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What does it do?

  • Board Management
  • Governance
  • Meeting Management
  • Document Management
  • Collaboration

How is it used?

  • Web and mobile app for managing and collaborating on board meetings.
  • 1. Access web app
  • 2. Create meetings
  • 3. Distribute materials
  • 4. Collaborate in real-time
See more

Who is it good for?

  • Compliance Officers
  • Executive Assistants
  • Meeting Organizers
  • Board Members
  • Corporate Secretaries

Details & Features

  • Made By

    Passageways
  • Released On

    2003-10-24

OnBoard is a comprehensive board management software that streamlines governance processes for organizations. This platform offers a secure board portal with tools for meeting creation, document management, and real-time collaboration, designed to enhance efficiency and effectiveness in board operations.

Key features:

- Agenda Builder: Simplifies the creation and distribution of meeting agendas.
- Board Assessments: Facilitates evaluations and performance tracking for board members.
- D&O Questionnaires: Manages and processes director and officer questionnaires.
- Dashboard: Provides a centralized overview of all board activities and information.
- Diversity Reporting: Tracks and analyzes board diversity metrics for improved governance.
- Intelligent Search: Enables quick and accurate retrieval of documents and information.
- Meeting Analytics: Offers insights into meeting performance and effectiveness.
- Meeting Minutes Builder: Automates the creation of accurate and comprehensive meeting minutes.
- Microsoft 365 Integration: Seamlessly integrates with Microsoft 365 tools for enhanced productivity.
- Notes & Annotations: Allows users to add personal notes and annotations to documents.
- Roles & Terms Management: Manages board member roles and term durations.
- Secure Messenger: Ensures confidential communication among board members.
- Skills Tracking: Tracks and analyzes board member skills for optimal resource allocation.
- eSignatures: Facilitates electronic signatures for efficient document processing.
- Task Management: Assigns and tracks tasks for board members to improve accountability.
- Zoom Integration: Integrates with Zoom for seamless virtual meeting experiences.

How it works:

1. Users access OnBoard via desktop, phone, or iPad.
2. Board administrators create and manage meetings within the platform.
3. Meeting materials are distributed securely to board members.
4. Board members collaborate in real-time, accessing documents and participating in discussions.
5. The platform provides analytics and insights to improve board performance.

Integrations:

Microsoft 365, Zoom, Office 365

Use of AI:

OnBoard incorporates AI technology to enhance its intelligent search capabilities, generate meeting analytics, and provide governance insights.

AI foundation model:

The specific AI foundation model used by OnBoard is not explicitly stated in the available information.

Target users:

- Board Directors
- CEOs & Leadership
- General Counsels
- Board Professionals & Administrators
- Associations
- Banks
- Credit Unions
- Governments
- Healthcare Organizations
- Higher Education Institutions
- Nonprofits
- Technology Companies
- Venture Capital & Private Equity Firms

How to access:

OnBoard is available as a web application accessible through standard web browsers. Additionally, mobile apps are provided for both iOS and Android platforms, allowing users to access the software on various devices.

  • Supported ecosystems
    iOS, Apple, Android, Google, Microsoft, Zoom, iOS, Apple, Android, Google
  • What does it do?
    Board Management, Governance, Meeting Management, Document Management, Collaboration
  • Who is it good for?
    Compliance Officers, Executive Assistants, Meeting Organizers, Board Members, Corporate Secretaries

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