Top Tips of 2022 for OnBoard
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Every year at OnBoard brings a fresh round of innovations and insights for our customers. We take pride in providing you with a top-tier customer experience, which is why our team of Customer Success Managers has created a new webinar for our users. We invite you to join us and hear our favorite tips for OnBoard users learned throughout 2022. During this webinar, an experienced CSM will guide you as you witness a live walkthrough of these valuable insights tailored for OnBoard users in industries. These highlights have been carefully curated to help you make the most of your OnBoard experience this year and beyond.
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Top Tips of 2022 for OnBoard
- 1. OnBoard Product Sneak Peek November 15, 2022
- 2. OnBoard | ©2021 Passageways, Inc. Confidential. All rights reserved. Housekeeping 2 Please ask questions at any time using the Q&A Button Chat or ”raise your hand” if you need anything Attendee Mics are muted by default
- 3. OnBoard | ©2022 Passageways, Inc. Confidential. All rights reserved. Confidentiality & Roadmap Disclaimer The information in this presentation is confidential and proprietary to OnBoard and may not be disclosed without the permission of OnBoard. This presentation and OnBoard’s strategy and possible future developments, products and or platforms directions and functionality are subject to change and may be changed by OnBoard at any time for any reason. The information in this presentation is not a commitment, promise or legal obligation to deliver material, code or functionality. This presentation is for informational purposes and may not be incorporated into a contract. OnBoard assumes no responsibility for errors or omissions in the document. All forward –looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. 3
- 4. OnBoard | ©2021 Passageways, Inc. Confidential. All rights reserved. About our Audience Today Industries • Arts & Entertainment • Associations • Financial Institutions • Government • Healthcare • Manufacturing • Nonprofit • Technology • Transportation • Utilities & Energy Roles • Board Chairs & Members • C-Suite, Executive Directors • Corporate Secretaries • Executive Assistants • General Counsel • Vice Presidents
- 5. OnBoard | ©2021 Passageways, Inc. Confidential. All rights reserved. Introductions Karen Griffin Head of Product & Customer Marketing Jarred Porter Orr Fellow, Product Management Michael Fitzgerald Senior Product Manager
- 6. OnBoard | ©2021 Passageways, Inc. Confidential. All rights reserved. Today’s Agenda • Welcome & Introductions • New Capabilities Coming Soon • New Help Center and Community Site • Q&A
- 7. OnBoard | ©2021 Passageways, Inc. Confidential. All rights reserved. What we do: Inspire and enable organizations to do their best work in a digital world. 7
- 8. OnBoard | ©2021 Passageways, Inc. Confidential. All rights reserved. A Secure Place to Talk About Board Work • A safe way to share and receive attached documents • Supported file types include Microsoft Office files, PDF, PNG, GIF, JPEG, and BMP • Available on Web and Mobile apps • Coming Soon – Early December 2022 Messenger Document Support
- 9. OnBoard | ©2021 Passageways, Inc. Confidential. All rights reserved. A Journey Towards Diversity & Inclusion • First step in helping organizations report and work towards diversity requirements • New User Profile fields include: ⎼ Date of Birth ⎼ Gender Identity ⎼ Demographic Background ⎼ LGBTQ+ ⎼ Military Veteran ⎼ Individual with Disabilities • Demographic information can be included when importing and exporting CSVs • New robust diversity reporting and exporting functionality • Coming in Q1 2023 • Laying the foundation with New User Profile Fields
- 10. OnBoard | ©2021 Passageways, Inc. Confidential. All rights reserved. Ensuring Confidentiality • Organization admins can configure User Profile visibility settings ⎼ Hide fields with sensitive contact information ⎼ Ensures your organization maintains bylaws or helps meet sunshine laws ⎼ Settings for Profile Visibility and Directory Visibility • Organization admins can set visibility to: ⎼ Admins-only ⎼ Admins & Profile Owner- only ⎼ Member Affiliated Groups – only ⎼ All Visible • Coming Soon – December 2022 • Control Visibility of User Profile Information
- 11. OnBoard | ©2021 Passageways, Inc. Confidential. All rights reserved. Minutes Made Even Better • Drag-and-drop functionality makes it easy to reorder sections • Add a note with in-line editing by typing the information right into the section block • Make in-line edits to a topic or description • Simultaneous editing helps you collaborate with others and see the changes being made • Coming Soon – December 2022 • Minutes Builder enhancements to securely and efficiently capture minutes
- 12. OnBoard | ©2021 Passageways, Inc. Confidential. All rights reserved. Seamless Collaboration with Microsoft O365 Integration • Open Microsoft Word, Excel, or Power Point for real- time collaboration within the OnBoard platform • Save right within OnBoard to ensure files are secure and easily accessible • Users with O365 accounts can set up integration easily in just a few clicks • Microsoft O365 File Collaboration will be available in the OnBoard Web app. Availability in iOS and Android is TBD. • Coming Soon – Q1 2023 • Power your board's productivity with access to Microsoft Office documents right within OnBoard
- 13. OnBoard | ©2021 Passageways, Inc. Confidential. All rights reserved. A Fresh New Look • Refreshed design for a better user experience • Find what you're looking for with intuitive navigation • New content added weekly – including videos, articles, tutorials, and more! • Coming soon - Early December 2022 • New Help Center and Community Site
- 14. OnBoard | ©2021 Passageways, Inc. Confidential. All rights reserved. What features are you interested in learning more about? • Messenger Doc Support • New User Profile Fields (Demographics) • Directory/Profile Visibility • Minutes Builder Enhancements • Office 365 Integration • Redesigned Help Site Polling Question
- 16. OnBoard | ©2021 Passageways, Inc. Confidential. All rights reserved. OnBoard Share the Love Referral Program! $50/Referral + $500 once they become a customer
- 17. Contact & Help OnBoard Sales Team 765.535.1882 More@onboardmeetings.com OnBoard Customer Success Team OBpros@onboardmeetings.com Technical Support: (765) 535-1880, option 1 help@onboardmeetings.com Online knowledgebase onboardmeetings.com
- 18. Indianapolis Lafayette London Sydney
Editor's Notes
- Karen: Just a few housekeeping tips before I introduce today's speakers. All phone lines have been muted to eliminate any background noise. If you have any technical challenges, please use the chat feature and we'll help you troubleshoot any issues you're having. If during the presentation you have a question, please use the Q&A button and we'll try to respond to as many questions as we can during the presentation. For questions that don't get answered, we will follow up via email after the webinar.
- Karen – since a few prospects on the line today...quick overview of OB Today talk about meeting minutes which is a critical part of your meetings and there are many more capabilities in OB that the platform does that allows your org to transform the way your board meetings are run.
- Karen
- Jarred
- Jarred
- Michael
- Michael
- Mike