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

An 80-Year-Old Director Finds Delight in OnBoard’s Simplicity

Downey Federal Credit Union engaged OnBoard Board Management Software to address the frustrations of a long‑serving, multi‑generation board—led by 80‑year‑old director Dr. Edward Potter—who were burdened by bulky paper meeting packets (often 100+ pages), slow pre‑meeting communications, and difficulty including remote participants. The credit union needed an intuitive, accessible board portal that would work for members with varied technical comfort and streamline the entire meeting lifecycle.

OnBoard Board Management Software delivered a digital board portal that replaced mailed packets with real‑time, updatable documents, easy navigation (jump to any page, pinch‑to‑zoom), online voting, and inclusion of supervisory committee members for succession planning. As a result, Downey Federal Credit Union eliminated paper mailings of 100+ page packets, sped meeting preparation and start times (meetings now begin only when devices are ready), improved remote participation and communication, and simplified governance workflows—benefits Dr. Potter attributes to the OnBoard team and their implementation manager, Jenni.

Downey Federal Credit Union

Edward Potter

Director