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Platform

Platform

Agenda Builder Craft precise agendas with drag-and-drop simplicity

File & Document Management Easy storage, access, and management of documents

Minutes Builder Create minutes within the Agenda

Microsoft 365 Integration Collaborate directly within Word, Excel, and Powerpoint

Zoom & Teams Video Conferencing Integration Integrated with leading remote meeting technology

Learn About Meeting Operations

Approvals & Voting Secure, swift decision-making with digital voting

eSignatures & Docusign Integration Integrated Signatures for Every Workflow

Intelligent Assistant A context-aware assistant across your OnBoard archive

Surveys Engage and measure with easy-to-use surveys

Task Management Organize action items for effective follow-through

Learn About Board Decisions & Actions

Dashboard Homepage Centralize insights for engaged and informed boards

iOS & Android App Engage on-the-go with intuitive mobile applications

Meeting Analytics Data-driven insights to elevate meeting engagement

Notes & Annotations Capture and collaborate on important discussion points

Secure Messenger Secure messaging for direct boardroom collaboration

Learn About Board Engagement

Board Assessments Get board feedback with structured board assessments

Committee Management & Multi Org Support Organize and direct subsidiary boards & committees with ease

Director & Officer Questionnaires Simplify compliance with automated questionnaires

Diversity Reporting Track and report on board diversity effortlessly

Roles & Terms Management Manage board roles and terms for governance clarity

Skills Tracking Identify and align board skills with strategic needs

Learn About Board Life Cycle Management

Certifications & Compliance OnBoard is compliant with SOC 2, ISO 27001, HIPPA, GDPR and more

Data Protection & Authentication Security Safeguard sensitive data with advanced protections

Platform Integrations Connect OnBoard to Your Trusted Tools
Use Cases

Use Cases

Tired of Manual Board Book Assembly Ditch the paper, PDFs, and endless emails

Frustrated By Your Existing Board Portal Experience superior usability, security, and support with OnBoard

Worried About Director Pushback on New Software OnBoard's intuitive interface and comprehensive support ensure smooth adoption

Navigating Complex Compliance Requirements OnBoard helps regulated boards confidently meet evolving compliance demands

Associations Enhancing the engagement and productivity of association boards

Financial Services Tailored solutions for secure, efficient financial governance

Government Robust tools for efficient government board management

Healthcare Helping solve the unique needs of the healthcare sector

Higher Education Streamlines board processes for academic institutions

Nonprofits Focused features for impactful nonprofit board management

Technology & Software Innovate and govern at the speed of tech

Venture Capital & Private Equity Empowering investment decisions with precision and agility.

Administrators & Board Professionals Optimize meeting prep and follow-up for peak efficiency

CEOs & Executive Leadership Drive strategic vision and board engagement with executive precision

Directors & Trustees Stay informed and decisive with streamlined board resources

General Counsels Secure legal oversight with advanced governance tools
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Annotations & Notes
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