OnBoard consolidates agendas, materials, minutes, votes, approvals, and actions into a secure record. The solution eliminates PDF dependency and version sprawl to support faster director preparation and confident leadership decisions. Preparation time is reduced as all members access a unified board book, view draft changes, and enter meetings with current information.
The AI Suite converts long board books into clear briefs by drafting minutes, summarizing packets, highlighting late edits, and answering questions to provide full context within the official record rather than the public web. Directors review, annotate, and vote on any device; chairs maintain focused discussions; and committees manage work between meetings.
The platform publishes a final board book, incorporates late edits without requiring rebuilds, and maintains an audit-ready history. Executives assign actions, track approvals, and align decisions to strategy without manual spreadsheet management. Integrated messaging, e-signatures, surveys, Microsoft 365, and Zoom integrations reduce application switching and administrative tasks.
Sensitive work is maintained outside of email through enterprise controls such as SSO, MFA, role-based access, and file permissions. Data is hosted on Microsoft Azure with encryption in transit and at rest. Compliance frameworks include SOC 2 and ISO/IEC 27001, while HIPAA-aligned controls support healthcare use cases and legal hold policies protect records.
The system supports mobile, remote, and hybrid board meetings to maintain alignment across devices. Directors who prefer PDF documents retain that option, while those who choose dashboards use an organized view built for varying technical skill levels.
OnBoard scales to support multiple entities, committees, and calendars in parallel while maintaining least-privilege access and a unified record. According to the vendor, over 6,000 organizations use the platform for speed, ease of use, and defensible records.