OnBoard

OnBoard

48 Reviews · Last reviewed on 09 October 2019

What is OnBoard?

OnBoard is the leader in board management software. It delights directors and empowers administrators by being comprehensive and simple to use. It makes boards happy. It’s board management software your board will actually use and love. Created with the guidance of real board members so directors with limited technology experience can pick it up, and it just works. That's why OnBoard is both the highest-rated and voted easiest to use.

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, no commitments.

Serchen Index

76.54
126
Employees
48
Reviews
891
Followers
832
Likes

OnBoard Key Features

Activity Dashboard

Board Book Builder

Data Import/Export

Microsoft Azure Security

Microsoft Outlook & Office Integration

Notes & Annotations

Offline Access with Search Functionality

Permissions Management

Polls & Voting with E-Signatures

Private & Group Chat

What is OnBoard?


OnBoard Product Details

When real people evaluate OnBoard, they enthusiastically rate it above the competition. The results speak for themselves. OnBoard beats the competition across every category: Ease of Use, Requirements, Ease of Business, Setup, Support, and Ease of Administration.

To make matters worse, dozens of board management software providers you see in the listings are no longer functional businesses. They were bought by cash-rich competitors who kept their brand and websites alive but killed off service and product development.

OnBoard isn’t going anywhere. We’ve been around for over 15 years, we have skin in the game, we’re not looking for an exit plan, and we continue to innovate around board governance every day.

But best of all, because we took an entirely new approach to creating board management software, OnBoard makes boards happy. We practice what we preach, every day for a decade we've been on the phone, on the ground, and in boardrooms around the world talking to real directors. The result is board management software that directors want to use.


OnBoard Support & Customer Service

Every customer is assigned a named Customer Success Manager for life and our Customer Support team’s 98% satisfaction rating is second to none. Live assistance is only the first step, we have hundreds of guides, videos, reports, and training materials available for all of our customers.


OnBoard Free Trial Information

OnBoard is the only leading board portal that offers a 30-day, free trial, so you know precisely what you’re getting before you fill out any paperwork.

Actually experiencing OnBoard is the easiest way to make your case. There’s no credit card, no commitments. We’ll help you set everything up in OnBoard, so you can confidently make the case and give every stakeholder a chance to see for themselves how OnBoard will improve their board work.


OnBoard Pricing

Start a no strings attached, 30 day, full feature free trial - OnBoard is very easy to learn and use with training provided and in-product tutorials; please contact for pricing details.


Countries OnBoard Services Available In

OnBoard is available in every country around the world. However, English is the only supported language at this time.


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OnBoard Reviews

4.8

Excellent!

48 Reviews

Last reviewed on
09 October 2019

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Thursday, July 11, 2019

from Aureon

The ease of access by both the Admin and the board members is probably at the top of the list of great attributes of the OnBoard portal!

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Thursday, June 27, 2019

from Mother Parker's Tea & Coffee Inc.

The portal is very easy to navigate - simple to use. Easy for Board of Directors to find documents since not too many bells and whistles.

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Thursday, June 13, 2019

from Early Learning Alliance Network

This is saving our team so much time and energy and giving us a space to share files and communicate easily with our board

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Thursday, June 13, 2019

from Highlights for Children, Inc.

The board portal was easy to launch to our end-users who have varying degrees of computer aptitude. As the administrator I find building the agenda and uploading documents to be straight forward and quick. We love the ability to make last minute changes to our documents and upload to the portal without worrying about re-printing an actual paper board book. OnBoard gives our company ease of mind of keeping our documents secure by not having a paper board book in circulation. We also like the fact that OnBoard is an economical solution for distributing our board documents to the board in a fast and secure method.

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Wednesday, June 12, 2019

from Sno Falls Credit Union

Extremely user friendly for both meeting administrators and attendees. Updates to content are immediately saved and loaded to the meeting calendar and agenda. With OnBoard, meeting preparation is now much more efficient, and we have cut out a significant use of paper and printing related to meeting materials.

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Thursday, June 6, 2019

from Nesta

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.

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Wednesday, June 5, 2019

from New Market Bank

I love that it is an easy way to provide the board packet to the board. It is great that several people in our organization can help contribute to the packet by uploading documents themselves. It has helped with security since I know that no one can download or print sensitive data and have it saved on their personal computer or leave it on their desk or counter. It also is great to be able to copy a past meeting agenda so that it doesn't have to be rebuilt each time. This has increased our efficiency in compiling the packet for the board.

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Thursday, May 23, 2019

from First Financial Credit Union

What I personally love about this software is the ability to do everything electronically and no paper is needed! I also love the drag and drop feature when composing the agenda which makes things so much easier and faster. The board members are able to see everything in real time and there is no more waiting and having to have 100's of sheets of papers that will eventually just end up going in the trash. Board members are more engaged during the meetings and are able to annotate their notes right on the screen. I also like that I can see who will be attending or not attending in advance vs scrambling at the last minute sending out e-mails.

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Tuesday, May 21, 2019

from Best Hometown Bank

It is user friendly when setting up the board packets in the portal. It is easy to move around within the packet during the meetings.

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Friday, May 17, 2019

from Affiliates Management Company

So many accolades to share; I'm thankful for this product. It meets all our company security protocols, is intuitive and saves an enormous amount of time for administrators and board members to utilize OnBoard - before, during and post-meetings.

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Tuesday, May 14, 2019

from Ergo Bank

OnBoard saves me a ton of time by making it easy to build a Board meeting. It also shortens the Board meetings by allowing members to review minutes and policies ahead of time. We now focus more conversation on strategic plans versus explaining meeting minutes and policies.

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Monday, May 6, 2019

from Affiliates Management Company

Easy to learn both from an Admin and end user! Security measures of OnBoard! Great support team truly makes this tool excel above others!

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Wednesday, April 17, 2019

from United NW Federal Credit Union

The people at passageways are great to work with and very helpful. It has cut time off of our board meetings and is very easy to use. The security is also a great feature and I no longer have to print everything out on paper and delivery to the board members.

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Wednesday, April 10, 2019

from CFCU Community Credit Union

I love that I can designate permissions for specific agenda items, not just the entire packet. Additionally, the fact that it is web-based and I can make changes anywhere at any time allows me far greater flexibility than my previous digital certificate based portal.

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Thursday, April 4, 2019

from Headwaters Foundation

I like how it makes creating our Board Books and meeting agendas easy. The customer service has been great. Our executive is always ready to help.

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Friday, March 29, 2019

from Credit Union 1

It is easy to use. It's convenient and so much better than making paper copies! It's not very complicated to learn how to use it.

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Wednesday, March 20, 2019

from Cascade Capital Funding

The software is easy to use and requires little training for new board members. Adding new members and creating groups is easy. Locating items within the platform is fairly self explanatory.

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Tuesday, March 19, 2019

from Homefield Credit Union

Software is very user friendly. When first utilizing this program, I was able to set up all users and start building agendas and uploading files with very little assistance from customer support.

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Tuesday, March 19, 2019

from Atlantic Financial FCU

We really liked the ease of use on the administrator side. The ability to move documents around effortlessly made it easy to switch from our previous provider.

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Monday, March 18, 2019

from PAFCU

While I know our company has not used the software to its' full capacity, I like that it makes procedures easier. For instance, the calendar that I load our board packet to each month -this feature has taken hours away from what I used to spend doing this task.

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Friday, March 8, 2019

from Camp Mokuleia

OnBoard provides us with a place to put important documents so all Board members have access to them and we can send out agendas prior to Board meetings with all the reports attached so Board members can be prepared when they arrive.

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Friday, March 8, 2019

from Casady School

After looking at a number of companies, we chose OnBoard because it seemed the easiest to introduce to our board members, most of whom had never used a portal, while also having relative ease of use on the back side for school administrators. This has proven to be true and in less than a full year, most board members are getting the hang of it. As administrators, there are still things to learn. Passageways is doing a good job of continuously improving and integrating customer suggestions. There are more robust (aka more costly) apps out there, but since our trustees are all local, this has met our needs nicely.

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Thursday, March 7, 2019

from Gulf Coast Regional Blood Center

This product is extremely easy to use. Meetings can be set up very quickly. The actions feature is outstanding in managing approvals and obtaining votes on various items. The results summary is great for recordkeeping.

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Thursday, March 7, 2019

from Hanley Foundation

I wish I could rank OnBoard's customer service higher than 5 stars! I couldn't be happier with their training and customer support. Their top level folks have taken the time to have conversations with some of our board members for input. The system is seamless when board members come with their IPads or use our tablets. Preparing for board meetings has never been easier from a staff perspective and we are definitely saving time, money and trees by using OnBoard.

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Thursday, March 7, 2019

from Workforce Development Trust

We are a not for profit so cost is great concern to us but also efficiency and confidentiality . The software allows us to share documents speedily and in an effective way.

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Thursday, March 7, 2019

from Carroll County Economic Development Corp.

What I like best about OnBoard portal, is that our board members are able to access documents without having to ask me to send them to them. Everything our board should need is easily accessible and in one location. I am able to send meeting requests.

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Friday, February 22, 2019

from Forward Bank

Time saved rather than printing and putting binders together. Money saved, no paper or ink. Time saved getting the information to members electronically. Administrative side is easy to use with the drop and drag functions.

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Tuesday, February 19, 2019

from Eureka College

The feature that really sold this new board portal to our Board of Trustees was the easy access to the AGB Effective Committee series and other AGB board materials. Eureka College has purchased these reference guides in limited quantities in the past because of our limited budget. Now all our board members have access to these materials through the portal.

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Tuesday, February 5, 2019

from San Mateo County Bar Association

Love the ease of use, once you figure it out. I appreciate the ability to move the agenda around during the meeting and have everyone following 100%. I really like that I can see the board documents on any of my devices, laptop, iPhone or android device.

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Friday, February 1, 2019

from Berklee College of Music

Elegantly simple user interface. Drag and drop capabilities are very useful, and the portal allows for surveys, announcements, resource sharing as well as the standard features expected in all Board Portal packages. The cloud-based functionality is just what is needed.

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Tuesday, January 29, 2019

from First National Bank Texas

OnBoard has taken a very time-consuming convoluted process and made it easy, intuitive and manageable. I have saved countless hours in prep time and board book assembly as well as, printing cost to include paper and toner.

I haven't really run into anything I don't like about OnBoard. Since I am the company expert, I help everyone understand the software and when I can't troubleshoot their issues, I can always count on my Account Executive for help.

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Monday, January 28, 2019

from The Navigators

I researched more than 15 portals before deciding to go with OnBoard. The price and ease of use made the decision very easy for us. It is a clean and intuitive interface with lots of power behind the scenes.

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Wednesday, October 31, 2018

from Discipleship Ministries

What I like most about the software is it is user friendly. Also I like the capability it has of being able to bring across various power-points, videos, excel sheets with total ease. The customer service has been outstanding and very attentive to all of our questions and needs.

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Friday, October 12, 2018

from Grow Financial FCU

I love everthing about this product. The customer service provided from passageways is like non other I have ever experienced. The product is so user friendly and most of all the security it provides is amazing. I would highly recommend this product to any organization

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Wednesday, October 10, 2018

from RCB Bank

The absolutely critical thing about OnBoard that my organization liked the most was that it was very easy to use. The board and committee members needed a solution that required little to no training. Onboard fulfilled that need.

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Wednesday, October 10, 2018

from Headwaters Foundation

The ability to quickly and easily upload documents into a board book. Saves a lot of paper and can be updated last minute if any documents have been updated.

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Monday, September 10, 2018

from Northern Credit Union

Our board members and internal owners have all seemed to find it easy to learn, it secures and helps streamline our process and customer service has been great!

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Thursday, August 23, 2018

from Sun Community FCU

This software allows us to provide a much needed one-stop-shop for our Board and Supervisory Committee members. Since OnBoard can be put on any device, our Board is able to securely review the packets well in advance of the meeting, which has really shortened our meetings and eliminated printing large packets. We also love that the Board has all of the resources they need in one location and that they can even sign the minutes and other documents right within OnBoard. More to come!

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Tuesday, July 24, 2018

from Dryden Mutual Insurance Company

Easy use and navigating along with easy on boarding new board members. We went from a paper driven document board delivery to electronic format with in 6 months. We still use paper but hope to have that phased out in the near future.

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Friday, July 20, 2018

from Choice Financial

There are numerous things I like about this software! I appreciate how easy the software is to use. It has saved me hours of compiling paper documents for a board book. I can upload information as it comes to me in multiple file formats, and can reorganize the documents within the book effortlessly. When I first started using OnBoard, there were a few features that I had on my "wish list" (I wish it could do "x")--and the developers are so on top of things that I have seen many of my wishes come true as implemented features. They continually refresh the software to make it easier--not add extra steps like you can find with other software. And most of all, I value the immediate attention and service I receive from the team. They always pick up my call, and have an answer or solution ready.

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Thursday, July 19, 2018

from Beacon Credit Union

I am on several committees that use this to organize our meetings. I really like the book feature. Having all of the agenda items in one place and in order for everyone helps the flow of the meeting. Everyone has the some information. Before - we would email attachments to everyone in the meeting. We would then email updated versions because something changed. Then in the meeting, we would have to describe which attachment you are on. Most would print out the attachments. Now that we are all viewing the same docs in the same order, meetings are more efficient and fewer docs need printed.

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Tuesday, July 17, 2018

from Signature Bank of Georgia

Preparing the packages and loading documents is extremely easy compared to the old way of combining files into one pdf. I also love the client support. Our rep is always quick to respond and jump on a screen share if necessary to demonstrate any capability I'm having issues with.

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Monday, June 25, 2018

from Unico Bank

I like that we can set up an agenda for a board meeting, and then be able to copy that same agenda to the next month's meeting (without the attached documents, of course). You can very easily see if you have missed uploading a document into the agenda. It is very user friendly; documents are easy to attach to the proper location in the agenda. It also allows us to store policies, procedures, or any other resource documentation we would like for our board members to have access to. This makes a nice contingency location for these policies too. We are just getting started with this portal, but from what we have seen in doing our first meeting using the portal, "it's a winner". Another great feature is that we can download the board meeting file and have it available for examiners.

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Sunday, May 20, 2018

from Cabrillo Credit Union

Loading content, making edits, compiling, and formatting board reports-what can't OnBoard do? This feature alone was enough for us to make the switch.

The option of an app (with Touch ID) has been great as our Board members use tablets during meetings. No more lost usernames and passwords to reset!

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Friday, May 18, 2018

from Commercial Bank of Texas

We love how effective this software has been in disseminating information through our board members, executives, and credit analysts.

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Monday, July 17, 2017

from Filene Research Institute

OnBoard enables simple and powerful communication between our staff and board of directors. The set up of the program was quick (up within a few hours), training was effective (felt like a pro within 48 hours) and support is prompt and complete. Quite simply OnBoard does not feel like a piece of software but a utility that extends the effective governance organization of our organization. Also, really enjoy the ability to view on multiple devices without any troubles.

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Thursday, May 18, 2017

from Oswego County FCU

We love how easy it is for the board to get the information quickly, Our Board varies from the 30's to the 70's and all of them are able to use it easily ( no matter what age!) No more mailing board packets that will take up so much space, and its so easy to go back and get information from past meetings for reference. For me doing the call report, I no longer have to go through piles of paper and am able to get any information from any month easily! We love love love using this product, and my CEO loves the ease of it as well!

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Wednesday, May 17, 2017

from West Central Bank

Easy of use is definitely the best part. Everything just works the way it should. The reliability is also fantastic with OnBoard. There are also many updates throughout the year which are always handy to have.

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This page was last updated 21 November 2019 02:06