Real-World Case Studies and Customer Success Stories with OnBoard Board Management Software

OnBoard helped Hornsey Housing Trust cut down manual work and paper use. The Trust used to print and hand-deliver 200... pages for board meetings. With OnBoard, agenda prep and document management are now online and centralized. The team needed little training to use the system. Support requests are rare and quickly resolved. The Trust now works faster and more simply.
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OnBoard helped Hornsey Housing Trust cut down on manual work and paper use. The trust used to print and deliver... 200-page board packs by hand. With OnBoard, agenda prep and document sharing are now online and centralized. Staff needed little training to use the new system. The trust now saves time and resources, making board management much easier.
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OnBoard helped APTA Geriatrics give board members easy access to up-to-date board materials from anywhere. Before OnBoard, the board used... PDFs and emails, which made onboarding new members and meeting prep slow and confusing. With OnBoard, board members can quickly find the latest materials and see who has accessed them. This reduced confusion and made meeting preparation easier. The board now spends less time preparing and always has the most current information.
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OnBoard's Minutes AI helps New Valley Bank & Trust improve board meeting efficiency. The bank used to take meeting minutes... by hand, which was slow and distracting. With Minutes AI, staff can focus on discussions while the software records and transcribes meetings. This makes documentation more accurate and lets even interns draft minutes from transcripts. The bank's small team of 40 employees now manages board governance with less effort and more confidence.
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OnBoard helped Members First Credit Union of Florida modernize their board management. The credit union wanted a solution with the... latest technology and less manual work. OnBoard replaced their old system, BoardPaq, which felt outdated. Meeting preparation time dropped by 30%. Paper usage went down by 50%. The board updated bylaws to include e-signatures. OnBoard's experience with credit unions made adoption easy.
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OnBoard helped Interra Credit Union move from paper-based board meetings to a digital platform. The credit union wanted to eliminate... paper, centralize meeting materials, and enable remote board work. OnBoard made meetings easier and let leaders see who read board packets before meetings. Board engagement increased. The switch improved security and saved time for staff and board members.
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OnBoard helped St. Vincent de Paul Society Australia improve board meeting efficiency. The charity struggled with manual processes, email, and... shared drives before. OnBoard made agenda building faster and document management easier. The platform improved compliance with document storage and eSignatures. Board meeting processes became more consistent across councils. Staff found OnBoard easy to use and helpful for secure information sharing.
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OnBoard helped Friends of the Library, Montgomery County, MD, Inc. securely share and store documents. The nonprofit wanted to reduce... time spent on document management and make administrative tasks easier for board members. With OnBoard, they almost completely eliminated their in-house printing budget. Board members now have peace of mind that documents are secure. OnBoard also provides support whenever board members have tech issues.
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OnBoard helped Foodbank Australia move away from manual board book assembly and unsecured email communications. The platform made it easier... for board members to access materials anytime. New members now have a simpler onboarding process. Foodbank Australia also receives prompt customer support when using the platform. The solution improved board communication efficiency and security.
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OnBoard helped Olly Neal Community Health Center streamline board operations. The center used to rely on paper and manual processes... for board meetings. With OnBoard’s Minutes Builder, eSignatures, and document storage, they cut paper use by 90%. They no longer need an administrative assistant for board prep. eSignatures removed monthlong waits for signed documents. The board is now more efficient and ready for site visits.
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OnBoard helps Billings Clinic-Logan Health manage board operations for 25 hospitals and clinics. The health system needed a single place... for board materials and better communication for members who travel. OnBoard made it easy for new members to learn and use the platform. Board materials are now delivered on time and are always accessible. The team uses features like voting, approvals, and D&O questionnaires to streamline board management.
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OnBoard helped CIT Academies, a UK-based multi-academy trust, move away from email and PDF-based board processes. The trust needed a... more efficient and secure way to manage board materials, ensure compliance, and improve communication. OnBoard provided a centralised, secure portal for all board activities. This made onboarding new members easier, improved navigation, and enhanced security with granular permission settings.
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OnBoard helped Dryden Mutual Insurance Co. move from paper-based board management to a digital platform. The company wanted to save... time, improve compliance, and support new leadership. OnBoard replaced manual processes, saving hundreds of hours each year. Board engagement improved with better communication and committee work. The company also became more ready for regulations and improved security.
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OnBoard helped Biscuitville move from paper-based board books to a digital platform. The restaurant chain wanted to make board meeting... prep faster and help board members stay organized. With OnBoard, Biscuitville cut paper use by 80%. Board meeting preparation time dropped by 25%. Board members can now access meeting materials from their phones. Key features used include eSignatures, surveys, Microsoft 365 integration, and notes and annotations.
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OnBoard helped A-Leagues streamline board management for 14 soccer clubs in Australia and New Zealand. The league needed to coordinate... communication, manage documentation, and reduce email overload. OnBoard provided a single place for documents and improved communication. The result was better visibility, transparency, and easier coordination among clubs and fan representatives.
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OnBoard helped Pine Castle cut paper costs by 85–90%. The nonprofit now stores all board materials in one place. Board... members access documents anytime, from any device. Updates to meeting materials happen digitally, saving time and reducing disruptions. Board analytics show members review materials in advance. Pine Castle uses OnBoard for meeting creation, voting, and a resource library.
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OnBoard helped The College of New Jersey Board of Trustees move to a single digital platform. The board secretary saved... significant time preparing for meetings. Board members now use a secure, user-friendly portal. The platform made meetings paperless and easy to manage. Board engagement improved with streamlined processes. The solution replaced manual board book assembly and email document sharing.
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OnBoard helped Texas RioGrande Legal Aid improve their board meeting process. Before OnBoard, the team struggled with manual packet assembly... and language barriers. They needed a secure, user-friendly solution to manage board materials in English and Spanish. OnBoard streamlined their board management and made it easier to prepare and share information. The organization now serves 23,000 clients a year with almost 500 employees and about 200 attorneys.
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OnBoard helped the Higher Learning Commission streamline board decision-making. The agency wanted to reduce spreadsheets, cut costs, and get more... context in assessment answers. OnBoard’s board assessments, notes and annotations, and minutes builder made the assessment process clearer. Skills tracking improved nominations and skills identification. Data and spreadsheets became easier to organize and search.
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OnBoard helped Center for Congregations move to digital board meetings. The nonprofit wanted to save time, cut costs, and make... meetings easier. Before OnBoard, meeting prep was slow and stressful. With OnBoard, meeting prep time dropped by 50%. Meetings are now 45 minutes to an hour shorter. The team finds the software easy to use and meetings are more organized and engaging.
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