OnBoard Board Management Software vs. PairSoft

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.

PaperSave is ideal for any fundraising company. Its ability to import spreadsheets from queries and import documents into constituent records is an invaluable tool for a fundraiser. Though the program sometimes has its hiccups, overall it serves its intended functions quite well.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Meta data assignment to documents
• Easy UI

• 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.

• The interface could be updated.
• The program sometimes will continue to run in the background after Raiser's Edge is closed.
• Initial use can be a little confusing to learn.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

OnBoard Board Management Software appears to be very user friendly. The layout allows for easy access to a number of areas via the left side of the page. Admins are able to customized the main page so that the most vital information is available to users when they log in. Setting permissions is easy.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

PaperSave is extremely easy to use and integrate into any fundraising office. If your company is using Blackbaud products, PaperSave will integrate seamlessly with Raiser's Edge and Raiser's Edge NXT. The ability to save documents to records seems like such a simple concept, but because Raiser's Edge doesn't offer this function in its own program, PaperSave is a life saver.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Similar to what I mentioned earlier in this review, the main pro of PaperSave for my company is its Raiser's Edge integration. The program loads immediately as soon as Raiser's Edge is launched so there's no need to open separate programs. The documents and queries loaded from PaperSave into Raiser's Edge were simple to upload and read.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

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.

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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

PaperSave works well in part due to its database integration functionality. It allows our team to use Raiser's Edge (our main tool as it's our constituent database) without having to constantly switch back and forth between programs. It's simple enough for new staff members to learn as part of their on-boarding process and hasn't caused any major issues for our team.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Productive transaction documentation.