Who Uses This Software?

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


Average Ratings

28 Reviews

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Passageways
  • onboard.passageways.com/
  • Founded 2003
  • United States

About OnBoard Board Portal

OnBoard is a next generation board portal. Start a Free Trial today - full featured, no-strings attached. See how OnBoard from Passageways makes meetings easier and better than ever for 1000s of users from growing startups to Fortune 1000 companies. Designed for the end-user from the start and conveniently accessible on any computer or mobile device. Directors and managers will experience improved meetings and time savings to focus on real strategic discussions and organizational outcomes.


OnBoard Board Portal Features

  • Approval Process Management
  • Calendar Management
  • Collaboration
  • Document Management
  • Electronic Signature
  • For Nonprofits
  • Member Directory
  • Minutes Management
  • Polls / Voting
  • Role-Based Permissions
  • Audio / Video Conferencing
  • Brainstorming
  • Chat / Messaging
  • Contact Management
  • Content Management
  • Cooperative Writing
  • Discussion Boards
  • Document Management
  • Group Calendars
  • Project Management
  • Synchronous Editing
  • Task Management
  • Version Control
  • Annual Filings
  • Archiving & Retention
  • Company Formation
  • Company Register
  • Dividend Administration
  • Document Templates
  • Important Dates Reminders
  • Multi-Company
  • Officer Management
  • Shareholder Management
  • Audit Trail
  • Chat / Messaging
  • Collaboration
  • Document Management
  • Drag & Drop
  • Electronic Signature
  • Encryption
  • File Synchronization
  • Search
  • User Management
  • Version Control
  • Workflow Management
  • 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
  • Accounting
  • Committee Management
  • Donor Management
  • Dues Management
  • Event Management
  • Fundraising Management
  • Member Database
  • Membership Management
  • Social Media Management
  • Volunteer Management
  • Chat
  • Content Management
  • Discussion Boards
  • Document Management
  • File Sharing
  • Search

OnBoard Board Portal Reviews Recently Reviewed!


From day one, the attention I have received from the team has been second to none!

Jul 20, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: There's a few minor things that could be tweaked, but overall it's an easy, clear and efficient system that has saved hundreds of hours and resource time and reduced the risk of mailing board books to members that live outside of our immediate area.

Overall: Please see my review comments

Super excited about OnBoard!

Aug 23, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: 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!

Cons: What I like least about the program is that we have not fully utilized the features yet... but that's on us! Looking forward to the day when our OnBoard is being fully utilized (although Passageways is constantly coming up with new solutions, so this day may never come - absolutely not a complaint).

Overall: Our overall experience has been fantastic! We are fortunate to have their executive on our side; they are wonderful at explaining our options and finding solutions to our specific needs. I personally create the Board packets, and my time has freed up significantly with OnBoard. It's just so easy to use! I'm very excited to see how our OnBoard platform evolves and makes our lives even more efficient than it already has.

Customer-centered and customer-informed portal

Aug 27, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: OnBoard works with all mobile devices that our Trustees bring to campus, and it is very intuitive for end users with varying technological expertise. The customer service has been remarkable, personal, and responsive. While there are some features that OnBoard does not provide yet, Passageways has been open and responsive to product feedback, development ideas, and future features.

Cons: The process for getting new users signed into the portal has been more complicated than I had hoped. The "permissions" features are very powerful, but also challenging for new administrators to manage at first. Good thing that customer service has been very responsive!

Easy to Use

Jul 19, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: I would like a view that would allow me to view JUST the book - a popout of the existing window. A single sign-on feature would be nice as well. Could a link be created on the Portal to automatically launch and sign your user into On-Board?

Overall: On-Board helps keep meetings flowing. It keeps us on task. It keeps our information in order and consistent. Better meeting flow leads to quicker (more productive) meetings which then leads to more time to do the things you have to do - probably tasks from the meeting. I can't imagine going back to the emailed agenda and 20 attached documents again. One place, one order and no printing...

Intuitive, reliable, & slick interface!

Oct 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
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Pros: 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.

Cons: I really can't think of anything currently bad about OnBoard. At one time, we had an issue with annotations saving reliably, but support worked very hard to get to the source of the issue and fixed it permentanylny. Everything works perfectly now. Our users are quite happy with OnBoard.

Overall: Rollout was smooth. Passageways Support was there to assist thought the process. Anytime we have an issue, which is not often, support is quick to respond and resolve.

Super Simple but Powerful

Jul 17, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: 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.

Cons: I struggle to identify any specific changes that would make board communications better through OnBoard.

Overall: Simple and powerful communications with our board of directors in a cost effective and efficient manner.

Love ONBOARD

Oct 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: 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

Cons: I really don't have an answer for this section. I love everything about it.

Overall: Board Portal Security and the Security of sending out Business and Commercial loans for approval.

We have used OnBoard to streamline our board meetings.

May 18, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We love how effective this software has been in disseminating information through our board members, executives, and credit analysts.

Cons: We have no complaints about the software. It has been great for us. The only thing I could say is that occasionally when setting up and saving user permissions, they will revert so they warrant double checking.

Overall: We have gained the ability to streamline communication between our board members, bank executives, and credit analysts. We are also currently looking at using OnBoard for our conference app to send out the agenda, breakout sessions, and content for those sessions.

OnBoard is incredibly easy to use, our board member absolutely love it.

May 17, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
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Pros: 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.

Cons: The admin site is a little complex and the learning curve is a bit steep but once you figure that out everything works good.

Overall: Made our board meeting so much easier to manage for both admins and users.

We just had our first live board meeting in June 2018 using the portal. It was great! Liked by all.

Jun 25, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: We are just getting started, but so far I like it all. I had a couple board members that I didn't have an email address for, and it wouldn't let me build their user until I got the email address.

Passageways Board Portal

Jan 30, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use. Keeps everything in one central place and standardizes the process across all of our Boards and Board Committees

Cons: Software has been upgraded several times during the past 4 years and every time it gets upgraded it causes a learning curve for our members and users to reacquaint themselves with navigating and uploading material.

Overall: We are very satisfied with the Passageways Board Portal. We find that the portal is user friendly. The use of the portal has reduced the time spent on putting together board packets and the cost for printing and mailing these packets. In addition, it provides a central point for us to find all of our Board material in a safe and efficient manner.

We currently use OnBoard for our board packets and love it!

May 18, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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!

Overall: Savings trees and so easy to reference old board packets!

Excellent Tool for Meetings and Collaboration

Apr 05, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: We are extremely happy using Passageways Board Portal. It has significantly added value to our collaboration ecosystem. The attractive UI makes it easy to use and smooth integration with MS products further adds to the better usability aspect. Excellent Job Passageways team!

My first impression is my current impression- easy to use, well supported

Jul 24, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: 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.

Cons: I would like to see either shared files or links within reports that can allow readers to continue with board report while referencing a linkable data document.

Overall: Easier communication and development for the administrator along with the board members.

My experience with onboard has been AMAZING.

Sep 12, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Onboard is very user friendly and intuitive. It is suited for non IT-survey individuals. I would reccomend this to any age group.

Cons: The software offers very little customization functionalities. I wish the look of the interface could be changed to fit the customers' preferences.

Capterra-loader

CCA Foundation creates missional moments with ONBoard

Sep 03, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease of meeting agenda creation and document attachment; the use of voting and other actions that improve meeting efficiency; the ability of each reader to annotate documents and be well-prepared for conversations; the AGB board member best practice resources.

Cons: The editing of documents off-line is not that intuitive. The customization of the theme/design of the home page is limited.

Overall: Ninety percent of our board members quickly adopted the portal thanks to the easy interface and simple to navigate features. The OnBoard team was incredibly responsive and helped me understand how to use the tool, walked me through customizing the look and feel of the portal, and helped me build immediate muscle memory for utilizing the tool for multiple board meetings.

Board portal

Oct 10, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: Sometimes adjusting the board books/documents to a proper size for viewing can be a bit challenging.

Overall: The OnBoard Board Portal has saved our organization a lot of time and paper as our board books are very large and information can change frequently. It's an easy way for Board members to receive the materials ahead of meetings and be able to look back at resources at any point in time.

Effective Management Meetings using OnBoard

Apr 04, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Comments: We use OnBoard for our Management meetings. It provides a centralized experience in scheduling meetings along with the ability to attach presentations. Additionally, it allows a more efficient note taking experience. The documents including presentations can be easily searchable anytime. The mobile apps also provide ease of access to the OnBoard application.

Eureka College OnBoard Portal Review

Aug 27, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The feature that we were most excited about sharing with our board was the built-in Association of Governing Board (AGB) resources. Our board members have been asking for these materials but it is hard to keep up with supplying new materials annually.

Cons: The only feature missing, at this point, is the ability to track board members terms. It would help board administrators if this data could be collected on the bio page for each board member.

Overall: Eureka College has just begun using OnBoard but so far the set-up phase has gone extremely well.

Board meetings and reports have never been easier!

May 20, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: 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!

Cons: Navigating thruout OnBoard can be a little tricky at first but once you get used to the icons and where they go to (or, watch the quick tutorial), you'll never look back.

Passageways review

Jan 27, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use and universally applicable for multiple departments.

Cons: Voting feature lacks a few small functionality features...but I haven't stayed familiar with it recently.

Overall: Passageways is always striving to keep their products current and take the customers requests to heart. They value feedback and seem to find ways to update their products to include valuable enhancements.

Recommendations to other buyers: Very good product!

Board Meetings Simplified

Oct 12, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The ability to distribute and annotate board books electronically.

Cons: Organization around meetings is clunky sometimes and has been difficult for some of our board member to adopt and navigate.

Overall: Overall experience is really good, board members getting more comfortable with the solution would improve the experience.

Easy tool for board members to use.

Mar 19, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Comments: We converted to OnBoard and have had no issues getting our directors functional on the tool. Intuitive design makes it easy for users to function on the system with little or no training.

Very user friendly.

Jul 18, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: I like how it is user friendly and simple to use while still handling all of my needs from surveys, agendas and passing policy.

Cons: I can't think of anything I don't like, I've always had a good experience with the program..........

Capterra-loader

Excellent board software

Oct 16, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease and simplicity of the application

The features

Application is being updated routinely with new enhancements

No resource storage limits

Cons: Enterprise features seem to be far better than the professional features.

I am loving Onboard Passageways for assembling my monthly board packages. Support team is awesome!

Jul 17, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: 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.

Cons: The permissions have been a little challenge. It would seem setting someone as a contributor would send a notification and give them the right to load docs, but thus far it seems they have to be set as an administrator.

The ease of use of Onboard

Oct 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The software is user-friendly. From setting up end users to publishing agendas, this product is easy to use.

Cons: The software does not build itself. There really is nothing that I like least about this software.

Overall: We began using Onboard 2 months ago for our committee and board meetings. Each of the committee members has adapted well to the use of the portal from building the agendas to uploading the documents. The product has made going paperless more accepted throughout our organization.

OnBoard Board Portal

Sep 10, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: 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!

Cons: I feel Admins are restricted a little and would benefit from having more functionality and management options in some areas (such as being able to edit company details for a more personal "feel", etc).