OnBoard Board Management Software

OnBoard is a cloud-based board management platform designed to streamline governance, agenda & book creation, secure document sharing, and meeting workflows for boards and leadership teams.

Overview

For organizations that hold board or committee meetings — whether nonprofits, higher education, healthcare, or corporate governance — managing agenda packs, permissions, minutes, and approvals across disparate systems is often chaotic. OnBoard provides a unified environment: agenda builder, board book publishing, annotations, eSignatures, analytics, and more — all in a secure platform.

With an intuitive interface aimed at directors, strong security, and AI-powered features (like minutes drafting and agenda suggestions), OnBoard helps boards move faster and with greater clarity.


What Is OnBoard Software?

OnBoard is a board portal and governance platform that brings together features such as:

  • Agenda & board book builder
  • Secure document distribution and version control
  • Meeting scheduling, voting, approvals, and eSignatures
  • Annotation and commenting for directors
  • Action-item tracking and follow-up
  • Analytics on board engagement and performance
  • AI-powered minutes and agenda generation (optional)
  • Role-based permissions, audit trails and strong security
  • Dedicated mobile apps and offline access

In short: OnBoard replaces PDFs, chains of approval emails and manual book assembly with a streamlined and secure board workflow.


Key Features of OnBoard

  • Drag-and-drop agenda and board book builder
  • Secure distribution and access control for board materials
  • Annotation tools for members (highlight, comments, share)
  • Voting, approvals, and eSignatures integrated into meetings
  • Action-item tracking and follow-up dashboards
  • Analytics showing director engagement, meeting readiness and document usage
  • Mobile apps for iOS/Android; offline access to book materials
  • AI modules (optional) that help automate agenda generation, minutes transcription and summarization
  • Compliance and governance features: audit trails, board-library, retention policies

Who Should Use OnBoard?

  • Boards and committees of nonprofits, associations, educational institutions or corporations
  • Organizations seeking to digitize their board meeting process and eliminate paper booklets
  • Directors and administrators who want a modern portal that’s easy to adopt
  • Governance teams needing tighter control over document versioning, permissions and audit history
  • Entities that need to scale meetings across committees, handle global users or require enterprise security

Pricing & Plans

OnBoard Pricing & Plans

Tailored plans for boards of various sizes. Contact for a personalized quote.

* Pricing typically depends on user count, modules selected, and deployment scale. A minimum board size or seat count may apply.


Pros & Cons of OnBoard

Positive
  • AI-enabled features that reduce meeting prep time and streamline minutes creation.
  • Excellent support and training resources to aid adoption.
  • Strong feature set specific to board governance: agenda builder, eSignatures, voting.
  • Robust security, versioning and audit trails suited to regulated organizations.
Negatives
  • Pricing is custom and can be high for small boards or non-profits.
  • Learning curve for administrators using advanced governance features.
  • Some advanced modules require additional cost or add-ons.
  • Because it is very feature-rich, smaller boards with simpler needs may over-pay.

Final Verdict

OnBoard is a premium board management platform built for serious governance. If your board needs more than just document sharing — and you want agenda automation, minutes AI, secure workflows, and full board-book capabilities — OnBoard is a top choice.

For larger or regulated boards, the ROI can be substantial via time savings and improved transparency. Smaller boards should evaluate whether all modules are needed or if a lighter-weight tool will suffice.


See OnBoard in Action

Request a demo or quote to explore how OnBoard can transform your board management.

Request Demo & Pricing
Tailored plans • Free trial available

FAQs About OnBoard

Does OnBoard support offline access for directors?

Yes — mobile apps allow board members to access board books even without connectivity, with syncing when online.

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