OnBoard

OnBoard is a dedicated board management platform designed to streamline the full lifecycle of board meetings — from agenda creation and board book distribution to voting, approvals, and minutes management — all within a single secure workspace. The platform eliminates the inefficiencies of email-based document sharing and paper-heavy meeting prep by centralizing agendas, board books, annotations, action items, and governance records in one place, with AI-powered tools that automatically draft minutes, summarize board books, and flag changes to the official record. Built on Microsoft Azure with SSO, multi-factor authentication, role-based permissions, and exportable audit logs, OnBoard ensures sensitive board materials remain protected while remaining accessible across any device — online or offline — making it equally comfortable for tech-savvy dashboard users and directors who prefer traditional PDFs. The platform integrates with Microsoft 365, Outlook, Zoom, and common identity management tools like Okta and OneLogin, and supports real-time collaboration, calendar scheduling, resource libraries, and document archiving to keep board members aligned before, during, and between meetings. OnBoard is best suited for small to midsize organizations, with particularly strong adoption among nonprofits, educational institutions, banks, and associations, and is most frequently used by board administrators, executive assistants, corporate secretaries, and C-suite leaders who need defensible governance records and efficient, audit-ready meeting management. Trusted by more than 6,000 organizations worldwide, it earns high marks for ease of use, responsive customer support, and its ability to get even nontechnical board members up to speed quickly.