OnBoard Board Management Software vs. Zoho Projects

OnBoard is especially helpful when there are a lot of supporting materials for the meeting and if most of the attendees are members [of] OnBoard. If [any] of the attendees are not members, then it might not be the best option because you would still have to provide [a] hard copy for the non-members.

My work involves projects of 5-15 people with numerous projects running simultaneously. Prior to Zoho, I did not have a central location from which to view all project statuses at once. Zoho looks to provide this and also looks like it will deliver. I am anxious to see how our organization's use of it develops. At this time, I feel I am likely to recommend Zoho Projects because my organization has made great software decisions in the past so I have a level of trust already that the research has been done that Zoho is the best solution for our line of work.

Incentivized

• Minutes are done in a blink of an eye if you've set up your agenda correctly.
• Board members read the minutes and approve them before the meeting using the OnBoard Board Management Software approval functions!
• Consent agenda's can be approved before the board meets!

Incentivized

• Swiss Army Knife: The suite of Zoho projects can be tailored to fit the needs of any business. It's great to have a bunch of different software offerings that will work together seamlessly.
• Task Customization: Zoho allows you to customize your tasks more than other platforms (add start dates, due dates, dependencies, subtasks...)

Incentivized

• The virtual meetings are sometimes hard to join.
• 'Join via Zoom' and 'Join via OnBoard' are confusing to users.
• 'Edit Agenda' should be in more locations than the top of the agenda so you don't have to scroll all the way up to get to it. OR the option to just click to edit and not have to click 'Edit Agenda'.

Incentivized

• More flexibility on making the user interface more compact (like Excel or MSP). Current interface is well spaced, but some users may like a more compact view.
• More simplified Gantt Charts that help us understand progress and dependencies.
• Ability to export projects to Excel for sharing with others we can't/don't want to bring on to Zoho projects

Incentivized

OnBoard is user-friendly and meets all of our needs as an organization. It resolved the monthly struggle to prepare, print and mail board packets to up to 13 members. It resolved the issues presented when agenda and packets needed amendment prior to board meetings. We are now easily able to built a packet each month and modify it as necessary right up to the meeting time.

Zoho has been able to fit the needs of our Engineering organization. The employees and management that are using it have not found a 'catastrophic' reason to discontinue use. Although certain features and better support mechanisms would be much better, it has been able to keep with both basic needs and more advanced ones. A majority of the company has enjoyed the basic interface it offers, the apps it has for iPhone and Blackberry, the mobility of updating a project without needing to be connected to any type of server. There are still improvements that can be made in future releases but as the person who originally purchased the solution for our company, I have found it to be an excellently priced solution in the functionality it offers.

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

Zoho Projects is an easy project management tool to use. It provides all the functionality that we required for handling projects. We can easily create personal forms for projects and tasks, allowing us to add and report on our own desire. Apart from this we can create and edit documents in real time which saves our time. This allows us to share text docs, presentations, tables with the whole team and we can work on them together

Incentivized

Has not been down to my knowledge.

Speed meets my expectations.

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.

Although it might lack intuitiveness, once you get a hang of how Zoho Projects works, you can do a LOT. The impact good project management has on profitability is huge, and it has helped not only improve communication and coordination when working on a project, but more importantly have adequate tracking of time, due dates and potential bottle necks

Incentivized

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.

While some evaluated competitors included the same features as OnBoard, they were complicated to use and navigate. Being adept with technology and having trouble with them in demo versions, I couldn't imagine presenting them to board members who work primarily with paper and are used to paper packets. OnBoard was substantially more user-friendly and intuitive to use. Other competitors evaluated didn't offer the integrated survey and electronic signature features that OnBoard does. These were must-have features for us when choosing a board management platform.

Zoho Projects provides a more limited set of functionality and customization options than other task/bug trackers on the market, but what it lacks in functionality it makes up for in ease of use. It probably has 80-90% of the features of its competitors but takes about a third of the time to get up and running and realizing value.

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

• Unfortunately, prior to creating Project Task Templates we'd occasionally miss a step and something that was necessary would be overlooked.
• The creation of the Project Templates was a team collaborative effort to make sure that everyone had some input as different people was integral to specific projects.
• It took a little while to learn some of the more tricked out features like task dependency but even starting out with the most basic of features was very significant.

Incentivized