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?

Board meetings should be informed, effective, and uncomplicated. The OnBoard board intelligence platform transforms complicated processes so boards can focus on what matters most: Realizing their vision for the organization. Experience a board portal that makes decision-making easier with a system of record for directors, executives, and administrators and intuitive data and analytics on any device, in any place, at any time. Test before you invest with a no-strings-attached free trial.

OnBoard Details

PassageWays

https://www.passageways.com

Founded 2003

Zoom integration enables face-to-face, secure remote meetings directly within the platform – no need to download additional web conferencing apps. Engagement Analytics offers anonymized and aggregated real-time insights into how your board works.
The secure Messenger allows individual or group conversations to discuss sensitive board work. Chat one-on-one, message entire committees, or include the whole board in a conversation using the OnBoard app or any web browser.
The Meeting Minutes tool is the fastest meeting creation tool. Make notes, create tasks, track attendance, and mark motions. Drag and drop any file type, create templates, clone previous meetings, organize documents, and track decisions.
Voting & Approvals accelerates decision-making while ensuring compliance. delivers a seamless platform to support high-impact decisions, directors can organize, track, review, comment, and approve decisions – from anywhere and on any device.
D&O questionnaire solution transforms a cumbersome task into a simple, automated, and replicable annual process with wide range of question types and export options, as well as pre-filled content, eSignatures, and attachments.
OnBoard video
Play
Zoom integration enables face-to-face, secure remote meetings directly within the platform – no need to download additional web conferencing apps. Engagement Analytics offers anonymized and aggregated real-time insights into how your board works.-thumb
The secure Messenger allows individual or group conversations to discuss sensitive board work. Chat one-on-one, message entire committees, or include the whole board in a conversation using the OnBoard app or any web browser.-thumb
The Meeting Minutes tool is the fastest meeting creation tool. Make notes, create tasks, track attendance, and mark motions. Drag and drop any file type, create templates, clone previous meetings, organize documents, and track decisions.-thumb
Voting & Approvals accelerates decision-making while ensuring compliance. delivers a seamless platform to support high-impact decisions, directors can organize, track, review, comment, and approve decisions – from anywhere and on any device.-thumb
D&O questionnaire solution transforms a cumbersome task into a simple, automated, and replicable annual process with wide range of question types and export options, as well as pre-filled content, eSignatures, and attachments.-thumb

OnBoard pricing overview

See pricing plans

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


Starting Price

Not provided by vendor See pricing details

Free Version

No

Free Trial

OnBoard deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • Linux (Desktop)
  • Windows (On-Premise)
  • Linux (On-Premise)
  • Chromebook (Desktop)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

OnBoard Features

  • API
  • Access Controls/Permissions
  • Action Item Tracking
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Archiving & Retention
  • Attendance Management
  • Audit Trail
  • Authentication
  • Automatic Backup
  • Calendar Management
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Management
  • Content Library
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Digital Signature
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Email Invitations & Reminders
  • Event Calendar
  • Event Scheduling
  • File Management
  • File Sharing
  • For Nonprofits
  • Full Text Search
  • Meeting Management
  • Meeting Notes
  • Member Directory
  • Minutes Management
  • Offline Access
  • Polls/Voting
  • Reporting & Statistics
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Single Sign On
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management
  • Template Management
  • Third Party Integrations
  • Version Control

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  • Access Controls/Permissions
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  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Notifications
  • Attendance Management
  • CRM
  • Calendar Management
  • Campaign Management
  • Committee Management
  • Communication Management
  • Contact Database
  • Contact Management
  • Credit Card Processing
  • Customisable Branding
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Dues Management
  • Electronic Payments
  • Email Invitations & Reminders
  • Event Management
  • Event Scheduling
  • For Nonprofits
  • Forms Management
  • Fundraising Management
  • Grant Management
  • Member Database
  • Membership Management
  • Mobile Access
  • Real Time Analytics
  • Real Time Reporting
  • Receipt Management
  • Recurring/Subscription Billing
  • Registration Management
  • Reminders
  • Reporting & Statistics
  • Social Media Integration
  • Social Media Management
  • Third Party Integrations
  • Volunteer Management
  • Website Integration

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  • Assignment Management
  • Brainstorming
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  • Chat/Messaging
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Contact Management
  • Content Management
  • Customisable Branding
  • Discussions / Forums
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • File Management
  • File Sharing
  • File Transfer
  • Live Chat
  • Mobile Access
  • Prioritisation
  • Progress Tracking
  • Project Management
  • Project Planning
  • Projections
  • Real Time Editing
  • Real Time Notifications
  • Real-time Updates
  • Reporting & Statistics
  • SSL Security
  • Screen Sharing
  • Secure Data Storage
  • Single Sign On
  • Status Tracking
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
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  • Workflow Management

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  • Attendance Tracking
  • Audit Trail
  • Authentication
  • Calendar Management
  • Client Portal
  • Commenting/Notes
  • Company Formation
  • Company Register
  • Compliance Management
  • Content Library
  • Critical Date Alerts
  • Customisable Branding
  • Customisable Templates
  • Data Import/Export
  • Deadline Management
  • Digital Signature
  • Dividend Administration
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Event Calendar
  • Event Scheduling
  • File Management
  • Meeting Management
  • Multi-Company
  • Officer Management
  • Offline Access
  • Polls/Voting
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • SSL Security
  • Secure Data Storage
  • Shareholder Management
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management
  • Version Control
  • Workflow Management

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  • Authentication
  • Automatic Backup
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  • Collaboration Tools
  • Commenting/Notes
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  • Content Management
  • Customisable Branding
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  • Data Synchronisation
  • Document Management
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  • Drag & Drop
  • Electronic Signature
  • Email Management
  • Encryption
  • File Management
  • File Transfer
  • Full Text Search
  • HIPAA Compliant
  • Live Chat
  • Messaging
  • Mobile Access
  • Projections
  • Real Time Notifications
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  • Reporting & Statistics
  • Role-Based Permissions
  • SSL Security
  • Search/Filter
  • Secure Data Storage
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  • Third Party Integrations
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  • Workflow Management

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  • Attendance Management
  • Attendance Tracking
  • Calendar Management
  • Chat/Messaging
  • Class Scheduling
  • Collaboration Tools
  • Communication Management
  • Content Management
  • Course Authoring
  • Curriculum Management
  • Customisable Branding
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Document Management
  • Drag & Drop
  • Event Calendar
  • Faculty/Staff Management
  • Financial Aid Management
  • Forms Management
  • Fundraising Management
  • Housing Management
  • Learning Management
  • Performance Metrics
  • Progress Reports
  • Progress Tracking
  • Real Time Analytics
  • Records Management
  • Registration Management
  • Reporting & Statistics
  • Scheduling
  • Search/Filter
  • Self Service Portal
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  • Student Information/Records
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  • Student Portal
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  • Calendar Management
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  • Commenting/Notes
  • Contact Management
  • Content Management
  • Customisable Branding
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  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Employee Communities
  • Employee Database
  • Employee Photos
  • Engagement Analytics
  • Event Calendar
  • File Management
  • File Sharing
  • Forum / Discussion Board
  • Live Chat
  • Meeting Management
  • Mobile Alerts
  • Multi-Language
  • Newsletter Management
  • Real Time Notifications
  • Real-Time Chat
  • Real-time Updates
  • Reporting & Statistics
  • Role-Based Permissions
  • Screen Sharing
  • Search/Filter
  • Single Sign On
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  • Third Party Integrations
  • Transcripts/Chat History
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  • Calendar Sync
  • Chat/Messaging
  • Commenting/Notes
  • Committee Meetings
  • Conferencing
  • Customisable Branding
  • Customisable Templates
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Invitations & Reminders
  • Event Calendar
  • Event Scheduling
  • Internal Meetings
  • Invitation Management
  • Legislative Meetings
  • Live Chat
  • Materials Management
  • Meeting Management
  • Meeting Preparation Tools
  • Meeting Room Booking
  • Minutes Management
  • Mobile Access
  • Post-Meeting Tools
  • Presentation Streaming
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • SSL Security
  • Scheduling
  • Single Sign On
  • Surveys & Feedback
  • Task Management
  • Third Party Integrations
  • Travel Management
  • Two-Way Audio & Video
  • User Management
  • Video Call Recording
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  • Video Streaming
  • Voting Management

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  • Chat/Messaging
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Configurable Workflow
  • Content Library
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  • Customisable Branding
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  • Data Security
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  • Document Storage
  • Drag & Drop
  • Employee Communities
  • Employee Portal
  • Event Calendar
  • Feedback Management
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  • File Sharing
  • File Transfer
  • Forms Management
  • Forum / Discussion Board
  • Knowledge Base Management
  • Live Chat
  • Mobile Access
  • Real Time Notifications
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  • Reporting & Statistics
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  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
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  • Data Import/Export
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  • Document Storage
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  • Electronic Signature
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  • Employee Activity Monitoring
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  • File Transfer
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OnBoard Alternatives

More OnBoard alternatives

OnBoard Reviews for UK Users

Read all reviews

Overall rating

4.7/5

Average score

Ease of Use 4.6
Customer Service 4.9
Features 4.5
Value for Money 4.6

Review software

Share your experiences with other software buyers.

Write a Review!
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
Steven L.
President & CEO
Nonprofit Organization Management, 2-10 Employees
Used the Software for: 1-5 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 20/03/2021

"AMBA Experience with OnBoard"

Comments: We love OnBoard! It's compatible with all the browsers we use, its mobile app is superb, and when compared to other board portals we've used, it provides more capability at a lower price. Last but certainly not least, customer support has been tremendous. Our customer service representative, [SENSITIVE CONTENT HIDDEN], has been with us every step of the way as we tailored OnBoard for our needs, migrated the documents we stored on our previous board portal, and prepared OnBoard for our first meeting. I can't say enough about the support we've received from [SENSITIVE CONTENT HIDDEN] and the rest of the OnBoard team.

Pros: As compared to our previous board portal, OnBoard is so much easier to use, more intuitive, and is an easier collaboration tool. We just held our first board meeting using OnBoard. Its integrated conferencing capability powered by Zoom made the meeting the most efficient and effective virtual meeting yet.

Cons: The platform needs an e-mail capability that will allow users to communicate with each other securely and with the ability to attach documents or find them within OnBoard's "resources." The current messaging capability -- akin to texting -- is good, but it lacks the flexibility of a more robust, e-mail-like communication capability.

  • Reviewer Source 
  • Reviewed on 20/03/2021
Jordyn D.
Executive Assistant
Financial Services, 11-50 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
Nichole Z.
Executive Assistant
Banking, 201-500 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
    9/10
  • Reviewer Source 
  • Reviewed on 23/03/2021

"First year review"

Comments: Very pleased with OnBoard and the feedback we have received. Blows our last provider out of the water.

Pros: Easy to use as an administrator, user friendly for board members, streamlined processes built in, technology works

Cons: No expense management system built in, but something that could be added in the future possibly

  • Reviewer Source 
  • Reviewed on 23/03/2021
April S.
Assistant to the President
Education Management, 201-500 Employees
Used the Software for: 2+ years
  • 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 14/01/2021

"One thing that really does make my life easier"

Comments: This is one of the tools that I couldn't do my job without. It has helped make the process of collecting and managing 25-75 documents for a given board meeting seamless.

Pros: We've used OnBoard for board meetings for something close to five years now. What sets OnBoard apart from others in the industry is its value for the money and approach to customer support. They are incredibly responsive to the needs of their customers and are always adding new and incredibly useful features.

Cons: I can't think of one. Everything that's ever been glitchy or not worked well is usually fixed in a couple of months.

  • Reviewer Source 
  • Reviewed on 14/01/2021