Board Meeting Management Software

Administrators & Corporate Secretaries

OnBoard helps meeting administrators move faster and work smarter. The platform makes it simple to create, distribute, and organize meeting information — supporting your work to keep all stakeholders informed, happy, and engaged.

Simple Agenda & Meeting Creation

Jump Start Your
Meeting Workflow

The superintelligent meeting builder upgrades how you create, organize, and distribute meeting information. Next-level software that brings the power of the cloud to your board room, enabling faster, smarter, and more reliable information delivery.

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Simplified Agenda &
Board Book Creation

Welcome to the most intuitive, drag-and-drop, every-file-type works, template-driven, document-organizing, agenda and meeting builder ever created. 

Work Together In Real-Time

The power of OnBoard’s cloud-first framework enables teams to work together in real-time to build meetings. You can stop playing middle-man, when the finance report is ready, the CFO is empowered to upload it instead  instead of filling your inbox.

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Publish What's Ready
When It's Ready.

Send only the parts of the board book that are ready to send to the board — any time throughout the meeting cycle. That helps directors arrive better prepared and have the confidence that their information is reliable and up-to-date.

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Centralized Documents & Records

Your all-in-one information hub

There’s no need to juggle a dozen apps when you have one complete board management solution. OnBoard’s your unified system of record for every document, meeting, and board action you manage.

Meeting Minutes, Built Right In

Effortlessly take meeting minutes, create notes, track tasks, and mark motions as the meeting progresses — directly within platform. 

Powerful Cloud Storage for All Your Files

OnBoard provides unlimited storage for every document, report, and file. Whether you’re at work or on the road, your files are secure and synced across devices in real time.

Track Your To-Dos

Manage, organize, and track your most important action-items. A simple and secure way to stay organized  throughout your meeting cycle. 

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“My board has administrative access to meetings and populates them with materials, but only I make meetings ‘visible.’ This gives me the opportunity to review the information and provide access to board members when it’s time, but it’s really kind of nice that I don’t have to be the one doing all the uploading… My board has no idea the full capability of OnBoard, and that’s OK. It’s doing for them what they need it to do.” 

— Heather Fehn – Chief of Staff, The College of New Jersey

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Transformative Governance Tools

All a Method, No Madness

Supercharge your annual evaluations and simplify D&O with powerful governance tools.

Surveys & Assessments That Help Uncover Opportunities

Whether you’re tasked with creating the annual board assessment or just finding a location for the next meeting, OnBoard offers a powerful way to conduct formal and informal surveys.

D&O Master

Simple, Automated, and Replicable D&O

Your annual D&O questionnaire doesn’t need to be a dreaded by your directors and senior legal counsel. OnBoard’s integrated solution transforms a cumbersome task into a simple, automated, and replicable annual process.

We're Standby

A Helping Hand

Your success is backed by 24/7 live support, in-app guides, a robust support center, and a Customer Success Manager who is always on call. 

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Dedicated Success Manager

Every OnBoard customer is assigned a dedicated Success Manager — an award winning team that’s helped thousands of organizations across every industry plan, populate, and deploy the platform.

24/7/365 Support

We’re always available to help, whether that’s live on the phone, chatting over the internet, or through our hundreds of written guides and tutorials. 

Engage Your Stakeholders

Resources and guides to help you take OnBoard to your board and CEO


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