OnBoard

Great Board Management Tool!

Comentarios: Having board files in one location will cut down on the amount of Trustees needing me to track things down and will serve as a secondary backup of our precious files. Customer service is astounding, especially compared to what I experienced or see available with a more expensive, similar platform I demoed, and the interface is more modern than the other platform as well. So OnBoard looks and feels great and was well received. My life has improved since adding this feature, saving hours with creating Board materials.

Puntos a favor:

This was a great cloud-based portal for full management of board materials, easy creation of Board Books, and creation of an archive in one location. This replaced a home-brewed portal that was difficult to use and clunky. Now, I can easily create and update board books instead of wasting precious time making manual, difficult updates using Adobe Pro. Great customer support.

Puntos en contra:

Some features we don't have since unfortunately they cost extra. We also have a difficult usage case that has required some workarounds but that is on us for being complicated. I hope one day they allow more than one Zoom platform to be connected to the account.

Alternativas consideradas: BoardEffect

Razones para elegir OnBoard: Our home brewed Drupal solution was hard to use and our IT Department required too many hoops to use off the company property. With OnBoard, you can log in securely through MFA at home or at work, which is much easier for Trustees to use, and OnBoard is easier to both manage and use than our home brewed product.

Razones para cambiar a OnBoard: Cost, customer support, comparison of experiences with sales reps, how the competing sales rep treated me when I said we picked OnBoard, and the look of the interface

OnBoard - excellent portal for university Board management

Comentarios: Makes it easy to manage all Board communications, creation of agenda and minutes, calendaring, document archiving, retrieval, and distribution -- all leading to enhanced Board efficiency and effectiveness.

Puntos a favor:

User-friendly; designed to please both the back-end administrator and the front-end (not necessarily tech-savvy) occasional user. Easy upload and management of documents. Comprehensive permissions functionality, from global to document-specific and meeting-specific.

Puntos en contra:

All events (dinners, retreats, etc.) must be categorized as "meetings." Meetings functionality is excellent for Board and committee meetings, but not flexible for gatherings that are not meetings.

Onboard is super helpful

Comentarios: 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.

Puntos a favor:

-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

Puntos en contra:

-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

Perfect combination of functionality and price

Comentarios: This platform has allowed us to be more efficient and cut down on the frustration of sharing documents and scheduling meetings for an active and relatively large board. We have 6 board meetings a year with 6 - 8 committee meetings between each meeting. This tool helps to keep our board focused and moving forward.

Puntos a favor:

Great functionality and support for an affordable price.

Puntos en contra:

There are several upgradable options and since we are budget-conscious it sometimes feels as though it can be a nickel and diming situation. That being said, I do appreciate the ability to have the platform at a relatively reasonable price point.

Alternativas consideradas: BoardEffect, Diligent Boards y Boardable

Razones para cambiar a OnBoard: It was the perfect combination of function and price point

Intuitive software

Comentarios: Much easier to get board member approvals, signatures, communications with Onboard.

Puntos a favor:

The fact that interface/user experience was similar for mobile app and desktop was a big selling point. Mobile use is the future, and Onboard seems to have a leg up on the competition in this area.

Puntos en contra:

Managing board member terms feels a little more complicated then it should be. It would be easier to set board member terms/roles within their profile instead of keeping a separate directory for this.

Alternativas consideradas: BoardPro, BoardEffect y Boardable

Razones para cambiar a OnBoard: More features for the money, ease of use, superior mobile app