OnBoard is a board management platform for corporate boards, nonprofits, and associations. It replaces paper-based meetings with a secure digital portal for creating agendas, sharing documents, and conducting meetings. AI-powered features, including automated minutes and transcription, help boards save time and stay organized. OnBoard supports compliance with SOC 2, ISO 27001, HIPAA, and GDPR, and is used by thousands of organizations to streamline governance and improve collaboration.

• AI-Powered Minutes:OnBoard includes automated minutes generation and transcription tools that capture discussions and create structured meeting minutes in real time, helping eliminate manual note‑taking.
• Drag-and-Drop Agenda Builder: Create meeting agendas with templates, clone previous meetings, and support all file types with decision tracking built in.
• Centralized Document Hub: Store policies, board packets, and historical documents in one secure location with role-based access controls and audit trails.
• Meeting Calendar: Schedule and manage board and committee meetings in one centralized view with integrated reminders and notifications.
• Integrated Governance Tools: Built-in eSignatures, voting, approvals, board assessments, and D&O questionnaires for faster decision-making.
• OnBoard Messenger: Secure, contextual messaging and file sharing directly within the platform without using email.
• Enterprise Security: Microsoft Azure cloud infrastructure with disaster recovery, active geo-replication, two-factor authentication, and granular permissions.
• Real-Time Syncing: Automatic updates across all devices when documents or agendas change, ensuring everyone has the latest information.
• Notes & Annotations: Built‑in tools let users highlight and comment directly on board books and documents.
• Dashboard/Homepage: Provides an at‑a‑glance view of upcoming meetings, announcements, and key items.
• Voting & Approvals: Covered under governance tools but often called out separately as a key activity.
• RSVP & Attendance Tracking: Boards can track attendance and responses centrally.
• Engagement Analytics: Insights into how board members interact with materials before meetings.

• Intuitive Interface: Users and admins find the platform easy to navigate with minimal training required, achieving 98% satisfaction ratings.
• Time Savings: Eliminates paper-based processes and manual minutes, with organizations reporting significant reductions in meeting preparation time.
• Responsive Support: Customer support team provides prompt and professional responses to questions and issues.
• Strong Security: Enterprise-grade security with compliance certifications (SOC 2, ISO 27001, HIPAA, GDPR) and role-based access controls.
• Read Tracking: Administrators can see which board members have reviewed materials before meetings, improving accountability.
• Reliable Performance: Real-time syncing ensures all participants have current information across devices.

• Navigation Speed: Some users report occasional slowness and reliability issues during active meetings.
• Permissions Complexity: Setting up granular permissions requires careful attention and has a learning curve for administrators.
• Cost Concerns: Pricing isn’t publicly listed, so costs can feel unclear until quoted; this may be a concern for small teams.
• Additional Feature Costs: Some advanced features require higher-tier plans, leading to confusion about what's included at each pricing level.

• Board Administrators and Secretaries: Save hours on agenda creation, minutes, and document organization while reducing manual tasks.
• Corporate Directors and Executives: Prepare for meetings with up-to-date materials, vote digitally, and maintain a formal record of all decisions.
• Nonprofit and Association Leaders: Share materials securely, manage committees effectively, and engage volunteers or members.
• Healthcare, Education, and Government Boards: Maintain compliance and ensure secure communications across regulated sectors.
• Remote and Global Teams: Access meetings, notes, and collaborative tools from any device or time zone.