OnBoard Board Portal Software for Texas Banks and Financial Institutions has proven itself in real world businesses time and time again. Working along side our expert team of support members, Banks and Credit Unions are implementing OnBoard in the daily, weekly, and monthly board meetings - both in person and online.
There has never been board meeting software developed like this before! Manage your meetings, take notes, and share with everyone else. Save agendas and securely submit your private vote on a point. OnBoard allows for a fully functional Board Meeting without wasting paper. We have saved over 10,377,601 pages of paper thus far and the number continues to grow.
It's not just about the paper, but the efficiency and effectiveness inherent within this software. Your bank board meeting will flow smoother with everyone on the same page. OnBoard is credited for having ALL documents in one spot with no one having to remember who emailed what or where any documents are. They can quickly reference the one location easily. This is a must have for Texas Banks across the state.
Below are two of our many happy clients that have successfully implemented the OnBoard Board Portal Software into their Board Meetings. These case studies include the issues that company faces and the amazing results OnBoard and Passageways were able to provide.
Case Study: Pan American Bank
A Leading Financial Services Provider achieves a 20% ROI, Saving 47,000 Sheets of Paper
Pan American Bank turned to Passageways’ OnBoard because it excelled at the strict criterion it sought: the solution had to be easy to use, secure, and cost efficient. With OnBoard, the hurdles imposed in creating and distributing board book were quickly swept away. Pan American’s corporate secretary effortlessly created, updated, and distribute paperless board books with just a few clicks of a mouse. Electronic delivery resulted in instantly updated revisions, saving time and money.
In the boardroom, OnBoard’s simple interface facilitated faster and more reliable access to critical documents. Directors were no longer bound by the limitations of paper, they searched through their one compiled board book with ease and drafted notes that couldn’t be lost. When they needed to recall an item from a previous meeting, it was right at their fingertips.
All the previous agenda items are stored on the app, making reference to previous archived meetings just a few taps away. Pan America’s busy directors now have the flexibility of when and where to review their board documents.
The results speak for themselves. Pan American bank secured a 20% return on investment by cutting out paper, printing, and binding: the result of reducing consumption by near 47,000 sheets of paper every year.
Randy Blackburn, Pan American’s Executive Vice President and Chief Operating Officer, told us “In the first meeting the directors just picked it up and started using it. Their expectation was that it would just work. They loved not having to use the paper; they loved having all the updated material ahead of time. What was most interesting of all, and this is how you know your technology works: you just pick it up without having to do anything and it just works.”
“The first meeting we had, the experience was not of that of a technology, the experience was a board meeting. Directors didn’t even realize that we didn’t have to put any effort into learning OnBoard, even administrators put very little effort into learning. We were just like Holy Cow, everybody’s already got their meeting set up. It just started happening.” - Randy Blackburn Executive Vice President and Chief Operating Officer, Pan American Bank
Case Study: Interra Credit Union
A Credit Union's Success Results in a Vow to Never Return to Paper
Interra Credit Union relied on paper, preparing their board book around a very large table, hoping last minute changes wouldn’t arrive. Yet, often those changes were unavoidable. Printing, assembling, copying, shipping and distributing their 200-page board books proved a demanding process. Amy Sink, Interra Credit Union’s CEO, remarked “In a paper world, when you are standing around a copier, pages get missed or get put out of order.” Once in a meeting, directors needed a better way to stay organized. A way to avoid floating through dozens of pages, a way to keep everyone on track. Interra began a search for a board portal solution, to solve distributional challenges and keep their meetings focused.
Interra Credit Union implemented Passageways OnBoard to resolve the challenges of creating paper board books and assist their directors in organizing meetings. OnBoard made the creation and distribution of their board books as simple as a few clicks of the mouse. Previous meetings were used as a template to quickly build out new agendas, and board books were seamlessly uploaded to their directors. The solution allowed for immediate updates, ensuring all the board members had the latest version of all their documents.
The simplicity of the process drove results in the boardroom. Interra’s board consisted of members from various backgrounds, from farmers to financial veterans, and when they picked up OnBoard they all intuitively understood how to use it. Their meetings became more organized and focused through OnBoard’s powerful search and annotation features. They stayed on the same page through presenter mode, as one individual helped guide the meeting. And when questions concerning previous meetings arose, they were able to quickly look back at documents without needing to dig through a pile of paper to find a single item. Amy Sink summed up the experience in the board room, In a meetings I can get access to all my internal documents and board documents. When you have paper you have to have those documents with you all the time. OnBoard made it extremely easy.”
OnBoard solved Interra’s creation, distribution, and meeting challenges. They expanded OnBoard's use to include executive committee meetings, and saved $8,000 a year in printing, shipping, and bindings costs. The results were conclusive “I can't imagine ever going back to using paper, and how much time it took to do that,” said Interra’s CEO Amy Sink.
“All documents are in one spot and no one has to remember who emailed what or where any document has been placed. They can quickly reference the one location easily... I can't imagine ever going back to using paper, and how much time it took to do that.”
–Amy Sink CEO, Interra Credit Union
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