OnBoard Board Management Software
80 Case Studies
A OnBoard Board Management Software Case Study
First National Bank Texas, a $1.6B financial services institution, struggled with time-consuming board administration: Finance Admin Paula Sheamer spent roughly 540 hours annually compiling nearly 35,000 pages for boards that meet frequently, causing last‑minute changes, duplicated reporting templates, and meetings dominated by operational detail rather than strategy. To address these issues the bank selected OnBoard Board Management Software as its board portal solution.
OnBoard Board Management Software centralized meeting materials, search, annotation, archiving and e‑signature workflows, enabling full digital adoption across two boards, 15 committees and 190 attendees for 170 meetings. The vendor’s solution cut prep time by about 40 hours per meeting, eliminated printing, and delivered measurable savings — roughly $85,573 in annual paper/printing costs, $44,054 in time-equivalent savings, and a 272% ROI — while speeding loan processing and improving governance and accuracy.
Paula Sheamer
Finance Administrative Officer