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.
How OnBoard Works
Better board meetings start with you.
Meeting & Agenda Builder
Build Meetings Fast
All-In-One Information Hub
Unified Collaboration
Evaluations and D&O
Effective Governance
Training & Support
White Glove Treatment
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.
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.
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.
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.
“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
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.
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.
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
Ready to Find out Where Boards are Going?
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