Case Study: Forward Bank Improves Board Meetings with Passageways OnBoard

Forward Bank - Customer Case Study

Forward Bank, a $455 million community bank in Central Wisconsin with 125 employees, 7 locations, and 8 board directors, needed a faster, more efficient way to run its annual board evaluation surveys. Before using Passageways’ OnBoard, surveys were handled on paper, mailed out, typed up, and compiled manually, which took days and added printing and mailing costs.

With Passageways’ OnBoard board management platform and survey tool, Forward Bank quickly built, distributed, and reviewed its 49-question survey digitally. The bank now pulls anonymous reports in less than an hour, reduces what used to take at least a day to minutes, and can prepare future surveys in about 30 minutes. The results also helped Forward Bank adopt a consent agenda, cutting routine meeting time from an hour to 5 minutes and allowing more time for strategic discussion.

Forward Bank

Sandy Klatt

Corporate Secretary