Likelihood to Recommend
M‑Files is great for companies with multiple locations. Drive letters can become cumbersome to use and collaborate with colleagues and M‑Files fills that gap. The check out/check in system is great and allows only one editor at a time. This can be good and bad depending on the situation.
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OnBoard is an adaptable platform that could be used for most meetings. It works perfectly to build an agenda and packet for board and committee meetings. It allows for easy RSVP to ensure a quorum at meetings. All users are able to easily view the packet and can even make notations of points they want to discuss during the meeting. OnBoard doesn't work well for detailed documents such as spreadsheets. Our company has a strategic plan and we cannot use OnBoard for that committee meeting. The size of the spreadsheet simply doesn't function well within OnBoard and isn't easily navigable. The same is true of certain financial spreadsheets.
Read full review Pros Reliable: Our M-Files system has only gone down one time (for a very short period of time) at the beginning of the two years that we have been with M-Files. Our previous vendor's system had so many downtimes that our IT Department had to assign an associate to work with me for sending out notifications to associates etc. With our last vendor, one day I came to work and only 60 of the 260 consent for surgery forms were available to our end users although they were visible to me as the Administrator but weren't showing up for the end-users! Our M-Files system was created for us. It was created by working with developers to only have on our system what we required, and I must say, there were so many extra features that M-Files offered in our program that weren't available with our previous vendor. As mentioned previously, we can have two policies or forms visible to the end-user so one can be listed as "draft" or "training only" so our end users can read and use for training as we get ready to roll out a new medical record system. I can also preload policies and leave them in the working stage until they are approved and go back and publish them the day they are approved. The list goes on with so many great features. Our end users would say the greatest asset of this product is the search function. It's amazing how fast it is. There are many ways to search out a form or policy which makes it a true asset for our associates. Read full review Secure board materials - the administrator can control what board members see what materials. Contact information - email and mailing addresses are readily available. Board terms - term lengths for every board member is tracked through the system. Meeting feedback - simple surveys are sent immediately after a meeting to get feedback from meeting attendees for future planning. Read full review Cons If you are new to Electronic Document Management, this can be a really difficult product to roll out. Since it is infinitely versatile, there are infinite ways to configure it wrong. I highly recommend the M-Files admin training offered by M-Files as it will set you in the right direction. Many options are paid add-ons. So while you are not paying for what you don't need, many great features will come at a cost. If you don't have a technical person on staff, this will be tricky to maintain. Not impossible. If your processes do not change, once setup it will be fine. Read full review Currently, you cannot block an entire group from a topic; you need to block attendees individually. it would be nice to indent a section by using tabbing. the added button for "save changes" in each section tends to slow down progress; edits used to be saved automatically and tended to be faster. Read full review Likelihood to Renew
M-files meets our almost all needs, we dont have other option to replace m-files. it saves lots, like Hardware because of Vault Feature means we can create many vaults (mini-servers) in m-files in other solutions we need more hardware for more installations.
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I couldn't imagine us doing our business without OnBoard [Board Management]. It has become the way we communicate with our Board and run our meetings. Frankly, I have no desire to go back even when we are meeting in person to paper binders for each board member. It truly has been a blessing coming out of COVID for us.
Read full review Usability
It is a powerful system that can locate content fast and effectively. The system takes quite some time to setup initially. It can be hard for M-Files support to know how businesses operate and how they want to use the system in a way that works for them. The customization makes it great for companies to cater to their own needs. Once the system is set up in a way that makes sense for the business, the user experience is positive. There is room for improvement in the notifications, workflow, and support areas.
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OnBoard is extremely user-friendly. I believe many individuals could begin using it without instruction just by clicking and looking around. It is very intuitive and the setup makes sense. I have older members on my board and they can use OnBoard with no issue and no training beyond an initial overview. During the pandemic, I've had some new board members easily use it without instruction since we weren't able to meet in person for an overview.
Read full review Reliability and Availability
Read full review Performance
I noticed some lagging with the integration with Microsoft Office but not so much that I would not use it. It has gotten better with updates. to be fair the issues were when Office 2013 first came out.
Read full review Support Rating
Usually when I need help from them I got support and it was very good and focused to solve my problem. I didn't have so many problems, but when used it worked. I just would like to have a support in my native language, but I can understand that sometimes is hard for the companies.
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I haven't needed to contact OnBoard customer support many times because it's user-friendly and functions as it's supposed to/sold. On the occasions I've contacted customer support, they have promptly answered the phone or my email. In one instance, a board member couldn't access OnBoard prior to a board meeting and customer support was able to resolve the issue in the 10 minutes prior to the meeting. In another instance, a board member wasn't able to get the system to recognize all answers to a completed survey which prevented a compilation of results. Customer support viewed the member's screen and ran an error log to figure out the issue.
Read full review In-Person Training
We had online conference call training with a recording to use later as needed
Read full review Online Training
They answer all questions and record your training for later use.
Read full review Implementation Rating
The key insight is that the most important thing is to have a open mind. The application is easy to use, but if you have a company with different views and it is not aligned could be a huge problem. So the company transformation is required together with the application. Ensure to use as much as possible the capabilities of the application helps to have best ROI.
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Implementation was easy and I was able to do it alone without OnBoard customer support, although customer support assistance was offered and available. The platform is very user-friendly and doesn't require assistance to implement in my opinion. The biggest hurdle is getting invitees to access the invitation email and set up their login.
Read full review Alternatives Considered
The customization ability seemed to be a level above and easy to navigate and available options are constantly being reinvented. We have used OnBase for years and now desire to move away from this option for a number of reasons.
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OnBoard is more user-friendly. It is very easy to navigate from an administrator's standpoint as well as for the end-user. I received compliments on a regular basis from our board members and how grateful they are that it is so easy to use. They also love having the Resources where all of our important documents are located. Other tools that I have used were very clunky and hard to navigate and the cost was greater higher.
Read full review Scalability
do so much more than we need but has all the stuff we do need.
Read full review Return on Investment M-Files allows us to track important milestones and expiration dates. We are now able to easily track revisions to contracts with community partners and record comments and history in one place. We are able to track all contracts that come through our District and to create monthly reports to present to our Board. Read full review It's helped maintain board and committee involvement in the nonprofit since the start of COVID It has allowed our meetings to go virtual with little effect on workflow It allows us to better track needed association materials than we have in the past Read full review ScreenShots OnBoard Board Management Software Screenshots