not much really! two things for me:
- integrations of MS Teams (not Zoom)
- permissions for new trustees (new trustees should not have access to previous papers, or there at least should be an option)
Apart from that, I love OnBoard!

The features I love the most are the agenda and minutes builder. Previously it would take us an hour just to build out the agenda or minutes because of all the attachments/appendices needed for each document. When changes were needed, you would have to update the entire document and all of the attachment/appendix labels - which is another savings of at least 30 minutes to an hour for each board meeting.

What I like least are the glitches that keep occurring while in the system. I get kicked out of Minutes Builder - while doing my minutes in the middle of a board meeting, from time to time items won't save or the system will tell me that I don't have permission and it kicks me out of what I was working on. I will say this is not as often as it used to be but is still a bug that needs to get corrected.