OnBoard

“If you don’t want to use the AI, that’s fine, but then we can’t have our phones in our meetings. Everything is going to have to become in person. We’d have to put phones in a lockbox. If we’re so worried that something’s going to leak, then we have to take 100% precaution. We can’t be fifty-fifty.”

““I think they are adding functionality that is evolving with the times. The continued improvement is appreciated,” she says.”

““From a regulatory perspective,” Nielsen says, “we have both the Federal Reserve or  the Iowa Division of Banking audit us every 18 months. There is just a ton of documentation that has to be maintained to illustrate that we are doing all the things appropriately. OnBoard has streamlined all those processes.””

““The Executive Loan committee is probably where we have seen the most significant benefit outside of the traditional board opportunities,” Nielsen says. “Once we introduced OnBoard at the Executive Loan committee level, we pushed it down into our regional loan committees, and they are using it weekly.””

““It introduced better practices,” she says. “We really appreciate that you can drop content in and reorganize it as you see fit as you are building an agenda. Those features make life easy.””

““It was fairly intuitive,” she says. “Overall, it wasn’t a tough transition.””

““But what has been even more powerful for our organization is how we’ve utilized OnBoard in committees to improve some of the loan approval processes and governance practices.””

““The fact that OnBoard allowed us to work remotely and that we didn't have to scramble to do it — the structure was already in place — was certainly an added benefit and very helpful.””

“I already knew I loved this product the first few times I clicked around in it. It just made it so easy to participate, be active, and be part of the meeting.”

“By keeping the materials so easily accessible, nothing stands in the way between the board member and what they need to prepare for the meeting.”

“The platform allows us to run really efficient board and committee meetings, and come to them prepared and informed.”

“Engagement analytics doesn’t actually tell you exactly who’s looking at what,” Betsy says. “That’s helpful because people might be afraid to use it if they thought they were going to be outed for either not having read or spending too much time on a particular section. So, I think the way the data is collected is very helpful in running a board meeting.”

“Engagement analytics shows you what pages are being read and for how long,” Piper-Bach says. “As a meeting organizer, I want to be prepared to have a discussion on what people are interested in. For example, by looking at the analytics, I can see that there’s a lot of people reading page 70. So, I ask myself what is on page 70? What do I need to know about page 70? It’s just a very, very unique element to OnBoard.”

“I go back to OnBoard’s simplicity of use,” he says. “We were able to integrate all of the materials for the meeting because we had a tool that allowed us to pivot really quickly. We didn’t have to explain to our board members how to get to that material in OnBoard because it was pretty apparent to them.”

““I’m always concerned that the board members have plenty of time to review the materials,””

““As a mission-driven organization, we strive every day to make a meaningful difference in our community,””

““It would be great not to have to sit and take copious notes and transcribe them myself,””

““There’s no frustration with not being able to get hold of someone when I need them.””

““the fact that they can see the papers in a dynamic way, they can make their own notes…which is really helpful for them.””

““Some of the high-end corporate options are very expensive,””

““Everything they need to consult, see, and read is right there in one place.””

““With OnBoard, I don’t think you could ever get lost in the complexities because it’s all just seamless.””

““Any problem the front-line team can’t solve gets escalated fast … it’s just been great.””

““I think I’ve asked a couple of questions over the year, including for some of our users,” she says. “They’re just so responsive. With some companies you can wait a little while to get a reply but OnBoard’s not like that.”

““I love OnBoard’s simplicity,” she says. “I didn’t have to do any training, it all just made sense.””