OnBoard Board Management Software vs. Teams Manager for Microsoft Teams

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.

For different projects in a big organization different teams can be formed and thus their internal tasks assignments can be done there. It is easy to manage, assign tasks to people in a particular project. People or team leads in multiple projects can share different channels thus maintaining different projects. Users should be refrained of creating new teams just for fun purpose etc. to avoid to much chaos.

Incentivized

• 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

• easy to manage team sites along with members and guest users
• helps managers to track the usage of apps and work done remotely

Incentivized

• 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.

• I feel like the Shifts app could be more advanced to sync with Microsoft Outlook. It would be great to receive notifications in Outlook for Shifts and be able to approve/deny requests and schedule changes there while it's synced with the Outlook calendar.
• It would be nice if the interface allowed further customization such as assigning colors to the separate channels. Some channels within team sites are rather lengthy and it would be great to group them into color groups.
• Another nice feature would be the option to log in as one of your teammates so you can properly set up their Team account before they log in for the first time.

Incentivized

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 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.

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

As I mentioned before, we switched to Teams from Skype because it was more reliable. We did not experience interruptions in service especially for those departments working remote.

Incentivized

• 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

• A centralized platform for the Operation Manager to handle and see the progress of different projects
• This makes it easy to handle everyone at one place thus reducing time in contacting individuals and taking the feedback on progress
• Knowing of any hurdles or bottlenecks in any project by just clicking on any channel and seeing their discussion. Thus guiding them then and there only.

Incentivized