A Tale of Two Boards: A Real World Use Case for OnBoard’s Messenger Functionality

Reading Time: 3 minutes

Key Takeaways

• Too much sensitive communication happens over email, SMS, and social media.
• Messenger is built into OnBoard, so there’s no separate app to install.
• Messenger is secure; every message is private and encrypted.

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Imagine this all too real scenario: 

• You’re a credit union CFO and putting the final touches on your financial report for the upcoming board meeting
• But before it’s part of the board book, you send it to your CEO for input and feedback.
• Over a series of emails, texts, Twitter DMs, and a brief phone call, you and your CEO exchange edits and additions.
• As discussion begins among the directors, the board chair asks why the data on a large loan appears less than exhaustive.
• But you made that change. Or didn’t you? It’s that moment you realize the note with an edit is buried below a thousand other unread emails.

This isn’t a fantasy. Sadly, it’s an accurate description of what passes for board communications these days. What information, data, and deliverables are lost because of the fractured nature of your communications?

Now imagine the same scenario using the new OnBoard Messenger.

• You’re a credit union CFO and putting the final touches on your financial report for the upcoming board meeting
• You upload your financial report to OnBoard, set permission for your CEO to review and offer feedback.
• Your CEO opens a chat in OnBoard Messenger and offers feedback.
• All the input was considered and incorporated, because all your board communication stayed within the same platform as all your other board work.
• As discussion begins among the board, everything goes fine because you did your job.

A Tale of Two Boards. Here's an all too real use case for OnBoard's new Messenger functionality. Full details here: Tweet This

“For years, Board directors and executive staff have shared stories of lost productivity because they didn’t have all their communications in one place,” said Jillian Walker, a Customer Success Manager for Passageways. “With Messenger, they now have a single tool to provide quick access to each other for answers and clarification. It’s all built-in, so there’s no separate app to install.”

And because the data lives within the same platform as the rest of your board work, you’ll never have to worry that board communications are exposed if an email is hacked or a phone is lost. Messenger encrypts every message, so board directors and executives no longer have to rely on inherently unsecure communications tools like email, SMS, Twitter, or resort to a phone call to get important tasks done or find the answers they need.

Board directors and executives will no longer have to rely on inherently unsecure communications tools like email, SMS, or social media to get important tasks done. Tweet This

“Board members, executives, and staff are responsible for sensitive topics and issues critical to their organizations,” says Stephanie Miller, OnBoard Product Marketing Manager for Passageways. “Using Messenger allows them to rest easy knowing their private communications stay private.”

Based on an independent survey, nearly 8 out of 10 Board directors state that technology is important to incorporate into the boardroom, Passageways has been working on incorporating new features that Boards are eager to embrace. Messenger is just the latest step in this process, with more to come soon.

What To Do Next

• New to OnBoard? Want to learn more about Messenger? Find out everything you need to know.
• Current customer? Contact your Customer Success Manager and activate Messenger today.