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OnBoard
¿Qué es OnBoard?
OnBoard es un software de reuniones virtuales que agiliza la preparación de las reuniones y proporciona a tu junta y a tus líderes la información más precisa y oportuna en todos los dispositivos. OnBoard, ganador del premio a la facilidad de uso de Capterra en la categoría de gestión de juntas, brinda un conjunto completo de herramientas para tomar decisiones más inteligentes, de forma remota, en tiempo real. Ahora más que nunca, necesitas una solución de gestión de reuniones que sea integral, segura y fácil de usar. Con función de utilización remota; listo para ser usado con confianza desde cualquier lugar. Comienza una prueba gratis u obtén una demo.
¿Quién usa OnBoard?
Juntas directivas, directores y administradores de juntas, administradores ejecutivos, ejecutivos de nivel C (CEO, presidente, CFO, CIO/CTO, COO, CMO), líderes de TI, secretarios corporativos.
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Opinones de OnBoard
OnBoard Keeps me on-board!
Alternativas consideradas:
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.
Contras:
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.
OnBoard-Get On Board
Comentarios: I really love working with OnBoard. It is easy to use for the end-user and was an easy adoption for them. As an admin, I can set permissions to various employees, and they can upload documents without my intervention. I like that new features are always coming out to test/try. The company continues to grow, but I have not seen any negative effects of it.
Puntos a favor:
The features which I love about OnBoard are the e-signature and approval options. I am able to create surveys and get results much quicker as users are already used to the OnBoard portal. e-signatures were critical during COVID as we couldn't meet in person, but I needed signatures for approval of documents. I also love the customer support of my relationship manager. They are always listening on how to improve the product. Innovative is necessary in an electronic world.
Contras:
The minutes feature is a work in progress. I am sure it works fine for some organizations, just not me. I do not like the fact that the pre-form automatically creates links of documents in the meeting minutes. Starting from scratch is cumbersome as well. They have taken my comments into consideration. Perhaps there will be a third option someday.
This Software is Now in the Cash Flow Phase
Comentarios: We are so disappointed with the ongoing lack of support. We have been asking for basic feature additions for years, and have even offered to pay for additional development (we are a $400M company). The software platform is clearly past the investment phase, and we regret the past few years of investment from a time and financial perspective.
Puntos a favor:
The portion of the software focused on meeting orchestration is good. The feature functionality around scheduling meetings, building agendas, and aggregating attachments works well (although this doesn't carry through actually running a meeting).
Contras:
During meetings, the meeting book does not automatically size to the window. At all. As users scroll through the meeting, it is very distracting to continually zoom/unzoom/scroll right/scroll down to fit information to the screen. This functionality is standard in PDF readers. Online discussions are not threaded. You may only have ONE long-running discussion with each distinct set of people. It makes the feature useless for all but the most mundane of communications. The software does not support read-only audit users. Most organizations, both for-profit and not-for-profit, need to provide access to state examiners, federal examiners, or financial auditors. Despite asking for this functionality for years, the only response is that we may buy more licenses to support temporary users, which would require manually back-allocating user permissions to all meetings and files.
Respuesta de OnBoard
hace 6 meses
Hi Brandon! Thank you for your detailed feedback. I’m glad to hear that our meeting planning features have been helpful for you. However, I’m sorry to hear about the challenges you’ve experienced with the meeting book, online discussions and the need for a read-only audit user. Your suggestions are invaluable as we work to enhance OnBoard, and I understand how frustrating it can be when things don’t work as expected. Since we only have your first name and initial listed here, could you please reach out to us at [email protected]? We’d love to discuss your concerns in more detail. Thanks again for your review, and we look forward to hearing from you.
OnBoard for Board and Committee Management
Comentarios: We are solving the need to house all meeting materials in one, central, accessible platform.
Puntos a favor:
The feature that is most impactful to our organization's use is having meeting materials all in one place, eliminating the need to print materials and distribute to members.
Contras:
My lease favorite part of OnBoard is reliability. There are times that the meeting book will not build. That does not work when needing to present at a meeting, or when members need to view the materials and vote. I am also disappointed with the Customer Service response when lodging a complaint. They do not have a good system of notification when an issue is resolved. It leaves us guessing and considering looking at different vendors for a similar product.
Streamline Management with Boards and Committees
Comentarios: Customer service and onboarding are great. Our board and staff like the way it streamlines everything. It saves me hours of prep work for meetings, by not having to format my own agenda or information packets for each meeting.
Puntos a favor:
Meeting management through OnBoard is much more efficient than calendar invites and emails. Building the agenda is easy, and the board book it creates puts everything in one, professional-looking document. Communication with different groups through the messenger is also a time-saving feature. Eliminates group emails and makes it easy to find past conversations and information when needed.
Contras:
It would be nice to be able to delete messages and clean up the messenger section. Also, the permissions feature is great but we often forget that you have to apply permissions to each meeting, file sharing, etc. Would be nice to have that pop up as a reminder.
