AgriNovus Indiana
- Non Profit Organization Management
- Small
Indianapolis, USA
Beth Bechdol, CEO of AgriNovus Indiana and board director at Purdue Research Foundation, uses OnBoard for board management. She manages meetings... for two boards with the platform. OnBoard helps her prepare for board and committee meetings from any device. The software streamlines board governance and meeting processes. It supports secure, efficient, and intuitive board operations.
The Damien Center
- Non Profit Organization Management
- Small
Indianapolis, USA
OnBoard AI Suite helps the Damien Center run board and committee meetings each month. Libby Hasse uses Agenda AI to... build agendas from notes and emails. Book AI creates clear summaries for directors. Minutes AI drafts meeting minutes quickly. All work stays secure in one system. This streamlines board prep and keeps meetings organized.
University of Wisconsin-Eau Claire Foundation
- Non Profit Organization Management
- Small
Eau Claire, USA
OnBoard helped the University of Wisconsin-Eau Claire Foundation move from paper-based board books to a secure online platform. Staff saved significant... time and resources by uploading and updating board materials digitally. Board members could access documents before meetings, leading to better preparation and discussions. The foundation easily switched to virtual meetings during the pandemic. Less paper use also reduced environmental impact and costs.
United Way of Southwest Michigan
- Non Profit Organization Management
- Small
St. Joseph, USA
OnBoard helped United Way of Southwest Michigan cut board meeting prep time by 50%. The nonprofit moved from managing meetings... with many emails to a single, secure platform. Board members found OnBoard easy to use, even those not tech-savvy. All board materials are now stored in one place, making access simple. The organization values OnBoard’s security and training support. High satisfaction and time savings led to plans for wider use.
Uncaged
- Non Profit Organization Management
- Small
Uncaged used OnBoard to simplify board meeting preparation and document access. The platform reduced administrative workload by 80%. Board directors... became up to 45% more efficient in their tasks. Voting and communication are now easier and more organized. OnBoard’s support and nonprofit pricing made Uncaged feel valued as a customer.
The Personnel Group
- Non Profit Organization Management
- Medium
Wodonga, Australia
OnBoard helped The Personnel Group modernize board management. Directors now access meeting papers and governance documents in one secure place.... The platform replaced emailed PDFs, saving time and improving security. Board members can join meetings and review materials from anywhere in Australia. New staff learn the system quickly, making handovers simple. The Personnel Group now runs smoother, more organized board meetings.
The Graduate Union
- Non Profit Organization Management
- Small
Melbourne, Australia
The Graduate Union used OnBoard to improve board governance and meeting management. They replaced 120-page paper agendas with digital workflows.... OnBoard made it easy to build agendas, move items, and publish materials in Word or PDF. The platform helped the council stay compliant and save time. Committee members found it simple and reliable for decision-making.
The Children's Museum of Indianapolis
- Non Profit Organization Management
- Medium
Indianapolis, USA
OnBoard helped The Children's Museum of Indianapolis improve board engagement and efficiency for its 60-member board. The museum replaced a... frustrating, duplicative board management system with OnBoard, making it easier for trustees to review and annotate materials. Staff now upload documents once, saving hours and focusing more on donor relations and governance. Skills and diversity tracking features guide strategic board recruitment. Centralized announcements reduce email clutter and boost board satisfaction.
The Child Center of NY
- Non Profit Organization Management
- Large
New York, USA
OnBoard helps The Child Center of NY manage board meetings for a large, diverse nonprofit. The organization serves over 55,000... children and families across New York City and Long Island. With more than 1,100 employees and 33 board members, they use OnBoard to streamline board materials and improve meeting efficiency. The platform supports their mission to address social issues like mental health, education, and family support. Staff and board members value OnBoard for its ease of use and secure access to resources.
The Blagrave Trust
- Non Profit Organization Management
- Small
London, UK
OnBoard helped The Blagrave Trust, a London-based non-profit, centralise board documents and streamline meeting preparation. Trustees now access all materials... in one place, reducing email clutter and improving engagement. The live agenda timer keeps meetings on track, while analytics show which materials have been reviewed. Administrators use these insights to adjust agendas and focus discussions. Trustees found OnBoard intuitive and easy to adopt, leading to more efficient and focused board meetings.
Thames Valley Air Ambulance
- Non Profit Organization Management
- Small
Stokenchurch, UK
OnBoard helped Thames Valley Air Ambulance modernize board communications and governance. The charity replaced manual, paper-based systems with secure digital... tools. Board members now access resources easily and collaborate online. The organization is more efficient and professional. OnBoard's features support remote meetings, voting, and skills tracking. The board can now attract a wider range of candidates and make faster decisions.
Starr Commonwealth
- Non Profit Organization Management
- Medium
Albion, USA
OnBoard helped Starr Commonwealth, a nonprofit, organize all board documents in one place. The team eliminated paper board books and... binders by switching to digital board books. Board members now access a searchable archive of documents and past decisions anytime. Voting and approvals are recorded in OnBoard, making it easy to track actions. The board is more self-sufficient and efficient using OnBoard's board management software.
Portland State University Foundation
- Non Profit Organization Management
- Medium
Portland, USA
OnBoard helped Portland State University Foundation save time and money managing its board. The foundation chose OnBoard for its easy... access to AGB resources and user-friendly design. OnBoard made onboarding new trustees fast and simple. Board members found the platform intuitive and secure. The foundation pays less than competitors and enjoys high user satisfaction.
Planned Parenthood of Southwestern Oregon
- Non Profit Organization Management
- Medium
Eugene, USA
OnBoard helped Planned Parenthood of Southwestern Oregon improve board management during a challenging year. Board members gained anytime, anywhere access... to meeting materials and a robust resource library. The platform made preparing board books faster and easier, saving significant time. Board volunteers now use built-in tools for surveys, attendance, and document management. OnBoard's intuitive design reduced frustration and improved board efficiency.
Mothers of Professional Basketball Players
- Non Profit Organization Management
- Small
Westfield, USA
OnBoard helped Mothers of Professional Basketball Players save 50% of their time on board management tasks. The nonprofit saw a... 60-70% boost in efficiency. OnBoard provided a secure, single source of truth for documents. Board members now access meeting materials and financial records easily. Communication improved for members across the US, Canada, and overseas. The organization eliminated email confusion and document inconsistencies.
Maryland Farm Bureau
- Non Profit Organization Management
- Small
Davidsonville, USA
OnBoard helped Maryland Farm Bureau save 60% of the time spent on board management. The platform gave board members secure,... 24/7 access to materials. Staff moved from a paper-based to a digital system, making it easier to find and share documents. OnBoard's customer service and training supported quick adoption, even for users new to office technology. Automated reminders and permission-based security improved efficiency and peace of mind.
Make-A-Wish Alabama
- Non Profit Organization Management
- Small
Birmingham, USA
OnBoard helped Make-A-Wish Alabama eliminate email for board communications and document sharing. The nonprofit streamlined board packet creation, making it... faster, less stressful, and less costly. Board packets now have synced page numbers and a table of contents. Voting is faster and more transparent, with real-time tabulation. Staff now spend less time on manual tasks and more time granting wishes for children.
Damien Center
- Non Profit Organization Management
- Small
Indianapolis, USA
OnBoard's AI Suite helped Damien Center cut meeting prep time in half. Directors now review board materials in just 45... minutes, down from several days. Minutes AI captures meeting notes automatically, reducing anxiety and freeing up staff to focus on discussions. Agenda AI generates structured agendas from notes or emails, making it easy to launch new committees. Book AI summarizes dense board packets, helping directors prepare quickly. The platform keeps all meeting tasks in one secure, HIPAA-compliant system.
Council on Licensure, Enforcement & Regulation (CLEAR)
- Non Profit Organization Management
- Small
Lexington, USA
OnBoard helped the Council on Licensure, Enforcement & Regulation (CLEAR) improve board and committee meetings. CLEAR's board books were nearly... 100 pages and hard to manage for members across multiple countries. OnBoard made it easy to access updated board materials from any device and adjust for time zones. Board members could take notes and navigate agendas quickly. CLEAR saw faster meeting preparation and better collaboration. Committees adopted OnBoard soon after, making meetings smoother for everyone.
Council for Advancement and Support of Education (CASE)
- Non Profit Organization Management
- Medium
Washington, USA
OnBoard helped CASE move from a traditional board process to a modern board portal. The team found the software easy... to use after four training sessions. Board members quickly adapted to the new platform. The intuitive interface made minute-taking and managing board materials simpler. CASE saw a more professional image and smoother meetings right after implementation.
Avenidas
- Non Profit Organization Management
- Small
Palo Alto, USA
OnBoard helped Avenidas, a Palo Alto nonprofit, save time and boost board efficiency. The board saw an 80% improvement in... efficiency and doubled its accuracy. All board materials are now stored in one secure place. Board members can access documents easily and make changes quickly. Training new members on OnBoard was simple and fast. The platform made board meetings smoother and less stressful.
Australian Clinical Trials Alliance
- Non Profit Organization Management
- Small
Melbourne, Australia
OnBoard helped the Australian Clinical Trials Alliance save 30%–40% of board management time. The nonprofit used OnBoard to simplify governance,... centralize documents, and improve compliance. All board resources are now in one secure place, supporting 100% board participation. The platform's security features protect sensitive documents and allow for controlled access. Local support and easy onboarding made adoption smooth for directors across Australia.
Association of Military Banks of America (AMBA)
- Non Profit Organization Management
- Small
Arlington, USA
OnBoard and Minutes AI helped the Association of Military Banks of America save hours on board meeting minutes. AMBA improved board... meetings by making it easier to prepare agendas, approve items, and keep documents organized. The platform solved firewall and accessibility issues, letting board members collaborate from anywhere. Minutes AI reduced the time to create meeting minutes from up to six hours to just 45 minutes. This gave AMBA leaders more time to focus on serving military families.
ASAE: The Center for Association Leadership
- Non Profit Organization Management
- Medium
Washington, D.C., USA
OnBoard helped ASAE quickly move board meetings online in just two weeks. The platform made board materials easy to find... and improved meeting preparation. Board members became more engaged and meetings stayed focused on strategy. OnBoard’s integration with Zoom and engagement analytics made meetings seamless and efficient. ASAE staff felt less pressure and board members felt more self-sufficient.
The Association for the Advancement of Automotive Medicine
- Non Profit Organization Management
- Small
USA
OnBoard helped The Association for the Advancement of Automotive Medicine (AAAM) streamline board management for its global, 14-member board. Before OnBoard, AAAM... struggled with inefficient, email-based processes and misplaced materials. With OnBoard, board documents are now centralized and accessible worldwide. Board members can review materials, ask questions, and participate in virtual meetings more effectively. The platform enabled AAAM to focus meetings on strategic priorities and improved overall board productivity.
The Damien Center
- Non Profit Organization Management
- Small
Indianapolis, USA
OnBoard AI Suite helps the Damien Center run board and committee meetings each month. Libby Hasse uses Agenda AI to... build agendas from notes and emails. Book AI creates clear summaries for directors. Minutes AI drafts meeting minutes quickly. All work stays secure in one system. The Damien Center saves time and keeps meetings organized.
Foodbank Australia
- Non Profit Organization Management
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.
St. Vincent de Paul Society Australia
- Non Profit Organization Management
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.
Education Case Studies and Customer Success Stories with OnBoard Board Management Software
Purdue University
- Education
- Very Large
West Lafayette, USA
OnBoard helped Purdue University improve board meeting management. Gary Lehman, a Purdue trustee, shared his experience using the platform. The... software made preparing for board and committee meetings easier. OnBoard offered secure access and streamlined workflows. The platform supported efficient board governance for Purdue.
Xavier University of Louisiana
- Education
- Medium
New Orleans, USA
AGB OnBoard helped Xavier University of Louisiana modernize board meetings. Trustee engagement increased by 50% to 60% compared to their... last platform. The university eliminated email attachments, using secure document links instead. eSignatures replaced mailing resolutions, saving time and cost. Minutes AI reduced the time spent on meeting documentation. Staff now create and access meeting materials easily, improving organization and audit readiness.
University of Louisiana System
- Education
- Large
Baton Rouge, USA
AGB OnBoard helped the University of Louisiana System streamline board operations for nine universities. The platform replaced manual, fragmented processes... with a single source of truth for board materials. Directors gained timely, secure access to information, boosting confidence and transparency. Staff saved time by uploading materials once and tracking engagement with analytics. The system improved accountability and trust, supporting better decision-making for 83,000 students.
OnBoard helped Trinity University cut board meeting prep from a full day to just minutes. The university replaced a complex,... outdated system with OnBoard’s easy-to-use platform. Trustees quickly adopted features like Minutes AI, surveys, and announcements. Communication became faster and more secure, especially in urgent situations. Board members praised the clear access to materials and improved engagement.
OnBoard helped TEN Group, a federation of educational institutions in Norfolk, replace an unreliable and costly meeting portal. The new system... improved governance with secure approvals, voting, and advanced permissions. Board meetings became more productive and strategic. Costs dropped due to OnBoard’s cloud-based infrastructure. Board members now collaborate better and access resources securely in real time.
St. Margaret's Episcopal School
- Education
- Medium
San Juan Capistrano, USA
OnBoard helped St. Margaret's Episcopal School cut board preparation time by 30–40%. The school moved from scattered emails and mailed... packets to a secure, centralized portal for all board materials. Trustees now access agendas, minutes, and policies in one place. Security improved, with confidential documents protected and access controlled. Staff spend less time on logistics, and trustees are more effective in meetings. OnBoard's features like Minutes Builder and resource library made board governance simpler and faster.
OnBoard helped St. John’s Grammar School make board meetings 50% more efficient. The school saw up to 70% better accuracy... in board documents. Board members with different tech skills found OnBoard easy to use. The platform improved access to information and made collaboration easier. Features like agenda builder and meeting analytics made board management simple. Implementation took only a few weeks, with fast results.
OnBoard helped Saint James School unify board records and streamline succession planning. The platform made it easy to manage historical... documents in one place. Board members could access materials digitally or by email, improving flexibility. OnBoard simplified meeting preparation and document distribution. The school praised OnBoard's responsive support and training. The solution improved board management and collaboration.
Old Dominion University Board of Visitors
- Education
- Large
Norfolk, USA
OnBoard helped the Old Dominion University Board of Visitors switch from a hard-to-use board management tool. The new platform made... it easy for directors and staff to share information and run meetings. Board members needed little training to get started. The portal lets them review reports, sign documents, and send secure messages. Leaders say OnBoard saves time and helps them focus on strategy, not tech problems.
OnBoard helped Ormiston Academies Trust improve board meeting efficiency and security. The trust replaced a manual, in-house process with OnBoard’s... cloud-based platform. Administrators quickly prepared and shared agendas, while directors accessed materials on any device. Collaboration improved with real-time updates, notes, and e-signatures. The trust reduced costs and went paperless using OnBoard.
OnBoard helped Ontario Tech University streamline board material creation and distribution. The board eliminated email for sharing large PDFs, improving... security and access. Board members now get materials faster and can access an archive of documents anytime. The process is simpler, saving time and reducing stress for staff. Board assessment response rates rose from 75-80% to 95% after using OnBoard.
National Association of Presidential Assistants in Higher Education (NAPAHE)
- Education
- Small
Conway, USA
AGB OnBoard helped NAPAHE, an all-volunteer association, improve board efficiency and save time. The platform enabled a smooth leadership transition... and made board book creation faster. NAPAHE used OnBoard to centralize documents and communications, especially during the COVID-19 crisis. Board members accessed a historical archive for past decisions and completed administrative tasks outside meetings. OnBoard allowed the board to make quick, strategic decisions when needed.
OnBoard helped Mississippi State University digitize its board management. The university replaced paper board books with a digital platform. Administrators... now save 25-30% of their time creating board books. Board members access materials and contacts from anywhere. OnBoard provided training and support for a smooth rollout. The platform is now a one-stop shop for all board-related information.
Millikin University used AGB OnBoard to replace paper board books. The university saved $9,000 each year and saw a 26%... ROI by switching to digital board management. Board members now get real-time updates and access all meeting materials securely. The process for creating and sharing board books is much faster. Collaboration is easier and more organized for remote and in-person meetings.
OnBoard helped Marietta College cut board management costs by almost 50%. The college improved board meeting preparation and accuracy of... information. Board members now use OnBoard for surveys, voting, and document access. The rollout included hands-on training and strong support from OnBoard. Permissions now make it easy to control who sees what. Marietta College values the ongoing partnership and regular updates from OnBoard.
Institute for Apprenticeships and Technical Education
- Education
- Medium
London, UK
OnBoard helped the Institute for Apprenticeships and Technical Education double or triple efficiency in board management. The platform provided secure,... permission-based access to documents and improved collaboration for 150 staff and external partners. Automation features eliminated manual document management, saving hundreds of hours. Board members now spend more time on strategic work instead of routine tasks. The Institute expanded OnBoard’s use to handle specialized file types, supporting its unique education mission.
OnBoard helped Eureka College cut the time to prepare board meeting minutes by 75%. The Minutes Builder tool standardized formats... and made it easier to include attachments. Engagement Analytics showed which board materials were most read, helping plan meetings. Strict access controls kept documents secure for trustees and committees. Eureka College saw a 40% efficiency gain over their previous board management platform. Board members now have quick access to best practices and resources through OnBoard.
AGB OnBoard helped the College of Saint Benedict move from a home-grown board portal to a seamless, user-friendly solution. The college used... AGB OnBoard for 55 meetings in six months, supporting 165 users. Board members accessed materials on any device, made notes, and collaborated from anywhere. The transition was smooth, with minimal support needed. Security, permissions, and fast uploads were key benefits.
College of Charleston Foundation
- Education
- Small
Charleston, USA
OnBoard helped the College of Charleston Foundation organize board materials and streamline meeting communication. Before OnBoard, board members struggled to... access documents and meeting resources. The platform made it easy to store, share, and archive important files in one place. OnBoard’s Zoom integration enabled a smooth switch to virtual meetings during the pandemic. Board members now access information quickly and participate more fully in meetings.
OnBoard helped Casady School move away from paper and email for board communications. Staff now upload committee documents directly to... the platform, even at the last minute. Board members access up-to-date information from any device, replacing outdated paper notebooks. The school improved efficiency and made board materials easier to find. Board members quickly locate policies and historical data using OnBoard.
Bowling Green State University
- Education
- Large
Bowling Green, USA
OnBoard helped Bowling Green State University cut board meeting prep time by 50%. Staff moved from manual, paper-based processes to... a single digital platform for all board materials. Board members now access documents, agendas, and historical data in one place. The university achieved 100% digital adoption and eliminated printing costs. Board members are more informed and engaged, with fewer requests for information.
OnBoard helped Alpha Plus Group move from paper-based board meetings to a digital platform. The group manages 20 schools and... faced challenges with printing, updating, and sharing meeting materials. OnBoard made board preparation faster and improved access to documents. Board members found the portal easy to use. The solution enabled secure, seamless collaboration and efficient meetings.
OnBoard helped Alpha Plus Group Limited cut board paper preparation from a week to just half an hour. The education group... now hosts secure board communications online, improving security and access for members in different countries. Virtual meetings are easy to join, even for less tech-savvy directors, thanks to OnBoard’s user-friendly interface and Zoom integration. The company reduced its environmental footprint by distributing board packs electronically. Support from OnBoard was prompt and effective, making the rollout smooth.
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.
Banking Case Studies and Customer Success Stories with OnBoard Board Management Software
Downey Federal Credit Union
- Banking
- Small
Downey, USA
OnBoard helped Downey Federal Credit Union improve their board meetings. Board director Stan Hanstad shared his experience with the board... management software. He highlighted the benefits of boardroom digitization. The platform made preparing for meetings easier. It also improved efficiency and security for the board.
OnBoard helped Downey Federal Credit Union improve board meeting management. Dr. Edward Potter, a board director, shared his experience with... the software. He highlighted the benefits of boardroom digitization. The platform made meetings easier and more efficient. OnBoard provided secure and intuitive tools for board governance. The solution supported better engagement and streamlined processes.
OnBoard helped Springfield State Bank cut manual board work and printing costs. The bank switched from paper and a clunky... intranet to OnBoard’s digital board management. Board members now get meeting materials in advance, leading to more productive meetings. Security improved with restricted access and no printing of confidential documents. Even senior board members found OnBoard easy to use, boosting engagement across the board.
OnBoard helped Pinnacle Bank, a northeast Georgia community bank, streamline board meetings and improve decision-making. The platform reduced time spent... on meeting book creation and updates. Board members now approve actions outside formal meetings, increasing agility. OnBoard's secure, role-based access and audit trails enhanced compliance and transparency. Features like clickable table of contents and in-platform editing made board management easier for both staff and examiners.
OnBoard helped Pan American Bank & Trust end manual board book prep. Staff no longer spent days printing and binding... paper packets. Directors accessed secure board materials online before meetings. The bank rolled OnBoard out to all committees and daily meetings. Printing costs dropped as meetings went digital. Adoption was fast, even for tech-resistant directors.
OnBoard helped Sturgis Bank & Trust Company cut loan committee meeting times by 75%. The bank used OnBoard to move... loan approvals online, speeding up mortgage and commercial loan processing. Staff can now approve loans from anywhere, even on weekends. Real-time notifications and centralized workflows replaced slow, paper-based processes. The bank stayed connected and efficient during COVID-19, improving both employee experience and customer service.
OnBoard helped Mabrey Bank cut meeting preparation time by 50%. The bank moved from manual board book assembly to a... secure, digital platform. Directors quickly adopted the system with little training. OnBoard’s security features passed annual third-party vendor reviews. Minutes AI let leaders focus on meetings and finish minutes faster. The platform improved productivity and compliance for the bank’s board operations.
Horicon Bank and Community Savings Bank of Iowa
- Banking
- Small
Horicon, USA
OnBoard helped Horicon Bank and Community Savings Bank of Iowa improve board communication and security. Both banks used to rely... on PDFs and email, which slowed down approvals and risked sensitive data. With OnBoard, they now approve loans and policy changes faster, sometimes within two days. Directors can access materials securely and vote from anywhere, even when traveling. The banks eliminated password hassles and improved document control for board meetings.
OnBoard helped Forward Bank move from paper-based to digital board meetings. The bank improved efficiency by 40 to 50%. Board... members adopted the new portal 100%. The platform made it easy to update and share documents in real time. Security features gave peace of mind to both board members and IT. Board meetings now focus more on strategy and less on paperwork.
OnBoard helped First Citizens Bank boost board and committee efficiency by 50-70%. The bank used OnBoard to streamline loan approval... and governance processes. Board members could access documents securely and remotely. The platform made meeting management easier and reduced manual paperwork. OnBoard's cost was lower than similar products, adding value for the bank.
OnBoard helped Abbey Credit Union move from typewriters to a digital board management platform. The credit union cut costs and... saved time creating and sharing board materials. OnBoard made commercial loan approvals faster with electronic voting and eSignatures. The board used OnBoard’s survey tool to improve governance and plan recruitment. Integration with Zoom made the switch to virtual meetings easy and secure. Abbey Credit Union saw a big jump in efficiency and productivity.
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.
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.
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.
Financial Services Case Studies and Customer Success Stories with OnBoard Board Management Software
Alliant Credit Union
- Financial Services
- Large
Chicago, USA
OnBoard board management software helps Alliant Credit Union run board meetings more efficiently. The CEO and senior vice president share... how the platform supports their board of directors on the go. OnBoard provides secure access to meeting materials from any device. The software streamlines board governance and improves director engagement. Alliant Credit Union benefits from easier preparation and better insights for their board.
Visions Federal Credit Union
- Financial Services
- Large
Endwell, USA
OnBoard helped Visions Federal Credit Union improve board meeting security and efficiency. The credit union needed a board portal with... strong security, including two-factor authentication. OnBoard offered an easy-to-use platform and a full-featured trial. The team found the solution simple to adopt and praised OnBoard’s attentive support. Regular product enhancements and responsive customer service built trust and satisfaction.
OnBoard helped PayMe, a leading Australian payroll company, boost efficiency by 50–60%. The intuitive board management platform enabled fast implementation... and required no training. PayMe achieved consistent documentation and improved governance across multiple companies. Instant updates and calendar sync saved time for remote meetings. Security features reduced email risks and streamlined board approvals.
JMI Equity uses OnBoard to make weekly meeting preparation faster. The firm keeps all meeting materials in one secure place.... OnBoard helps JMI Equity save time and improve board meeting organization. The platform gives the team a single source for documents. Security and efficiency are key benefits for JMI Equity. The solution supports better board management for the company.
OnBoard helped Granite Partners boost board efficiency by about 50% for administrators and 15–20% for board leaders. The company replaced... SharePoint and email with OnBoard for secure document storage and easier collaboration. All 10 boards launched the platform at once, with 60 people trained. Board members now access sensitive documents in one place and approve minutes faster. OnBoard's support and security features impressed Granite Partners throughout the process.
First National Bank Texas
- Financial Services
- Large
Killeen, USA
OnBoard helped First National Bank Texas save $85,573 a year in paper and printing costs. The bank also saved $44,054... in time spent creating and distributing board books. OnBoard made it easy for 190 attendees to join 170 meetings across three states. The software reduced prep time, improved accuracy, and enabled e-signatures for faster loan approvals. Board members found meetings easier and more efficient, with 100% adoption of the solution.
Credit Union of America
- Financial Services
- Medium
Wichita, USA
OnBoard helped Credit Union of America achieve a 75% increase in board meeting efficiency. The platform enabled paperless meeting packet... creation and secure document access. Board and committee members now access materials electronically, with permissions managed for each group. OnBoard's calendar and resource features improved meeting prep and information sharing. The solution reduced manual work and increased security for board materials.
OnBoard helped Alliant Credit Union move from paper to a fully digital board experience. The board and committees now access... materials anytime, anywhere, using any device. This shift saved hours for the executive administrator, reducing board packet assembly from a full day to just one hour. Board members collaborate more easily and stay engaged, even when remote. OnBoard serves as a central, secure source for all board documents and reference materials.
AgTexas Farm Credit Services
- Financial Services
- Medium
Lubbock, USA
OnBoard helped AgTexas Farm Credit Services modernize its director and officer disclosure process. The team replaced a manual, paper-based workflow... with OnBoard’s electronic D&O Questionnaire feature. This change cut the process from weeks to minutes and saved significant staff time. Board members now complete disclosures on tablets, and errors are fixed quickly. AgTexas also reduced paper use and achieved full board adoption of the new system.
Hospital & Health Care Case Studies and Customer Success Stories with OnBoard Board Management Software
Nicklaus Children's Hospital
- Hospital & Health Care
- Large
Miami, USA
OnBoard helped Nicklaus Children's Hospital improve board meeting security and cut costs. The hospital faced challenges with paper-based processes and... a basic share drive. OnBoard provided a secure, HIPAA-compliant board portal. Directors now access digital board books easily and securely. The solution eliminated printing expenses and streamlined board operations.
Valley Professionals Community Health Center
- Hospital & Health Care
- Medium
USA
OnBoard helped Valley Professionals Community Health Center meet HRSA compliance. The platform made it easy to organize meetings, build agendas,... and keep accurate records. Board members could review a 500-page board packet before meetings. OnBoard allowed last-minute updates and secure document access. This improved provider engagement and compliance reporting.
Brookings Health System
- Hospital & Health Care
- Medium
Brookings, USA
OnBoard helped Brookings Health System move from paper and PDF board packets to a digital platform. The switch made board... meeting prep faster and cheaper. Board members now access documents easily and come to meetings more prepared. OnBoard enabled a smooth shift to virtual meetings during COVID-19. The platform also improved document security and access control for sensitive sessions.
Billings Clinic-Logan Health
- Hospital & Health Care
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.
Olly Neal Community Health Center
- Hospital & Health Care
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.
Utilities Case Studies and Customer Success Stories with OnBoard Board Management Software
Opuha Water Ltd.
- Utilities
- Small
South Canterbury, New Zealand
OnBoard helped Opuha Water Ltd. improve board management. The cooperative needed better organization and security for board documents. OnBoard provided... a secure, single hub for all board materials. Board members now access everything in one place. The team saw up to 60% more efficiency. Security concerns were fully addressed. Communication and collaboration improved for the board and management.
OnBoard helped MainPower New Zealand Ltd. improve board management by moving all documents online. The company saw a 30-35% increase... in efficiency after switching from their previous software. Board members found OnBoard easy to use and liked features like secure document storage and online minutes approval. The platform made onboarding new directors faster and improved board participation. MainPower values OnBoard for its administrative control, security, and cost-effectiveness.
OnBoard helped MainPower speed up board meeting pack preparation. The board secretary used to spend a full day on this... task. With OnBoard, agenda creation and document loading are much faster. Directors find the portal easy to use on any device. Meeting invitations and notifications are now automated. MainPower spends less for more features, improving governance and efficiency.
Real Estate Case Studies and Customer Success Stories with OnBoard Board Management Software
Hornsey Housing Trust
- Real Estate
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.
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.
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.
Government Administration Case Studies and Customer Success Stories with OnBoard Board Management Software
State of Alaska Division of Corporations, Business and Professional Licensing
- Government Administration
- Medium
Juneau, USA
OnBoard helped the State of Alaska Division of Corporations, Business and Professional Licensing cut license approval times from 6 months to just 10 days. The agency used... OnBoard to simplify board material preparation, streamline voting, and improve record-keeping. Board members could access documents securely and vote electronically, reducing manual work and errors. The transition eliminated paper packets and sped up the licensing process for applicants. OnBoard's platform made board meetings more efficient and responsive to constituent needs.
Agriculture Victoria Services Pty Ltd
- Government Administration
- Small
Victoria, Australia
OnBoard helped Agriculture Victoria Services Pty Ltd move from manual, paper-based board management to a secure digital platform. The team eliminated... time-consuming PDF collation and now creates board packs faster. Secure document sharing and Microsoft Azure integration improved governance and data protection. Board members access materials on any device, annotate documents, and collaborate in real time. AVS values OnBoard for its user-friendly interface and proactive support.
Sports Case Studies and Customer Success Stories with OnBoard Board Management Software
Brentford FC Community Sports Trust
- Sports
- Small
London, UK
OnBoard helped Brentford FC Community Sports Trust cut board paper preparation time by four times. The trust improved board security... and gave members more time to review documents before meetings. Trustees quickly adopted the platform on both PCs and mobile devices. Board meetings became shorter and more efficient. The trust now controls document access and circulates papers well in advance.
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.
Events Services Case Studies and Customer Success Stories with OnBoard Board Management Software
Sydney Gay and Lesbian Mardi Gras
- Events Services
- Small
Sydney, Australia
OnBoard helped Sydney Gay and Lesbian Mardi Gras modernize board governance. The platform made board pack preparation faster and easier.... Directors now use mobile devices to review and annotate documents. Confidential reports are kept secure with watermarking and download restrictions. The board saw improved collaboration and a positive culture shift. OnBoard's training and support made adoption smooth for all members.
Legal Services Case Studies and Customer Success Stories with OnBoard Board Management Software
Bridgehouse Company Secretaries
- Legal Services
- Small
London, UK
OnBoard helped Bridgehouse Company Secretaries modernize their board and committee meeting management. The team saved significant time by switching from... manual paper compilation to OnBoard's digital agenda builder. The portal made it easy to upload, amend, and secure documents for different meeting attendees. Board members now access all meeting materials and key documents in one place. The solution improved efficiency and reduced client queries or complaints.
Telecommunications Case Studies and Customer Success Stories with OnBoard Board Management Software
Vodafone Fiji
- Telecommunications
- Medium
Suva, Fiji
OnBoard helped Vodafone Fiji move board work from emailed PDFs to a secure, central platform. The team switched with little... retraining and now keeps all board materials and monthly reports in one place. Approvals and votes are tracked with clear audit trails. Directors stay informed between meetings using dashboard updates. OnBoard's gender ratio analytics support Vodafone Fiji's ESG reporting and compliance.
Restaurants Case Studies and Customer Success Stories with OnBoard Board Management Software
Biscuitville
- Restaurants
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.
Ontario Chiropractic Association
- Health, Wellness And Fitness
- Small
Toronto, Canada
OnBoard helped the Ontario Chiropractic Association move from a paper-based and clunky digital system to a streamlined board management platform. The team used... to spend hours preparing board books and struggled with lost documents and poor user experience. With OnBoard, building board books now takes less than an hour and costs less. Organizing meetings is faster with drag-and-drop tools. Voting is now private and simple. Board members and the CEO find it easy to use and access documents quickly.
Insurance Case Studies and Customer Success Stories with OnBoard Board Management Software
Dryden Mutual Insurance Co.
- Insurance
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.
Consumer Goods Case Studies and Customer Success Stories with OnBoard Board Management Software
Miller Distributors Ltd.
- Consumer Goods
- Medium
Birkirkara, Malta
OnBoard helped Miller Distributors Ltd. cut board meeting prep time by 40%. The Malta-based company moved all board materials to... a secure digital platform. This reduced paper and printing costs by over 50%. Directors now access, annotate, and review documents from anywhere. The board is more engaged and prepared for meetings. OnBoard’s tools support remote participation and secure collaboration.
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.
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.
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.
