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  • Platform
    Platform
    Agenda Builder Craft precise agendas with drag-and-drop simplicity
    Committee Management & Multi Org Support Organize and direct subsidiary boards & committees with ease
    Microsoft 365 Integration Collaborate directly within Word, Excel, and Powerpoint
    Minutes Builder Create minutes within the Agenda
    Task Management Organize action items for effective follow-through
    Meeting Lifecycle Management
    Dashboard Homepage Centralize insights for engaged and informed boards
    Director & Officer Questionnaires Simplify compliance with automated questionnaires
    eSignatures & Docusign Integration​ Integrated Signatures for Every Workflow
    File & Document Management Easy storage, access, and management of documents
    Secure Messenger Secure messaging for direct boardroom collaboration
    Governance System of Record
    Approvals & Voting Secure, swift decision-making with digital voting
    Intelligent Assistant A context-aware assistant across your OnBoard archive
    iOS & Android App Engage on-the-go with intuitive mobile applications
    Meeting Analytics Data-driven insights to elevate meeting engagement
    Notes & Annotations Capture and collaborate on important discussion points
    Zoom & Teams Video Conferencing Integration Integrated with leading remote meeting technology
    Director Prep & Engagement
    Board Assessments Get board feedback with structured board assessments
    Diversity Reporting Track and report on board diversity effortlessly
    Roles & Terms Management Manage board roles and terms for governance clarity
    Surveys Engage and measure with easy-to-use surveys
    Skills Tracking Identify and align board skills with strategic needs
    Board History & Continuity
    Certifications & Compliance OnBoard is compliant with SOC 2, ISO 27001, HIPPA, GDPR and more
    Data Protection & Authentication Security Safeguard sensitive data with advanced protections
    Platform Integrations Connect OnBoard to Your Trusted Tools
  • Use Cases

    Use Cases

    Tired of Manual Board Book Assembly Ditch the paper, PDFs, and endless emails
    Frustrated By Your Existing Board Portal Experience superior usability, security, and support with OnBoard
    Worried About Director Pushback on New Software OnBoard's intuitive interface and comprehensive support ensure smooth adoption
    Navigating Complex Compliance Requirements OnBoard helps regulated boards confidently meet evolving compliance demands
    Associations Enhancing the engagement and productivity of association boards
    Financial Services Tailored solutions for secure, efficient financial governance
    Government Robust tools for efficient government board management
    Healthcare Helping solve the unique needs of the healthcare sector
    Higher Education Streamlines board processes for academic institutions
    Nonprofits Focused features for impactful nonprofit board management
    Technology & Software Innovate and govern at the speed of tech
    Venture Capital & Private Equity Empowering investment decisions with precision and agility.
    Administrators & Board Professionals Optimize meeting prep and follow-up for peak efficiency
    CoSecs & General Counsels Secure legal oversight with advanced governance tools
    CEOs & Executive Leadership Drive strategic vision and board engagement with executive precision
    Directors & Trustees Stay informed and decisive with streamlined board resources
    Information & Technology Leaders Reduced your support burden and keep data where it belongs
  • Resources

    Resource Center

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    Research

    2026 Governance Predictions

    What Boards Must Get Right This Year — According to the Experts Who Advise Them

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Meeting Lifecycle

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System of Record

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Director Engagement

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Board Continuity

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OnBoard AI

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