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

Forward Bank Improves Board Meetings with OnBoard

Forward Bank, a $455 million community bank in Central Wisconsin with 125 employees, seven locations and eight board directors, struggled with slow, paper-based board evaluation surveys that required printing, mailing and manual compilation. To modernize governance and speed up feedback, Forward Bank adopted OnBoard Board Management Software to distribute board materials and run their annual board evaluation survey.

Using OnBoard Board Management Software’s survey tool and portal — with every director accessing materials on iPads — Forward Bank achieved 100% adoption and moved from days-long survey cycles to minutes: report anonymization now takes under an hour and annual survey prep is expected to take about 30 minutes instead of days. The bank also converted routine items to a consent agenda, cutting time spent on those items from roughly one hour to five minutes, and now leverages OnBoard for ongoing, actionable insights and trend reporting.

Forward Bank

Sandy Klatt

Corporate Secretary