Case Study: Credit Union of America achieves 75% efficiency gains with OnBoard Board Management Software

Credit Union Benefits from Nine Years of Escalating Efficiencies with OnBoard

Credit Union of America needed a better way to digitize board management, simplify board book creation, and improve access to and security of meeting materials. Before using OnBoard Board Management Software, the team relied on a PDF-based process that was time-consuming, difficult to edit, and stressful to distribute across board and committee members.

With OnBoard Board Management Software, Credit Union of America created a structured, secure, near-paperless process for compiling and sharing board packets, with drag-and-drop editing and access controls for authorized users. The result was a 75% efficiency gain, secure document access, and easier access to past materials for new committee members.

Credit Union of America

Janet Whitman

Chief Executive Officer