OnBoard Features Page with Hand Final

OnBoard Board Management

Full Features and Capabilities

OnBoard is useful and simple to use for board directors of all ages and technology backgrounds. We did that by consulting with real directors to understand what they need to make board meetings more valuable. Our commitment to adoption and real-world functionality sets OnBoard apart from providers

Complete Director Features

Govern With Confidence

Notes

Synced Notes & Annotations

Your review is aided by built-in annotation tools to mark up your book. You can highlight, draw, or even leave yourself a sticky-note. And your notes always stay in sync between device. OnBoard helps bring your expertise to bear on every board discussion.

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OnBoard Messenger

OnBoard Messenger allows the board to quickly start individual or group conversations to discuss sensitive board work.  If you're looking at the financials and need the CFO's expertise, they’re just one tap away. Bring the entire committee or the whole board into the conversation from the OnBoard app or any web browser.

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Board Meeting Analytics

Engagement Analytics prepares directors to better engage with board materials before meetings. It provides insight into which agenda sections are receiving the most attention and where stakeholders are making significant notes and annotations.

eSignature

eSignatures

The eSignatures workflow in OnBoard is a fast, streamlined process. Administrators simply upload the document that needs a signature. Directors immediately receive a notification that a signature is pending, and with just one click they sign their name. That’s it.

Every Device

Made for Every Device

Read, review, and annotate your board materials and notes as it suits your work-life style. Anywhere, anytime, and on any device: web app, iPhone, iPad, laptop, Kindle Fire, and Windows Surface. You can also easily vote, secure approvals, answer surveys and questionnaires.

Easy

Simple and Intuitive Navagation

This is what makes OnBoard different. It’s board meeting software your board will actually use. It honestly makes directors happy. The whole product was created with the guidance of real board members. That's why directors with limited experience with technology love OnBoard – it was made just for them.

Remote Wipe

The Complete Board Book

Let your curiosity run wild. The OnBoard Board Book is the best place to complete a context-rich review. You can tap any report, any section, and instantly start your review. You can even search the book by your annotations.

dashboard

The Dashboard

The Dashboard is the personalized homepage for every organization. Quickly examine upcoming meetings, with instant one-touch access to supplementary materials and announcements.

Voting

Secure Voting and Approvals

Approve the annual budget, amend the bylaws, adopt employee benefits, any board actions can be voted on directly within OnBoard.

Search

Comprehensive Search

Need to find an old board book? Previous minutes? Or just an old note to jog your memory? Search for it.

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Multi-Board Support

Directors often sit on more than a single board. OnBoard allows directors to quickly move between organizations.

offline access

Offline Access

Work online or off. When there’s no internet you can still access all your board materials. Once you’re back on wifi, all your work will instantly sync across your devices.

Timed Meetings

Timed Meetings

The Dashboard is the personalized homepage for every organization. Directors have a single place to access their most pertinent materials. Quickly examining upcoming meetings, instant one-touch access to supplementary materials and announcements.

Announcements

Announcements

If an important policy is changed or meeting is rescheduled, communicate with the whole board or individual committees with targeted announcements that are emailed and appear within OnBoard.

Projector

Presenter Mode

When guiding a meeting or showing your board materials for others to see, you can easily hide your personal notes and annotations.

Engagement Analytics

The Only Platform That Enables Leaders To Make Data-Driven Decisions. From growing startups to Fortune 1000 organizations leverage OnBoard to drive better governance.

Know What's Big Before the Big Meeting.

Engagement Analytics prepares directors to better engage with board materials before meetings. It provides insight into which agenda sections are receiving the most attention and where stakeholders are making significant notes and annotations.

Complete Administrator Features

Save Time. Stay Compliant. Make Your Board Happy.

fastest book builder

Fastest Board Book Builder

Don’t worry about compatibility. Create the board book however you best work. OnBoard is compatible with Microsoft Internet Explorer 11, Microsoft Edge, Chrome, Firefox, and Safari; Windows 10 and MacOS.

Auto Save

Auto Save

Multiple people can collaborate together when the agenda is being created. The board book builds and updates in real-time. Never lose your work. Never over ride a previous version.

Resource Folder

Unlimited Resource Folders

The annual report, corporate policies, bylaws, corporate charter, and all your key documents are always one click away. Finding exactly what you need is easier than ever.

RSVP

Granular Permission Management

Granular access controls allow you to set who has access to board materials and communications. Every item in your board book can be quarantined for those pesky conflicts of interest.

Surveys

Surveys and Questionnaires

Create a board evaluation survey, find out member availability, settle on a location for the annual retreat. OnBoard's survey tool lets you collect any information or opinions you need from your board.

Complete File Support

Complete File Support

Whether your board needs a complex spread sheet, a just to the facts PDF, or a snazzy PowerPoint, you can connect any type of file to your board book.

Announcements

Announcements

If an important policy is changed or meeting is rescheduled, communicate with the whole board or individual committees with targeted announcements that are emailed and appear within OnBoard.

attendance

Compliance In Your Control

You have complete flexibility to how your electronic records are stored. Administrators can automatically purge all notes and annotations when board books are archived. Control how your organization handles sensitive data.

Support

24/7 Support

Unlimited 24/7 support is available, direct from our headquarters in the U.S. You will get immediate help from a team that takes prides in their 100% satisfaction rating.

Bulk User

Bulk User Creation

Get your organization up and running in just minutes. Simply import a CSV file and OnBoard will instantly populate all of your end users.

RSVP

RSVP & Attendence

Know who has expressed their intent to arrive at your meetings and who attended each meeting. It helps keep you compliant, your meetings organized, and your board meetings running smoothly.

Any Browser support

Board Book Universal Compatability

Don’t worry about compatibility. Create the board book however you best work. OnBoard is compatible with Microsoft Internet Explorer 10, Internet Explorer 11, Microsoft Edge, Chrome, Firefox, and Safari; Windows 10 and MacOS.

Let's start a conversation.

Join a Demo. Start a Trial. Talk to an Expert.

Join a Group Demo

Join us for a free live demo with our solution experts. We'll show you how our customers' love translates into an amazing product.

Start a Free Trial

OnBoard is the only leading board portal that offers a no strings attached free trial, so you know precisely what you’re getting before you fill out any paperwork. There’s no credit card, no commitments.

Talk to a Solution Expert

Our experts are on standby to talk with you right now about how OnBoard will drive value at your board meeting. So let's start a conversation.

Security Overview

The Gold-Standard in Board Security

Azure Security

OnBoard offers the gold standard in Cloud Security: Microsoft Azure. Delivering full disaster recovery & active geo-replication. It's just part of our security first mindset, so you can be sure your board materials are completely private.

2fa

Two-Factor Authentication

With two-factor authentication, your OnBoard account can only be accessed by verifying your identity using a second method, separate from your password.

face ID

Face ID & Touch ID Login Security

The strongest security available! Never worry about forgetting your password. Simply login Touch ID or Face ID on your iOS device.

HIPAA Compliant

We know that healthcare providers experience frustration when selecting and adopting cloud solutions. That's why we've invested heavily into maintaining complete HIPAA Compliance.

SOC 2 Certified

SOC 2 Certified – our procedures, controls and security practices have been audited by outside firms with a focus on our availability, security, privacy, confidentiality.

Complete Encryption

The strongest standard in the board portal industry – our data centers utilize industry leading RSA 4096 bit encryption for data in transit between a user’s device and at rest.

Global Data

Global Data Center

A global array of data centers ensures your data’s security and fidelity while bringing lighting fast speeds for global users and travelers.

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Remote Wipe

Remote Wipe provides a contingency plan for your organization if a board member’s mobile device is lost or stolen. Quickly remove any stored data from the device to further protect your organization’s information.

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Idle Wipe

As older devices find their way into junk drawers, OnBoard ensures those devices are wiped of sensitive data. When a user goes 90 days without connecting to the internet, the OnBoard app will delete all locally stored information.

Buyers Guide 2

A Comprehensive Exploration of the Board Software Market

This guide is here to help you navigate the often-confusing world of board management software. Written for anyone considering board management software for the first time or looking to replace an old and expensive provider.

Topics Covered

Features, Capabilities, & Security

Product Design & Director Adoption

How to Avoid Zombie Providers & Find a Partner

How To Make The Business Case

Live OnBoard Group Demo

We invite you to join us for a live group demo of OnBoard. Ask questions, see OnBoard for yourself.