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Enterprise Board Management

Put Your Board’s History to Work

Help directors prepare with AI that draws on your board’s materials and past decisions. General counsel and corporate secretaries keep control of access to sensitive information, while directors can check the sources behind AI answers.
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Q3 Board Meeting · Board Pack
Director view
Materials
Board Pack
Minutes
Resolutions
Policies
Restricted
Ask AI ASSIST
MINUTES RESOLUTIONS COMMITTEE PACKS

1

Sources
1Minutes · 14 May · p.4 Finance Committee · p.12
Minutes · 14 May · p.4
Resolved: the credit facility renewal is approved as tabled.
Answers stay within the materials this director is permitted to see.
Trusted in the Boardroom
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01 — Director Experience

Follow the Question Back to the Record

The next decision often starts with a question about the last one. Give directors a way to revisit the board’s record as they prepare.

Ask, then check the source

With AI Assist, directors can ask questions about board materials and past decisions, then follow citations back to the source. Answers respect the user’s access permissions, so the context they receive stays within the materials they’re allowed to see.

Prepare between meetings

Directors can also review the latest board pack and annotate it on their preferred device. Preparation fits into their working day, including the time between meetings.
AI Assist · Governance Console
Corporate Secretary view
Scope
Each board and committee keeps its own materials and permissions.
Ask AI ASSIST

Citations
Example Prompts
“Board members now engage with materials earlier and more effectively as they can annotate documents digitally and access them securely at their convenience”
Kenneth J. Frendo
Chief Financial Officer, Company Secretary,
Miller Distributors Ltd.
Read Miller’s Story →
02 — General Counsel & Corporate Secretary

Keep Control of Sensitive Board Work

Make the right materials available to each director while keeping confidential papers restricted. Manage access at the document level, organize board and committee materials, and keep the records your governance team needs close at hand.
01

Control Who Sees Each Doc

Set permissions for sensitive documents, including papers intended for only some meeting participants.
In Practice: Bridgehouse Company Secretaries
Bridgehouse uses document permissions to restrict confidential papers to the appropriate attendees while supporting client boards and committees.
Read Bridgehouse’s Story →
02

Keep Board Records Together

Give authorized users a central place to find meeting materials and governance documents, from minutes to company policies.
03

Support Your Security Review

Evaluate authentication and data protection controls with your IT team. Access security documentation through the OnBoard Trust Center.
Visit the Trust Center →
03 — Switching

Plan the Move Around Your Board

Bring that experience to your board with help from our team. Plan document migration and director training around the work involved in changing platforms.
01

Start With the History You Need

Identify the board materials you want to bring over and work with our team to establish the migration scope.
02

Account for the Meeting Calendar

Discuss your renewal date and upcoming meetings so the implementation plan reflects your board’s schedule.
03

Help Directors Get Comfortable

Give directors an introduction to the platform and training support as they begin using it.
A Customer’s Experience

Vodafone Fiji

See how Vodafone Fiji moved from its previous platform and uses OnBoard to manage access across its board and subcommittees.
Read Vodafone Fiji’s Story →
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04 — Buyer Questions

Evaluating OnBoard for Your Organization

Yes, OnBoard is compliant with SOC 2, ISO 27001, HIPAA, GDPR, and more, with encryption for data at rest and in transit, hosted on Microsoft Azure infrastructure with network safeguards and automatic backups.

Yes, OnBoard supports enterprise SSO via Okta, OneLogin, and Azure AD, along with multi-factor authentication (MFA), and users can be automatically provisioned and deprovisioned through your existing identity provider.

Yes, OnBoard generates exportable activity logs that track access and changes across meetings and files, available to IT and legal teams for compliance reviews, audits, or incident findings.

Yes, OnBoard lets enterprises oversee subsidiary boards and committees under a single governance structure, with separate document libraries and templates per entity so materials don’t cross-contaminate between boards.

See What Your Board Could Do With OnBoard

Explore the director experience and the controls your governance team will use in a product demo.
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