OnBoard Board Management Software B2B Case Studies & Customer Successes

OnBoard is an industry-leading board management software designed to streamline meetings, enhance governance, and improve director engagement. Trusted by over 6,000 organizations globally, OnBoard simplifies the board process with a user-friendly interface and enterprise-grade security. Key features include agenda building, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, skills tracking, automated minutes powered by OnBoard AI, minutes builder, and video conferencing integration. With OnBoard AI, meeting discussions are instantly transcribed, generating a comprehensive draft of minutes with ease. OnBoard ensures your board operates efficiently, stays compliant, and engages directors in a secure, collaborative environment. Upgrade your board meetings with OnBoard today!

Abbey Credit Union achieves a quantum leap in efficiency and faster loan approvals with OnBoard Board Management Software

Abbey Credit Union

Dean Pielemeier

President & Chief Executive Officer

AgTexas Farm Credit Services achieves fast, paperless Director & Officer questionnaire processing with OnBoard Board Management Software

AgTexas Farm Credit Services

Kayla Robinson

Chief Operating Officer

Alliant Credit Union achieves paperless, anytime-anywhere board access and increased engagement with OnBoard Board Management Software

Alliant Credit Union

Lee Schafer

Senior Vice President of Corporate Affairs and Chief Administrative Officer

Alpha Plus Group achieves streamlined board governance and increased user engagement with OnBoard Board Management Software

Alpha Plus Group

Alpha Plus Group achieves streamlined, secure board governance with OnBoard Board Management Software

Alpha Plus Group

Julia Norton

Company Secretary

ASAE (The Center for Association Leadership) achieves efficient virtual governance and increased board engagement with OnBoard Board Management Software

ASAE

Susan Robertson

President and CEO

Association for the Advancement of Automotive Medicine achieves streamlined global board collaboration with OnBoard Board Management Software

Association for the Advancement of Automotive Medicine

Katie Keel

Executive Director

Association of Military Banks of America achieves secure, accessible virtual meetings and faster board book creation with OnBoard Board Management Software

Association of Military Banks of America

Andia Dinesen

Executive Vice President, Communications and Operations

A board management platform tailored for time savings for unique nonprofit organisations

Australian Clinical Trials Alliance

Katie Legge

Administration Officer

Avenidas achieves 80% efficiency gains and 100% accuracy with OnBoard Board Management Software

Avenidas

Cindy Shearer

Executive Assistant

Billings Clinic-Logan Health

William Gibson

Chief Legal Officer

Bowling Green State University achieves 50% faster meeting prep and 100% digital board adoption with OnBoard Board Management Software

Bowling Green State University

Sarah Brokamp

Special Assistant to the Vice President for University Advancement

Brentford FC Community Sports Trust achieves four‑fold faster board paper preparation and stronger document security with OnBoard Board Management Software

Brentford FC Community Sports Trust

Luke Skelhorn

Operations Director

Brookings Health System achieves smoother, faster board meetings with OnBoard Board Management Software

Brookings Health System

Sheri Wiig

Administrative Assistant

Casady School achieves paperless, real-time board communications with OnBoard Board Management Software

Casady School

HannahLu Watson

Administrative Assistant to Head of School

CIT Academies

Ana Hendrickson

Company Secretary and Clerk to the Trust Board

College of Saint Benedict achieves seamless, secure mobile board management and faster meeting prep with OnBoard Board Management Software

College of Saint Benedict

Kathryn Enke

Chief of Staff and Lead Title IX Coordinator

Seeking board agility and streamlined processes, two Midwestern banks have revolutionized their board management

Community Savings Bank of Iowa

Luke Brady

President

CASE successfully transitioned to OnBoard, streamlining their governance with a centralized

Council for Advancement and Support of Education

Christina Ritter

Senior Executive Assistant

Council of Licensure, Enforcement & Regulation achieves streamlined, paperless global board meetings with OnBoard Board Management Software

Council of Licensure, Enforcement & Regulation

Adam Parfitt

Executive Director

Credit Union Benefits from Nine Years of Escalating Efficiencies with OnBoard

Credit Union of America

Janet Whitman

Chief Executive Officer

Deep Yellow - Customer Case Study

Deep Yellow

Marie Lykke

Executive Assistant for Corporate Services

Downey Federal Credit Union achieves paperless, simplified board meetings and improved collaboration with OnBoard Board Management Software

Downey Federal Credit Union

Edward Potter

Director

Eureka College achieves 75% faster minutes and 40% greater meeting productivity with OnBoard Board Management Software

Eureka College

Jyl Zubiate

Executive Administrative Assisant to the President and Provost

First Citizens Bank - Customer Case Study

First Citizens Bank

Sarah Nielsen

Chief Financial Officer

First National Bank Texas achieves 272% ROI and significant cost & time savings with OnBoard Board Management Software

First National Bank Texas

Paula Sheamer

Finance Administrative Officer

Foodbank Australia

Sarah Pennell

Chief Operating Officer

Forward Bank achieves faster board evaluations and streamlined meetings with OnBoard Board Management Software

Forward Bank

Sandy Klatt

Corporate Secretary

Granite Partners gained the tools it needed to increase board effectiveness and efficiency with OnBoard’s board management software

Granite Partners

Shelly Bauerly Kopel

Partner

Hornsey Housing Trust achieves streamlined, paperless governance with OnBoard Board Management Software

Hornsey Housing Trust

Liz Hanley

Chief Executive Officer

Independent Community Bankers of America (ICBA) achieves streamlined board governance with OnBoard Board Management Software

ICBA

Daniel Clancy

Executive Vice President of Services

Institute for Apprenticeships and Technical Education achieves 2–3x efficiency gains and secure, collaborative board management with OnBoard Board Management Software

Institute for Apprenticeships and Technical Education

Gaetan Cotton

Senior Service Designer

This northern Indiana-based credit union is still fulfilling its mission 90 years later, but now with modern, digital capabilities thanks to OnBoard

Interra Credit Union

Amy Sink

Chief Executive Officer

JMI Equity reduces weekly meeting preparation from 3+ hours to 15 minutes with OnBoard Board Management Software

JMI Equity

Taylor Gillis

Marketing Analyst

MainPower achieves faster, simpler meeting packs and better value with OnBoard Board Management Software

MainPower

Maria O’Neill

Board Secretary and Executive Assistant

OnBoard empowers Electricity Distribution Network to manage board, company more efficiently

MainPower

Maria O’Neill

Board Secretary and Executive Assistant

Make-A-Wish Alabama achieves streamlined board governance and faster approvals with OnBoard Board Management Software

Make-A-Wish Alabama

Tracy Smith

President & Chief Executive Officer

Marietta College achieves 50% cost savings and faster, more accurate board operations with OnBoard Board Management Software

Marietta College

Paula Lewis

Executive Coordinator, President's Office

Small Association Turns to OnBoard for Time-saving, Cost-Effective Board Management Efficiencies

Maryland Farm Bureau

John Torres

Executive Director

Miami Children's Hospital achieves a secure, paperless boardroom and over $9,500 annual savings with OnBoard Board Management Software

Miami Children’s Hospital

Samir Wadhwa

Manager of Business Systems

Millikin University achieves a 26% ROI and $9,000 annual savings with OnBoard Board Management Software

Millikin University

Pat Pettit

Director of Information Technology

Mississippi State University achieves 25–30% time savings on board book creation and 24/7 access to board resources with OnBoard Board Management Software

Mississippi State University

Lisa Hearn

Administrative Assistan to the Executive Director of Development

OnBoard proves an easy layup for Mothers of Professional Basketball Players, a Westfield, Indiana-based charitable nonprofit organization

Mothers of Professional Basketball Players

Linda Shanklin

National Secretary and Incoming Board President

National Association of Presidential Assistants in Higher Education achieves increased efficiency and saves time with OnBoard Board Management Software

National Association of Presidential Assistants in Higher Education

Brittny Daubenheyer

Executive Director

Nicklaus Children's Hospital achieves 51% ROI and paperless, secure board meetings with OnBoard Board Management Software

Nicklaus Children's Hospital

Samir Wadhwa

Manager of Business Systems

Old Dominion University - Customer Case Study

Old Dominion University

Ross Mugler

Director

OnBoard’s Minutes Builder, eSignatures, and document storage capabilities streamline operations for this eastern Arkansas-based health care provider’s board of directors

Olly Neal Community Health Center

Kellee Farris

CEO

Ontario Chiropractic Association achieves streamlined, secure board meetings with OnBoard Board Management Software

Ontario Chiropractic Association

Deborah Gibson

Office Manager

Ontario Tech University achieves streamlined board book creation and secure, timely distribution with OnBoard Board Management Software

Ontario Tech University

Becky Dinwoodie

Assistant University Secretary

Water and electric cooperative finds simplicity, efficiency and security with OnBoard

Opuha Water

Aimee Bennett

Commercial Manager and Board Secretary

Oswego County Federal Credit Union achieves increased employee engagement and unified branch alignment with OnBoard Board Management Software

Oswego County Federal Credit Union

Aimee Glerum

Oswego Federal Credit Union’s Vice President of Lending

Pan American Bank achieves 20% ROI and saves 47,000 sheets of paper with OnBoard Board Management Software

Pan American Bank

Randy Blackburn

Executive Vice President and Chief Operating Officer

OnBoard’s easy-to-use, easy-to-implement board management solution helped this Australian company increase efficiency and consistency

PayMe Group

Ian Lindgren

Chairman of the Board

Planned Parenthood of Southwestern Oregon achieves streamlined, anytime board access and major time savings with OnBoard Board Management Software

Planned Parenthood of Southwestern Oregon

Lisette Loendorf

Executive Assistant to President & CEO

Through OnBoard, this higher education foundation gains access to valuable industry resources

Portland State University Foundation

Meg Evans

Board Liaison

Saskatchewan Teachers’ Federation achieves 141% ROI with OnBoard Board Management Software

Saskatchewan Teachers’ Federation

Dorian Rachubinski

Business Analyst

Simplicity Credit Union achieves a self-managed, user-friendly intranet with OnBoard Board Management Software

Simplicity Credit Union

Jessie Laszewski

IT Support Specialist

A community-focused bank brings board work into the 21st century with simplicity, ease of use, and security

Springfield State Bank

Christy Carpenter

Executive Vice President and CTO

Efficiency, access, accuracy, and collaboration were among the benefits St. John’s Grammar School experienced when it partnered with OnBoard

St. John’s Grammar School

Samantha Ellis

Executive Assistant to the Business Director

St. Vincent de Paul Society Australia

Karen Hutchinson

Executive Assistant

Starr Commonwealth achieves centralized, paperless board management with OnBoard Board Management Software

Starr Commonwealth

Julie Voigt

Director of Corporate Logistics

State of Alaska cuts licensing wait times from 6 months to 10 days with OnBoard Board Management Software

State of Alaska

Sara Chambers

Director Division of Corporations, Business and Professional Licensing

Sturgis Bank & Trust Company accelerates loan processing and cuts meeting time by 75% with OnBoard Board Management Software

Sturgis Bank & Trust Company

Jason Hyska

Senior Vice President, Retail Lending

Thames Valley Air Ambulance achieves secure, efficient governance with OnBoard Board Management Software

Thames Valley Air Ambulance

Sarah Roberts

Non-Executive Directors

The College of New Jersey achieves streamlined, paperless board meetings with OnBoard Board Management Software

The College of New Jersey

Heather Fehn

Chief of Staff and Secretary to the Board of Trustees

OnBoard modernizes how nonprofit board serves its community

The United Way of Southwest Michigan

Retta Curneal

Executive to the President

OnBoard’s efficiency, ease of use, and support aids this nonprofit board’s worldwide mission to reduce human trafficking

Uncaged

Laura Compton

Director of Operations

University of Wisconsin–Eau Claire Foundation achieves streamlined board management and seamless virtual meetings with OnBoard Board Management Software

University of Wisconsin-Eau Claire Foundation

Michele Olson

Stewardship and Planned Giving Director

Urantia Book Fellowship achieves streamlined board communications and up-to-date agendas with OnBoard Board Management Software

Urantia Book Fellowship

Emilio Coppola

Treasurer

Valley Professionals Community Health Center achieves HRSA compliance and streamlined board meetings with OnBoard Board Management Software

Valley Professionals Community Health Center

Steven Waltz

Vice President and Chief Medical Officer

Visions Federal Credit Union achieves enhanced board security and usability with OnBoard Board Management Software

Visions Federal Credit Union

Cynthia Schroeder

Chief Information and Innovation Officer

WCCU (Westby Co-op Credit Union) achieves paperless board governance and faster meetings with OnBoard Board Management Software

WCCU Credit Union

Vicky Inman

Senior Internal Auditor and Compliance Officer

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OnBoard Board Management Software B2B Case Studies & Customer Successes

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