OnBoard

OnBoard unites agendas, materials, minutes, votes, approvals, and actions in one secure record. No PDFs or version sprawl, so directors prepare faster, and leaders decide with confidence. Prep time drops when everyone opens the same book, sees what changed since the last draft, and walks in ready to decide.

Turn long board books into clear briefs with the AI Suite: draft minutes in minutes, summarize packets, highlight late edits, answer questions, and enter board meetings with full context - contained to your official record, not the open web. Directors review, annotate, and vote on any device, online or offline; chairs keep the discussion focused; committees move work forward between meetings.

Publish one final board book, absorb late edits without rebuilds, and keep an audit-ready history. Executives assign actions, track approvals, and align decisions to strategy without spreadsheet gymnastics. Integrated messaging, e-signatures, surveys, Microsoft 365, and Zoom integrations cut app-switching and turn busywork into decisions.

Keep sensitive work out of email with enterprise controls like SSO/MFA, role-based access, device and file permissions, and exportable audit logs. Data is hosted on Microsoft Azure with encryption in transit and at rest. Compliance frameworks include SOC 2 and ISO/IEC 27001; HIPAA-aligned controls support healthcare use cases; retention and legal hold policies protect books and records.

Scale without complexity. Run multiple entities, committees, and calendars in parallel while maintaining least-privilege access and a single source of truth. Trusted by 6,000+ organizations worldwide, boards choose clarity, speed, ease of use, and defensible records in OnBoard.

OnBoard delivers numerous benefits to organizations, including:

• Enhanced Governance and Decision-Making: 
  OnBoard’s tools, like Engagement Analytics, provide insights that optimize board meetings. By tracking interactions with materials, boards focus on key decisions and ensure meetings are aligned with strategic goals. 
• Streamlined Minute-Taking with Automated Minutes: 
  OnBoard’s Automated Minutes feature uses AI to generate accurate meeting minutes in real-time, capturing key points and action items. This automation saves time and ensures precise documentation. 
• Robust Security and Data Protection: 
  OnBoard offers enterprise-grade security, including two-factor authentication, biometric identification, and remote device wipe, ensuring sensitive data remains secure and compliant with industry standards. 
• Cross-Device Accessibility and User-Friendly Design: 
  Available on iOS, Android, and Microsoft Surface, OnBoard provides a consistent, seamless experience across all devices. Its intuitive interface makes it easy for users of all technical levels to navigate and engage. 
• Comprehensive Support and Seamless Integrations: 
  OnBoard provides 24/7 customer support and integrates with Microsoft 365, Google Workspace, Zoom, and calendar apps like Outlook, streamlining workflows and ensuring smooth collaboration.