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Key Features
Drag & drop, any file type, meeting builder
Set priorities that strengthen governance
Automated and replicable tool for annual D&O surveys
Anonymized and aggregated real-time insights
Create meeting minutes directly within the platform
Built-in secure chat for 1-on-1 and group conversations
Organize, track, review, and approve decisions
Seamlessly connect with Zoom or Teams
Platform Solutions
Deliver accurate and reliable information before meetings
Board intelligence tools that create strategic insights
Seamless Cross-Device Boardroom Apps
Why OnBoard is the highest-rated board management platform.
Limit risk to and reduce vulnerable endpoints
Unparalleled training, support, and success
By Role
Simplify how meetings are created, distributed, and organized
A platform to realize the organization’s mission and vision
Keep the board engaged, working smarter, and achieving more
Protect the board, its members, and the organization from risk.
By Industry
Strengthen association health and member experience
Trusted by community banks, and large institutions
Designed to meet credit unions’ unique needs
Redefining public engagement and modern digital governance
HIPAA compliant board management for healthcare
Created together with AGB to serve higher-education institutions
Create a shared best-practice framework across every board
The most trusted board portal solution for nonprofits
A cloud-first platform built by tech for tech
Resources By Type
Company
Empowering boards to change the world with uncomplicated technology
Join the fast-growing team that enables boards leaders to make an impact
Explore OnBoard’s executive team, senior leadership, and board of directors
Giving back 1% of our time, product, and profit to the community
Check out what’s hot off the press and where we’re making waves
Questions about services, pricing, plans, a demo, or anything else?
Meet the Pathfinders
OnBoard customer success manager Jillian Walker is an OnBoard veteran, relatively speaking, having joined the fast-growing team three years ago. But her experience as a board member, along with other outside endeavors, has made an outsized impact in helping customers create more effective board room experiences.
Meet Jillian
Role: Customer Success Manager
Department: Sales
Tenure: 3 Years
What She Loves About OnBoard
“I find our company incredibly transparent. This is probably the healthiest environment I’ve worked in. As a parent during COVID, we were given a lot of flexibility. That’s incredibly empowering, but it also makes me want to do good work and watch the company thrive. I adore the people I work with. I know if I’m sick or called away, anyone on the team will help. I know I’m supported even if I’m not in the room.”
“We have the ability to really advocate for the client. We’re not here just to sell them; we’re here to make sure their product works and they’re getting value out of it.”
With 3 years of being an OnBoard Pathfinder, you’re a relative veteran here. How has the company changed in your time here?
It still feels like an old start-up, and I like that. We have the ability to be agile, we have autonomy, and a really strong growing team. We went from four of us [on the CSM team] to 10 or 12, it’s a much more robust team, but it still has that feel of just a really seasoned start-up.
How would you describe your job to a layperson who has no idea what a Customer Success Manager is?
I’m an advocate and a troubleshooter for my clients. My job is to advocate, hand-hold, and put out fires for clients. That could be anything from education of the product to training to product management to being part of their team and brainstorming solutions [comparable to an account manager]. We have the ability to really advocate for the client, we’re not here just to sell them; we’re here to make sure their product works and they’re getting value out of it.
It’s just like building a muscle, whether you’re getting stronger physically. We want to grow your strength in OnBoard. Some of that comes from repetition and sometimes from tough love.
Trace Indy Is a passion project that supports women in our community and raising their voices in what they’re doing and legacies of what they’re leaving.
When COVID happened and everything was locked down, I just missed connections. It’s about asking how can the community show up for their needs and how are they leaving their trace in Indy? It’s been really fulfilling how they’ve been leaving their mark. To start a nonprofit and be supported at the company I work for is wonderful.
It helps me understand how board meetings are run. It helps me understand what an actual board packet is. Being on a board is a privilege, so we need to show up and be prepared. Having that background [she’s also built board books] but also been on a board who’s received those packets helps me understand my clients better. It gives me a deeper understanding of how to support them.
I find our company incredibly transparent. This is probably the healthiest environment I’ve worked in. As a parent during the shift to remote work during COVID, we were given a lot of flexibility. That’s incredibly empowering, but it also makes me want to do good work and watch the company thrive. I adore the people I work with. I know if I’m sick or called away, anyone on the team will help. I know I’m supported even if I’m not in the room.
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