Who Uses OnBoard?

Board of directors, board directors, board administrators, executive administrators, C-level executives (CEO, President, CFO, CIO/CTO, COO, CMO), IT leaders, Corporate Secretaries.

What Is OnBoard?

Capterra's Ease of Use Badge Winner for Board Management Software, OnBoard is virtual meeting management with a complete suite of tools to make smarter decisions, remotely, in real-time. More than ever, you need board & leadership meeting management software that's comprehensive, secure and simple to use. Streamline meeting preparation & provide your leaders with accurate timely information across all devices. Remote-ready for you to govern confidently from anywhere. Get Demo or Start Free Trial

OnBoard Details

Passageways

https://www.passageways.com/board-portal

Founded 2003

OnBoard Pricing Overview

OnBoard does not have a free version but does offer a free trial.

Free Version

No

Free Trial

Deployment

Installed - Mac

Cloud, SaaS, Web

Installed - Windows

Mobile - iOS Native

Mobile - Android Native

Training

In Person

Live Online

Webinars

Documentation

Support

24/7 (Live Rep)

Business Hours

Online

OnBoard Features

Board Management Software
Access Controls/Permissions
Approval Process Control
Calendar Management
Collaboration
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
Brainstorming
Calendar Management
Contact Management
Content Management
Discussion Boards
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
Annual Filings
Archiving & Retention
Company Formation
Company Register
Dividend Administration
Document Templates
Important Dates Reminders
Multi-Company
Officer Management
Shareholder Management
Access Controls/Permissions
Audit Trail
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
Messaging
Real Time Synchronization
Search/Filter
Workflow Management
Admissions Management
Alumni Management
Assessment Management
Curriculum Management
Faculty / Staff Management
Financial Aid Management
Fundraising Management
Housing Management
Scheduling
Student Information / Records
Student Portal
Activity/News Feed
Blogs
Employee Database
Employee Photos
Meeting Management
Newsletter Management
Real-time Chat
Screen Sharing
Survey/Poll Management
Video Conferencing
Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management
Collaboration
Content Management
Document Management
File Sharing
Real-time Chat
Search
Collaboration
Electronic Signature
Employee Activity Monitoring
Live Chat
Meeting Management
Remote Access
Remote Support
Softphone
Task Management
Time Zone Tracking
Video Chat
Web Conferencing

OnBoard Reviews

Showing 5 of 452 reviews

Overall
4.7/5
Ease of Use
4.6/5
Customer Service
4.8/5
Features
4.4/5
Value for Money
4.6/5
Sean C.
Chief Technology Officer
Nonprofit Organization Management, 201-500 Employees
Used the Software for: 1+ year
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 06/06/2019

"Simple and Effective Board Managment"

Comments: 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.

Vendor Response

by Passageways on 29/08/2019

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.

  • Reviewer Source 
  • Reviewed on 06/06/2019
Verified Reviewer
Executive Assistant to the Provost
Higher Education, 51-200 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    4/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 10/03/2020

"Easy interface"

Comments: Most functionalities in OnBoard are much easier to use, both as an administrator and as a user. Customer service response has been good, but there are some features that they haven't been able to improve upon (ie agenda).

Pros: 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.

Cons: 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.

  • Reviewer Source 
  • Reviewed on 10/03/2020
Kallee R.
Director of Events/Assistant to the President
Hospital & Health Care, 13-50 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 03/06/2020

"Best Board Portal Software!"

Pros: What's not to love? This software is super user friendly for both the administrator side and the end-user side. We transitioned to OnBoard after using another large board portal software and OnBoard is by far the favorite for our staff and members. There is also an app that is very user friendly and our members rave about the app.

Cons: There isn't anything I don't like about the software thus far.

  • Reviewer Source 
  • Reviewed on 03/06/2020
Jordyn D.
Executive Assistant
Financial Services, 13-50 Employees
Used the Software for: 1+ year
  • Overall Rating
    3/5
  • Ease of Use
    3/5
  • Features & Functionality
    3/5
  • Customer Support
    4/5
  • Value for Money
    Unrated
  • Likelihood to Recommend
    6/10
  • Reviewer Source 
  • Reviewed on 20/11/2019

"Onboard is super helpful "

Comments: 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

Vendor Response

by Passageways on 22/11/2019

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.

  • Reviewer Source 
  • Reviewed on 20/11/2019
Pearl R.
Executive Assistant to CEO
Banking, 51-200 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 17/03/2020

"ALL 5 Stars"

Comments: My overall experience was and still IS amazing! The team is so responsive, my sales rep [SENSITIVE CONTENT HIDDEN] is amazing as well. He is not the guy that makes the sale and ignores you. He has kept in touch with me throughout the transition and is always responsive when I need him, if ever.

Pros: I love that the software is super user friendly. We used a different portal previous to this one and even my board had no trouble transitioning.

Cons: The only thing I would say is a little annoying is the wait for the book to be built. Once you have all the docs in the binder it has to build the book, which is understandable but I wish it was just a half a minute faster.

  • Reviewer Source 
  • Reviewed on 17/03/2020