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

WCCU Credit Union - Customer Case Study

WCCU Credit Union, a seven‑office cooperative with about $330 million in assets and 23,000 members, struggled with paper‑based board packets that required last‑minute copying, created bulky audit binders, and led to board meetings that often ran four to five hours. To move to a paperless process and improve meeting preparation they adopted OnBoard Board Management Software.

OnBoard Board Management Software was rolled out across the audit committee and other meetings, letting directors access agendas and audit reports in advance, assemble meeting materials far faster, and eliminate reams of paper and scramble‑time the night before meetings. WCCU reports quicker packet preparation (including recovering an accidentally deleted agenda in minutes), higher director engagement using iPads, smoother meetings and a clear shift to paperless governance.

WCCU Credit Union

Vicky Inman

Senior Internal Auditor and Compliance Officer