Next Generation
Board Meeting Solution

OnBoard Board Portal

The Next Generation

Board Meeting Software Solution

OnBoard is next generation board meeting software, engineered to drive good governance and improve meeting outcomes. A board portal with the tools every director needs to focus on strategy during their next meeting. Board management software that’s designed to make preparing board books a seamless experience.

OnBoard is Engineered

For Directors & Administrators

OnBoard makes meetings more than operational presentations, it turns them into strategic working sessions. With OnBoard, meetings become more productive, board book access becomes amazingly intuitive. Archives are readily accessible. Votes can easily be taken and minutes entered. You have time to devote to thoughtful deliberations.

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Designed for Directors

To Drive Good Governance

OnBoard is engineered to deliver performance, security, and simplicity through the Cloud. That means it works from any browser, backed by industry leading Azure Security. It’s board portal software auto-saves your interactions so you never lose your work. It’s meetings as they should be – strategic, without distraction.

Always Up To Date Board Book

Your board book automatically saves and instantly syncs across every device. You will always have the latest version and never be surprised by a last minute change.

The Easiest Board Portal Ever

Guided in-app, user friendly training, and an interface so intuitive that 2/3 of directors pick it up – without any training. OnBoard defines easy.

Next Gen Notes & Annotations

Easily add your thoughts and changes by highlighting, touching, and typing. Your notes and ideas are always accessible, private, searchable, and synced across all your devices.

Available on Every Device to Fit How You Work

Read, review, share documents 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.

Dashboard: Your Personalized Homepage

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

Secure Approvals and Voting

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

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of administrators and directors report
OnBoard is Easy to Use.


of directors report OnBoard
Improved Preparation For Meetings.


of administrators report
Incredible Time Savings Using OnBoard.

Designed for Administrators

Build Board Books in Seconds

Fastest Board Book Builder

OnBoard’s Next Gen Book Builder empowers administrators and executive assistants to easily create a dynamic agenda and board book in seconds. Clone past board or committee meetings and simply drag and drop any file type into the new meeting.

Complete Board Adoption Made Easy

The intuitive, drag & drop, interface makes switching to OnBoard stress-free no matter what you currently use for board preparation. What's more, our Success team is devoted to ensuring you & your entire board are comfortable and ready to use OnBoard on your first meeting.

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.

Advanced Permissions Management

Granular access controls allow you to set who has access to board materials and communications. Exclude members from seeing only parts of the agenda, or restrict permission for the entire board book.

Life Time Success

Every customer is assigned a named Customer Success Manager for life. OnBoard is backed by unlimited 24/7 support, direct from our headquarters in the U.S. You will always get immediate help from a team that takes pride in their 100% satisfaction rating.


The Most Secure Board Portal. Ever.

Encryption in Transit and Rest

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 the data centers.

Your Data is Compliant

We are compliant with a broad range of international information security standards, including but not limited to: GLBA, FERPA, HIPAA, FISMA ISO 27001/27002, SOC 1, SOC 2, SOC 3

Azure Security

Partnering with Microsoft Azure, OnBoard offers world-class security, full disaster recovery, and active geo-replication. Nothing short of the most secure industry-leading measures are acceptable. That’s why we offer the gold standard of Cloud Security with OnBoard: Microsoft Azure.

Android Voting

You're In Good Hands

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White Paper: A Guide To Next Generation Meeting Solutions

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Everything You Need to Know About Meeting Minutes

What are meeting minutes and why are they important? Learn how to take world-class meeting minutes, hear from experts about what they've learned in their careers, and find out how meeting solutions can streamline your minutes workflow. Read Now >

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